Best Practices

Brian Lauzon
August 14, 2023

InCap’s Jim Tennies Debunks Five Myths of Wealth Management M&A

https://f3bc90.p3cdn1.secureserver.net/wp-content/themes/fildisi/images/empty/thumbnail.jpg 150 150 Brian Lauzon Brian Lauzon https://secure.gravatar.com/avatar/d60251a2687f4995104725e15b72f7f4?s=96&d=mm&r=g August 14, 2023 August 14, 2023

Recently InCap Group’s president, Jim Tennies sat down with Advisorpedia to discuss “Five Myths of Wealth Management M&A.”

Brian Lauzon
May 27, 2021

Closing a Deal Before Capital Gains Rates Increase

It’s the after-tax proceeds that count.

Brian Lauzon
March 31, 2021

Five Reasons an Investment Banker Pays for Itself

Investment bankers and financial planners add value in similar ways

Brian Lauzon
February 27, 2021

Buy, Sell or Hold: Three RIA Growth Strategies

There is a growing chorus contemplating the perennial strategic question: “Is what got me here going to be what can get me there?”

Brian Lauzon
January 9, 2021

Run your RIA Like it’s For Sale

All of the factors that potential acquirers expect or value are the same as those that will benefit your firm’s owners and employees today.