RIA

Brian Lauzon
May 27, 2021

Closing a Deal Before Capital Gains Rates Increase

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 May 27, 2021 May 27, 2021

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 27, 2021

Webinar: The Role of an Investment Banker

Deciding to purchase or sell an advisory firm is one of the most important decisions an owner will make in their career. And in most cases, owners embark on this…

Brian Lauzon
December 16, 2020

Webinar: RIA Seller Motivations

What are some of the key drivers behind the unprecedented wave of RIA owners interested in merging with another firm? In this webinar, our founder Jim Tennies takes on the…

Brian Lauzon
November 10, 2020

Webinar: RIA Valuation

Even for those not in the midst of an M&A transaction, there are many benefits to a professional valuation of your advisory firm. In this webinar, hear InCap founder Jim…