wealthmanagement

Closing a Deal Before Capital Gains Rates Increase

150 150 Brian Lauzon

It’s the after-tax proceeds that count.

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Five Reasons an Investment Banker Pays for Itself

150 150 Brian Lauzon

Investment bankers and financial planners add value in similar ways

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Buy, Sell or Hold: Three RIA Growth Strategies

150 150 Brian Lauzon

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

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Webinar: The Role of an Investment Banker

150 150 Brian Lauzon

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…

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Webinar: RIA Seller Motivations

150 150 Brian Lauzon

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…

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Webinar: RIA Valuation

150 150 Brian Lauzon

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…

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InCap Represents Argosy Wealth in Their Acquisition by Mercer

150 150 Brian Lauzon

This transaction represents InCap’s third deal of 2020.

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