Yearly Archives :

2020

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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Brian Lauzon, CFA Joins InCap As Managing Director

150 150 Admin

The industry vet will lead InCap Group’s business development initiatives and serve as a member of the firm’s deal team

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