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

150 150 Brian Lauzon

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

Specifically, Jim addresses:

  • The complexities of valuing a firm beyond just valuation multiples.
  • The notion that selling a company equates to immediate retirement for the owner.
  • The differences between various buyers and aggregators in the industry.
  • The state of valuations in the wealth management market over the past 12 months.
  • How sellers can still participate in the future growth of their company after a transaction.

To hear the interview, click here.