M&A

Brian Lauzon
December 16, 2020

Webinar: RIA Seller Motivations

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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

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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…

Brian Lauzon
July 15, 2020

InCap Represents Argosy Wealth in Their Acquisition by Mercer

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This transaction represents InCap’s third deal of 2020.

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