Jim Tennies is the President and Co-Founder of InCap Group, a boutique investment bank providing sell-side and buy-side M&A advice, valuation services and capital raising assistance.
In this podcast, Jim debunks the “myths” and misconceptions in wealth management M&A that may be holding you back from making informed financial decisions.
They also discussed:
- 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.
Resources:
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