Episode 173 – The Five Myths of Wealth Management M&A with Jim Tennies

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: 

InCap Group

 

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