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