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

Power Your Advice

English - August 04, 2023 20:14 - 19 minutes - 36.1 MB
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Previous Episode: Episode 172 – Structuring for Success: A Guide to Increased Firm Valuation with John Langston

Next Episode: Episode 174 – Securing Your Future with Mike Harris and Tom West

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 … Continue reading Episode 173 – The Five Myths of Wealth Management M&A with Jim Tennies →