Even Financial Advisors Should Maximize the Sale of Their Business
You've helped tons of clients retire and sell their businesses, and now it may be time to take a dose of your own medicine.
Who Are We?
JPTD Partners is a boutique consulting firm with more than 140 years of experience that assists financial advisors to maximize their practice valuations when they are ready to sell part or all of their business. We work with various private equity and purchasing firms that specialize in financial advisory and asset management acquisition.
Private Equity & Purchasing Firms
All In Offers to Advisors
I 100% believe this is a great thing for our clients! It's obviously great for me too!
Independent Advisor, $800k Revenue, $107M AUM
Independent Advisor, $3.1M Revenue, $300M AUM
Thank you for being a Shepard in this process! Great to have someone alongside who actually knows how to fly the plane.
Wire House Rep, $3.3M Revenue, $655M AUM
Independent Advisor, $100M AUM
"I'll just sit back and wait for you to work your magic"
Independent Advisor, $2.5M Rev, $100M AUM
"Working with JPTD has been an unbelievable masters class on how to build a true business, find the right fit and maximize valuation. Just an awesome experience!"
"How have I not heard about you before?!"
Download Company Overview
Most advisors believe that they've done well if they can sell their book for 2-3X recurring revenue. We understand as that's been the reality for the past 20 years. However, we are in different times today, and imagine being able to get 5x, 6x, or higher for your practice. Imagine not having to hunt down buyers. Imagine not having to worry about them getting funding or an advisor defaulting on you. And imagine the ability to take chips off the table, derisk your business, and continue to work as long as you'd like.