The JPTD Blog
Should I Take Cash and Stock in a Business Sale Transaction?
December 29, 2022
When selling a business, one of the key decisions the seller must make is how they would like to receive payment for...Read More
M&A vs Selling to Another Advisor: What's the Difference?
December 29, 2022
When it comes to exit strategies for financial advisors, there are several options to consider. Two of the most...Read More
Do I Need Employment Contracts With My Employees?
December 29, 2022
As a financial professional, you understand the importance of having clear and defined agreements in place to...Read More
Six Tips for Preparing Your Financials When Considering Selling Your Practice
December 29, 2022
As a financial advisor, you have likely spent years building your business and establishing a strong client base....Read More