The JPTD Blog

How to Structure Your Financial Practice For A Sale: A Comprehensive Guide Are you a financial advisor... Read More

When selling a business, one of the key decisions the seller must make is how they would like to receive payment for... Read More

When it comes to exit strategies for financial advisors, there are several options to consider. Two of the most... Read More

As a financial professional, you understand the importance of having clear and defined agreements in place to... Read More

As a financial advisor, you have likely spent years building your business and establishing a strong client base.... Read More