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If you’re like many financial advisors, you’ve built a successful practice through years of dedication and hard work. But as retirement...

When it comes to selling your practice, understanding the critical role of profit and loss (P&L) statements can make all the difference...

In today’s dynamic M&A market, attracting the right buyer for your small firm can feel like finding a needle in a haystack. Whether...

The financial services industry is no stranger to the ripple effects of interest rate changes. Whether rates are climbing or falling,...

Selling a portion or all of your practice can be a pivotal decision, shaping your legacy and financial future. At JPTD Partners , we...

In our industry, and more-so now than ever, mergers and acquisitions (M&A) are common, enabling businesses to scale, expand their market...

Selling a business through a merger or acquisition (M&A) is a significant milestone, often marking the culmination of years of hard work...

Navigating the world of mergers and acquisitions (M&A) can be complex, especially with the specialized terminology used by professionals....

Broker Protocol is a key element in the financial services industry that facilitates the smooth transition of financial advisors from one...

In our on-going consulting work, we find more and more financial advisors want to position themselves to successfully: • Buy a practice •...

Succession planning is a crucial aspect of any business, but it holds particular significance in the financial industry as relationships,...

In the dynamic world of financial advisory, preparing for the sale of your practice is a meticulous process that demands careful...

Transitioning a financial advisory practice is a pivotal moment in an advisor's career. Whether prompted by retirement, a desire for a...

In the fast-paced world of financial services, selling your practice can be a daunting task. The intricacies involved demand a strategic...

In the fast-paced world of financial advisory, staying ahead of the curve is not just a choice; it’s a necessity. The decision to de-risk...

Introduction Selling your financial business to a private equity firm can be a lucrative venture, but it's not without its pitfalls. To...

As a financial advisor, you have likely spent years building your business and establishing a strong client base. When the time comes to...

As a financial professional, you understand the importance of having clear and defined agreements in place to protect your interests and...

When it comes to exit strategies for financial advisors, there are several options to consider. Two of the most common are a merger and...

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