The JPTD Blog
How to Structure Your Financial Practice For A Sale: A Comprehensive Guide
April 26, 2023
How to Structure Your Financial Practice For A Sale: A Comprehensive Guide Are you a financial advisor...
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...
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...
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...
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....