At JPTD Partners, we're not just experts in helping advisors maximize the sale of their practices - we're your dedicated guides for navigating the ever-changing world of M&A. Our boutique …

Unlock the full potential and value of your financial practice with JPTD Partners, your trusted acquisition consultant for financial professionals. Contact us today!

As a boutique consulting firm JPTD Partners and our network of hand-selected professionals and private equity firms can help you with all stages of monetizing your practice.

Selling a portion or all of your practice can be a pivotal decision, shaping your legacy and financial future. Whether you're preparing to retire, expand, or de-risk, understanding the M&A journey …

2024年10月7日 · At JPTD Partners, we specialize in guiding advisors through every step of the mergers and acquisitions (M&A) process. Whether you are preparing to retire, expand, or de …

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

In growth mode? Check out our Top 10 Client Acquisition Tips guide to learn 10 great marketing tips to improve your client acquisition!

Whether you're considering a full or partial sale or just want to better understand how to make the most of your end game, JPTD connects you with the right partners to ensure a seamless …

Join guest speakers, Ted Jenkin and Scott DiGiammarino as they discuss how to get high multiples for a sub-million dollar practice. In an hour they will cover what the marketplace looks …

Have you been curious about what your practice is actually worth? What you could realistically get if you went to market today?. Let's be honest - traditional practice valuations can be a hassle.