Understanding the Basic Steps in the M&A Process: A Guide for Financial Advisors
Selling a portion or all of your practice can be a pivotal decision, shaping your legacy and financial future. At JPTD Partners , we...
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How to Maintain client Trust During M&A Transitions
In our industry, and more-so now than ever, mergers and acquisitions (M&A) are common, enabling businesses to scale, expand their market...
Navigating Tax Implications in M&A Transactions: A Detailed Guide for Sellers
Selling a business through a merger or acquisition (M&A) is a significant milestone, often marking the culmination of years of hard work...
Common Terms and Definitions in M&A You Should Know
Navigating the world of mergers and acquisitions (M&A) can be complex, especially with the specialized terminology used by professionals....
What is a Broker Protocol Firm?
Broker Protocol is a key element in the financial services industry that facilitates the smooth transition of financial advisors from one...
Bringing Success to Your Succession
In our on-going consulting work, we find more and more financial advisors want to position themselves to successfully: • Buy a practice •...
G2 Succession Planning: Passing the Torch to the Next Generation
Succession planning is a crucial aspect of any business, but it holds particular significance in the financial industry as relationships,...
Strategic Steps to Prepare for the Sale of Your Financial Advisory Practice
In the dynamic world of financial advisory, preparing for the sale of your practice is a meticulous process that demands careful...
Full vs. Partial Buyouts: Deciding Your Practice Transition Path
Transitioning a financial advisory practice is a pivotal moment in an advisor's career. Whether prompted by retirement, a desire for a...
The Ultimate Guide to Maximizing Your Financial Practice Sale with a Consultant
In the fast-paced world of financial services, selling your practice can be a daunting task. The intricacies involved demand a strategic...
Why Financial Advisors Should Have Hired Us Yesterday: Maximizing Business Valuations in a Changing
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...
Biggest Legal Mistakes a Financial Professional Can Make When Selling Their Business to a Private Eq
Introduction Selling your financial business to a private equity firm can be a lucrative venture, but it's not without its pitfalls. To...
6 Tips for Preparing Your Financials When Considering Selling Your Practice
As a financial advisor, you have likely spent years building your business and establishing a strong client base. When the time comes to...
Do I need employment contracts with my employees?
As a financial professional, you understand the importance of having clear and defined agreements in place to protect your interests and...
M&A vs Selling to Another Advisor: What's the difference?
When it comes to exit strategies for financial advisors, there are several options to consider. Two of the most common are a merger and...
Should I take cash and stock in a business sale transaction?
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...
How to Structure Your Financial Practice For A Sale: A Comprehensive Guide
Are you a financial advisor considering selling your practice? If so, you're not alone. Many advisors reach a point in their career where...
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