We Help You Maximize The Value Of Your Practice
RIA, Hybrids & Insurance
Let's Bring Your Business Full Circle
Industries
Super OSJs
Registered Investment Advisors
Independent Advisors
Bankers/Employee Channel Advisors
Broker Dealers
Wirehouse Advisors
Our
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It’s all about a conversation.
A few words from our clients.
"Beyond imagination! Thank you, thank you, thank you. You changed our lives!"
Tim K.
Independent Advisor
1m Revenue, $100m AUM
"Thank you for being a shepherd in this process! Great to have someone alongside who actually knows how to fly the plane."
Chris B
Wirehouse Advisor
3.3m Revenue, 655m AUM
"Really appreciate you and I am excited about the possibilities. I feel like a kid going to the zoo for the first time. Was so much I didn't really know and had only read about. Working with JPTD has been an unbelievable masters class on how to build a true business, find the right fit and maximize my valuation. Just an awesome experience"
Ryan M.
Independent Advisor
3.1m Revenue, $300m AUM
The Story of JPTD
Even Financial Advisors Should Maximize the Sale of Their Business.
JPTD Partners is a boutique consulting firm with more than 140 years of combined experience. We are passionate about assisting RIAs, Hybrids & Insurance Agents with maximizing the valuations of their practice when they are ready to sell part or all of their business. We work with various private equity and purchasing firms that specialize in the financial industry and mergers and acquisitions.