Confidential Consultation
We learn about your practice, your goals, and your ideal timeline, with complete discretion.
Boutique M&A Consulting
Maximize the value of your practice when you're ready to sell.
Most advisors leave value on the table when they sell. JPTD Partners closes that gap.
Sell-Side M&A
We represent sellers. Period.
We are the leading sell-side M&A advisory firm for financial advisors, and we work for one person at the table: you.
- Position your business the right way
- Create competitive buyer demand
- Negotiate the strongest possible outcome
We are not brokers.
We are not recruiters.
We are your advocate in one of the most important financial decisions of your life.
Our Process
A clear path from first call to closing
A structured, confidential approach designed to protect your interests and maximize your outcome.
Valuation & Positioning
We analyze your business and position it to command the strongest possible valuation.
Matching Buyers
We introduce you to vetted private equity and purchasing firms that specialize in your space.
Negotiate & Close
We guide you through diligence and negotiation to a smooth, successful transaction.
By the Numbers
Experience that speaks for itself
Decades of relationships, deals, and results, working for you at the table.
- 0 in enterprise value closed
- 0 advisory firms taken to market
- 150+ deals closed
- 0 active buyer relationships
- 0 years of combined deal experience
- 0 of clients receive multiple offers
About Us
Nearly 40 years, one shared journey
JPTD Partners is a boutique consulting firm with more than 140 years of combined experience in the financial services industry. 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 a network of purchasing firms that specialize in the financial industry ensuring you're matched with buyers who understand the true worth of what you've built. Whether you're planning a full exit, a partial sale, or a succession strategy, our team guides you through every step with discretion, insight, and your best interests at heart.
Start a ConversationRecent Offers
Results speak louder than promises
A snapshot of recent engagements. Figures are shared with permission and rounded to protect our clients' privacy.
Loading offers...
FAQ
The questions we hear most
What's my practice worth?
It depends on more than your AUM, buyers look at revenue mix, growth, margins, client retention, and your transition plan. We build a valuation from a buyer's point of view so you get a realistic, defensible number, and a plan to push it higher.
How long does this take?
Every deal is different, but many engagements move from first conversation to closing in roughly six to twelve months. We keep it as efficient as possible while protecting your value and your confidentiality.
What information will you need to sell my business?
Typically your AUM, gross revenue, fixed expenses, year-over-year growth, client and revenue breakdown, and your compliance history. We'll walk you through exactly what's needed, and everything stays confidential.
Do I have to retire after selling?
Not at all. We structure deals around your goals, whether you're ready to retire, want to stay on for a few years, or have plenty of runway left. There's a path for each.
Do you work nationwide?
Yes. We serve successful financial advisors across the country and connect them with the right national and regional buyers.
Get Started
Ready to talk, or ready for a number?
There are two ways to get started, both confidential and no pressure. Book time to talk through your options, or request a full valuation of your practice.
- 100% confidential
- No obligation, no pressure
- Talk to a real advisor, not a call center
Choose how you'd like to start
Prefer a quick conversation first? Request a consultation. Want a clear picture of what your practice could sell for? Request a valuation.