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JPTD Partners buyer profile

Your buyer profile

This tells us which advisory practices to bring you. It takes about ten minutes. What we already have on file is filled in, so check it and update anything that has changed. Save and finish later keeps your answers on this link.

About your firm Firm name *

Primary contact

Name * Title Email * Phone

Other contacts (optional: people to copy, scheduling)

What you acquire

Firm types you acquire

Deal structures

Size criteria

Minimums for a practice you would look at. Amounts like $100M or 1.5M are fine.

Minimum AUM Minimum gross revenue Minimum EBITDA Minimum AUM per client

Anything else about size

Where Target geography

Operating model

Broker/dealers you work with

Custodians

Money management after the deal

Branding after the deal

W2 or 1099 models

Can advisors stay on their own ADV? Anything to add about ADV

Expected advisor tenure after purchase

What you offer

Value adds and offerings

Anything else you offer

Resource materials

Brochures, overviews, anything that helps us present your firm: PDF, Word (.docx) or images, up to 25 MB each. For a PowerPoint deck, save it as a PDF first. For each file, choose whether JPTD may share it with the advisors we represent.

Choose files or drop them here

Who is filling this in?

Your name * Your email *

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