Know your true worth
We help you understand what your practice is actually worth to serious buyers, not the quick 2-3x revenue offer from the advisor down the road.
Mergers & Acquisitions for Financial Advisors
Your practice is worth far more than the deal next door.
Selling advisor-to-advisor typically fetches 2-3x top-line revenue. With our network and expertise, we position your practice in the private equity market and command a multiple well beyond that. JPTD Partners is a boutique M&A consulting firm built to help successful financial advisors maximize the value of their business.
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.
What We Do
A single focus: getting you the value you've earned
You spent decades building your practice. When it's time to transition, you deserve a partner who knows how private equity buyers think and how to position your business so it stands out. That's the whole of what we do.
Position for a premium
We shape the story, the numbers, and the presentation so buyers see the full value of what you've built and pay a higher multiple for it.
Guide you to the finish
From first conversation to closing, we stay in your corner so the process is smooth, discreet, and worth your time.
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
- 0 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
For nearly 40 years, we've shared an incredible journey as close friends and colleagues. We started out as financial advisors and CFPs in the American Express Financial Advisor system (now Ameriprise Financial), where we each built highly successful practices.
Over time, we earned recognition as award-winning executives, recruiting, training, and inspiring thousands of financial advisors and leaders across the country, all while staying true to our shared passion for helping people unlock their full potential, both personally and professionally.
In the past decade, we've taken our expertise beyond financial advising, diving into entrepreneurial ventures, consulting with C-suite executives, and working in the exciting world of mergers and acquisitions. The experiences we've gained along the way have been as rewarding as they've been diverse.
Now, we've joined forces to create a boutique consulting firm with a single focus: helping successful financial advisors maximize the value of their businesses in the private equity market.
Start a ConversationOur Team
The people behind JPTD
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Partners
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Operations Team
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Consultants
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Services
How we help you win
Everything we do points at one outcome: a higher multiple and a cleaner transition for you.
Practice Valuation
A clear, buyer-informed picture of what your business is really worth today, and where the upside is hiding.
Value Maximization
Targeted moves to strengthen your numbers and your narrative so buyers compete for what you've built.
Buyer Matching
Access to serious private equity buyers who value quality advisory practices and pay for them.
Deal Guidance
Hands-on support through negotiation, diligence, and closing so nothing is left on the table.
Transition Planning
Whether you're retiring or staying on, we structure the deal around the life you want next.
Confidential Advisory
Every conversation stays private. Your clients, your team, and your peers hear nothing until you're ready.
Recent Offers
Results speak louder than promises
A snapshot of recent engagements. Figures are shared with permission and rounded to protect our clients' privacy.
$180M AUM Practice
Multiple achieved well above the advisor-to-advisor norm
Repositioned recurring revenue and growth story to attract three competing PE offers.
$95M AUM Practice
Owner staying on with equity upside
Structured a partial sale that let the advisor keep serving clients while unlocking value now.
$240M AUM Practice
Closed in under 6 months
Clean compliance record and strong margins drove a premium, all-cash offer from a national buyer.
Curious what your practice could command? Request a confidential valuation.
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
Let's find out what your practice is worth
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- 100% confidential
- Nationwide coverage
- Reply within 1 business day