Featured
How Practices Are Really Valued in the PE Market
AUM is only the beginning. Here's the full list of what serious buyers weigh, and how to strengthen each one.
Read more →Insights
The JPTD Partners Blog
Straight talk on valuation, deal structure, and what it really takes to sell your practice for what it's worth.
Deal Structure
Cash, Equity, or Both? Choosing the Right Deal
The structure of your sale can matter as much as the price. A plain-English guide to your options.
Read more →Transition
Selling and Staying On: Is It Right for You?
Many advisors keep serving clients after a sale. Here's how partial deals work and who they suit.
Read more →Value
Five Moves That Raise Your Multiple
Practical, achievable changes that make buyers pay more, most of which you can start this quarter.
Read more →Compliance
Why a Clean Record Is Worth Real Money
Compliance history shows up in your valuation. Here's how to make sure yours works in your favor.
Read more →Process
What to Expect: A Sale from Start to Close
A month-by-month look at how a well-run advisory practice sale actually unfolds.
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