The Diamond Podcast for Financial Advisors The Valuation Playbook: Ted Jenkin on the Metrics and Mistakes That Matter
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Jun 12, 2025 Ted Jenkin, Co-Founder of JPTD Partners and an M&A expert, shares insights on maximizing value for financial advisors. He discusses key valuation metrics, common pitfalls in the M&A process, and the importance of strategic planning for business sales. Ted emphasizes the role of organic growth in increasing firm value and the impact of private equity valuations. He also touches on how AI is changing the advisory landscape, urging advisors to focus on networking and client service while reevaluating their career paths.
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Ted Jenkin's Growth Journey
- Ted Jenkin built Oxygen Financial to serve Gen X and Y clients, growing it to over $2 billion assets.
- He sold it in 2019, leveraging his firsthand experience for his M&A advisory career.
Power of Organic Marketing
- Build an organic marketing engine with diverse media channels to generate inbound leads.
- Leveraging blogs, radio, and TV can dramatically grow client acquisition without practice acquisitions.
Sell vs Grow Financial Logic
- Selling your firm to a private equity-backed company often outperforms continued organic growth financially.
- Private equity stocks tend to grow faster than advisor firms owned by individuals over 15-20 years.
