Ted Jenkin

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.

Ted Jenkin discusses selling his $2.2B advisory firm and guiding advisors through mergers/acquisitions. He shares lessons on building a consulting firm, niching down, recognizing true profit margins, and maximizing firm value. Ted also talks about transitioning post-sale, outsourcing weaknesses, and valuable advice for advisors. Topics include evaluating firm value, marketing strategies, balancing roles, financial challenges post-transaction, navigating success fees, maximizing firm value through marketing/growth, and strategies for scaling/selling advisory firms.

Ted Jenkin, an industry veteran specializing in practice valuations for financial advisors, joins for an engaging discussion. He challenges common myths about valuations vs. market prices and emphasizes crucial factors like culture, cash flow velocity, and brand equity. Ted reveals how understanding these elements can significantly impact an advisor’s exit strategy and business growth. Listeners gain insights into avoiding pitfalls during buyouts and the importance of continuous adaptation in the advisory landscape.