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, a financial advisor and Fox News contributor, joins Matthew Jarvis to discuss the critical state of the financial advisory industry. They delve into the necessity of de-risking practices amid market fluctuations and the value of merging or selling portions of businesses. Ted emphasizes the importance of understanding market valuations and the potential for growth through strategic talent alignment. The conversation also addresses the upcoming retirement of seasoned advisors and the need for thoughtful succession planning.