JPTD Partners helps RIAs, Hybrids & Insurance Agents unlock the full value of their business — connecting you with the right private equity and purchasing firms across the financial industry.
JPTD Partners is a boutique consulting firm with more than 140 years of combined experience in the financial services industry. We are passionate about assisting RIAs, Hybrids & Insurance Agents with maximizing the valuations of their practice when they are ready to sell part or all of their business.
We work with a network of private equity and purchasing firms that specialize in the financial industry and in mergers and acquisitions — ensuring you're matched with buyers who understand the true worth of what you've built.
Whether you're planning a full exit, a partial sale, or a succession strategy, our team guides you through every step with discretion, insight, and your best interests at heart.
Meet Our Team →
Independent guidance from advisors who have sat on your side of the table.
We focus exclusively on the practices we know best — and buyers who value them most.
We help RIAs position their book of business, streamline valuation, and identify acquirers who align with your clients and culture.
Managing both advisory and brokerage relationships? We navigate the complexity so you capture the true value of your combined practice.
From recurring commissions to renewal books, we help insurance professionals monetize their business on the best possible terms.
A structured, confidential approach designed to protect your interests and maximize your outcome.
We learn about your practice, your goals, and your ideal timeline — with complete discretion.
We analyze your business and position it to command the strongest possible valuation.
We introduce you to vetted private equity and purchasing firms that specialize in your space.
We guide you through diligence and negotiation to a smooth, successful transaction.
Independent, experienced, and relentlessly focused on your best outcome.
Deep, combined expertise across advisory, insurance, and M&A that few boutique firms can match.
We know what drives value in financial practices and how to present your business to command top dollar.
Direct access to private equity and purchasing firms that specialize in the financial industry.
Sell all of your business or just a portion — we tailor the strategy to your goals and timeline.
Your privacy is protected at every stage, safeguarding your clients and your reputation.
You work directly with senior partners — never handed off to a junior associate.
Seasoned professionals dedicated to helping you achieve the best outcome for your practice.
Reach out for a confidential consultation. Every conversation is private and there is never any obligation.