The best time to start planning was yesterday. The next best time is now.
So many advisors I talk to are exceptional at building value for their clients. But when it comes to their own practice?
They’re heads down, serving others, not thinking like business owners. Not realizing that they are sitting on one of the most valuable assets they’ll ever own. Or what it will take to unlock that value when it’s time to exit (whether that’s a year or a decade+ from now).
When a sale finally becomes real, whether it’s your own practice or a client’s business, there’s rarely time to fix messy books, rebuild trailing revenue, or rethink ownership structures. And once you’ve signed an LOI? Options narrow fast. The difference between a good deal and a painful one usually comes down to how early you started planning. Not just for taxes, but for the kind of business someone actually wants to buy.
Ted Jenkin, the founder of JPTD Partners, has experienced this firsthand. He has built and sold multiple businesses, and now helps advisors do the same, even before a buyer ever shows up. Because selling isn’t just about a big number. It’s about clean books. The right deal structure. A growth story that buyers want to invest in.
And it’s about doing it all early enough that you have choices. Not regrets.
In fact, Ted says most advisors don’t think about maximizing their enterprise value until the end of their career, when they should be starting 3–5 years out (or more). Even worse, many are so focused on clients’ wealth that they forget to build their own.
JPTD is a platinum sponsor of The Summit, and they’re offering something rare: a free “Street Level” valuation. No gimmicks, no pushy sales pitch, just clear insights on what your practice might actually be worth if you went to market today.
You don’t need to be ready to sell to start acting like an owner. Claim your free valuation here, or forward this to a business owner who’s been putting it off for too long.
You’ve spent years building something real. Don’t let the value slip away because you waited too long to get serious about your own future. The best time to start planning was yesterday. The next best time is now.
Happy Tax Planning,
Steven Jarvis, CPA
P.S. As a Platinum sponsor, Ted and the JPTD team will be joining us at the Summit 2025 where you can meet other advisors who can share their first hand with leveling up their own practice.