It’s Time to Value Your Business Like You Value Your Clients

At some point, every advisor has a moment where the value they bring becomes crystal clear. It could be when a client tears up after you walk them through a retirement plan that finally feels doable. Or when you uncover a missed opportunity and save them six figures in taxes. Or simply when they say, “I can finally breathe.”

That kind of impact doesn’t happen by accident. It’s the result of years of hard work, relentless learning, and showing up day after day with your clients’ best interests at heart.

But here’s the thing: while you’re busy helping others build and protect their wealth, you often forget to pause and ask the same questions you encourage your clients to consider – like, what is all this worth? Not just emotionally, but financially.

What’s the real, tangible value of the business you’ve built?
And more importantly… is that value growing?

That’s one of the reasons I’m thrilled to have JPTD Partners as a Platinum Sponsor for THE SUMMIT 2025. Ted Jenkin and his team have been on the frontlines – building, buying, and selling businesses. They understand what makes a practice attractive to buyers and how to structure it in a way that creates long-term value for both the advisor and the client. Their entire approach is rooted in real-world experience, not theory.

They’ve seen firsthand how clean books, strong recurring revenue, and intentional planning can dramatically change an advisor’s outcome—whether that’s preparing for a sale or simply running a better business. And they’re bringing that perspective to THE SUMMIT, alongside a powerful resource you can start using today. To help advisors start thinking more like owners, JPTD is offering a free Street-Level Valuation exclusively for Retirement Tax Services community. Because the value you bring to your clients? That’s real. And it’s time for your business to reflect that too.

You’ll hear more from JPTD at the Summit—but only if you register soon. Early bird pricing ends July 31st, and seats are filling fast. This event is packed with real-world content on tax planning, practice management, and growth – because the value you bring deserves to be multiplied.

Save over $200 and reserve your seat before early bird pricing ends!

See you in Tempe.

Steven Jarvis, CPA