247: Maximizing Your Firm’s Value - The Smart Way to Buy, Sell & Scale with Guest Ted Jenkin

Thinking about selling your practice someday? Or maybe you're eyeing an acquisition to scale your firm? In this episode, I sit down with Ted Jenkin the "Jerry Maguire" of financial advisors, to break down the smartest strategies for buying, selling, and structuring your business for long-term success.Ted shares insights from his own experience selling Oxygen Financial and how he now helps advisors maximize the value of their firms—whether they’re looking to sell, acquire, or simply increase profitability. We dive into the key numbers that matter, the biggest mistakes advisors make, and how to position your business for a lucrative exit.💡 What You’ll Learn in This Episode: ✔️ Creative ways to structure a sale if your kids (or successors) are buying you out ✔️ What makes a financial advisory practice valuable & sellable ✔️ How to structure your firm to maximize its sale price ✔️ The legal & financial must-haves before you sell ✔️ Why private equity deals might be more lucrative than you think If selling (or buying) a practice is on your radar—whether now or in the future—you don’t want to miss this episode!-----------------------Learn more about Ted’s firm here! www.esladvisors.comhttps://www.jptdpartners.com/valuationCheck out the AI Made Easy Webinar Replay Here! 🎧 Listen now & subscribe for more efficiency & growth strategies for financial advisors!Register for the Quin x Efficient Advisor Show & Tell HERE!Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks HERE! Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE!   Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.