Podcast appearances and mentions of ted jenkin

What drives valuations—and what mistakes kill deals? M&A advisor Ted Jenkin joins Louis Diamond to share practical insights on maximizing value, understanding multiples, avoiding seller pitfalls, and the critical prep work every advisor should be doing now.

In this episode, Steven is rejoined by Ted Jenkin of JPTD Partners to talk all things tax planning related to enterprise value and business sales. Ted shares from his own experience of growing and selling a firm himself, along with the numerous times he's helped other people do the same thing. Taxes are a top expense and concern for most everyone, including you. Being proactive and understanding the choices you can make WILL make all the difference. Listen to the end as Ted offers listeners an opportunity to learn more about the value of their own practices. https://zurl.co/QhcNq

In this week's Follow Up Friday, Amber Kuhn highlights advisor mindsets and M&A strategies in the financial advisory world.  Monday's episode featured Matt and Micah reflecting on insights from their recent mastermind event, where "financial undressing" revealed a fundamental truth: no two practices are alike. They challenged advisors to abandon the "I'm the best" mentality, warning that pride creates a dangerous blind spot. Instead, they advocate seeking out advisors who are achieving superior results and learning from their approaches—while still maintaining a critical eye for those who might be all talk with little substance to back up their claims. The week's bonus episode featured Ted Jenkin from JPTD joining Matt to cut through the noise in the M&A space. Ted highlighted a common pitfall: advisors often lack the market context to properly evaluate deals, potentially leaving money on the table. He emphasized that beneath splashy headlines about practice valuations lie complex deal structures that demand specialized knowledge. Resources in today's episode: - Episode Website - You're Not Taylor Swift [Episode 299] - Exit Strategy Excellence: Building a Practice Worth Buying With Guest Ted Jenkin

In this episode of the Perfect RIA Podcast, Matthew Jarvis is joined by Ted Jenkin to discuss the high-stakes world of mergers and acquisitions in the financial advisory industry. They expose the gap between self-proclaimed M&A "experts" and those with genuine deal-making prowess. They highlight how proper negotiation tactics can transform a mediocre deal into a goldmine—and why having a professional negotiator in your corner might be the best investment you'll ever make. They tackle the uncomfortable truth that many advisors don't actually know their practice's real revenue numbers (hint: it's probably not what you think). Matt and Ted also challenge the common wisdom of waiting until reaching a specific size before selling, warning that this "someday" strategy could leave you with nothing but regrets and missed opportunities and reveal that many financial advisors are missing a crucial opportunity to add value during their clients' business sales—a process that's far more complex and emotionally charged than most realize. Exit Strategy Excellence: Building a Practice Worth Buying With Guest Ted Jenkin Resources in today's episode: - Matt Jarvis: LinkedIn | Website - Ted Jenkin: LinkedIn | Website - Get your practice valuation here

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.

In this episode of the Always On podcast, host Duncan MacPherson welcomes back serial entrepreneur Ted Jenkin, CEO of Oxygen Financial and President of Exit Stage Left Advisors. Together, they explore the powerful concept of a partial book sale and how it can help financial advisors grow upmarket by refining the client relationships they manage. … Continue reading Elevate Your Practice – The Power of a Partial Book Sale with Ted Jenkin (Ep. 67) →

In this episode, Steven is joined by Ted Jenkin, President at Exist Stage Left Advisors and a former financial advisor who grew and sold his practice before helping countless other business owners do the same. Ted and Steven discuss several aspects of business sales, including why a business owner (financial advisor or otherwise) should be thinking about and preparing for a sale YEARS before it ever happens. Ted also shares insight on business valuations, and why so many of them are useless, and steps that every business owner can take to improve their business no matter how far a sale they are. https://zurl.co/8VuX

In this episode, Jeff, Ted, and Scott discuss: Understanding valuation metrics and the significance of recurring revenue and organic AUM growth. The pitfalls of DIY approaches.The importance of cultural fit and why it matters more than money alone.The potential for minority transactions.   Key Takeaways: 60% of our clients have taken less money because it's a better cultural and environmental fit not only for themselves but for their staff and their clients. Fit is just more important when it's aligned than just getting the bigger paycheck.Most of the firms that we work with will want the advisor to have some sort of skin in the game from an equity perspectiveFounding shareholders are never going to be able to monetize at the same multiples with internal stakeholders as they can with external stakeholders. It's a balance between taking care of the loyal people versus having a good outcome for them and their families. Most people don't know how to run the numbers, especially over a three to five-year period, to show that true trajectory and that hockey stick growth.As an advisor, you need to look at your goals, not just those for your clients.   "It's silly to go at it by yourself, because you're highly inexperienced, not as an advisor, but highly inexperienced as a deal negotiator." —  Ted Jenkin Connect with Ted Jenkin & Scott DiGiammarino:Website: https://www.jptdpartners.com/ Ted's LinkedIn: https://www.linkedin.com/in/theceoadvisor/Scott's LinkedIn: https://www.linkedin.com/in/scottdigiammarino/  Connect with Jeffrey Concepcion: Website: https://www.stratoswealthpartners.comContact: https://www.stratoswealthpartners.com/contactTwitter: https://twitter.com/Stratos_WealthFacebook: https://www.facebook.com/stratoswealthpartnersLinkedIn: https://www.linkedin.com/in/jeffconcepcion1/

Welcome to another episode of The Evolving Advisor, the podcast designed to guide Financial Advisors toward achieving both business and personal success. Hosted by Jeff Concepcion, a seasoned advisor, entrepreneur, and CEO, this episode is packed with actionable insights on one of the most pressing topics in the financial advisory industry today—navigating the complexities of financial advisory transactions and growth. Join Jeff as he sits down with Scott DiGiammarino and Ted Jenkin, the founders of JPTD Partners, to discuss the latest trends and strategies in financial advisory transactions. With decades of combined experience, Scott and Ted offer invaluable advice for advisors looking to understand the evolving landscape of private equity, valuations, and strategic transactions. In this episode, you'll discover: The Evolution of Private Equity in Financial Advisory: How has private equity impacted the industry and what trends are shaping the future?Valuation Insights: Learn why valuations vary and how factors like revenue size and growth trajectories affect your business's worth.Transaction Strategies: Explore different types of transactions, including minority vs. majority stakes, and understand the benefits and pitfalls of each.-Growth and Profitability Metrics: Discover what metrics matter most to buyers and how you can enhance your business's value.Cultural Fit and Negotiation Tactics: Why aligning with the right partner is crucial and how to effectively negotiate terms that suit your long-term goals. This episode provides practical advice for advisors at any stage of their career, offering expert insights on maximizing the value of your business and making informed decisions about future transactions. Whether you're contemplating a sale, seeking growth, or simply exploring your options, this conversation is a must-listen.Tune in now and take the next step in evolving your advisory practice.

In this recap episode, Amber is sharing the highlights from this week. Monday, Ted Jenkin joined Matt to reveal that traditional valuation methods often underestimate the true worth of successful RIA practices. He emphasized the power of leveraging the open marketplace, where multiples can soar as high as 14 to 17 times cash flow for larger firms. The key, according to Jenkin, is understanding the velocity of money and evaluating strategies that will rapidly build net worth. On Thursday, Jamie stressed the importance of starting with a clear long-term vision and exit strategy when it comes to your business. She advocates for vision mapping over traditional business plans, coupled with a SWOT analysis that considers the owner's personal strengths and weaknesses. Choosing the right legal structure, maintaining proper documentation, and avoiding the commingling of assets is crucial to protecting liability and maximizing valuations. Perhaps most importantly, Jamie emphasized the need for a well-defined succession plan, not just for the business but also for the transition of client relationships. By building a sellable business from day one, with clean financials and verifiable records, financial advisors can position themselves for maximum growth and an optimal exit strategy. Resources in today's episode: - Episode Website - Accelerating Your Growth and Understanding Practice Valuations with Guest Ted Jenkin [Episode 260] - How Your LLC Fails

In this episode, Matthew Jarvis sits down with industry veteran Ted Jenkin to demystify practice valuations for financial advisors. Ted shares the common misconceptions and the stark difference between a valuation and the actual market price a business can command. Ted also discusses his wisdom on the critical factors that shape practice valuations, including the oft-overlooked elements of culture, money management prowess, and brand equity. He also sheds light on the pivotal role of cash flow velocity and stock growth trajectories, elements that can make or break a potential sale. Whether you're a financial advisor contemplating an exit strategy or simply seeking to futureproof your practice for sustainable growth, this episode is an absolute must-listen. Accelerating Your Growth and Understanding Practice Valuations with Guest Ted Jenkin [Episode 260] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Ted Jenkin: LinkedIn | Website - Two-Year Checklist and Client Acquisition Techniques

In Episode 171, Dave discusses the how's and why's of Tennessee arming teachers, the green new deal climate wonks sneaking vehicle kill switches in a 2021 $1.2T infrastructure bill, and then finally the in's and out's as to why Newsome isn't a viable national candidate. Articles discussed: Tennessee teachers step closer to carrying firearms in classroom after state lawmakers pass GOP-backed bill by Greg Wehner from Fox News Fact-Checkers Are Gaslighting You on the Feds' Vehicle ‘Kill Switch' Mandate by Jon Miltimore from American Institute for Economic Research While Californians Grapple with $7 Gas And Minimum Wage Hikes: New Gas Tax Proposed by William Gentry from MSN Thinking of moving? Your blue state may soon charge you an exit tax by Ted Jenkin from Fox News Support Dave by visiting his Etsy shop at DesignsbyDandTStore Available for Purchase - Fiction: When Rome Stumbles | Hannibal is at the Gates | By the Dawn's Early Light | Colder Weather | A Time for Reckoning (paperback versions) | Fiction Series (paperback) | Fiction Series (audio) Available for Purchase - Non-Fiction: Preparing to Prepare (electronic/paperback) | Home Remedies (electronic/paperback) | Just a Small Gathering (paperback) | Just a Small Gathering (electronic)

Want to receive maximum value for the business you've worked so hard to build? The key lies in being proactive with your exit strategy. Dive into a thought-provoking conversation between Duncan MacPherson and returning guest Ted Jenkin, CEO of oXYGen Financial and president of Exit Stage Left Advisors. Together, they uncover practical insights to streamline … Continue reading Leaving No Stone Unturned: How to Maximize Your Exit Strategy with Ted Jenkin (Ep. 54) →

Ted Jenkin is the founder of JPTD Partners, a consulting firm based in Atlanta that helps financial advisors gather offers, negotiate, and ultimately sell their advisory firms. What sets Ted apart is his firsthand experience of selling his own $2.2 billion AUM firm, cultivated over a decade. This unique perspective as a former owner deeply influences his approach, enabling him to empathetically guide other advisors through the nuances of mergers and acquisitions. Listen in as Ted shares the intricacies of mergers and acquisitions, diving into insights from his journey of building a consulting firm and the strategies he employed, such as the 'manufactured celebrity approach', which skyrocketed his firm's success but also led to burnout. He also discusses the nuances of how buyers evaluate advisory firms, the importance of niching down for scalability, and the lessons he learned about recognizing true profit margins and the real value of a firm. You'll hear about his transition from business owner to employee post-sale, the significance of outsourcing weaknesses early on, and invaluable advice for advisors aiming to maximize their firm's value when considering a sale. For show notes and more visit: https://www.kitces.com/364

The Power of Partial Sale for Financial Advisors' Business Transition In this insightful podcast, Duncan MacPherson speaks with Ted Jenkin, CEO of oXYGen Financial and they explore the substantial financial impact that advisors can realize over time through a structured buyout, offering a promising path to a secure future.  Discover how this unique strategy not … Continue reading Unlocking Financial Impact and Legacy with Ted Jenkin (Ep. 42) →

The Secret Sauce of How They Built a $2.2B AUM Financial Advisory Powerhouse with a 99.8% Retention Rate from a Start-up During the Great Recession.   If you enjoyed this episode, please rate us and write a review on your favorite podcasting platform.   APPLE PODCAST https://podcasts.apple.com/us/podcast/mornings-with-joel-commercial-real-estate-podcast/id1567961644   SPOTIFY PODCAST https://open.spotify.com/show/6xELTweUS6HWhHKtphRxE6?si=LvpekFZ6Qb2T5-g0PwclWA&nd=1   AUDIBLE PODCAST https://www.audible.com/pd/Podcast/B08JJNFCJJ   YOUTUBE https://www.youtube.com/channel/UCvmX7bTRFFCalYQlWSjppsg   Be sure to follow us for the most recent updates:   LINKEDIN https://www.linkedin.com/company/mornings-with-joel-commercial-real-estate-podcast/    TWITTER https://twitter.com/WallStCapital   INSTAGRAM https://www.instagram.com/wallstreetcapitalpartners/   Comments from the live chat:   00:35:17 Ted Jenkin: www.investwithroots.com 00:35:22 Ted Jenkin: www.rentwithroots.com 00:35:31 Ted Jenkin: Live In It Like You Own It 00:43:12 Malik Lee: https://klondikefinancial.com/ 01:08:58 Willie Smith: Great session gentlemen. Thanks for sharing your tools.

There is a simple mantra in business: Every business is built to be sold. Whether you plan to exit in the next 18 months or after 10 years, it is important to know your options so you can achieve the best possible outcome. In this episode, Duncan MacPherson talks to Ted Jenkin, CEO of oXYGen … Continue reading The Anatomy of an Offer With Ted Jenkin (Ep. 35) →

"Don't motorboat your sister-in-law" - - We can't believe it has to be said, but it was brought up when Axel & Mo talked Thanksgiving Day no-no's. The two also looked at the most searched slang terms of 2022, debated the list of 7 Deadly Sins of Eating at Waffle House, and get some great Black Friday money-saving advice from Ted Jenkin of Oxygen Financial.See omnystudio.com/listener for privacy information.

A broken sonar system for a submarine costs HOW MUCH? Axel & Southside look at the accidentally broken items that cost a pretty penny, Ted Jenkin of Oxygen Financial helps you save pennies ahead of the holidays, a caller gets dirty during this week's round of Connect 3, so much more!See omnystudio.com/listener for privacy information.

Word on the Street the hottest party on talk radio now airing 7pm-10pm. Did Stacey Abrams lose or did Governor Brian Kemp win? Money On the Street with OYXgen Financials' Ted Jenkin discusses the market's reaction to the primary election. We hear from you for Smack Talk On the Street!

Word on the Street the hottest party on talk radio now airing 7pm-10pm. It's The Thursday power hour of WOTS Kanye is told his money is no good at Chase bank and a special cameo by OYXgen Financials' Ted Jenkin on the crazy day that was in the stock market.

Word on the Street the hottest party on talk radio now airing 7pm-10pm. Christian Walker has dropped the biggest October surprise in Ga politics. A slave auction as a joke on Tik-Toc causes a high school football team to lose their entire season. Money On The Street with Ted Jenkin as we discuss what interest rates are going to do to housing problems.

Southside may be off but he inspired Axel & Mo to talk changes we'd make for self-care. We also call Steve as he's hopped on pain killers, debate our most important senses, get some financial advice from Ted Jenkin of Oxygen Financial, and so much more.See omnystudio.com/listener for privacy information.

Digital marketing is the center of any successful marketing strategy, and social media plays a significant role in that outreach. Kestra Financial's Mark Schoenbeck VP, advisor engagement hosts a panel of trailblazing financial advisors who have built leading businesses with strong social media strategies. Ted Jenkin, CEO of oXYGen Financial, Liz Hand, Co-Owner of Pleasant Wealth, and Derrick Jackson, owner of Ryleigh Wealth Management share their stories of how they grew their practices and tips for how you can too.   Watch on YouTube: https://www.youtube.com/watch?v=joPawvGKFM0

Word on the Street the hottest party on talk radio now airing 7pm-10pm. Question of the day is do a person deserves a bereavement day for the loss of their pet and a special segment to Welcome WSB TV Ch. 2 new anchor, Karyn Greer. Also, WSB TV Ch. 2 Jorge Estevez was in the house for his Curious George Segment and Word on the Street is helping people to invest money with our Money on the Mind segment with Ted Jenkin and Christina B with Oxygen Financial.

Word on the Street the hottest party on talk radio now airing 7pm-10pm. Have you experienced the latest phenomenon known as "quit quitting" or know someone who has? Ted Jenkin of OXYgen financial joins us for Money On The Street where he tells you how to save money and is it finally time to legalize the weed movement at the federal level?

Axel will never live it down! Southside won our off-air “Grunt, Pass & Kick” competition… by a lot. Hear these stories, learn of Atlanta's best kept secrets, get some financial & cryptocurrency advice from Ted Jenkin of Oxygen Financial, and was a TikTok'ers punishment of a break-in enough?See omnystudio.com/listener for privacy information.

When the time comes to exit your business, the goal is to drive your enterprise value, maximize your exit strategy, and elevate yourself qualitatively in the process. In this episode, Duncan MacPherson talks to Ted Jenkin, CEO of oXYGen Financial, about the three E's of successfully liquidating a business. They highlight steps advisors must take … Continue reading The Art and Science of Exit Planning with Ted Jenkin (Ep. 26) →

Word On The Street now airing 7pm-10pm weeknights The Trump raid is all the rage from both sides of the aisle. Atlanta has another music festival cancel based on vague reasons. Ted Jenkin from OXYgen financial joins us for Money On The Street to discuss the inflation bill and help you save money.

Word On The Street now airing 7pm-10pm weeknights. The hottest party in talk radio welcomes Ted Jenkin of oXYgen financial Money On The Street. Ted shares how you can save money on inflation this week and WSB TV Action News anchor Jorge Estevez drops by for Curious George.

Word On The Street now airing 7pm-10pm weeknights. The hottest party in talk radio has a guest list on this show. Money On The Street with OXYgen Financial's Ted Jenkin. Bill White joins us to discuss the lack of a police presence in Buckhead. Jorge Estevez stops by for Curious George and we tease a big interview tomorrow.

Money On The Street with Ted Jenkin of OXYgen Financial where Ted tries to saves you money while dealing with the current inflation. This week Ted explains how to use inflation to improve your tax refund.

oXYGen Financial takes a different approach to financial planning, focused on strategy, tracking and accountability. And yes, you will likely need a supplemental source of income in addition to pension, social security and investments. Ted maps out the alternatives. --- Send in a voice message: https://anchor.fm/james-herlihy/message

Southside's confidence might be at an all-time high. Winning Connect 3 is one thing, but he thinks he can do WHAT? Axel challenges Steve to prove this something before the next show. We also welcome Ted Jenkin in for free financial advice, and Mo admits to following a rather interesting Instagram account.See omnystudio.com/listener for privacy information.

In this episode of Bluespring Out Loud, President Stuart Silverman speaks with Ted Jenkin (founder of oXYGen Financial) and team members Brandon Hayes, Cristina Briboneria, Eric Pucciarelli. These four financial professionals have come together to form an amazing partnership of affiliated oXYGen firms. They share thoughts on the evolution of the business, why they chose to partner up, and more.

Axel promises he's not lying, Southside thinks he's Superman, and Mo tries out a new catchphrase - - Come for the laughs but stay for great, free financial advice from Ted Jenkin, of Oxygen Financial, ahead of this holiday weekend!See omnystudio.com/listener for privacy information.

Are the messiest people the smartest? Our panel of not-so-smart hosts debate this, welcome the very brainy Ted Jenkin into the studio for financial advice, play an intense round of Connect, and this dude on the internet wore WHAT to the beach?See omnystudio.com/listener for privacy information.

We share some Father's Day gift ideas... but not before Southside looks back on his first couple of "conquests." Steve, Mo, and Evan also talk the imminent Robot Uprising, welcome Ted Jenkin in-studio for (free) financial advice, check out Charlie Sheen's daughter, and so much more.See omnystudio.com/listener for privacy information.

When you build a house, you know, one day you might have to sell for a variety of reasons? What if your business followed the same format? Just like adding a new deck to your backyard or investing in new technology to grow your business, every move you make contributes to the overall value when … Continue reading Built to be Sold with Ted Jenkin (Ep. 13) →

Do you have a succession plan in place? Have you considered your exit strategy and the enterprise value of your business? In this episode Duncan MacPherson and Ted Jenkin, serial entrepreneur and CEO of oXYGen Financial discuss how to drive enterprise value, re-imagining what it means to be a financial professional, and how to get … Continue reading How to Achieve the Maximum Enterprise Value With Ted Jenkin →

Jonathan Brimer / Co-Owner of Select Shades As a child, Jonathan Brimer turned his bedroom into a boutique department stores, with price tags on everything from stuffed animals to a stereo. “Customers” – aka his parents – would come “shop” with Jonathan ringing up purchases on an adding machine and transacting with Monopoly money. At […]

Brian Dixon / Owner of Insight Virtual Ballistics Brian Dixon started in the security field as a security specialist in United States Marine Corps. Working at various Aviation air groups throughout the world, including Japan, Korea, Hong Kong, Philippines, Hawaii, and California, He quickly rose to be in charge of different security divisions and special […]

Greg Johnson / Founder of Sapient Global Solutions For more than two decades Greg served as a CEO and senior executive at Fortune 500 and start-up enterprises in the wellness and financial services industry including American Express, Ameriprise Financial, Crawford and Pulse Centers & Pulse Equine.  Greg is the founder of Sapient Global Solutions,  a […]

Josh Sweeney / President-Elect of EO Chapter of Atlanta & Founder of FounderScale Josh Sweeney is a seasoned entrepreneur, who's relentless drive has given him the platform to build big ideas, and even bigger companies.  One of his successes, AtcoreSystems, was acquired in 2016 by a leading partner in the CRM industry. Experiencing the impact […]

Clayton Romero / Co-Founder of CodexTen Clayton Romero cut his teeth in the information technology world, spending more nearly two decade helping businesses meet their goals through the use of technology. For the last ten years he's spent his time in the legal world guiding law firms through a rapidly changing landscape of technology, security, […]

Michelle Seiler Tucker / Founder & CEO of Seiler Tucker Incorporated, Co-Author of Exit Rich Michelle Seiler Tucker is the Founder and CEO of Seiler Tucker Incorporated. As a 20-year veteran in mergers & acquisitions, Michelle and her firm has sold over a thousand companies in almost every vertical. She owns and operates several successful […]

Jerry Candito / Founder of Candito Construction Corp. Jerry Candito is the Founder of Candito Construction Corp. of Cartersville, GA as well as one of the founding members of Founders Development. With 40+ years of experience in construction, his expertise consists of a wide range of residential and commercial project types including retail centers, banks […]

Zach Wojohn / Founder & CEO of Valet Vault Zach Wojohn is the founder and Chief Executive Officer of Valet Vault, guiding his vision to provide a better, more secure solution for valet key storage. His personal experience in the valet industry, initially as a valet and then as the owner successful valet and parking […]

Jane Sylvester / CEO of Vernon South The Vernon Company markets promotional advertising based solutions for corporate identity needs, including promoting new products or services, improving marketing and branding efforts, increasing sales and brand awareness, building customer loyalty, improving safety and morale and thanking or recognizing customers and employees. According to our founder, F.L. Vernon, […]

Financial Professional Ted Jenkin illuminates how marketing is the ultimate investment. Tune in to find out how he utilizes digital marketing strategies to strengthen his brand, find new clients, and increase the value of his company.