The B2B Podcast Index
The Diamond Podcast for Financial Advisors

The Valuation Playbook: Ted Jenkin on the Metrics and Mistakes That Matter

The Diamond Podcast for Financial Advisors · 2025-06-12 · 55 min

Episode notes

With Ted Jenkin - Co-Founder, JPTD Partners Overview 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. Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation. About this episode… More advisors than ever are considering growth and life after their business - whether that means selling, merging, or simply planning for succession. Maximizing value and finding the right fit takes more than just timing; it requires the right strategy, the right partner, and a clear understanding of what truly drives value. Ted Jenkin knows that journey firsthand.

More from The Diamond Podcast for Financial Advisors

All episodes →
Listen to this episodeAll The Diamond Podcast for Financial Advisors episodes →