THE FINANCIAL ADVISOR’S ULTIMATE EXIT PLAYBOOK

June 2-4, 2025 | Atlanta, ga

LEARN HOW TO SELL YOUR PRACTICE (AND YOUR CLIENT’S BUSINESS) FOR MAXIMUM VALUE

We are running a 50 person, in-person, intimate, value-maximizing workshop.

The Financial Advisor’s Ultimate Exit Playbook Workshop is a focused, interactive workshop where you’ll received personalized, actionable insights from a team of experienced, real world experts who have collectively been involved in hundreds of transactions representing billions of dollars.

This is unlike any other event you’ve ever been to before, it’s an opportunity to walk away with three to five tactical steps tailored to getting maximum value for your practice AND for your clients’ businesses, guided by experts who’ve successfully built and sold businesses just like yours.

Presented by:

Get Clear on How To Maximize the Value of your Practice

(AND YOUR CLIENT'S BUSINESSES)

Here’s What You’ll Experience at the Workshop

Why I sold and how I doubled my valuation in 12-months

After introducing the industry to what a “highly profitable, hyper successful, lifestyle practice” could be (Kitces.com/7), Jarvis literally wrote the book on Delivering Massive Value (Kitces.com/247) and in 2024 he exited his practice in an 8-figure deal, which was double his appraised value just 12-months earlier. Learn why, at just age 43, Jarvis took chips on the table and how he’s helped hundreds of advisors double their own practice valuation.

The fastest way to add AUM and The Art of The Deal

As a financial advisor, Ted built his RIA, Oxygen Financial, to over $2B in AUM before selling it in a record breaking deal. Post sale, Ted focused this same business and marketing genius on helping other advisors and business owners (including Jarvis), get maximum value in deals nobody else could put together, including deals reaching 9-figures.

Getting the Devil out of the Details

A regular contributor to Kitces.com on RIA compliance and M&A topics, Rich has focused his practice on the nuances of RIA transactions, including how LOIs can be more binding than sellers realize and how even the smallest detail in the contract can make 6, 7 or even 8 figure differences on the actual amounts received by the seller.

“How long did the high last after you got paid?” Why owners are terrified to sell and how you can help them

After leading his own team of 175 people through an exit, Jerome is now a kind of Exit Whisperer who helps sellers (and potential sellers) overcome the mental hurdles of selling and moving on to their next adventures. This session will be especially helpful for advisors (and their clients) who have headtrash around selling, even in the face of record valuations.

Is your tax game going to kill your valuation?

One of the most sought after tax experts in the industry, Steven’s background in audit and working with financial advisors has him uniquely qualified to help advisors pay less in taxes, while not sabotaging their exit valuation (a strategy that can be relayed to your business owner clients).

From giving practices away, to record breaking valuations. How much longer can it last?

When he became agency manager, Peter was required to give away his book of business and after peaking his management career at 5,000 advisors under his leadership, Peter now helps advisors do the opposite of giving their practice away: selling for maximum valuation.

OUR GUARANTEE

If we can’t show you how to increase your valuations by at least $1m, we will refund your fee and give you a 60-minute call with any of our speakers.

Event agenda

Schedule

Monday, June 2

12:00 PM - 4:00 PM Arrivals

4:00 PM - 5:00 PM Registration

Porsche Driving School

5:00 PM - 6:00 PM Opening Ceremony & Welcome Reception

6:30 PM - 9:30 PM Dine-Arounds

Tuesday, June 3

7:00 AM - 8:00 AM Breakfast

8:00 AM - 8:30 AM Why I Sold and How I Doubled My Valuation in 12-months

Matt Jarvis - The Perfect RIA

8:30 AM - 9:15 AM The Fastest Way to Add AUM and The Art of The Deal

Ted Jenkin - JPTD

9:15 AM - 9:30 AM Break

9:30 AM - 10:15 AM How I Added $30M of Enterprise Value in One Hour

Micah Shilanski - The Perfect RIA

10:15 AM - 11:00 AM Is your tax game going to kill your valuation?

Steven Jarvis, CPA - Retirement Tax Services

11:00 AM - 11:45 AM "I'm In" - Practices Worth Overpaying For

Sponsor Panel

11:45 AM - 12:45 PM Lunch

12:45 PM - 1:30 PM Getting the Devil Out of the Details

Rich Chen - Brightstar Law Group

1:30 PM - 2:00 PM From Giving Practices Away to Record Valuations. How much longer can it last?

Peter Velardi - JPTD

2:00 PM - 6:00 PM Activity & Private Practice Analysis

6:30 PM - 7:00 PM Gather in Lobby

7:00 PM - 9:30 PM Dine-Arounds

Wednesday, June 4

7:00 AM - 8:00 AM Breakfast

8:00 AM - 8:30 AM Kickoff

Matt Jarvis - The Perfect RIA

8:30 AM - 9:00 AM Why I Sold and Why I Buy

Justin Gibson

9:00 AM - 9:15 AM Break

9:15 AM - 11:00 AM "How long did the high last after you got paid?” Why owners are terrified to sell and how you can help them

Jerome Myers

11:00 AM - 11:45 AM "I'm Out" - Practices You Couldn't Give Me

Sponsor Panel

11:45 AM - 12:45 PM Lunch

12:45 PM - 1:30 PM Lightning Review of Last 7 Deals

Ted Jenkin

1:30 PM - 2:00 PM Closing Ceremony

Matt Jarvis

Location

Westin Peachtree Plaza, Atlanta

210 Peachtree St NW

Atlanta, GA 30303

Additional Details:

  • Dress Code: Business Casual

  • Transportation: Rideshare recommended due to limited parking.

  • Disclaimer: No phone or laptop use allowed during sessions to ensure full engagement.

The Details

  • The 7 Mistakes

    every business owner is making that is holding them back from doubling the value of their business (Jarvis & Ted used these same strategies to double the value of multiple companies)

  • The 5 Rules

    of bringing other advisors, including brokers, bankers and attorneys into the deal so that you remain the quarterback that manages all of the assets when the deal is done

  • The 3 Tax Strategies

    that can make or break the true NET number received by the seller

BONUS SESSION

Steven Jarvis, CPA

The 6 mistakes in your business tax return and P&L that will scare off the best buyers.

BONUS SESSION

Jerome Myers

How to help every business owner get past their deepest fear that's keeping them from selling

BONUS SESSION

Panel Discussion

Panel of top buyers in the Country on how much longer these valuations can possibly last, why it still makes sense for them to buy at this price, and Q&A with the audience

FAQs

I’m getting a dozen calls a week offering to buy my practice. Why would I need to attend this workshop?

Any buyer cold-calling advisors is bottom fishing with low ball offers. You (and your business owner clients) will only exit once and in what is likely the most financially impactful transaction in your lifetime. Knowledge is power, which in this case is money.

I already went to XYZ conference, how is this different?

Theory vs reality. All of our speakers have been directly involved in hundreds of transactions, many of which were well above standard industry valuations, with buyers who aren’t on the radar of the big conference hosts.

I heard that Jarvis bet $10k that Ted Jenkin was full of B.S. Is this true?

Yes and Jarvis paid out that bet many times over.

WE HELP FINANCIAL ADVISORS DELIVER MASSIVE VALUE TO THEIR CLIENTS

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