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

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

54:30 Jun 12, 2025
About this episode
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. A serial entrepreneur and former financial advisor, Ted built and successfully sold his own advisory firm—learning firsthand what it takes to navigate the process as a founder. Now, he’s on the other side of the table, serving as an M&A consultant at JPTD Partners and a sell-side M&A advisor through Exit Stage Left Advisors, all while helping other advisors navigate the high-stakes world of valuations and deal-making. If Ted’s name seems familiar, you likely encountered his sharp analysis and direct, no-nonsense commentary on Fox News, CNBC, and The Wall Street Journal. As both a practitioner and educator, Ted offers a rare blend of tactical insight and real-world experience. In this episode, Louis Diamond dives into the conversation wi
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