Peter S. Velardi

If you’re a financial advising business interested in systematizing, scaling, or selling your practice – you’re in the right place.

After hiring, training, and leading 5,000+ advisors myself as well as representing 200+ practices in strategic acquisitions, I understand your challenges. You may be:

✔️ Struggling to build scalable systems for client acquisition. ✔️ Unsure how to increase the valuation of your business to PE firms. ✔️ Wanting to get your chips off the table, but feeling overwhelmed by M&A.

With 140+ collective years of experience in the financial advising space, our teams have built full-circle solutions no matter where you’re at.

At ReferMe IQ, we help professionals and organizations who are serious about building referral-based businesses. Our software automates the key behaviors of the referral process that most can't do, won't do, or don't know how to do, enabling you to:

✅ Generate more targeted referrals and automate key behaviors. ✅ Become more systematized in your approach to client acquisition. ✅ Increase the conversion rate of your sales call through increased trust.

On the other side, with JPTD Partners, we specialize in helping financial advising businesses navigate the complex world of M&A. We act as consultants, coaches, and matchmakers, ensuring that our clients achieve the highest possible valuation and the best possible terms for their business. Our approach includes:

✅ Coaching advisors in both buy-side and sell-side transactions. ✅ Matchmaking with 80+ strategic acquirers, ensuring the best fit. ✅ Pre-negotiating and negotiating deals to maximize your business's value.

Whether you're looking to systematize, scale, or sell, we have the tools and the experience to help you succeed.

Let's take your business full circle - reach out to discuss how we can work together.