Acquisitions
Your transition, your legacy.
You have worked hard for your clients, let’s make sure the work continues.
Our goal is to make sure your clients understand that they will receive the same level of professionalism and care that they’re used to receiving from you.
The transition phase will shape your client’s first impression of us. To make sure they have a positive experience, we bring a team that has facilitated hundreds of acquisitions
and transitions that will handle re-papering and the movement of client accounts.
Finance made easy
At JPS, we work with financial partners that have a keen understanding of our business model and our industry. They provide us with the full support necessary to accommodate the payment structure that we agree on.
We have already procured financing which means NO SELLERS NOTE RISK.
Platform Flexibility
It means an easier transition for a better client experience.
We are positioned to facilitate the acquisition and assimilation of books with higher quality and more efficiency than many. Through our affiliations, partnerships, and structure we are able to acquire books that are custodied at any of the major custodians without having to move assets.
Find out how we can make a difference
in your financial life
Find out how we can make a difference
in your financial life
Visit Our Offices
office location
Suite 200
Tigard, OR 97223
Phone
(971) 340-4832