Experience on Both Sides of the Table
A proven blueprint to help financial advisory firm owners prepare smarter, negotiate stronger, and achieve better transaction outcomes.
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Sell-Side Advisory.
Strategic guidance for advisory firm owners navigating exits with clarity and confidence.
No two firms are the same. Each business carries the imprint of its owner’s decisions and vision. We prepare, position, and navigate everything from full exits to sell-and-stay strategies with institutional precision.
Valuation & Readiness.
Market-informed valuation and preparation aligned with buyer expectations.
We provide objective valuation perspective grounded in current market dynamics and buyer behavior. Our work focuses on preparing the business as buyers actually evaluate it — aligning financials, operations, narrative to reduce friction, & culture we are able to increase confidence, and support stronger outcomes.
Buyer Engagement.
Targeted outreach, positioning, and negotiation support across transactions.
We support disciplined buyer engagement through thoughtful positioning and selective outreach, helping owners navigate discussions and negotiations with clarity, structure, and confidence throughout the transaction process.
Built From Experience
Seller-Aligned
Execution-Focused
Institutional Discipline
Confidential Discovery
Step 1
Positioning & Preparation
Step 2
Targeted Buyer Engagement
Step 3
Negotiation & Execution
Step 4
A Disciplined, Proven Process
Our four-stage approach incorporates strategic assessment, narrative development, buyer selection, and execution support to guide advisory firm owners through every stage of the transaction lifecycle. Learn More About Our Process.
Founded on Real Transaction Experience
Blueprint Strategies was founded by Jon Dubravac, who helped build and scale WealthSource Partners into a multi-billion dollar registered investment advisory firm before its successful sale and integration into OneDigital.
Having lived the full advisory lifecycle — from formation through exit — Jon brings a rare, execution-based perspective to advisory firm transactions. His background ensures clients receive practical, grounded guidance informed by lived experience, not hypothetical models.
With a successful track record built on experience from both a buyer and seller perspective, Blueprint Strategies delivers a practical, actionable transaction process for clients.
© Blueprint Strategies, LLC. 2024–2026
All Rights Reserved
When outcomes matter, experience matters.
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Real experience.
Not just theory.
Built for financial advisory firm owners who want better outcomes—guided by execution, pattern recognition, and lived experience.
Blueprint Strategies advises with insight earned on both sides of the table.
Execution over theory.
Our advice is grounded in action, not speculation. Every recommendation is backed by successful transaction experience.
Pattern recognition.
We see the signs others miss, spotting opportunities and risks from a unique vantage earned in the trenches.
Lived experience matters.
Having advised and operated, we shape outcomes through lessons learned doing the deals—not just reading about them.
Let’s talk outcomes.
Ready to explore your next transaction?