LPL Mergers and Acquisitions Solutions for Advisors

Every business journey is unique. Whether you’re looking to grow as an advisor through acquisition or recognize the value of your business through the sale of your financial practice, LPL Financial's Mergers & Acquisitions Solutions (M&A Solutions) can provide turnkey expertise to ensure a successful transaction.

Empowering Sellers & Buyers


The complexity and length of the traditional mergers & acquisitions process can be overwhelming and even stop you from pursuing a merger or acquisition opportunity. Now there’s a better way.

LPL's M&A Solutions provides tailored support throughout the entire seller or buyer journey, from establishing your business goals, to valuation, to due diligence and post-closing details. The M&A team minimize the amount of executive attention needed for a complex deal, so you can continue to focus on your clients.

Watch Video: Learn what advisors have to say about M&A Solutions and what it has to offer.

"What’s been a benefit to my business is that I don’t have to guess on valuation. I don’t have to guess on how do I do this or that, brokerage versus advisory. There’s a team of professionals that know what they’re doing and they give me the answers."

Grace Yung

Midtown Financial Group

Key Benefits of M&A Solutions

Faster deals

Complete your M&A deal faster, within just 60-90 days on average.

Maximized business value

Receive a thorough and objective evaluation of your business to ensure you receive the most viable financial opportunities.

Direct access

Direct access to our high-volume, M&A expertise (we close more than 100 deals every year).

Industry-Leading M&A Solutions

LPL's M&A Solutions provides tailored support throughout the entire seller or buyer journey, from establishing your business goals, to valuation, to due diligence and post-closing details. We minimize the amount of executive attention needed for a complex deal, so you can continue to focus on your clients.

Seller Support

Our Seller Support program is designed to help facilitate the sale of your practice, positioning your business for maximum value and the right fit.

Premium Buyer Program

The Premium Buyer Program focuses on enhancing your position as a qualified buyer by delivering priority access to relevant M&A deal flow, resources, financing, and M&A expertise to help shape your unique buyer profile.

M&A Deal Support

When ready to execute on your deal, M&A Deal Support delivers comprehensive support throughout your transaction, saving you time, reducing your cost, and facilitating a quicker integration after close.

Ready to learn more?

LPL's M&A Solutions offer award-winning, expert-guided support for buyers and sellers, revolutionizing the process by streamlining it and enhancing efficiency.

LPL’s representatives are ready to answer your questions about the exclusive programs and services that can help you achieve your vision of business success.

Get in Touch

Additional Solutions

The Assurance Plan

Safeguard your the hard-earned value of your business and plan for the future with LPL’s Assurance Plan. It's your legacy. We'll help you protect it.

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CFO Solutions

Your strategic ally delivering personalized executive insight to help you run your business efficiently, profitably, and achieve your goals.

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Marketing Solutions

Increase prospect potential, and enrich current client relationships, through a digital marketing strategy curated and executed by an experienced consultant.

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M&A Solutions FAQs

LPL M&A Solutions is industry-leading in that we provide comprehensive, end-to-end support for the process using our team of skilled transaction specialists. If you were to manage the M&A process independently, you must engage with multiple vendors that specialize in specific components of M&A (e.g. valuation or contracts). The process can be complex, time-consuming, and costly.

With LPL, you have one consistent and knowledgeable guide managing the transaction, freeing you to spend your time where it matters most. Beyond closing the deal, LPL goes the extra mile with integration and transition of the book, increasing efficiency and mitigating execution risk.

Our team collectively has decades of experience in mergers and acquisitions, and consistently assists on over 100 deals each year. We understand financial professionals and their businesses, and work with you to help ensure a stress-free, positive experience.

LPL has access to a vast network of active buyers and sellers. Our M&A team leaders are skilled and experienced in matching buy- and sell-side advisors with the most suitable candidates. In addition, the Premium Buyer Program is an attractive option for advisors who want to enhance their position as a qualified, pre-approved buyer so you’re always ready to take immediate action on suitable opportunities.

Yes, your deal team can assist you with financing through LPL, offering flexible terms, competitive rates, streamlined applications, and quick access to funding.

Important Disclosures

The views and opinions expressed by the Financial Advisor(s) may not be representative of the views of other Financial Advisors and are not indicative of future performance or success. Neither LPL Financial nor the LPL Financial Advisor(s) can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

For Financial Professional Use Only.