LPL Financial’s continuity, succession, and acquisition experts helped each of my three acquisitions proceed incredibly smoothly.- Doug English, Carolina Retirement Specialists
Succession planning focuses on accounting for unexpected events and building a contingency plan in addition to a long-term retirement goal. Thoughtful planning can help you build a more valuable business while protecting client relationships, family, and staff.
LPL consultants work with you to create a smooth transition and help you realize the full value of your practice. Our support includes:
Determining the value of your practice
When looking to sell your practice, its value features transferability and client retention potential alongside revenue streams. LPL consultants can help you consider all the variables, including:
When you’re ready to grow, LPL can help you identify and acquire another practice or book of business through our Advisor Financial Solutions team. Our Acquisition Loan Program offers financial solutions and practical guidance.
*Carolina Retirement Specialists and LPL Financial are separate entities.