M&A Solutions from LPL Financial

Every business’ journey is unique. Whether you’re looking to grow through acquisition or recognize the value of your business through the sale of your financial practice, LPL’s M&A Solutions team can provide turnkey expertise to ensure a successful transaction.

Advisors, experience professional support and guidance to make your mergers or acquisitions easier, faster, and more cost-efficient.

A Better Way to Buy or Sell.

Every business’ journey is unique. Whether you’re looking to grow through acquisition or recognize the value of your business through the sale of your financial practice, LPL’s M&A Solutions team can provide turnkey expertise to ensure a successful transaction. Our mergers & acquisitions experts at LPL Financial have extensive knowledge and hands-on experience with the complex processes that come with merging or acquiring businesses. With an expert in your corner, applying their skills at every step, you as a business owner can feel less burden and find more possibilities through LPL’s M&A programs: 

  • The Seller Support Program is designed to help facilitate the sale of your financial practice, position your practice for maximum value and fit by pairing you with an LPL expert who specializes in the sale of advisor practices. 
  • The Premium Buyer Program focuses on enhancing your position as a qualified buyer, by providing premium access to deal flow and M&A experts, in addition to financing and deal support.

Business owners who are ready to execute their deal can find the same level of guidance and expertise through LPL Financial's M&A Deal Supportan inclusive service within the Seller Support Program and Premium Buyer Program and available to non-program business owners through an industry-competitive fee. 

  • M&A Deal Support delivers comprehensive support throughout your transaction, saving you time, reducing your cost, and facilitating a quicker integration after close.

Benefits of utilizing LPL’s M&A Solutions

Working with an LPL Financial professional through M&A Solutions offers a variety of benefits to you, your business, and your team, including: 

  • Faster deal completion. Most financial advisors see completion within 60-90 days on average.
  • Maximized business value. A thorough and objective evaluation of your business ensures you receive the most viable financial opportunities.
  • Direct access to our experts. You will receive one-on-one advice and the collective knowledge of not just one expert, but a team of experts who’ve successfully executed an average of over 100 M&A deals per year. 

 

Interested in learning more about the exclusive programs and services at LPL Financial, such as M&A Solutions, that can help you achieve your vision of business success? LPL’s representatives are ready to answer your questions. Reach out today!

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