Partial Book Sales from LPL Financial

Whether in strategic growth mode, prepping for a future M&A, evolving your niche, or pursuing other passions, Partial Book Sales helps you create capacity to regain focus on what matters most to you.

You’re in the business of helping people succeed. As your practice grows, you may find yourself spread too thin — especially if your book consists of clients with divergent needs, service expectations, and account sizes. Whether you’re in strategic growth mode, prepping for a future M&A, evolving your niche, or pursuing other passions, LPL Partial Book Sales helps you right-size your practice to create capacity and regain focus on your goals

Powered by a digital platform, completing a partial book sale is seamless. You’ll be guided through identifying and submitting accounts for transfer, and receive upfront payout on approval. Once transferred, LPL’s Investor Focused Solutions team of licensed advisors immediately initiates communication and assumes responsibility for the client relationship.

With LPL Partial Book Sales, you can:

Easily transfer accounts
Make informed decisions about your book’s future shape without the guesswork, time delays, and negotiations typically associated with a partial book sale
Ensure a seamless client transition for ongoing financial advice and services
Receive prompt compensation for the accounts transferred

Ready to learn more?

Get more info on the exclusive programs and services at LPL Financial, such as Partial Book Sales, that can help you achieve your vision of success. LPL’s representatives are ready to answer your questions.

Disclosures

The views and opinions expressed by LPL 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 can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

*For financial professional use only. 1-05357708

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