M&A Solutions
M&A Solutions provides professional support for buyers and sellers, including an end-to-end solution with a team of experts to guide you through the process. We’ll help you grow and plan for the future with support tailored to your specific goals. It’s fast, efficient, and cost-effective, taking the burden off you so that you can stay focused on your clients.
Seller Support is designed to help facilitate the sale of your practice. We work to help you position your practice for maximum value and fit. Seller Support pairs you with an LPL expert who specializes in the sale of advisor practices and will be your guide for monetizing and generating liquidity. We work with you to understand your motivations and objectives for selling your business, including:
Seller Support assesses a 2% success fee with no additional charge for Deal Support, and includes a comprehensive business valuation.
The Premium Buyer Program focuses on enhancing your position as a qualified buyer by providing premium access to deal flow, an annual valuation, discounts on financing and deal execution, and access to buyer resources.
The Premium Buyer Program is available at $200 per month.
When you’re ready to execute your deal, M&A Deal Support delivers a comprehensive experience to guide you through the process. You’ll have the support of a team with expertise in advisor mergers and acquisitions, with the benefit of a single point of contact to help you navigate along the way. Leveraging this expertise allows you to save time, reduce your cost, and facilitate a quicker integration timeline. Your LPL M&A transaction specialist will take the lead, executing tasks on your behalf ranging from:
M&A Deal Support is a complimentary service for participants in Seller Support or the Premium Buyer Program. Outside of our programs, M&A Deal Support is a $2,500 flat fee and eliminates lending fees when financing through LPL.
M&A Solutions is your strategic partner delivering expertise and execution throughout the M&A experience. Our team can help you build value and grow revenue through practice acquisitions, as well as monetize your business for best value and fit when you’re ready to sell.
Have more questions? Check out our FAQ page!
Seller Support is designed to help facilitate the sale of your practice. We work exclusively on your behalf to help you position your practice for maximum value and fit.
Seller Support pairs you with an LPL expert who specializes in the sale of advisor practices and will be your advocate and guide for monetizing and generating liquidity.
We work with you to understand your motivations and objectives for selling your business, including:
Seller Support assesses a 2% success fee on internal LPL to LPL deals, with no additional charge for Deal Support, and includes a comprehensive business valuation.
The Premium Buyer Program focuses on enhancing your position as a qualified buyer by providing premium access to deal flow, an annual valuation, discounts on financing and deal execution, and access to buyer resources.
The Premium Buyer Program is available at $200 per month (one-year commitment).
When you’re ready to execute your deal, M&A Deal Support delivers a comprehensive full-service experience to guide you through the entire process. You’ll have the support of a team with expertise in advisor mergers and acquisitions, with the benefit of a single point of contact to help you navigate along the way. Leveraging this expertise allows you to save time, reduce your cost, and facilitate a quicker integration timeline.
Your LPL M&A transaction specialist will take the lead, executing tasks on your behalf ranging from:
The Deal Support platform is a complimentary service for participants in Seller Support or the Premium Buyer Program. Outside of our programs, the platform is a $2,500 flat fee for internal LPL to LPL deals and eliminates lending fees when financing through LPL.
M&A Solutions is your strategic partner delivering expertise and execution throughout the M&A experience. Our team can help you build value and grow revenue through practice acquisitions, as well as monetize your business for best value and fit when you’re ready to sell.
Have more questions? Check out our FAQ page!
The view and opinions expressed by the LPL Financial Professional(s) are as of the date of publishing. These views may not be representative of the views of other Financial Professionals and are not indicative of future performance or success. Neither LPL nor the Financial Professionals can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
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