How It Works

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 Program

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:

  • Helping you define your ideal buyer
  • Preparing your practice for sale and bringing your book to market
  • Sourcing and screening potential buyers and initiating contact
  • Assisting with negotiating and selecting your final partner
  • Guiding you through finalizing the terms of your deal

Seller Support assesses a 2% success fee with no additional charge for Deal Support, and includes a comprehensive business valuation.

Premium Buyer Program

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.

  • Exclusive “first look” access to all M&A opportunities
  • Preferred lending with up to 100% financing from LPL at discounted rates
  • Detailed annual valuation to support buyer preparedness
  • Real-time updates on deal activity and market trends
  • Premium content, resources, and industry insights
  • Access to LPL’s M&A Deal Support at no additional cost
  • Priority support from LPL’s team of M&A experts

The Premium Buyer Program is available at $200 per month.

M&A Deal Support

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:

  • Providing detailed valuation reports
  • Support through due diligence, negotiation, and deal structure
  • Competitive financing options with no origination fees
  • Templated closing documents
  • Post-transaction integration support

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!