Full Book Sales

Retirement on Your Terms

You’ve built a practice focused on serving your clients. When it’s time for a transition, you deserve the same level of care. Our Full Book Sales option provides a clear, guided path to help you realize the full value of your business while ensuring continuity for the clients who trust you most.

Why Choose Full Book Sales

A faster, simpler way to exit

Close in as little as 7 days
One dedicated team takes care of everything
Specialized process with a guided checklist

Realize the full value of your business

Tax advantaged
Competitive purchase price backed by LPL
Straightforward deal structure

Protect what matters most – your clients

No repapering or account changes
Client continuity
Personalized experience

How Full Book Sales Works:

1. Receive an Offer

Review and accept the purchase offer for your book of business.

2. Submit Accounts, Review & Update

LPL initiates account transfers; fill in gaps in client info and householding.

3. Provide Client Notes

Help us ensure retention by getting to know your clients better.

4. Client Notification & Legal Documentation

Send personalized retirement letter and sign purchase agreement via eSign.

5. Welcome Package

LPL Wealth Advisors Group sends client onboarding materials.

6. Finalize Retirement

Guide you through processing of resignation.

FAQs

How is my practice valued?

Custom underwriting based on trailing 12-month recurring revenue, business metrics, and client demographics.

Is repapering required?

Not for Corporate RIA advisors. For others, LPL manages all necessary forms.

Are there fees?

No, you can sell your book to LPL at no cost.

What if I’m not ready to sell?

You can explore your options and reach out when you are ready.

What’s the difference between Full and Partial Book Sales?

Full Book supports a complete exit and maximizes practice value. Partial Book helps right-size a portion of accounts while maintaining continuity of care.

Want a simple, supported exit strategy with Full Book Sales?

Watch a webinar or join a live demo to learn more.

Register to Attend

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