Cash in on your success(ion).

Whether you're considering retirement or not quite ready, we can help you secure your future and legacy. With deep M&A experience and Fortune 500 resources, we'll tailor a plan for you and your business that allows you to exit or continue growing on your terms.

Unlock the true value of your business

If your business oversees >$100M AUM, we encourage you to connect with LPL Capital Partners to learn more about our Liquidity and Succession solutions.

By selling to LPL, you can expect:

A deal structure that meets your objectives
100% cash consideration with no clawbacks
Ongoing payout to align incentives
A comprehensive growth strategy
Ownership transition that maintains business continuity
Strategic succession planning with exit strategy support

Drive growth through monetization

Key Highlights:

Practice Monetization
Client Growth
Business Operations Support

Evolve your business

Key Highlights:

Autonomy & Book Ownership
Client Growth
Succession Stategy & Planning

Increased business support

Key Highlights:

Employee Advisor Independence
Business Operations Support
Client Transition & Gen 2 Advisors

What if you could take control of your retirement?

LPL has partnered with Cerulli Associates to provide advisors like you with complimentary access to their Assets in Motion research, focusing on key trends related to succession planning, access to capital, and client transition.

We invite you to leverage this research as you navigate the next chapter of your business.

Request your copy now

Request your copy now

Bridging the Advisory Gap Between Generations

"LPL Financial's recent focus on acquiring financial practices is not only benefiting Gen-1 advisors, it's also solving for the next generation of independent advisors."
Jared Fingeret, Senior Vice President
Head of Liquidity & Capital