M&A Solutions

M&A offers your strategic partner delivering end-to-end expertise and execution support.

If you're looking to grow your practice inorganically, LPL's M&A Solutions team provides turnkey expertise to ensure successful valuations and transactions. With external valuation and deal support, LPL can help place pieces of your transaction together quickly and facilitate the deal efficiently with positive outcomes for all parties.

The complexity and length of the traditional acquisition process can be overwhelming and even stop you from pursuing an opportunity. Now, there's a better way by leveraging these LPL services: 

Active Deal Consults

Guidance in a 30-minute call
Potential topics:

  • Review Indications of Interest
  • Review Letters of Intent
  • Discuss financing options

Complimentary

External Valuation

Understand the value of your target acquisition.
Included:

  • A value range and revenue multiples
  • Practice Overview
  • Industry and LPL Benchmark Comparisons

$995

External Deal Support

Leverage an experienced deal team

  • Deal Support Team as deal project managers and advocates
  • Advise on best practices
  • Provide deal-specific resource
  • Provide template documents

$8,500

Get Started:

Contact Prudential Advisors Practice Building team to start the discovery process and discuss if LPL M&A solutions can help with you opportunity by emailing: [email protected].

Related Info:

M&A Solutions

LPL’s M&A Solutions provides professional support for buyers and sellers, and offers an award-winning service: an end-to-end solution with a team of experts to help guide you through the process. We are revolutionizing M&A by reducing the need to manage multiple third parties and dramatically improving the ease, cost, and speed of the process.

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