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Buying a Practice

When you’re ready to acquire another practice or book of business, LPL Financial’s team is on hand to help identify the ideal seller, determine available options for structuring the right deal, and acquire the financing necessary for a smooth acquisition.

LPL helped provide financing to acquire the practice and to structure the deal. They went out of their way to make the transition as easy as possible for us.

- Jack Hillis, President, Hillis Financial Services

Accelerate your Growth

LPL provides consultative support for sourcing, constructing, and funding the deal you want to grow your business. We have decades of experience assisting advisors with acquisitions, and we can help you avoid potential pitfalls. Our services include:

  • Consultative services and deal structuring
  • Idntifying buyers and sellers
  • Providing loan capital 
 
*Hillis Financial Services and LPL Financial are separate entities.