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Succession Planning

Protect the value and continuity of your business

As a business owner, you are the lifeblood of your organization. Developing a solid business succession plan ensures the continuity of your practice and allows you to prepare for your company’s future – while providing a seamless transition and uninterrupted service to your clients.

The LPL Financial Succession Planning group can assist you in a number of important areas, including:

  • Advice and guidance for retirement planning and unexpected event planning
  • Formal documentation to help you complete a basic succession plan
  • Structuring and developing transition strategies to meet business succession goals
  • Coordination and execution of the transfer of business within LPL Financial back office
  • Discussion of valuation framework and introduction of expert partners when valuation services are needed

Whatever your needs may be, the LPL Financial Succession Planning group is available to assist you in the protection and transfer of your business.