Professional Guidance for Acquisitions, Mergers and Succession Planning

At Financial Advocates, we help advisors plan for their next move! Are you ready to buy or sell a practice, bring on a successor or transition to a new team?

With 38% of advisors expected to retire within the next ten years*, we have the expertise, connections, and services to help you plan and make things happen smoothly.

Let us help you…

• Determine the accurate value of your business.
• Strategize and plan to receive top dollar for your practice.
• Find realistic opportunities to either buy a practice or sell yours.
• Explore commercial financing options.
• Identify firms and advisors who are a match for your plans.

Learn about new M&A financing options available to advisors through Succession Lending.

As a financial advisor, a pivotal benchmark for continued success is in the growth of assets under management.

Gain deeper insight into six proven growth strategies and learn how to implement change for a more successful practice.

• How will you overcome the obstacles your practice is facing?
• What’s the goal for hiring another advisor or staff member?
• Should I merge my practice with a team?
• What’s my next step?
• How do I acquire financing?

We answer all these questions and more in our whitepaper!

Use the button below to download your FREE copy. 

*Source: 2017 Cerulli Associates

Financial Advocates and Succession Lending are separate entities from LPL Financial.