ADVISOR BENEFITS

SUCCESSION PLANNING

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.

Succession Planning Podcast

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

How to Grow Now: Growth Strategies for Financial Advisors

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

Gain deeper insight into sixth 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.

 

Looking to grow or expand your financial practice?

We support an expansive network of independent financial advisors across the nation. If you are thinking about increasing your independence and opportunities for success, let's talk.

HEADQUARTERS
1601 Cooper Point Road NW
Olympia, Washington 98502
BUSINESS DEVELOPMENT OFFICE
917 Pacific Avenue, Suite 407
Tacoma, Washington 98402

The investment professionals associated with this site are registered representatives of LPL Financial. Securities offered through LPL Financial, Member FINRA/SIPC. Financial Planning and Investment advice offered through Financial Advocates Investment Management, a registered investment advisor. Financial Advocates Investment Management and Financial Advocates are separate entities from LPL Financial.

The representative(s) associated with this site may discuss and/or transact business with residents of all fifty states.

Investments are:

Not FDIC InsuredNot Bank GuaranteedMay Lose ValueNot Insured by any Federal Government Agency Not a Bank DepositNot NCUA InsuredNot Credit Union GuaranteedMay Lose Value

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