NEW! Get a higher upfront payout with LPL's Partial Book Sales

Request your personalized segmentation report and consultation to get started

Shape your book of business to help you find balance

 

LPL’s Partial Book Sales enables you to create capacity and generate capital by transferring accounts to LPL that no longer align with your business strategy. And now you’ll get a higher upfront payout of 2x trailing 12-month recurring revenue for deals $3M and over.*

How it works

  1. Review your client segmentation report
    • Identify client transition opportunities
    • Consultants available for personalized and complimentary reviews
       
  2. Submit a list of transition accounts
    • The transfer tool will guide you through the process in ClientWorks
       
  3. Inform clients of the upcoming transition with a letter
    • Within the first week after transfer, an LPL Wealth Management team advisor contacts clients to establish a relationship
    • Clients get customized advice and support from LPL’s highly rated team, receiving consistent touchpoints regardless of asset value


The process is completed in 7-20 days, with no service interruptions or lengthy negotiations.

Take the first step: Review your personalized segmentation report by requesting a consultation. We’ll give you insight into how to balance your book of business and make it work harder for you.

Want a sneak peek of your segmentation report? Watch this 2-minute video for more information about segmentation and payout estimates to help you make informed decisions about right-sizing your book.


Watch Guide Me Video

Note: LPL Financial does not repackage and sell these assets for advisor purchase. 

Not ready to schedule a consultation? Learn more by attending a webinar.

 

Upcoming Webinar:

Strategic Growth Through a Partial Book Sale: One Advisor's Story

Our advisors' stories as business owners are personal - whether they are opportunities to grow, the quest to protect their legacies, or the power to unlock the value of their life's work.

In part 1 of our M&A Webinar series, we will hear from advisor Angela Park Sheldon to learn how she was able to define her target client niche and grow her practice by leveraging several services from LPL Business Solutions, such as Partial Book Sales.

This 3-part series will dive into the real-world experiences of advisors who have navigated significant transitions, faced challenges head-on, and emerged with thriving businesses. Each advisor brings a unique perspective on succession planning, business growth, and legacy-building.

Thursday, May 22nd 2025, at 10:30PM PST /  1:30PM EST

Register Today »

*For deals less than $3M, the payout is 1.5x 12-month recurring revenue. Payout increase may vary based on affiliation model.

 

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