Partial Book Sales

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.* To guarantee completion of a Partial Book Sale in 2025, all deals must be submitted by Tuesday, December 9, 2025. Any deals submitted after this date will be processed on a best-effort basis.

How it works

Review your client segmentation report
- Identify client transition opportunities
- Consultants are available for personalized and complimentary reviews
Submit a list of transition accounts
- The transfer tool will guide you through the process in ClientWorks
Inform clients of the upcoming transition with a letter
- Within the first week after transfer, LPL's Wealth Advisors Group 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.