CFO Solutions
Go for growth with flexible CFO options
Explore your options
You’re busy helping clients plan for their financial future, but who helps you chart a course of success for your business?
With LPL CFO Solutions, you get a dedicated CFO who will provide insights, drive execution, and serve as a trusted accountability partner. From cash-flow planning to identifying cost-saving opportunities and revenue-generating strategies, your CFO can help make your business more efficient and profitable.
Choose from:
CFO Essentials is designed for solo advisors or advisors with small to medium-sized practices that can benefit from a CFO at a lower price point in a more flexible way. Ideal if you're looking to build a foundation to grow.
CFO Premium is for larger, more complex practices that can benefit from full-scale strategic, financial, and operational guidance for the short and long term. Ideal if you need deep insights into advanced growth and optimization strategies.
CFO Engagements lets you select specific topics to accelerate growth by leveraging household segmentation, optimized client service, financial data, performance management, and effective team structures and compensation models. You choose the topic and engagement type for a flexible, subscription-free way to partner with CFO Solutions and grow your business.
What you'll get:
- Actionable, data-driven insights – Provide benchmarking, budgeting, and forecasting based on complex numbers. Know concretely what’s working and where to maximize your time.
- Tailored strategic planning – Time-tested strategies and measurable results to get you headed where you want to be. Based on your goals and business size.
- A trusted partner – Aside from the guidance you’ll receive, your CFO will also help you navigate LPL and connect you to the right people and process expertise.
Get A Fresh Set Of Eyes — And Perspective — On Your Business
You’re on the right path, but an LPL CFO can help uncover new ways of looking at your business to get you where you want to go.
Pick Your Solution
With three options available, you choose the one that best fits your growth goals and the financial needs of your practice.
CFO Essentials |
$899 / monthBuild a foundation to grow in a sustainable way. |
Key features
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CFO Premium |
Starts @ $1,950 / monthOptimize growth strategies with high-touch guidance. |
All the key features in CFO Essentials, plus:
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CFO Engagements |
Starts @ $3,000 / engagementChoose a specific topic to accelerate growth. |
Key features
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Request a complimentary CFO consultation and receive a personalized KPI report with detailed insights on AUM, NNA, and commissions.
How your peers use CFO Solutions
Develop Business Strategy
Learn how Brendan Sheehan from Waymark Wealth leverages his CFO Solutions strategist and her LPL and industry expertise to develop business strategy.
Promote Business Growth
James Warner of Warner Group set an aggressive growth goal for his firm. Learn how he uses CFO and steps to set your own goals.
Manage Growth
Learn how Bob Garretson handled a significant expansion and went from one location to three with guidance from his CFO.
FAQs
Your CFO can provide a wide range of business planning services to support your business goals at all stages, from creating action plans for optimization, growth, and efficiency to reviewing financial statements to assessing financial strength.
Financial professionals who work with CFO Solutions can experience potential benefits including accelerated growth, increased capacity to spend on more productive business activities, increased profitability, and operational efficiencies.
Businesses of all sizes and tenures have the potential to benefit from CFO Solutions. Whether you are looking to organize your financial and operational foundations, increase efficiency, accelerate growth, improve valuation, or prepare for the eventual transition of your business, your strategist will learn your unique goals and develop an action plan that is unique to your business.
The CFOs are specialists with deep industry knowledge, integrated with LPL systems and teams, who serve as your strategic partner to deliver personalized executive insights.
You’ll benefit from the expertise of CFOs who are CFAs, CFPs, CPAs, Certified Valuation Analysts, Certified Treasury Professionals, MBAs, former corporate finance leaders, and former small business owners.
The options have been designed to provide flexibility in pricing, time commitment, and deliverables that align with the growth needs of your practice.
Foundation to build on: Geared for small- to medium-sized or solo practices, CFO Essentials provides benchmarking, budgeting, and segmentation data so you can create long-term growth.
Advanced growth: Designed for large, more established practices, CFO Premium helps solve complex industry and business-evolution needs in the short and long term.
Specific engagements to accelerate growth: CFO Engagements offers a flexible, subscription-free way to partner with CFO Solutions and help grow your business.
Schedule a call with a Business Solutions consultant.
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