Advisor Resources
M&A Succession Resources
To learn more about how we can position you and your practice to win in the M&A space, schedule a meeting with our our M&A Succession Planning Consulting team.
Acquisitions Preparation
LPL Instructions & Resources for DIY Transactions
Acquisitions Marketplace
Financing vendors & Documents
Banking Vendors:
Lenders in MA Space for Advisors
LPL Capital Solutions:
LPL Debt Schedule for Advisor and Practice
LPL Borrower Financial Statement
LPL Credit Check Authorization Form
acquisition opportunity listings
Documentation (COMING SOON)
frgis sellers
Selling Your Practice at FRGIS
Merging Your Practice Into an Enterprise
Seller Considerations in Liquidity Events
Post Acquisition
post acquisition resources
Client Transitions Daily Gannt Chart Template
LPL/FRGIS DIY Conversion Checklists Gannt Chart Template
