The next stage for your practice.
What's next for your business?
Succession planning can be a difficult topic to approach. As a financial advisor, no matter where you are in your career, now is the time to put together a plan for your business.
At LCG Financial Partners, we help you create a roadmap for your practice. Whether you’re looking at an internal succession plan, an external succession plan, increasing the valuation of your business, building a legacy for your family, protecting your life’s work, or looking to grow through practice acquisitions, we are here to support you and guide you through your next step.
We’ll assist you in building long-term business value that can be more readily realized through a sale, whether that sale is to us or to another successor. We’ll help you improve the long-term stability of your business and build reliability with clients and prospects. Succession planning will provide protection for your practice and family in case of your untimely death or disability. We’ll empower you to hand-select a successor for your clients and practice, giving clients the confidence they need in both their own financial well-being and in the future of your business. Our partnership with LPL gives us the scale and opportunity that is necessary to help with financing an acquisition or sale of a practice.
Succession planning protects
Succession planning can include
Succession planning protects you from
Simplifying the succession planning process
Our experienced team will consult with you to determine the best way for you to protect your practice, support your clients, maximize your valuation, and ensure a successful transition, whether you’re looking to retire now, or in the distant future. We specialize in all areas.
Succession planning your way with LCG Financial Partners
- Sell your practice to us
- Sell your practice internally to another advisor in your practice
- Sell your practice externally to another advisor outside of LCG Financial Partners or your practice
- Do a partial book sale to us, internally, or externally
- Create your plan for the future of your business
- Create your plan to buy another business and tailor your acquisition strategy and value proposition
Level Up Your Practice
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