Full Book Sales

Your Legacy, Your Terms

A thoughtful, guided transition—fast, fair, and fully supported.

You’ve focused on serving your clients and building a practice that reflects your values. When it’s time for a transition—whether planned or unexpected—you deserve an option that works for you. Our Full Book Sales offering provides a clear, guided path to help you realize the full value of your business while ensuring continuity for the clients who trust you most.

What This Option Offers

A faster, simpler way to exit

  • Close in as little as 7 days—less waiting, more certainty.
  • One dedicated LPL team handles logistics, legal, and communications.
  • Expert-led process with a guided checklist for peace of mind.

Realize the full value of your business

  • Competitive purchase price backed by LPL—fair deal from a trusted partner.
  • Straightforward deal structure—no added expenses or surprise fees.
  • 100% Sale of Goodwill—tax advantages that help you keep more of what you’ve earned.

Protect what matters most—your clients

  • No repapering for Corporate RIA advisors; for others, LPL manages necessary forms.
  • Proactive monthly touchpoints (minimum 12 annually) to maintain trust.
  • Joint calls and outreach to ensure continuity throughout the transition.

Get Started

Creating capacity is easy and seamless with Partial Book Sales.

Explore How it works

Think Big Picture

Spread too thin? Growing with intention? Strategically right-size your practice while ensuring a seamless client transition.

Explore How It Works

 

Join the live demo

Join a live demo

Learn how to initiate a Partial Book Sale, avoid delays, and what to expect after you submit.

 

Register To Attend

 

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Initiate Your Access

Partial Book Sales is available to corporate and hybrid RIA-affiliated advisors. Access in ClientWorks by clicking Menu, then Tools, and it will appear in the dropdown.

Access The Tool

 

FAQs

Custom underwriting based on trailing 12-month. recurring revenue, business metrics, and client demographics.

Not for Corporate RIA advisors. For others, LPL manages all necessary forms.

No, you can sell your book to LPL at no cost.

You can explore your options and reach out when you are ready.

Full Book supports a complete exit and maximizes practice value. Partial Book helps right-size a portion of accounts while maintaining continuity of care.