BUSINESS PLANNING

Guide Your Business-Owner Clients Through Selling or Raising Capital

For business owners, their company is often their largest asset and the result of years of dedication. Decisions around selling or raising capital can be among the most significant they’ll face—financially, legally, and emotionally. Without a well-structured plan, owners risk leaving significant value on the table, while jeopardizing their financial future and legacy.

LPL Business Planning Services empowers you to guide your business-owner clients through these complex transitions. You get expert support from a dedicated business exit planner and can offer clients seamless referrals to trusted investment banking partners—helping you retain client assets post-sale.

Why Expert Business Exit Planning Support Matters

A formal exit strategy is key for business owners. It establishes smooth transitions, potentially maximizes value, and provides a clear roadmap for their future. In addition, if your business owner client needs capital, you can provide value by helping them access it.

Deepen Client Relationships: Become an indispensable, strategic partner by addressing your clients' most complex and impactful financial decisions.
Uncover New Opportunities: Exit planning often reveals significant tax, estate, and post-sale wealth management planning needs.
Ensure Optimal Outcomes: Leverage expertise to help clients maximize business value, reduce tax liabilities, and transition smoothly.
Focus on Core Competencies: Outsource the complex, time-consuming aspects of exit planning analysis to a specialized team, allowing you to focus on client relationships and overall financial strategy.

Why Expert Business Exit Planning Support Matters

Through a collaborative engagement, you receive tailored analysis and strategic recommendations that align with your client’s business and personal goals so you can deliver meaningful conversations and informed decision-making.

You get:

Initial Discovery & Goal Alignment: Clarifying the owner's personal and financial objectives
Business Valuation Analysis: Assessing current value of the business and identifying ways to enhance it.
Exit Option Exploration: Evaluating strategies such as internal transfers (e.g., to family or management), third-party sales, or liquidation.
Financial Modeling & Scenario Planning: Projecting the financial outcomes of different exit scenarios, including cash flow, tax implications, and post-sale wealth.
Tax Efficiency Strategies: Minimizing tax burdens tied to the sale or transfer of the business.
Legacy & Succession Considerations: Aligning with personal legacy goals and ensuring a smooth transition of leadership and ownership.
Coordination with Other Advisors: Collaborating with your clients' attorneys, accountants, and other professionals to ensure a cohesive plan.

Key Business Exit Planning Service Components:

Business Readiness Assessment
Valuation Impact Analysis
Succession Planning & Transfer Strategies
Sale to Third-Party Analysis
Management Buyout (MBO) Planning
Tax Mitigation Strategies for Sale Proceeds
Post-Exit Wealth Management Integration
Contingency Planning for Unforeseen Events