{"id":814160,"date":"2025-02-18T09:22:53","date_gmt":"2025-02-18T14:22:53","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-launches-planning-tools-to-help-advisors-provide-personalized-service-for-business-founders-and-ceos\/"},"modified":"2025-02-18T09:22:53","modified_gmt":"2025-02-18T14:22:53","slug":"lpl-financial-launches-planning-tools-to-help-advisors-provide-personalized-service-for-business-founders-and-ceos","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-launches-planning-tools-to-help-advisors-provide-personalized-service-for-business-founders-and-ceos\/","title":{"rendered":"LPL Financial Launches Planning Tools to Help Advisors Provide Personalized Service for Business Founders and CEOs"},"content":{"rendered":"<h2>\nNew offering provides innovative planning solutions to support business owners from scale to sale<br \/>\n<\/h2>\n<div class=\"mw_release\">\n<p>SAN DIEGO, Feb.  18, 2025  (GLOBE NEWSWIRE) &#8212; <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=Mju9Pjz5sXSazWDqZSe9bjVwyuImlNSnGuS6Li7j3XoISCDf2wtCjqFBeLVVael152Shyyz2DpYMxQM6M6zb6g==\" rel=\"nofollow\" target=\"_blank\">LPL Financial LLC<\/a>, a leader in the wealth management industry, is expanding its portfolio of high-net-worth services with the launch of business planning tools designed to help its network of nearly 29,000 financial advisors provide personalized support to their clients who are Chief Executive Officers (CEOs) and\/or have founded their own businesses.<\/p>\n<p>There are more than 33 million<sup>i<\/sup> small businesses in the U.S., and more than half<sup>ii<\/sup> of all private employer business owners are over the age of 55. Additionally, it\u2019s estimated that approximately 12 million<sup>iii<\/sup> of those firms will be sold over the next decade, and most small business owners do not have a succession plan in place.<\/p>\n<p>Through this new offering, advisors are connected with a certified business exit planner who supports the business owner\u2019s needs and serves as a liaison to vetted banking partners. This full-service experience is designed to meet the discerning needs of advisors and differentiate the value they provide to their entrepreneurial clients.<\/p>\n<p>\u201cCEOs and founders have worked incredibly hard to build their businesses and deserve the highest caliber of planning and advice,\u201d said Jen Hollers, senior vice president and head of high-net-worth services at LPL Financial. \u201cThrough relationships with trusted investment banks, we enable LPL advisors to offer their business-owner clients a full-service experience, helping them strategize, scale, and, when the time is right, pursue an optimized sale.\u201d<\/p>\n<p>LPL offers a range of specialized planning services\u00a0tailored to address the complex needs of high-net-worth and ultra-high-net-worth clients, including:<\/p>\n<ul type=\"disc\">\n<li style=\"margin-bottom:6pt\">Case consultations<\/li>\n<li style=\"margin-bottom:6pt\">Advanced planning<\/li>\n<li style=\"margin-bottom:6pt\">Estate and philanthropic planning<\/li>\n<li style=\"margin-bottom:6pt\">Tax planning<\/li>\n<li style=\"margin-bottom:6pt\">Business planning<\/li>\n<\/ul>\n<p>For more information about this new offering, financial advisors can visit\u00a0<a href=\"https:\/\/www.globenewswire.com\/Tracker?data=3fYowVIz9rReVDFwXZFPv8vngaamPqenGQGnvX31KohjhzcjNgHBxHiyoWrGuteQL3jBkyd83Wys2SvSyPz22I0CaIHz5V0qNddAHSW6xTjq7G0_M4A3GGJc1j_8hKE12fV8ZTpeEinucGSMywVo6XK7pO2pe7EWcsKkMdHyTnot0AL35LuZiawaklj-hmXdscvOOYv-IR54oaGYyLqm8w==\" rel=\"nofollow\" target=\"_blank\">High-Net-Worth Services for Advisors<\/a>.<\/p>\n<p>\n        <strong><br \/>\n          <u>About LPL Financial<br \/><\/u><br \/>\n        <\/strong>LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.\u00a0As a leader in the financial advisor-mediated marketplace, LPL supports nearly 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $1.7 trillion in brokerage and advisory assets on behalf of approximately 6 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=clllQA-FwL42OgPMTs3FiwfW7rhiBkEv0Ea_2PbWliRoLwH9b59jRlzLuSIuLJULPw71aTpyEQRdef1RHLJ48w==\" rel=\"nofollow\" target=\"_blank\">www.lpl.com<\/a>.<\/p>\n<p>\n        <strong>Securities and advisory services offered through LPL Financial LLC (\u201cLPL Financial\u201d), a registered investment advisor and broker-dealer, member FINRA\/SIPC.<\/strong>\n      <\/p>\n<p>Throughout this communication, the terms \u201cfinancial advisors\u201d and \u201cadvisors\u201d are used to refer to registered representatives and\/or investment advisor representatives affiliated with LPL Financial.<\/p>\n<p>We routinely disclose information that may be important to shareholders in the \u201c<a href=\"https:\/\/www.globenewswire.com\/Tracker?data=0-mLICw9ERY_REU3Kf2BXJIF5fgniSqSC5gplB77tvzPUyRVnJvNP0LkeM7naWIdDntVhPWssZDOlepEDizcKQl_YWIw_6vPYa6WbvVIYWI=\" rel=\"nofollow\" target=\"_blank\">Investor Relations<\/a>\u201d or \u201c<a href=\"https:\/\/www.globenewswire.com\/Tracker?data=bc76iUcUzFmvXN4GxYNtpbAjmvfp53s-touNzIDtj8qes_wx0O0Ov7zMoo7TmfgKCDawgN5E-epEV-MUtYf3-84cY-g2ToGJbGrfQSRykFj7UkoeMHVMujZZaVYlKAUr\" rel=\"nofollow\" target=\"_blank\">Press Releases<\/a>\u201d section of our website.<\/p>\n<p>\n        <strong><br \/>\n          <u>Media Contact:<\/u><br \/>\n        <\/strong>\u00a0<br \/><a href=\"https:\/\/www.globenewswire.com\/Tracker?data=awr8BcMwGpRD23Ng5T0cPmLqs54ZSgMe2KiRTcTvSw_ad-FcXn2cjMIo9bZFPfXNqJBxd4W14lCpU9DgSo8veQ7XXDYFPeAW5tg-nQe_JMq-PDGJ4V6rzQlcRVXgA4uT\" rel=\"nofollow\" target=\"_blank\">Media.relations@LPLFinancial.com<\/a>\u00a0<br \/>(402) 740-2047\u00a0<\/p>\n<p>\n        <strong>Tracking #:<\/strong> 697285<\/p>\n<p>________________________<sup><br \/>i<\/sup><a href=\"https:\/\/www.globenewswire.com\/Tracker?data=2gsgV3oEC9cEsshjdGI1_xPiFhjlqnjX8r2ZRrIL7ycagru5nV8ugbArS3y0f7ZPN1LKogHWL7jlFOcLLVVDgteng2bfAoNrJA01-Yx0mgZ-u4VZPPct_tKbNUPxWFcu3r6XH0WKImjIWEZDzeIJO2eg9-3sayaD-fdtVbH3pk8YwqSY3Y06tUbZ8DTrvnZYI065nkbM5QecNY1hXsvCgVwrHfTDUIvA8gUvHGe2NWtyLmOxUOib_x7iX4kEpGmQBFCKJQRbd3JApPRLk92YpHrbXZkPzUEIp9vVcaSm7oA=\" rel=\"nofollow\" target=\"_blank\">https:\/\/advocacy.sba.gov\/wp-content\/uploads\/2023\/11\/2023-Small-Business-Economic-Profile-US.pdf<\/a><br \/><sup>ii<\/sup><a href=\"https:\/\/www.globenewswire.com\/Tracker?data=2gsgV3oEC9cEsshjdGI1__XdA5DyLeeC_8jVpNq1CkVbw0k8s-Sq2QJvWYF7BfzM10AThbqQnYkDBREOQTycc3HuohpPwmnxnd_xyiMr4bPezKJtcvsxyoxYgIzSkbXgz3wQ5Ek2IfoLEO2NLTGv7HXBMMY-n_sEvziQtE838ZuriQzq_dPqSGtEdHBSEfbzhaLJB7FILpfwj9jORGxgwPRs9STAVA6u3TQe-PWlMAflCDI4FrzlpXXkZ0-ZDafci4ULCcy0Qsr2BlIfBDzz0tW3BeL3c-C-wdfLGaTyurbTM3FhF4yZotL5SdOSqnqggnXYgiyivH9YXg0qG2y-lA==\" rel=\"nofollow\" target=\"_blank\">https:\/\/www.sbc.senate.gov\/public\/index.cfm\/2024\/1\/shaheen-convenes-hearing-on-small-business-succession-planning<\/a><br \/><sup>iii<\/sup><a href=\"https:\/\/www.globenewswire.com\/Tracker?data=2gsgV3oEC9cEsshjdGI1_x8tYCf1KoXAnCoE_umB_iHT4WLlqO7pHMmHzY3o0MwDSOLNuXTQoeorHtO8jJWEd3iMAD89WcD7YVZ5STGza-5-FfJcjXd-8k1J88DGROmzCAmI9ZNtAeKE-KahrgxA23CorBJD-aBLDy9KwXa2wBH4gF-63JooaPGuDf-LEW3eQQiDiUxTY_WZPUt5PwX1roC9tHpwuWR_1f4rgT-hefLf5kMpA27xJgi9RHZ_VEO7naIiwG7eZNKeRYpQqXGPUwJg1o3cTj-E-nEiDn1vDiDsL9Lagxu7K23ErCd_ZeoVoSnlY6jxuVnytm7Q2kRxcg==\" rel=\"nofollow\" target=\"_blank\">https:\/\/www.score.org\/princeton\/resource\/blog-post\/current-rise-small-businesses-being-sold-over-next-10-15-years<\/a><\/p>\n<p>      <img decoding=\"async\" alt=\"\" class=\"__GNW8366DE3E__IMG\" src=\"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=OTM1OTg2MyM2NzU1MTY4IzIwMTkxNDA=\" \/><br \/>\n      <br \/>\n      <img decoding=\"async\" alt=\"\" src=\"https:\/\/ml.globenewswire.com\/media\/YTgyOGY4MTAtZTM5NS00MjEyLWE4MGEtOTBlYWViZmNkNDc5LTEwMzA3MTM=\/tiny\/LPL-Financial-Holdings-Inc-.png\" \/>\n    <\/div>\n<div class=\"mw_contactinfo\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>New offering provides innovative planning solutions to support business owners from scale to sale SAN DIEGO, Feb. 18, 2025 (GLOBE NEWSWIRE) &#8212; LPL Financial LLC, a leader in the wealth management industry, is expanding its portfolio of high-net-worth services with the launch of business planning tools designed to help its network of nearly 29,000 financial advisors provide personalized support to their clients who are Chief Executive Officers (CEOs) and\/or have founded their own businesses. There are more than 33 millioni small businesses in the U.S., and more than halfii of all private employer business owners are over the age of 55. Additionally, it\u2019s estimated that approximately 12 millioniii of those firms will be sold over the next decade, and most &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-launches-planning-tools-to-help-advisors-provide-personalized-service-for-business-founders-and-ceos\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;LPL Financial Launches Planning Tools to Help Advisors Provide Personalized Service for Business Founders and CEOs&#8221;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-814160","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>LPL Financial Launches Planning Tools to Help Advisors Provide Personalized Service for Business Founders and CEOs - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-launches-planning-tools-to-help-advisors-provide-personalized-service-for-business-founders-and-ceos\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"LPL Financial Launches Planning Tools to Help Advisors Provide Personalized Service for Business Founders and CEOs - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"New offering provides innovative planning solutions to support business owners from scale to sale SAN DIEGO, Feb. 18, 2025 (GLOBE NEWSWIRE) &#8212; LPL Financial LLC, a leader in the wealth management industry, is expanding its portfolio of high-net-worth services with the launch of business planning tools designed to help its network of nearly 29,000 financial advisors provide personalized support to their clients who are Chief Executive Officers (CEOs) and\/or have founded their own businesses. There are more than 33 millioni small businesses in the U.S., and more than halfii of all private employer business owners are over the age of 55. Additionally, it\u2019s estimated that approximately 12 millioniii of those firms will be sold over the next decade, and most &hellip; Continue reading &quot;LPL Financial Launches Planning Tools to Help Advisors Provide Personalized Service for Business Founders and CEOs&quot;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-launches-planning-tools-to-help-advisors-provide-personalized-service-for-business-founders-and-ceos\/\" \/>\n<meta property=\"og:site_name\" content=\"Market Newsdesk\" \/>\n<meta property=\"article:published_time\" content=\"2025-02-18T14:22:53+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=OTM1OTg2MyM2NzU1MTY4IzIwMTkxNDA=\" \/>\n<meta name=\"author\" content=\"Newsdesk\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Newsdesk\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lpl-financial-launches-planning-tools-to-help-advisors-provide-personalized-service-for-business-founders-and-ceos\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lpl-financial-launches-planning-tools-to-help-advisors-provide-personalized-service-for-business-founders-and-ceos\\\/\"},\"author\":{\"name\":\"Newsdesk\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/#\\\/schema\\\/person\\\/482f27a394d4fda80ecb5499e519d979\"},\"headline\":\"LPL Financial Launches Planning Tools to Help Advisors Provide Personalized Service for Business Founders and CEOs\",\"datePublished\":\"2025-02-18T14:22:53+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lpl-financial-launches-planning-tools-to-help-advisors-provide-personalized-service-for-business-founders-and-ceos\\\/\"},\"wordCount\":522,\"image\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lpl-financial-launches-planning-tools-to-help-advisors-provide-personalized-service-for-business-founders-and-ceos\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.globenewswire.com\\\/newsroom\\\/ti?nf=OTM1OTg2MyM2NzU1MTY4IzIwMTkxNDA=\",\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lpl-financial-launches-planning-tools-to-help-advisors-provide-personalized-service-for-business-founders-and-ceos\\\/\",\"url\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lpl-financial-launches-planning-tools-to-help-advisors-provide-personalized-service-for-business-founders-and-ceos\\\/\",\"name\":\"LPL Financial Launches Planning Tools to Help Advisors Provide Personalized Service for Business Founders and CEOs - 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There are more than 33 millioni small businesses in the U.S., and more than halfii of all private employer business owners are over the age of 55. 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