Episode 9: Mergers & Acquisitions

In Episode 9 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC® hosts EVP of LPL Capital Partners, Jeremy Holly to discuss M&A strategies and best practices. LPL Capital Partners provides solutions designed to support advisors at every stage of their lifecycle, helping them grow and safeguard their business.

During this episode, James and Jeremy provide practice M&A insights and advice, including:

1. How advisors can best take advantage of the capital solutions LPL offers
2. Key drivers and metrics of determining valuation
3. How LPL gets involved in the financing process during M&A transactions
4. Importance of the LOI process

James and Jeremy re ...