As of today, there are 3 active acquisitions within the GVA network. As we continue to work through more acquisition opportunities as a company, it allows us to continue to grow out the mergers and acquisitions platform. If you haven’t done so already, we recommend you consider signing up for the Premium Buyer Program at LPL Financial to receive monthly updates, as well as Executive Summary reports (in Salesforce under the “Book Valuation” Library).

For advisors who are interested in exploring their own personal book valuation, or opportunities to acquire practices, please reach out to Bryce Cleveland from the GVA team.