About Us

Succession Link is the leading networking marketplace for financial professionals who are looking to buy, sell, or merge their businesses. Succession Link is the platform you need to find your most compatible match without all the fees of a middleman. Search for related buyers/sellers by opportunity type, AUM size, amount of revenue generated and much more.
Succession Link is a wholly owned subsidiary of Chalice Financial Technology and an invaluable member of the Chalice Network.

Chalice Network™, is an exclusive member-benefit organization dedicated to empowering today's small to mid-sized advisor. Through our digital marketplace—Chalice Advisor Exchange™—we provide access to best-in class wealth management products and services in pursuit of the economies of scale and operational efficiencies advisors want and need to succeed. Our community also provides unique peer-to-peer networking and collaboration opportunities creating a forum for sharing ideas and best practices to help strengthen members collectively.

For more information about Chalice click here www.chalicenetwork.com.
SL Leadership Team
Keith Gregg
Evee Walker
Vice President of Operations
Tim Horton
Chief Technology Officer
Member Services Team
William Walker
Director of Member Services
Nichole James
Senior Account Manager
Mayra Maple O'Neal
Account Manager
Got Questions? Get answers.
Success stories? We've got that.
Hear from just a few our members who have found success on Succession Link.