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 Financial Network.

Chalice Financial 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.chalicefn.com.
SL Leadership Team
Keith Gregg
CEO
Derek Bruton
President
Shawn Rogers
Chief Revenue Officer
Tim Horton
Chief Technology Officer
Evee Walker
Senior Vice President
Engagement Consultants
Nichole James
Account Manager
Mayra Mapel O'neal
Account Manager
Member Services Representatives
William Walker
AVP, Member Services
LaShell Wilson
Member Services Representiative
Success stories? We've got that.
Hear from just a few our members who have found success on Succession Link.