Practice Valuation & Deal Terms Calculator

Succession Link valuations are where the conversation starts. Register FREE today and find others near you or market your practice to thousands of advisors while remaining anonymous.

With a 20 year track record in the top decile of large growth and core and a four out of five Morningstar rating in our separate managed account, along with investment expertise in Fixed/munis and financial planning colleagues all in house, we are good partner/home for advisors looking to transition towards retirement or merge in for someone that wants to spend most of their time on new client development and ask us to handle the investments, client service and operations.

Last Activity: today

Within Miles

I would like to:*
Practice Information
$
$
#
#
%
Reset Calculator
Valuation & Deal Terms
#
Recommended Down Payment
$
$
Estimated Buyout Price
$
$
$