• CreativeOne
    CreativeOne
    Sign up for access to the leading marketplace and communication platform to buy, sell, merge and find succession options for your business.
    What is Succession Link Join Today

Succession Link is the leading networking and communication platform connecting financial advisors who are interested in buying, selling or merging their practices. We provide state-of-the-art tools leveraging resources, data, and knowledge to set the stage for desired business expansion and succession planning opportunities.

For a limited time, CreativeOne financial advisors can receive $340 off the annual subscription price of $850/per year with the code CREATIVE40.

This offer is good until June 30, 2018.


CreativeOne

Exclusive Offer

June 30, 2018
$850 $510 Annually
0

CREATIVE40

Basic

FREE
  • 14 day delay to access new listings
  • Phone Support
  • Contact members
  • Post a job
  • Respond to 3 members monthly
  • Limited Marketplace Access
  • Deal Terms Calculator Access
  • 3 Saved Searches
  • Nation-wide and published date search filters
Join Now

Plus

$1999 ANNUALLY
  • 0 day delay to access new listings
  • Phone Support
  • Contact 60 members monthly
  • Post unlimited job listings, 3 active
  • Respond to unlimited members monthly
  • Unlimited Marketplace Access
  • Deal Terms Calculator Access
  • 100 Saved Searches
  • Nation-wide and published date search filters
Join Now

Frequently Asked Questions

SL is an online marketplace where sellers have their practices listed and marketed across their local regions. Buyers who pay an annual membership can respond to seller listings.

Advisors’ contact information is public record via FINRA Broker Check or the SEC website. SL could use these public records to send “free preview” deals that do not allow the ability to contact the seller.

SL does not share this information with the Broker/Dealer, so the Broker/Dealer will not know the advisors listed on their platform.

Yes, SL is legitimate source of deals. Each listing is a potential lead.

You will only be able to contact the seller via the SL website. Meaning, you will not gain personal contact info unless the seller responds to your inquiry. The seller may or may not respond to your inquiry. The $850 is an annual membership. If this lead doesn’t work out, and you find 3-4 more leads during the year, the $850 was likely worth it. However, it is still highly contingent on both geographic region and plain luck.

Yes, several advisors have had success. Here is a recent article that feature advisors.