Engage Today with BUY SELL MERGE Opportunities

Using our Marketplace Communication Platform


What Does Succession Link Do?

What is Succession Link?

Succession Link Builds Trusted Partnerships
Between Financial Advisors

Trusted by thousands of financial advisors, Succession Link is a marketplace where
future business opportunities are waiting for you to start the conversation.

Marketplace Communication Platform

Marketplace List View

The marketplace has practices from all regions with a wide range of mixes and sizes.

Marketplace Map View

Easily view opportunities near you quickly and easily filter the results with a few clicks.

Search

Our marketplace has an easy to use search that will help you target opportunities in minutes.

Messaging

Contacting business owners is as simple as clicking a button and reaching out.

Email Notifications

As new opportunities are added to the marketplace you will be notified of the best matching ones.

Customer Support

Open a ticket with our support center if you have any questions or problems while using our marketplace.

Customized Dashboard

Your Dashboard for Communication & Opportunities

A simple dashboard to help organize your communications and uncover opportunities for relationships.

Dynamic, easy to read, and always up to date with the latest Buy, Sell and Merge opportunities.

Shows opportunities in realtime in your state that have a similar business mix to you.


Deal Terms Calculator

Get a valuation and deal terms on a practice with just a few clicks using our Deal Terms Calculator.

Succession Link’s Deal Terms Calculator was created as a reference for the Succession Link community so that users could see how the amount they receive for their practice changes with the structure of the transaction. Two core components make up the deal structure; the down payment, and the term years.

Deal Terms Calculator

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Succession Link's Press Partnerships

Industry news, publications, and partnerships.