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.
As an independent, non-affiliated firm, the Succession Link community extends well beyond that of the typical broker/dealer, providing a banquet of options and allowing them to focus on the details most important to their decision-making criteria; e.g. geography, philosophy and style.
No such thing as a free lunch but we will feed you opportunities.
Ready to make your move? Engage an opportunity today.
Succession Link interviews Anonymous seller Jason to share his success story and the strategy he employed for selling his practice anonymously in just a few months of being a premier member of Succession Link marketplace.
Brian uses the Succession Link Platform to directly interface (peer to peer) with other practices that are candidates for acquisition while also discovering opportunities to work with other local advisors.
Brian discusses his opinions about technology, overlooked opportunities, and how he has grown his business using the platform just a few minutes a day.
Succession Link’s Enterprise pricing was introduced as a value add for product and technology companies to offer discounted individual subscriptions to their advisors. We offer a unique registration code that you can present to select . Upon registration, you will receive an e-mail notification of the information for tracking purposes.
Each registration will have a unique registration and expiration date. Our subscription term is 1 year from registration date.
Premier subscriptions are currently $850 per year. Our enterprise pricing is offered at a discount based on number of seats. Please e-mail email@example.com for additional details.