Recent Press

Succession Link is thrilled to announce that they have officially partnered with Live Oak Bank. Through the new strategic partnership, Live Oak Bank is the preferred financing partner for members of the Succession Link community.

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Stephen Ettinger, with LPL Financial out of Pennsylvania, is another financial advisor who has recently found what he is looking for through the Succession Link Platform. Hear his story and feedback using the Succession Link.

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SAN DIEGO, Sept. 9, 2015 /PRNewswire/ -- When the managers of Gladstone Wealth Group[i] made the decision to expand their practice beyond their Central and Southern New Jersey offices, they began perusing the Internet for financial advisory firms listed for sale. That's when they came across Succession Link (www.successionlink.com), a networking and communications platform that connects advisors who want to buy, sell, or merge their practices. Additionally, some may be seeking continuity or want to join a practice.

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SAN DIEGO, August 12, 2015 /Newswire/ -- Succession Link recently announced the re-release of it’s state-of-the-art website that provides a networking and communication platform for advisors who want to buy, sell or merge their practices. The upgraded Marketplace includes innovative tools to help advisors research and partner with the appropriate member. New features include:

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SAN DIEGO, September 23, 2014 /PRNewswire/ -- Succession Link, an online marketplace for advisors who want to buy, sell or merge their practices, announced the release of its Deal Terms Calculator, created as an extension of the Business Valuation Tool. The Calculator provides potential buyers of advisory practices with a realistic estimate of what the down payment might be, along with minimum/maximum amounts, and an estimated buyout price, based on the criteria of the selling practice and terms of the deal.

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SAN DIEGO, May 20, 2014 /PRNewswire/ -- Succession Link, the online marketplace for financial advisors looking to buy, sell, and merge practices, is excited to announce Tunstall Consulting as a resource partner in financing. Tunstall Consulting specializes in the strategic development and capital formation of companies with high growth potential.

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SAN DIEGO, April 22, 2014 -- Succession Link, the online marketplace for financial advisors looking to buy, sell, and merge practices, recently announced the formation of a strategic alliance with Channel Finance Group. Channel Finance Group works with financial practitioners and lower middle market investors who are looking to make acquisitions, grow organically, or refinance existing obligations.

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As a recruiter helping advisors with career transitions, Phillip Flakes noticed that a lot of his clients were saying their next move would be their exit from the industry. The savvy entrepreneur didn’t simply move on to more active prospects but realized there was a business opportunity in helping advisors in their final career transition.

The result is Succession Link, a new online marketplace for advisory practice mergers and acquisitions, which went live in May. While there are plenty of such businesses, Flakes’ offering may be a unique value-add coming from a recruiter (his StarPoint Consulting Group has been arranging advisor/broker-dealer marriages for four years now.)

But it may be unique in another way as well. Succession Link charges no transaction fees to advisors selling their practices. Its business model is based on subscription fees to buyers looking for acquisitions on the site.

"Other competitors do charge transaction fees," Flakes told ThinkAdvisor in a phone interview. "Others will help the buying advisor find a practice. We will certainly help as well, but we want to start with the selling advisor first."

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Many advisors are coming up on their golden years, but as hard as it is to make the decision to move on, it’s even harder to actually sell. Here’s a game plan.It’s hard to let go. You’ve raised it to maturity over the last 20, 30 or 40 years, and it’s been a major part of your daily life over that time. But there comes a time in every advisor’s career when they have to sell their practice. And as much as the phrase “succession planning” is thrown around in this business, most advisors don’t even think about an exit plan until it’s too late. In fact, only 29 percent of advisors have defined or implemented a succession plan, according to a Moss Adams study.

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SAN DIEGO, May 14, 2013 /PRNewswire/ -- Launched on May 1(st) , 2013, and founded by industry professionals Phillip Flakes and Nicholas Gudz, Succession Link provides business consulting and an online marketplace for advisors who are interested in buying or selling their practices.

A key differentiation factor between Success Link and other buying/selling firms and services is that Succession Link does not charge transactional fees, listing fees or membership fees to sellers. Sellers can also remain anonymous by opting to have communications from prospects filtered through Succession Link, who will then present only those that meet their unique criteria. Of course, if they prefer, sellers can also choose to communicate directly with prospective buyers.

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