Overview

Our goal is that Succession Link will lead us to conversations with like-minded individuals that are looking for a succession/continuity or merger arrangement, integration into our system, or exiting the business.

We have a proven system, support staff, processes, brand, and technology suite that can sustain significant growth immediately. We plan to continually grow through mergers and acquisitions with businesses that have a similar culture and service model. We can be flexible with the structure of our deals and relationships.


Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Technology Solutions

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