Get Connected - Episode 4
Succession Link29 Touko 2017

Get Connected - Episode 4

Welcome to Season 1 Episode 4 of "Get Connected", hosted by Succession Link. In the final episode of Season 1, Phil Flakes provides featured practice listings for both the Advisory and Insurance side of the marketplace. Here are some brief details with link to the full profiles on Succession Link: Advisory: • $58MM AUM | $485,000 GDC In Lockport, NY: https://successionlink.com/advisors/18616/ • $180MM AUM | $1.6MM GDC In Boulder, CO: https://successionlink.com/advisors/19522/ Insurance: • $450,000 AGR | $2.5MM Premiums In Longwood, FL https://successionlink.com/insurance/21572/ • $300,000 AGR | $300,000 Premiums In Bronxville, NY https://successionlink.com/insurance/21565/ ---------------------------------------------------------------------------------------------------------------- This segment is followed by an informative introduction to Succession Link by Customer Service manager Jack Foote. Jack compares the differences between the Subscription Levels as well and takes you through How to Get Signed Up for Succession Link. Sign-Up for Succession Link : www.successionlink.com/home Season 1 concludes with Evee Walker, providing insider tips on ‘how to draft the right message to generate a response from a seller’. Schedule a One-on-One Buyer’s Coaching Session: https://calendly.com/jackfootesl1 ---------------------------------------------------------------------------------------------------------------- Tune in to our weekly podcast to get the latest updates on practices within your area, engagement ideas, Q & A's, and excerpts from recent blog postings, Success Story, Deal Structures, and User Advice. Don't forget to Subscribe!

Jaksot(35)

$89MM AUM | $110,000 GDC in Akron, AK

$89MM AUM | $110,000 GDC in Akron, AK

PRACTICE FOR SALE: $89MM AUM | $110,000 GDC in Akron, AK View this Listing: https://successionlink.com/advisors/24436/ Overview: I am a successful advisor with a stable client base. We are still gro...

20 Loka 20171min

PRACTICE FOR SALE: $31MM AUM | $300,000 GDC in Palatine, IL

PRACTICE FOR SALE: $31MM AUM | $300,000 GDC in Palatine, IL

PRACTICE FOR SALE: $31MM AUM | $300,000 GDC in Palatine, IL View this Listing: https://successionlink.com/advisors/20170/ Overview: Due to restrictions, this advisor is only able to make a transacti...

20 Loka 20171min

$36MM AUM | $325,000 GDC in Leonardtown, MD

$36MM AUM | $325,000 GDC in Leonardtown, MD

PRACTICE FOR SALE: $36MM AUM | $325,000 GDC in Leonardtown, MD View this Listing: https://successionlink.com/advisors/24421/ Overview: Advisor seeks to transition out of the industry in 4-5 years. A...

17 Loka 20172min

$30MM AUM | $175,000 GDC in Waukesha, WI

$30MM AUM | $175,000 GDC in Waukesha, WI

PRACTICE FOR SALE: $30MM AUM | $175,000 GDC in Waukesha, WI View this Listing: https://successionlink.com/advisors/23644/ Overview: Advisor seeks to merge with a larger firm before completely sellin...

17 Loka 20171min

4MM AUM | $35,000 GDC in Boca Raton, FL

4MM AUM | $35,000 GDC in Boca Raton, FL

PRACTICE FOR SALE: $4MM AUM | $35,000 GDC in Boca Raton, FL View this Listing: https://successionlink.com/advisors/24435/ Overview: Advisor seeks to merge with another firm for 6 months to one year ...

17 Loka 20171min

$30MM AUM | $250,000 GDC in Century City, CA

$30MM AUM | $250,000 GDC in Century City, CA

PRACTICE FOR SALE: $30MM AUM | $250,000 GDC in Century City, CA View this Listing: https://successionlink.com/advisors/23627/ Overview: Advisor seeks to affiliate with another firm to gain tech supp...

13 Loka 20171min

$10MM AUM | $150,000 GDC in Meridian, ID

$10MM AUM | $150,000 GDC in Meridian, ID

PRACTICE FOR SALE: $10MM AUM | $150,000 GDC in Meridian, ID View this Listing: https://successionlink.com/advisors/21295/ Overview: Advisor seeks one of three options: 1) sell book of business immed...

12 Loka 20172min

$20MM AUM | $85,000 GDC in Butte, MT

$20MM AUM | $85,000 GDC in Butte, MT

PRACTICE FOR SALE: $20MM AUM | $85,000 GDC in Butte, MT View this Listing: https://successionlink.com/advisors/23603/ Overview: Looking to sell within 1 year. The ideal candidate has more than two y...

5 Loka 20171min

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