Succession Link
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.

Jaksot(35)

$70MM AUM | $500,000 GDC In Bartlesville, OK

$70MM AUM | $500,000 GDC In Bartlesville, OK

PRACTICE FOR SALE: $70MM AUM | $500,000 GDC In Bartlesville, Ok View this Listing: https://successionlink.com/advisors/12528/ Overview: Established 17 year old, 2 person investment advisory firm, seek...

23 Elo 20171min

$10MM AUM | $150,000 GDC In San Jose, CA

$10MM AUM | $150,000 GDC In San Jose, CA

PRACTICE FOR SALE: 
$10MM AUM | $150,000 GDC In San Jose, CA 
View this Listing: successionlink.com/advisors/23674/ Overview: Advisor seeks to sell business and exit the industry. Advisor seeks to ex...

21 Elo 20171min

$62MM AUM - $605,000 GDC In Albuquerque, NM

$62MM AUM - $605,000 GDC In Albuquerque, NM

PRACTICE FOR SALE: $62MM AUM | $605,000 GDC In Albuquerque, NM View this Listing: https://successionlink.com/advisors/18226/ Overview: Small CPA financial planning firm. We work with 112 househol...

18 Elo 20171min

$30MM AUM | $160,000 GDC In Sacramento, CA

$30MM AUM | $160,000 GDC In Sacramento, CA

PRACTICE FOR SALE: $30MM AUM | $160,000 GDC In Sacramento, CA View This Listing: https://successionlink.com/advisors/20475/ Ideal purchasing candidate is a Certified Financial Planner, (or on track ...

16 Elo 20171min

$16MM AUM | $400,000 GDC In Littleton, CO

$16MM AUM | $400,000 GDC In Littleton, CO

PRACTICE FOR SALE: $16MM AUM | $400,000 GDC In Littleton, CO View this Listing: https://successionlink.com/advisors/21489/ Very loyal book of business, health conditions reason for sale. Clients in...

14 Elo 20171min

$116MM AUM | $1.1MM GDC In Raleigh, NC

$116MM AUM | $1.1MM GDC In Raleigh, NC

PRACTICE FOR SALE: $116MM AUM | $1.1MM GDC In Raleigh, NC View This Listing: https://successionlink.com/advisors/21457/ Only qualified buyers will be considered. Buyers must be willing to change affi...

9 Elo 20172min

Get Connected - Season 2 Episode 3

Get Connected - Season 2 Episode 3

In the third episode of Season 2 Get Connected, we dive right into the the Opportunities Spotlight/Feature Practice Listings. In this segment Phil Flakes shares details on of featured listings. Here...

1 Elo 201720min

Get Connected - Season 2 Episode 2

Get Connected - Season 2 Episode 2

Welcome to Season 2 Episode 2 of "Get Connected", hosted by Succession Link. In this episode, Phil Flakes presents the most current Opportunity Spotlight / Feature Practice Listings. Here are some b...

25 Heinä 20179min

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