Succession Link

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.

Episoder(35)

$13MM AUM | $100,000 GDC in Erie, PA

$13MM AUM | $100,000 GDC in Erie, PA

PRACTICE FOR SALE: $13MM AUM | $100,000 GDC in Erie, PA View this Listing: https://successionlink.com/advisors/21938/ Overview: Advisor seeks to transition his business to a new owner. Advisor seeks...

5 Okt 20171min

$20MM AUM | $50,000 GDC in Nassau County, NY

$20MM AUM | $50,000 GDC in Nassau County, NY

PRACTICE FOR SALE: $20MM AUM | $50,000 GDC in Nassau County, NY View this Listing: https://successionlink.com/advisors/21872/ Overview: Advisor seeks to bring on a candidate and work with them for o...

5 Okt 20171min

$300,000 AGR | $300,000 Premiums in Bronxville, NY

$300,000 AGR | $300,000 Premiums in Bronxville, NY

PRACTICE FOR SALE: $300,000 AGR | $300,000 Premiums in Bronxville, NY View this Listing: https://successionlink.com/insurance/21565/ Overview: Looking to sell book of business and stay on for 3-5 ye...

3 Okt 20171min

PRACTICE FOR SALE: $33MM AUM | $378,000MM GDC in Olympia, WA

PRACTICE FOR SALE: $33MM AUM | $378,000MM GDC in Olympia, WA

PRACTICE FOR SALE: $33MM AUM | $378,000MM GDC in Olympia, WA View this Listing: https://successionlink.com/advisors/21917/ Overview: Practice is 90% Fee based RIA and 10% brokerage based.  RIA side,...

22 Sep 20171min

PRACTICE FOR SALE: $33MM AUM | $378,000MM GDC in Westlake Village, CA

PRACTICE FOR SALE: $33MM AUM | $378,000MM GDC in Westlake Village, CA

PRACTICE FOR SALE: $33MM AUM | $378,000MM GDC in Westlake Village, CA View this Listing: https://successionlink.com/advisors/20986/ Overview: Advisor is a solo financial planning practice, but would...

22 Sep 20172min

$21MM AUM | $350,000MM GDC in Richmond, CA

$21MM AUM | $350,000MM GDC in Richmond, CA

PRACTICE FOR SALE: $21MM AUM | $350,000MM GDC in Richmond, CA View this Listing: https://successionlink.com/advisors/23708/ Overview: Advisor seeks to retire completely and sell book of business. Ad...

22 Sep 20171min

PRACTICE FOR SALE: $10MM AUM | $112,000 GDC in Lake Mary, FL

PRACTICE FOR SALE: $10MM AUM | $112,000 GDC in Lake Mary, FL

PRACTICE FOR SALE: $10MM AUM | $112,000 GDC in Lake Mary, FL View this Listing: https://successionlink.com/advisors/22003/ Overview: Advisor seeks to merge with another firm or completely sell book ...

19 Sep 20171min

PRACTICE FOR SALE: $7MM AUM | $70,000 GDC in Greensboro, NC

PRACTICE FOR SALE: $7MM AUM | $70,000 GDC in Greensboro, NC

PRACTICE FOR SALE: $7MM AUM | $70,000 GDC in Greensboro, NC View this Listing: https://successionlink.com/advisors/23523/ Overview: Advisor seeks to completely sell book of business and retire. Advi...

15 Sep 20171min

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