$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 Aug 20171min
$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 Aug 20171min
$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 Aug 20171min
$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 Aug 20171min
$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 Aug 20171min
$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 Aug 20172min
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 Aug 201720min
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 Jul 20179min
