Get Connected - Season 2 Episode 1
Succession Link21 Juli 2017

Get Connected - Season 2 Episode 1

Welcome to Season 2 Episode 1 of "Get Connected", hosted by Succession Link. In the first episode of Season 2, Phil Flakes provides most current Opportunity Spotlight / Feature Practice Listings for Financial Advisory practices. Here are some brief details with the links to the full profiles on Succession Link: Advisory: -$116MM AUM | $1.1MM GDC In Raleigh, NC: https://successionlink.com/advisors/21457/ -$14MM AUM | $101,000 GDC In Norwood, MA: https://successionlink.com/advisors/21461/ -$16MM AUM | $400,000 GDC In Littleon, CO: https://successionlink.com/advisors/21489/ ------------------------------------------------------------------------------------------------- This Segment is followed by an excerpt from Head of Operations, Evee Walker, addressing the differences between the lite and premier subscription plans. Sign-Up for Succession Link: http://www.successionlink.com/home Compare Subscription: http://www.successionlink.com/pricing ------------------------------------------------------------------------------------------------- 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. For questions, comments, or feedback, please reach out to our Succession Link, Customer Service Team: info@successionlink.com Don't forget to Subscribe!

Avsnitt(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 Okt 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 Okt 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 Okt 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 Okt 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 Okt 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 Okt 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 Okt 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 Okt 20171min

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