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Succession Link

by 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.

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Episodes

  1. $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 growing. I would like to find a buyer or successor that can take over the practice or merge with my firm.

  2. 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 transaction with an Ameriprise affiliated advisor. This seller would like to sell the business anywhere in...

  3. $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. Advisor would like to either merge with an advisor with the same broker dealer to formulate a...

  4. $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 selling book of business and exiting. Advisor seeks to find a larger firm to merge with immediately. The...

  5. 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 before advisor completely sells book of business and retires. Advisor seeks to identify a successor...

  6. $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 support and access to client opportunities. Advisor can bring business and asset management to the...

  7. $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 immediately, 2) transition thru merger, succession, or continuity in a three year time period, or 3)...

  8. $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 years experience with a series 6, series 7, and/or series 66 license with the ability to process…

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  9. $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 this merger to occur in the next 1-3 years with the advisor staying on for one year to ensure a...

  10. $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 one year before Advisor completely sells book of business. Advisor would like this transition to…

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  11. $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 years as assistant. Only considering candidates located in or near New York City. Great buy for…

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  12. 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, financial planning and investment modeling. Algorithms to run the growth models and build income...

  13. 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 like to be part of an ensemble practice with others, where the clients are the clients of the…

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  14. $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. Advisor seeks to work with buyer for 4-5 months to ensure a smooth transaction. Advisor seeks to...

  15. 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 of business and retire. Advisor seeks to succeed in the next five years. The ideal candidate has...

  16. 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. Advisor seeks to complete transaction in the next two years. The ideal candidate has between 5 and 10...

  17. PRACTICE FOR SALE: $8MM AUM | $300,000 GDC In Grapevine, TX

    PRACTICE FOR SALE: $8MM AUM | $300,000 GDC In Grapevine, TX View this Listing: https://successionlink.com/advisors/4348/ Overview: Two partners started and run a hedge fund since 2010 that is an equity options based strategy with cumulative returns over 600% for 8 years. A different RIA is now...

  18. Practice for Sale: $8.5MM AUM | $115,000 GDC In Pasadena, CA

    PRACTICE FOR SALE: $8.5MM AUM | $115,000 GDC In Pasadena, CA View this Listing: https://successionlink.com/advisors/18748/ Overview: I am seeking to retire and completely sell book of business. While I seek to retire in three years, I will also entertain immediate offers. My ideal candidate is...

  19. $40MM AUM | $200,000 GDC in Albany, NY

    PRACTICE FOR SALE: $40MM AUM | $200,000 GDC in Albany, NY View this Listing: https://successionlink.com/advisors/19040/ Overview: 70% managed money 30% insurance products which includes annuities & life insurance. Looking to sell and accepting offers immediately. CFP or CHFC preferred. 20%...

  20. $73MM AUM | $615,000 GDC In Portland, OR

    PRACTICE FOR SALE: $73MM AUM | $615,000 GDC in Portland, OR View this Listing: https://successionlink.com/advisors/17229/ Overview:My practice is for sale. I'm looking to sell by the end of the year. I am willing to stay on, under a consulting agreement, to help transition the clients over to the...

  21. $62MM AUM | $800,000 GDC in Asheville, NC

    PRACTICE FOR SALE: $62MM AUM | $800,000 GDC in Asheville, NC View this Listing: https://successionlink.com/advisors/23542/ Overview: Advisor seeks to merge with an ideal candidate for a few years to transition clients before completely selling book of business. Advisor seeks to merge with a...

  22. $26MM AUM | $287,000 GDC In Dallas, TX

    PRACTICE FOR SALE: $26MM AUM | $287,000 GDC In Dallas, TX View this Listing: https://successionlink.com/advisors/20671/ Overview: We have been registered, either with the SEC or the Texas State Securities Board, since January, 1984. We have always been fee-only. Most of our current Clients are...

  23. $192MM AUM | $1.5MM GDC In Falmouth, MA

    PRACTICE FOR SALE: $192MM AUM | $1.5MM GDC In Falmouth, MA View this Listing: https://successionlink.com/advisors/14828/ Overview: Examining continuity and succession options. Full service financial planning and investment management.

  24. $115MM AUM | $605,000 GDC In Casper, WY

    PRACTICE FOR SALE: $115MM AUM | $605,000 GDC In Casper, WY View this Listing: https://successionlink.com/advisors/18011/ Overview: Our firm offers both discretionary portfolio management and 401K consulting services. We are looking for merger/succession possibilities.

  25. $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, seeking an associate for succession planning. Business model is predominately fee based, with some...

  26. $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 exit the industry in 2018. The ideal candidate is bilingual (English and Chinese) and has at least 5...

  27. $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 households and provide investment management, primarily through 3rd party managers, income tax preparation…

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  28. $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 to achieve designations), with extensive knowledge of life insurance products as well as equities...

  29. $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 several different states incl. a big piece (25-30%) in FL. Looking for a buyer who is relationship...

  30. $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 affiliations. Will require detailed financial information be supplied. My practice is almost 100%...

  31. 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 are some brief details with link to the full profiles on Succession Link: -$10MM AUM | $150,000…

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  32. 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 brief details with the links to the full profiles on Succession Link: -$40,000 AGR | $400,000…

    more

  33. 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...

  34. 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…

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  35. Get Connected - Episode 3

    Welcome to Season 1 Episode 3 of "Get Connected", hosted by Succession Link. In this episode, Phil Flakes sheds some light on the Insurance portion of the community and presents the most current Insurance Opportunity Spotlight/Feature Practice Listings. Here are some brief details with link to…

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TOPICS IN THIS SHOW

Advisor Networking Business Expansion Data-Driven Insights Financial Advisory M&A Strategies Practice Acquisition Succession Planning

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ABOUT THIS SHOW

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.

HOSTED BY

Succession Link

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business

Frequently Asked Questions

How many episodes does Succession Link have?

Succession Link currently has 35 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.

What is Succession Link about?

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...

How often does Succession Link release new episodes?

Succession Link has 35 episodes. Check the episode list to see recent publication dates and frequency.

Where can I listen to Succession Link?

You can listen to Succession Link on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.

Who hosts Succession Link?

Succession Link is created and hosted by Succession Link.
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