PRESS RELEASE UPDATED: FEB 10, 2017
San Diego, CA, February 10, 2017 (Newswire.com) -Succession Link, (www.successionlink.com), the financial industry’s largest online marketplace for financial advisors who are interested in buying, selling, or merging their practices, announced today it is expanding into Canada. Launched in 2013 by industry professionals Phillip Flakes and Nicholas Gudz, Succession Link currently has over 17,000 subscribing financial advisors.
“We are excited to expand into Canada. In 2016, we grew on average of about 1,000 new users per month throughout the United States. That growth confirmed our suspicions that a platform of this nature is much needed within the financial advisor community”, says Phillip Flakes, Co-Founder. “We are eager to get started helping Canadian financial advisors to buy, sell, and merge financial advisory practices.”
A key differentiation factor between Succession Link and other buying/selling firms and services is that Succession Link does not charge transactional fees. A nominal annual subscription fee will allow users full access to communication among other members, and access to the Succession Link Valuation Tool. In short, this tool allows users to quickly and accurately value a financial advisory practice based on many factors including; assets, revenue, and details on client demographics.
Nicholas Gudz, Co-founder, added "Succession Link currently has over 80,000 engagements within the community. Our decision to expand into Canada was prompted early on by several requests. We’ve received a tremendous amount of positive feedback from our users, and continue to add new features and enhancements. We look forward to bringing the same experience to Financial Advisors and Insurance Agents in Canada.”
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Source: Succession Link