We aim to to educate independent wealth management firms on the most important aspects of the succession marketplace and how to build a system for growth through acquisition. We will focus on the scope of the succession opportunity, valuation methodologies, key drivers of practice value, risks and opportunities of buying or selling a practice, and the ideal business plan for sourcing and engaging prospects.

Date and Time:

Wed, October 11, 2017

5:00 PM – 8:00 PM PDT

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Park Tavern

1652 Stockton Street

San Francisco, CA 94133

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Refunds up to 1 day before event



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.

As an independent, non-affiliated firm, the Succession Link community extends well beyond that of the typical broker/dealer, providing a banquet of options and allowing them to focus on the details most important to their decision-making criteria; e.g. geography, philosophy and style. This event included 60 members of the Succession Link Community and 4 panelists that discussed how to build a workable acquisition strategy.

Special Thanks to our Panelists and Sponsors,

  • James Hughes Live Oak Bank

  • Mark Penske United Advisors

  • Ben Seelaus Granite Springs Asset Management J

  • im Vitalie CEO James Alpha/Global Financial Private Capital


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