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39 articles in this collection
Written by
Tim Horton
and
Evan Watkins
Testimonials
Success Story: $120,000 In Premiums Sold Through Succession Link
Written by
Evan Watkins
Updated over a week ago
Success Story: $37MM AUM Acquired Through Succession Link
Written by
Tim Horton
Updated over a week ago
What are Members Saying about Succession Link? (2018)
Written by
Tim Horton
Updated over a week ago
Success Story: $155MM AUM Sold on Succession Link
Testimonial By: Rob Topping
Written by
Tim Horton
Updated over a week ago
Success Story - $9MM in AUM Sold Through Succession Link
Written by
Tim Horton
Updated over a week ago
Success Story: $32MM in AUM Sold Through Succession Link
Written by
Tim Horton
Updated over a week ago
Success Story: $19MM in AUM Sold Through Succession Link
Written by
Tim Horton
Updated over a week ago
Success Story: $25MM in AUM Sold Through Succession Link
Written by
Tim Horton
Updated over a week ago
Success Story: $28MM in AUM Sold Through Succession Link
Written by
Tim Horton
Updated over a week ago
Success Story: $20MM in AUM Sold Through Succession Link
Written by
Tim Horton
Updated over a week ago
Success Story: $5MM in AUM Sold Through Succession Link
Written by
Tim Horton
Updated over a week ago
Succession Link Podcast - Softwealth User Feedback Interview
Written by
Tim Horton
Updated over a week ago
Succession Link Podcast - Beacon Pointe Wealth Advisors
Written by
Tim Horton
Updated over a week ago
Success Story Financial Advisory Practice Sold: St. Louis, MO
Written by
Tim Horton
Updated over a week ago
Succession Link Seller Interview Intro
Written by
Tim Horton
Updated over a week ago
Successful Seller Podcast: $27M in AUM in Upstate NY
Written by
Tim Horton
Updated over a week ago
Success Story: $115M in AUM Acquisition - Ben Seelaus, COO - Granite Springs Asset Management
Written by
Tim Horton
Updated over a week ago
Mercer Advisor Acquires $140M in AUM on Succession Link
Written by
Evan Watkins
Updated over a week ago
Success Story: $52MM in AUM | Chico, CA - Sold on Succession Link
Written by
Tim Horton
Updated over a week ago
Success Story: $65MM in AUM Acquired Through Succession Link
Written by
Tim Horton
Updated over a week ago
Success Story: $61MM in Assets | Portland, OR - Sold on Succession Link
Written by
Tim Horton
Updated over a week ago
General
What Are People Saying About Succession Link?
Written by
Tim Horton
Updated over a week ago
What does Succession Link do?
Written by
Tim Horton
Updated over a week ago
Are you a financial advisor without a succession plan?
Written by
Tim Horton
Updated over a week ago
Buying and Selling Financial Advisory Practices an Overview of Legal Issues
Written by
Tim Horton
Updated over a week ago
What does Succession Link do? Part 2
Written by
Tim Horton
Updated over a week ago
Webinars
Growth Through Acquisition: The Perfect Fit
2019 Webinar Series: Episode 1
Written by
Tim Horton
Updated over a week ago
Webinar: Financing The Sale Of Your Practice - Executive Briefing
Written by
Tim Horton
Updated over a week ago
Webinar: 5 Steps to Achieving a Successful Succession
Written by
Evan Watkins
Updated over a week ago
Financing Your Agency Acquisition in a Competitive Market
Written by
Tim Horton
Updated over a week ago
Financing Options for Practice Acquisitions
Written by
Tim Horton
Updated over a week ago
Webinar: Introduction to Employee Stock Ownership Plans (ESOP)
Written by
Tim Horton
Updated over a week ago
Financing Trends for Advisory Practices
Written by
Tim Horton
Updated over a week ago
How To Win The Deal: Financing Your Acquisition in a Competitive Market
Written by
Tim Horton
Updated over a week ago
Event Recaps
Succession Link Greenwich Networking Dinner Recap
Written by
Tim Horton
Updated over a week ago
Succession Link Event Recap Short Hills, NJ
Written by
Tim Horton
Updated over a week ago
Platform Features
Buyer's Coaching Session
Written by
Tim Horton
Updated over a week ago
Map View Search Overview
Written by
Tim Horton
Updated over a week ago
Create a Listing on Succession Link
Written by
Tim Horton
Updated over a week ago