Videos

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 Evee Walker
Updated over a week ago

What are Members Saying about Succession Link? (2018)

Written by Evee Walker
Updated over a week ago

Success Story: $155MM AUM Sold on Succession Link

Testimonial By: Rob Topping

Written by Evee Walker
Updated over a week ago

Success Story - $9MM in AUM Sold Through Succession Link

Written by Evee Walker
Updated over a week ago

Success Story: $32MM in AUM Sold Through Succession Link

Written by Evee Walker
Updated over a week ago

Success Story: $19MM in AUM Sold Through Succession Link

Written by Evee Walker
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 Evee Walker
Updated over a week ago

Success Story: $20MM in AUM Sold Through Succession Link

Written by Evee Walker
Updated over a week ago

Success Story: $5MM in AUM Sold Through Succession Link

Written by Evee Walker
Updated over a week ago

Succession Link Podcast - Softwealth User Feedback Interview

Written by Evee Walker
Updated over a week ago

Succession Link Podcast - Beacon Pointe Wealth Advisors

Written by Evee Walker
Updated over a week ago

Success Story Financial Advisory Practice Sold: St. Louis, MO

Written by Evee Walker
Updated over a week ago

Succession Link Seller Interview Intro

Written by Evee Walker
Updated over a week ago

Successful Seller Podcast: $27M in AUM in Upstate NY

Written by Evee Walker
Updated over a week ago

Success Story: $115M in AUM Acquisition - Ben Seelaus, COO - Granite Springs Asset Management

Written by Evee Walker
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 Evee Walker
Updated over a week ago

Success Story: $65MM in AUM Acquired Through Succession Link

Written by Evee Walker
Updated over a week ago

Success Story: $61MM in Assets | Portland, OR - Sold on Succession Link

Written by Evee Walker
Updated over a week ago

What Are People Saying About Succession Link?

Written by Evee Walker
Updated over a week ago

What does Succession Link do?

Written by Evee Walker
Updated over a week ago

Are you a financial advisor without a succession plan?

Written by Evee Walker
Updated over a week ago

Buying and Selling Financial Advisory Practices an Overview of Legal Issues

Written by Evee Walker
Updated over a week ago

What does Succession Link do? Part 2

Written by Evee Walker
Updated over a week ago

Growth Through Acquisition: The Perfect Fit

2019 Webinar Series: Episode 1

Written by Evee Walker
Updated over a week ago

Webinar: Financing The Sale Of Your Practice - Executive Briefing

Written by Evee Walker
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 Evee Walker
Updated over a week ago

Financing Options for Practice Acquisitions

Written by Evee Walker
Updated over a week ago

Webinar: Introduction to Employee Stock Ownership Plans (ESOP)

Written by Evee Walker
Updated over a week ago

Financing Trends for Advisory Practices

Written by Evee Walker
Updated over a week ago

How To Win The Deal: Financing Your Acquisition in a Competitive Market

Written by Evee Walker
Updated over a week ago

Succession Link Greenwich Networking Dinner Recap

Written by Evee Walker
Updated over a week ago

Succession Link Event Recap Short Hills, NJ

Written by Evee Walker
Updated over a week ago

Buyer's Coaching Session

Written by Evee Walker
Updated over a week ago

Map View Search Overview

Written by Evee Walker
Updated over a week ago

Create a Listing on Succession Link

Written by Evee Walker
Updated over a week ago