FAQs

Evee Walker avatar Aryanna Grunwald avatar
56 articles in this collection
Written by Evee Walker and Aryanna Grunwald
User Account & Billing

I’m interested in buying a practice. Does my Broker Dealer need to be a subscribing member of Succession Link as well?

Evee Walker avatar
Written by Evee Walker
Updated over a week ago

Why list your practice on Succession Link?

Evee Walker avatar
Written by Evee Walker
Updated over a week ago

How do I request a refund?

Evee Walker avatar
Written by Evee Walker
Updated over a week ago

How do I get around the community?

Evee Walker avatar
Written by Evee Walker
Updated over a week ago

I have contacted a seller about my interest in their practice, but they have not responded. What can I do to get more replies to my messages?

Evee Walker avatar
Written by Evee Walker
Updated over a week ago

Can an advisor register as a buyer if their Broker Dealer is not a subscribing partner firm?

Evee Walker avatar
Written by Evee Walker
Updated over a week ago

How do I edit / change my credit card information on file?

Evee Walker avatar
Written by Evee Walker
Updated over a week ago

How or when do Succession Link Members gain the ability to send messages to other members?

Evee Walker avatar
Written by Evee Walker
Updated over a week ago

How do I change my password?

Evee Walker avatar
Written by Evee Walker
Updated over a week ago

How many transactions have taken place on Succession Link

Evee Walker avatar
Written by Evee Walker
Updated over a week ago

I have completed my registration, but have not received the Account Activation email. When will I be able to log in and browse the marketplace?

Evee Walker avatar
Written by Evee Walker
Updated over a week ago

I am having problems logging in to set up my account. It's says I already have an account?

Evee Walker avatar
Written by Evee Walker
Updated over a week ago

How to Upgrade Membership from a Free Basic Membership to a Paid Membership?

Evee Walker avatar
Written by Evee Walker
Updated over a week ago

What factors are included in the 'buyout amount' in the Practice Valuation Tool?

Evee Walker avatar
Written by Evee Walker
Updated over a week ago

What contact information is provided on Listings for paid members?

Evee Walker avatar
Written by Evee Walker
Updated over a week ago

How do I submit a Refund Request Form?

Evee Walker avatar
Written by Evee Walker
Updated over a week ago

I processed a dispute with my bank/ credit card company. How long does the process take?

Evee Walker avatar
Written by Evee Walker
Updated over a week ago

How do I change my email address?

Evee Walker avatar
Written by Evee Walker
Updated over a week ago

I no longer wish to benefit from the opportunities provided by Succession Link. How do I cancel my account?

Evee Walker avatar
Written by Evee Walker
Updated over a week ago

How do I find practices for sale?

Evee Walker avatar
Written by Evee Walker
Updated over a week ago

How do I reset my password?

Evee Walker avatar
Written by Evee Walker
Updated over a week ago

How do I apply a promotional code for a new registration?

Evee Walker avatar
Written by Evee Walker
Updated over a week ago

How do I apply a discount to a future subscription?

Evee Walker avatar
Written by Evee Walker
Updated over a week ago

I am unable to identify the subscription charge to my credit card. How is it identified?

Evee Walker avatar
Written by Evee Walker
Updated over a week ago

How do I cancel the auto-renew for my subscription?

Evee Walker avatar
Written by Evee Walker
Updated over a week ago

What is the difference between the 'Premier' and 'Premier Plus' subscriptions?

Evee Walker avatar
Written by Evee Walker
Updated over a week ago

How do I contact Succession Link?

Evee Walker avatar
Written by Evee Walker
Updated over a week ago