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

Jim Vitalie CEO James Alpha/Global Financial Private Capital

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