Succession Link

Succession Link

5.0 (2)
BUSINESS

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.

10/20/2017

$89MM AUM | $110,000 GDC in Akron, AK

PRACTICE FOR SALE: $89MM AUM | $110,000 GDC in Akron, AK View this Listing: https://successionlink.com/advisors/24436/ Overview: I am a successful advisor with a stable client base. We are still growing. I would like to find a buyer or successor that can take over the practice or merge with my firm.

2 min
10/20/2017

PRACTICE FOR SALE: $31MM AUM | $300,000 GDC in Palatine, IL

PRACTICE FOR SALE: $31MM AUM | $300,000 GDC in Palatine, IL View this Listing: https://successionlink.com/advisors/20170/ Overview: Due to restrictions, this advisor is only able to make a transaction with an Ameriprise affiliated advisor. This seller would like to sell the business anywhere in 2018 and would be available for 1 month to help with transition, pending pay (terms negotiable). The advisor is looking for a buyer, Ameriprise affiliate only, who is willing to make her/himself available to the clients. This could be at odd hours or weekends, with a possible phone call/web chat/etc. A buyer with a CFP is preferable, and local is preferable but not a requirement. This seller has been dedicated to the clients for many years and hopes to find the right fit.

2 min
10/17/2017

$36MM AUM | $325,000 GDC in Leonardtown, MD

PRACTICE FOR SALE: $36MM AUM | $325,000 GDC in Leonardtown, MD View this Listing: https://successionlink.com/advisors/24421/ Overview: Advisor seeks to transition out of the industry in 4-5 years. Advisor would like to either merge with an advisor with the same broker dealer to formulate a transition plan or entertain an offer for a buyout. Advisor would like the transaction to take place between now and the next 5 years. The ideal candidate already has an existing book of business that consists of both advisory and transactional. Advisor is not interested in candidates that are fee only or solely transactional. The ideal candidate must work on both the advisory and transactional sides. The ideal candidate is familiar with stocks, mutual funds, unit trusts, annuities, fixed income, separate money manager accounts. Advisor is interested in candidates that are currently with Wells Fargo Advisors. The ideal candidate must have an established presence no greater than 50 miles from Leonardtown, MD and be willing to maintain an office presence at least 1-2 days a week.

3 min
10/17/2017

$30MM AUM | $175,000 GDC in Waukesha, WI

PRACTICE FOR SALE: $30MM AUM | $175,000 GDC in Waukesha, WI View this Listing: https://successionlink.com/advisors/23644/ Overview: Advisor seeks to merge with a larger firm before completely selling book of business and exiting. Advisor seeks to find a larger firm to merge with immediately. The ideal candidate is a larger established insurance agency or bank that has a wealth management department. The ideal candidate is looking for a senior advisor in which to merge with and buy book of business. Advisor seeks to add services of larger firm to their clients including auto, homeowner, life and health insurance. Advisor is only interested in candidates in the Milwaukee Metro area.

2 min
10/17/2017

4MM AUM | $35,000 GDC in Boca Raton, FL

PRACTICE FOR SALE: $4MM AUM | $35,000 GDC in Boca Raton, FL View this Listing: https://successionlink.com/advisors/24435/ Overview: Advisor seeks to merge with another firm for 6 months to one year before advisor completely sells book of business and retires. Advisor seeks to identify a successor in the next 6 months to 1 year. The ideal candidate has a series 7 license and a CFP is preferred but not necessary. Ideal candidate should be familiar with general securities, variable annuities, and mutual funds. Advisor is only interested in candidate with an established presence in the tri-county area of Palm Beach, Dade, and Broward.

2 min
10/13/2017

$30MM AUM | $250,000 GDC in Century City, CA

PRACTICE FOR SALE: $30MM AUM | $250,000 GDC in Century City, CA View this Listing: https://successionlink.com/advisors/23627/ Overview: Advisor seeks to affiliate with another firm to gain tech support and access to client opportunities. Advisor can bring business and asset management to the affiliate firm. Advisor seeks to affiliate right away. The ideal candidate would want to bring Advisor onto their management team. The ideal candidate is credible and brings a sophisticated face to the marketplace. Advisor is interested in candidates who have a presence on the west side of Los Angeles or is looking to establish a presence in Los Angeles.

2 min
10/12/2017

$10MM AUM | $150,000 GDC in Meridian, ID

PRACTICE FOR SALE: $10MM AUM | $150,000 GDC in Meridian, ID View this Listing: https://successionlink.com/advisors/21295/ Overview: Advisor seeks one of three options: 1) sell book of business immediately, 2) transition thru merger, succession, or continuity in a three year time period, or 3) network with an independent life insurance and/or property/casualty agency/agents, and a cfp. Ideal candidate has series 7 and 65 registered with Insurance licenses with experience transitioning clients from commission to a fee based model. Candidate must have experience with NON-ERISA 403b accounts and must have a relationship with Fidelity. The ideal candidate should be located in Las Vegas or willing to open an office to Las Vegas.

2 min
10/05/2017

$20MM AUM | $85,000 GDC in Butte, MT

PRACTICE FOR SALE: $20MM AUM | $85,000 GDC in Butte, MT View this Listing: https://successionlink.com/advisors/23603/ Overview: Looking to sell within 1 year. The ideal candidate has more than two years experience with a series 6, series 7, and/or series 66 license with the ability to process REITs and 1031s and is willing to establish a full time presence in Montana.

2 min

5

out of 5

2 Ratings

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.

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Succession Link
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