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Succession Link Success Stories

$23MM in AUM
Successful Seller

I highly recommended your platform because it puts your practice out in front of a lot of different people who are potential buyers. Not everything is going to be a right fit… You certainly have a choice of who you want to deal with and who might be a good fit.
Gary Gilbert
Capitol Financial Services

$28MM in AUM
Successful Seller

Everything from Succession Link was professional. They guided me through updating and refining my profile, so we got the right people to look at it and the right people to contact us. We are just very pleased with the way things progressed.
Wayne Peck
Savage & Associates

$5MM in AUM
Successful Seller

I like the platform of Succession Link better than the others. The process was certainly made smoother through Succession Link and I would use their service again if I needed to.
Dana Braham
LPL Financial

$140MM AUM
Successful Buyer

We are very pleased with the site, traffic is excellent, participation, number of firms registered on the site… website is very good, very robust and has been an excellent source of M&A activity for Mercer.
David Barton
Mercer Advisors

$61MM in AUM
Successful Seller

I realized that I couldn’t have made this many contacts even by calling all the BDS and asking if anyone was interested. That would take too much time. The social aspect of Succession Link was really powerful.
Rick Sany
Sagepoint Financial

$65MM AUM
Successful Buyer

My experience with succession Link has been so positive and rewarding. One of the things I have deeply valued in my engagements through Succession Link is that advisors understand the importance of the value proposition of advanced and comprehensive financial planning.
Vance Barse
Manning Wealth Management

Succession Link Accelerates Growth Plans with Merchant Partnership

Since its founding, Succession Link has helped more than 57,000 advisers identify lending opportunities, start conversations around succession planning and introduce advisers looking to leave or start their own RIA. Merchant’s minority equity investment will support Succession Link’s continual efforts to expand the platform’s offering to current and prospective members for M&A, succession, business continuity and beyond.

Customer Reviews 2022

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