Succession Planning Blog

People often ask why we do what we do. Here is a shining example and a user experience that we are proud to share. We… Read the full Blog

The U.S. Department of Labor’s (DOL) new fiduciary rule has the financial services industry a bit distressed. The rule – which will begin to take… Read the full Blog

This is a short introduction to a full length podcast interview.  Tom Scharf talks about his experience finding a buyer for his practice through the… Read the full Blog

Are you in the process of selling your financial advisory practice? If so, it is important to keep your emotions in check throughout. Of course,… Read the full Blog

Michael McGinley, Senior Loan Officer at Live Oak Bank, shares the vital role that financing plays in succession planning, acquisition, and growth within the investment… Read the full Blog

If you are still unaware of the Department of Labor (DOL) ruling that was announced a few months ago, now is the time to get… Read the full Blog

How To Win The Deal: Financing Your Acquisition in a Competitive Market When:  October 19th at 1:00pm, PDT Register Here:  https://attendee.gotowebinar.com/register/6653702689490324481 Join us to hear from Michael… Read the full Blog

Dear Succession Link, This has been very much appreciated. I wanted to let you know the success story of how, with your help, I did… Read the full Blog

As we begin the 4th quarter with continued outstanding growth, we’d like to thank the Succession Link community for it’s participation in the largest networking… Read the full Blog

Are you ready to put together a succession plan for your financial advisory firm? This is something that all businesses need to do; yet many… Read the full Blog