In the third episode of Season 2 Get Connected, we dive right into the the Opportunities Spotlight/Feature Practice Listings.

In this segment Phil Flakes shares details on of featured listings. Here are some brief details with link to the full profiles on Succession Link:

-$10MM AUM | $150,000 GDC In Meridian, ID: https://successionlink.com/advisors/21295/

-$30MM AUM | $250,000 GDC In Century City, CA: https://successionlink.com/advisors/23627/

-$10MM AUM | $112,000 GDC In Lake Mary, FL: https://successionlink.com/advisors/22003/

This segment is followed by an excerpt from an interview with Vice Chairman, David Barton and Business Analyst, William Perysian from Mercer Advisors sharing insight on their recent acquisition using Succession Link's platform.

Tune in to our weekly podcast to get the latest updates on practices within your area, engagement ideas, Q & A's, and excerpts from recent blog postings, Success Story, Deal Structures, and User Advice.

Don't forget to Subscribe!

Welcome to Season 2 Episode 2 of "Get Connected", hosted by Succession Link.

In this episode, Phil Flakes presents the most current Opportunity Spotlight / Feature Practice Listings.

Here are some brief details with the links to the full profiles on Succession Link:

-$40,000 AGR | $400,000 Premiums In Tucson, AZ

https://successionlink.com/insurance/21919/

-$100,000 AGR | $1MM Premiums In Laguna Beach, CA

https://successionlink.com/insurance/21624/

-$300,000 AGR | $1,500MM Premiums In Garland, TX

https://successionlink.com/insurance/21662/

This Segment is followed by an excerpt from Head of Operations, Evee Walker presenting the top 10 considerations when selling your agency.

Tune in to our weekly podcast to get the latest updates on practices within your area, engagement ideas, Q & A's, and excerpts from recent blog postings, Success Story, Deal Structures, and User Advice.

For questions, comments, or feedback, please reach out to our Succession Link, Customer Service Team: [email protected]

Welcome to Season 2 Episode 1 of "Get Connected", hosted by Succession Link.

In the first episode of Season 2, Phil Flakes provides most current Opportunity Spotlight / Feature Practice Listings for Financial Advisory practices.

Here are some brief details with the links to the full profiles on Succession Link:

Advisory:

-$116MM AUM | $1.1MM GDC In Raleigh, NC:

https://successionlink.com/advisors/21457/

-$14MM AUM | $101,000 GDC In Norwood, MA:

https://successionlink.com/advisors/21461/

-$16MM AUM | $400,000 GDC In Littleon, CO:

https://successionlink.com/advisors/21489/

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This Segment is followed by an excerpt from Head of Operations, Evee Walker, addressing the differences between the lite and premier subscription plans.

Sign-Up for Succession Link: http://www.successionlink.com/home

Compare Subscription: http://www.successionlink.com/pricing

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Tune in to our weekly podcast to get the latest updates on practices within your area, engagement ideas, Q & A's, and excerpts from recent blog postings, Success Story, Deal Structures, and User Advice.

For questions, comments, or feedback, please reach out to our Succession Link, Customer Service Team: [email protected]

Don't forget to Subscribe!

Welcome to Season 1 Episode 4 of "Get Connected", hosted by Succession Link.

In the final episode of Season 1, Phil Flakes provides featured practice listings for both the Advisory and Insurance side of the marketplace.

 

Here are some brief details with link to the full profiles on Succession Link:

Advisory:

• $58MM AUM | $485,000 GDC In Lockport, NY:

https://successionlink.com/advisors/18616/

• $180MM AUM | $1.6MM GDC In Boulder, CO:

https://successionlink.com/advisors/19522/

Insurance:

• $450,000 AGR | $2.5MM Premiums In Longwood, FL

https://successionlink.com/insurance/21572/

• $300,000 AGR | $300,000 Premiums In Bronxville, NY

https://successionlink.com/insurance/21565/

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This segment is followed by an informative introduction to Succession Link by Customer Service manager Jack Foote. Jack compares the differences between the Subscription Levels as well and takes you through How to Get Signed Up for Succession Link.

Sign-Up for Succession Link : www.successionlink.com/home

Season 1 concludes with Evee Walker, providing insider tips on ‘how to draft the right message to generate a response from a seller’.

Schedule a One-on-One Buyer’s Coaching Session: https://calendly.com/jackfootesl1

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Tune in to our weekly podcast to get the latest updates on practices within your area, engagement ideas,  Q & A's, and excerpts from recent blog postings, Success Story, Deal Structures, and User Advice.

 

Don't forget to Subscribe!

Welcome to Season 1 Episode 3 of "Get Connected", hosted by Succession Link.

In this episode, Phil Flakes sheds some light on the Insurance portion of the community and presents the most current Insurance Opportunity Spotlight/Feature Practice Listings.

 

Here are some brief details with link to the full profiles on Succession Link:

• $120,000 AGR | $20,000 Premiums In Oxnard, CA:

https://successionlink.com/insurance/21177/

• $300,000 AGR | $1MM Premiums In Tampa, FL:

https://successionlink.com/insurance/21202/

• $1MM AGR | $2MM Premiums In Westminster, CO:

https://successionlink.com/insurance/21401/

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This segment is followed by an excerpt from a recent webinar titled: Financing Your Acquisition in a Competitive Market. Mike Strakhov, Live Oak Bank, presents ‘How to Win the Deal’.

Watch Full Webinar: https://www.youtube.com/watch?v=Uga0ngfFOJs&t=233s

The show concludes with Evee Walker, sharing some thoughts on the ‘Mistakes to Avoid when Selling an Insurance Firm’.

 

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Tune in to our weekly podcast to get the latest updates on practices within your area, engagement ideas,  

Q & A's, and excerpts from recent blog postings, Success Story, Deal Structures, and User Advice.

 

Don't forget to Subscribe!