Go from succession planning to accessing new markets
We give you the ability to buy, sell, or merge - and search for the best opportunities. Succession Link cuts out the middleman so you can open new doors and scale your firm.
Platform Features
How it works
Opportunities
Listings
Compatibility
Messaging
Business Valuation
Our valuation tools allow you to see how the amount you may receive for your practice changes based on the structure of the transaction.
Our platform and expanded network of strategic partners support you throughout the life-cycle of your business, helping you make the connections you need as efficiently as possible.
Get a full view of new member listings and engage buyers and sellers in further discussions.
Our compatibility algorithm pinpoints the best connections for you to consider.
Our advanced messaging function allows you to connect one-to-one and control when your profile is visible.
Our valuation tools allow you to see how the amount you may receive for your practice changes based on the structure of the transaction.
Our platform and expanded network of strategic partners support you throughout the life-cycle of your business, helping you make the connections you need as efficiently as possible.
Get a full view of new member listings and engage buyers and sellers in further discussions.
Our compatibility algorithm pinpoints the best connections for you to consider.
Our advanced messaging function allows you to connect one-to-one and control when your profile is visible.
Our valuation tools allow you to see how the amount you may receive for your practice changes based on the structure of the transaction.
Introducing E-Merge
M&A Concierge Program
Our goal and focus is to provide support through the entire M&A process, providing you with matches and introductions so you can find the ideal long-term relationship and gain success
Succession Planning
Valuation Services
Matchmaking Services
M&A Guidance
Business Preparation
Lending Solutions
White Glove Treatment
Machine Learning Tech
Success Stories
What are Members Saying about Succession Link? (2018)
Success Story - $9MM in AUM Sold Through Succession Link
Success Story - $32MM AUM Sold Through Succession Link
Success Story - $19MM in AUM Sold Through Succession Link
Success Story - $25MM in AUM Sold Through Succession Link
Success Story - $28MM in AUM Sold Through Succession Link
Success Story - $20MM in AUM Sold Through Succession Link
Success Story - $5MM in AUM Sold Through Succession Link
What are Members Saying about Succession Link? (2018)
Success Story - $9MM in AUM Sold Through Succession Link
Success Story - $32MM AUM Sold Through Succession Link
Success Story - $19MM in AUM Sold Through Succession Link
Success Story - $25MM in AUM Sold Through Succession Link
Success Story - $28MM in AUM Sold Through Succession Link
Success Story - $20MM in AUM Sold Through Succession Link
Success Story - $5MM in AUM Sold Through Succession Link
What are Members Saying about Succession Link? (2018)
Success Story - $9MM in AUM Sold Through Succession Link
Success Story - $32MM AUM Sold Through Succession Link
Success Story - $19MM in AUM Sold Through Succession Link
Chalice Membership
Get More Benefits With Your Chalice Membership
Capture the value of our technology and tools with our digital marketplace