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Peer to Peer Finance Marketplace
- Get Connected Season 1 Preview
- Granite Springs Asset Management, LLC Acquires a Financial Advisory Practice with $115M in Assets on SuccessionLink.com
- Successful Seller Podcast: $27M in AUM in Upstate NY
- If I’m Not DOL Ready, Should I be “Sell Ready”?
- The Hidden Value of a Financial Practice Listing
- Determining Payment Terms When Buying or Selling a Financial Planning Firm
- Top Ten Considerations When Selling Your Agency
- Who and what should be included in your agency’s succession plan?
- Tips on Acquiring an Insurance Agency
- How to Announce the Sale of an Insurance Agency
- Mentoring the Successor to Your Insurance Agency
- Treat Your Agency Like a Business to Maximize Value
- Get Connected Season 2 Preview
- PRACTICE FOR SALE: $132MM AUM | $1.2MM GDC in Beverly Hills, CA
- PRACTICE FOR SALE: $10MM AUM | $112,000 GDC in Lake Mary, FL
- PRACTICE FOR SALE: $9MM AUM | $225,000 GDC In Sioux City, IA
- PRACTICE FOR SALE: $8MM AUM | $300,000 GDC In Grapevine, TX
- PRACTICE FOR SALE: $8.5MM AUM | $115,000 GDC In Pasadena, CA