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Succession Link connects financial advisers exploring business purchases, sales, mergers, and succession plans.
Succession Link, LLC is a networking and communication platform founded in 2013 and based in California, US. It helps financial advisers find potential matches and communicate about buying, selling, merging, and succession planning. Nicholas Gudz and Phillip Flakes co-founded the company. Merchant Investment Management acquired it from Chalice Network in December 2022.
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