Welcome to the first season of "Get Connected", hosted by Succession Link.
In the first episode of Get Connected, it dives right into the first segment called 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:
- $33M AUM in Alaska: successionlink.com/advisors/20242/
- $27MM AUM in Wisconsin: successionlink.com/advisors/18968/
- $30MM AUM Ft. Lauderdale: successionlink.com/advisors/18364/
- $7MM AUM in Pasadena, CA: successionlink.com/advisors/20581/
- $36MM AUM in Odessa, TX: successionlink.com/advisors/20509/
This segment is followed by an excerpt from an interview with Ben Seelaus, COO at Granite Springs Asset Management. He shares some insight using Succession Link to acquire a practice with $115MM in AUM.
The show concludes with Evee Walker, sharing some thoughts on a buyers take on succession planning.
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.