Connecting Financial Advisors Online

Succession Connection provides a free online solution for connecting financial advisors that are looking to buy or sell their practice or book of business.

Succession Connection is an easy-to-use succession planning service.

Sign-up is Free

Register for a free account in minutes.

Searching Opportunities is Free

Search for other advisors who are buying, selling, or merging their advisory practices.

Connections Are Free

Contact up to 50 connections per month, with unlimited messaging.

Register Today

UNIVERSAL

FREELifetime Access
  • Contact 50 connections per month / Unlimited messaging to connections
  • View new opportunities as soon as they are listed
  • Marketplace Access: Basic Practice Data
  • Email notifications of opportunities (state and custom)
  • Dashboard view of saved areas you request
  • Save unlimited search filters
Register For Free Account

BUILDING THE FUTURE BY CONNECTING THE GENERATIONS

Create Your Free Advisor Profile