Sell Or Buy Financial Planning Practice

buy financial planning practice

Succession Connection is the connecting marketplace for financial professionals. Our affordable online marketplace is for:

  • established financial advisors looking for a succession plan
  • new finance professionals just entering the field

We provide an easy, simple way for financial professionals to connect and network with each other. On other financial advisor linking sites, all connections are between paid subscribers only. Plus subscribers pay four times more than they would with Succession Connection’s premium platform.

Registration to Succession Connection is free. You can use our anonymous profile and direct message anyone on the site for free.

If the person getting your message chooses to connect with you, there are 2 options:

  • if they’re a paid subscriber, the connection is FREE
  • if they’re not a paid subscriber, you have the option of a 1-time connect fee of only $29

Registered users can choose an annual subscription for only $199 per year. The yearly option offers unlimited messaging and 50 connections per month.

Other Recent Articles

Planning for Business Succession Checklist

General information 1. Has relevant personal information been gathered? Personal details Family details Name of other participants in the business 2. Has personal financial situation been assessed? Income Expenses Assets Liabilities 3. If business is [...]