Succession Link

Succession Link Overview

  • Founded
  • 2013
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

Succession Link General Information

Description

Provider of online matching service for independent financial advisor M&A deals in San Diego, California. The company is a premier online communication and networking platform dedicated to connecting financial professionals who seek to buy, sell or merge their businesses in the US or Canada, enhancing the ability of its members to build trusted partnerships with local professionals.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Other Industries
Other IT Services
Parent Company
Primary Office
  • 10920 Via Frontera
  • San Diego, CA 92127
  • United States
+1 (877) 000-0000
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Succession Link Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Succession Link Executive Team (3)

Name Title Board Seat Contact Info
Phillip Flakes Co-Founder & Chief Executive Officer
Nicholas Gudz Co-Founder
Tim Horton Chief Technology Officer