Succession Link Overview

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

Succession Link General Information


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
(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/
Post-Val Status Debt

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Succession Link Executive Team (3)

Name Title Board Seat Contact Info
Nicholas Gudz Co-Founder
Tim Horton Chief Technology Officer
You’re viewing 2 of 3 executive team members. Get the full list »