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Description

In the third episode of Season 2 Get Connected, we dive right into the 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:

-$10MM AUM | $150,000 GDC In Meridian, ID: https://successionlink.com/advisors/21295/

-$30MM AUM | $250,000 GDC In Century City, CA: https://successionlink.com/advisors/23627/

-$10MM AUM | $112,000 GDC In Lake Mary, FL: https://successionlink.com/advisors/22003/

This segment is followed by an excerpt from an interview with Vice Chairman, David Barton and Business Analyst, William Perysian from Mercer Advisors sharing insight on their recent acquisition using Succession Link's platform.

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.

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