Buy A Financial Planning Business
Succession Link is the leading networking and communication platform connecting financial professionals who are interested in buying, selling or merging their businesses. We provide state-of-the-art tools leveraging resources, data, and knowledge to set the stage for desired business expansion and succession planning. Acquiring a practice is one of the best ways to quickly grow an advisory business. Thats why Ameriprise Financial has invested in a dedicated team of acquisition specialists with deep experience and knowledge in this specialized area. We help our advisors take advantage of practice acquisition opportunities in two ways. Feb 28, 2017. David Grau Sr. is one of the founders of FP Transitions and is the companys president. Grau, author of Succession Planning for Financial Advisors Building an Enduring Business and Buying, Selling and Valuing Financial Practices The FP Transitions MA Guide, is viewed by many as the nations.
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