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Chalice Financial Network™ (“Chalice,” “CFN” or “the firm”), a first of its kind Software-as-a-Service (SaaS)-based member-benefit organization for independent financial advisors, today announced the rollout of Succession Link 2.0 — a new credit union-like platform created to drive more seamless and expeditious transactions between M&A buyers and sellers, complete with member-only funding solutions for advisors.

Keith Gregg, the Chairman and Chief Executive Officer of Chalice Financial Network, and the CEO of Succession Link, said, “The rollout of Succession Link 2.0, the nation’s top online matching service for independent financial advisor M&A deals, represents our ongoing commitment to enhancing our offerings to benefit CFN members. The success we have enjoyed since our launch has allowed us to pour resources back into the firm and to continually evolve. We are now comparable to the SBA for RIAs, the Amazon Prime for independent advisors and a credit union for our members.”

In addition, Chalice has forged a new partnership with Gladstone Associates LLC, a leading consultancy that serves financial services and fintech providers throughout every stage of the M&A life cycle. Through this partnership, CFN members can receive a 20% discount on access to Gladstone Associates M&A advisory services. Gladstone provides guidance for financial advisory practices on both the sell and buy sides.

Succession Link 2.0 consists of enhancements and new features including:

  • New website with user-friendly navigation
  • Compatibility rating to greatly improve buyer/seller matches
  • Advisor lending with access to quicker turn times and lower interest rates via Oak Street Funding
  • 48-hour pre-qualification approval process with Oak Street Funding
  • M&A support with Gladstone
  • Succession planning with Gladstone
  • Quick valuation calculator and complete business valuations powered by BizEquity

Tim Horton, Co-Founder and Chief Technology Officer of Succession Link, said, “This is exactly why we agreed to join Chalice. Thanks to the resources they have brought to bear and their demonstrated ability to continually add value to our more than 47,000 members, Succession Link has benefited enormously. With these new enhancements, our platform is well positioned for a new era of growth and service for independent financial advisors.”

Dan Kreuter, Founder and Chairman of the Gladstone Group, and the non-executive Chairman of the Chalice Advisory Board (CAB), said, “We see CFN Members as the kind of growth-oriented financial advisors who could use the expertise of Gladstone Associates. Our model is unique to our space, and our team of financial professionals have decades of experience in transactions and business advisory. I also am thrilled to be able to help the CAB build on Chalice’s already impressive series of successes.”

Mr. Gregg concluded, “As independent business owners in the financial advisory space progress through their careers, they both need and deserve full-service support. For many this will include pursuing M&A deals, whether as a buyer or a seller. This new proprietary Succession Link 2.0 platform will address a crucial need for thousands of advisors nationwide, and with Gladstone Associates as an ally, Chalice is better positioned than ever to add value to the industry.”


SOURCE Chalice Financial Network

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