Founded in 2013, Succession Link provides Financial Advisors, Insurance Agents, CPA’s and other professionals with a digital marketplace to buy and sell businesses as well as office space. Succession Link (Chalice Financial Network) has been an industry trailblazer since its inception and has provided opportunity to buyers and sellers across several different industries. Recently, Succession Link was acquired by Chalice Financial Network. Chalice Financial Network helps provide the financing needed to execute the deals originated through Succession Link’s Marketplace. Succession Link and Chalice Financial Network provides the following services to their network of 43,000 members:

  • Access to Buyers and Sellers via Digital Marketplace at Succession Link
  • Ability to Obtain Financing via the Chalice Financial Network
  • Ability to Negotiate with Buyers and Sellers Directly at Succession Link

To learn more about Succession Link and their services, please visit:

Ready to take your practice to the next level? SkyView Partners is focused exclusively on the financing needs of independent and registered investment advisors. We focus on providing financial advisors with guidance and capital for practice succession, acquisition, merger, and debt restructuring. For more information on funding your financial advisory M&A initiatives, visit

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