This backup plan — obviously entered into hoping it will never come into play — will help both firms get out the deal in a timely manner and in a way that lets both businesses focus on recovery rather than dealing with a complicated divorce.

Find the Right Partner(s)

In every aspect of forming partnerships between advisors, members of Chalice Network are covered. Chalice’s Succession Link platform has grown in recent years into the largest marketplace for M&A activity in the RIA and brokerage spaces, facilitating everything from transfers of modest books of business to multi-firm, roll-up style acquisitions.

Succession Link helps potential partners find each other without initially identifying them or sharing their specific financials. It’s up to both parties to use the system’s built-in live chat and messaging functions to take matters further. This non-invasive setup makes Succession Link an excellent matchmaker for any and all partnership types.

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