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Chalice Marks One Year Anniversary of Acquiring Succession Link with Growth from 37,000 to More than 50,000 Members

SAN DIEGO, Calif., Oct. 31, 2019 – Chalice Financial Network™, an online member-based digital marketplace for independent, small- and mid-sized businesses, and Succession Link, the nation’s top online matching service for independent financial advisor M&A deals, are now both available to members through a single sign on. Chalice acquired Succession Link a year ago as part of its continued commitment to providing its members with scale for savings, which leads to profit margin expansion and ultimately enhanced enterprise value for their business. The online community has grown from 37,000 to more than 50,000 members and offers the largest digital marketplace for independent advisors.

From day one, our goal has been to empower independent financial advisors and RIAs to run, grow and protect their businesses,” said Keith Gregg, CEO of Chalice. “With one sign on, our members now have easy access to all the tools and technology in the Chalice Advisor Exchange™ as well as the support and services from Succession Link for buying, selling or merging their business.

Chalice and Succession Link offer discounted pricing on the technology and tools necessary for operations, growth and success. The digital platform connects members to a wide range of products and services, including health insurance, cybersecurity protection and insurance, marketing and sales tools, mergers and acquisitions support services, accounting and financial planning assistance, and human resources support, and everything advisors need to support the entire lifecycle of their business.

By creating a single sign-on for our Succession Link and Chalice members, we have brought our two companies together increasing ease of access,” said Tim Horton, CTO of Chalice. “This is just another step in our continued commitment to improve the technology side of the business and make enhancements that benefit our members’ ability to accelerate their business and user experience for our members that will ultimately accelerate the growth and acquisition of their business.

About Chalice Financial Network™

Chalice Financial Network™, is an exclusive member-benefit organization dedicated to empowering today’s small to mid-sized advisor. More than 50,000 members find solutions to their business challenges daily. Through the digital marketplace—Chalice Advisor Exchange™— the network provides access to best-in-class wealth management products and services in pursuit of the economies of scale and operational efficiencies advisors want and need to succeed. The community also provides unique peer-to-peer networking and collaboration opportunities creating a forum for sharing ideas and best practices to help strengthen members collectively. For more information, visit www.chalicefn.com.

About Succession Link

Succession Link is the premier online communication and networking platform dedicated to connecting financial professionals who seek to buy, sell or merge their businesses in the U.S. or Canada. The platform enhances the ability of its members to build trusted partnerships with local professionals. The industry-leading community helps its members with cutting edge tools, expert know-how and data to expand their businesses. The industry-leading peer-to-peer marketplace is backed by more than 50,000 members. For more information, please visit www.successionlink.com.

Chalice Media Contact

Holly Ferris
Ferris Communications
(562) 746-8461
holly@ferriscomm.com

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