Chalice Financial Network, a software-as-a-service-based member-benefit organization for independent financial advisors, announced the launch this week of a credit union-like platform created to drive transactions between M&A buyers and sellers, complete with member-only funding solutions for advisors.
Called Succession Link 2.0, the new service represents CFN’s ongoing commitment to enhancing offerings for its members, Keith Gregg, the firm’s chairman and chief executive and the head of Succession Link, said in a statement.
“The success we have enjoyed since our launch has allowed us to pour resources back into the firm and to continually evolve,” Gregg said. “We are now comparable to the SBA for RIAs, the Amazon Prime for independent advisors and a credit union for our members.”
The announcement also noted that Chalice has formed a partnership with Gladstone Associates LLC, a consultancy that serves financial services and fintech providers throughout every stage of the M&A life cycle.