New Chalice Financial Network Platform Offers M&A Matchmaking Service

This partnership will allow CFN members to 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 the buy sides.

“As independent business owners in the financial advisory space progress through their careers, they both need and deserve full-service support,” Dan Kreuter, Gladstone Group’s founder and shairman and the non-executive chairman of Chalice’s advisory board, said in the statement. “For many this will include pursuing M&A deals, whether as a buyer or a seller.”

Here’s a glance at Succession Link 2.0’s enhancements and new features:

• New website with user-friendly navigation
• Compatibility rating to 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

“This is exactly why we agreed to join Chalice,” Succession Link’s co-founder and chief technology officer Tim Horton said in the statement. “With these new enhancements, our platform is well positioned for a new era of growth and service for independent financial advisors.”