Chalice Financial Network Launches Succession Link 2.0

July 22nd, 2019

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Keith Gregg, the Chairman and Chief Executive Officer of Chalice Financial Network, and the CEO of Succession Link, said, "The rollout of Succession Link 2.0, the nation's top online matching service for independent financial advisor M&A deals, represents our ongoing commitment to enhancing our offerings to benefit CFN members. The success we have enjoyed since our launch has allowed us to pour resources back into the firm and to continually evolve. We are now comparable to the SBA for RIAs, the Amazon Prime for independent advisors and a credit union for our members."

Chalice Financial Network™ Acquires Succession Link And Forms Strategic Alliance With Oak Street Funding® To Launch Comprehensive Support Platform For Independent Financial Advisor M&A Deals And Advisor Loans