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

March 11th, 2019

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Newly-Created Chalice Advisor Lending Solutions Expands Capital, M&A Support to the 43,000-plus Users of the Top Online Matching Service for Independent Advisors Seeking to Buy or Sell a Business

Alliance with Oak Street Funding Gives Chalice Members Access to Preferred Rates and Fee Waivers on Non-SBA Advisor Loans Throughout the Lifecycle of the Business*

As Part of the Enhanced Services and Support, Derek Bruton Has Been Promoted to President of Chalice Financial Network and Succession Link's Chief Technology Officer Tim Horton Has Been Named Chalice's CTO

Chalice Network and FSP Announce the Launch of Chalice FinTech Institute