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Succession Concepts

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succession concepts focuses exclusively on the succession planning needs of independent and registered investment advisors. we provide financial advisors with guidance and information for personalized succession plans around the advisors and client’s needs. serving clients across the country, succession concepts provides valuations services, turnkey acquisition support, and personalized succession/exit strategies.

Headquarters:
Detroit, Michigan, United States
Industry:
Financial Services
Founded:
-
Employees:
0
Annual Revenue:
-
Type: Private
Ticker: -

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Where is Succession Concepts located?

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Succession Concepts' headquarters is located at Detroit, Michigan, United States

What is Succession Concepts' official website?

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Succession Concepts' official website is successionconcepts.com

How many employees does Succession Concepts have?

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Succession Concepts has 0 employees

What industry does Succession Concepts belong to?

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Succession Concepts is in the industry of: Financial Services

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Distro — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


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Calling Distro an all-in-one tool is an oversimplification of the value it delivers. All the workflows we need to acquire and support our SMB users across all channels are deeply integrated. I couldn’t be happier with our choice.

Jody Schnarr

CEO of Fibernetics

The #1 reason why we chose Distro is because it provides all the building blocks we need to engage our customers in a unified way — From email, texting, telephony and collaboration. This is probably the last tool you’ll buy for lead and customer outreach.

Laurel Palmer

Director, College Fund, Kalamazoo College

Stitching together a bunch of integrations and add-ons across multiple vendors is not my idea of productivity or efficiency. Thats why we chose Distro — each module is as full featured as any standalone competition.

Paul Marai

VP Digital Marketing

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