Integrated Succession

Business Services · United States · 1-10 Employees

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Overview

Headquarters

8603 Mobile, Prescott, United States

Phone Number

(480) 695-8603

Revenue

<$5 Million

Industry

Business Services Human Resources Management Systems (HRMS)
ZI Rank: 1
Signal Type
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ZI Rank
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About Integrated Succession

Integrated Succession specializes in matching buyers and sellers of advisory practices, focusing on enhancing enterprise value for financial advisors. They offer recruitment services, financing options, and strategic alliances to improve practice valuations and attract the right partners. The company aims to assist financial advisors in maximizing the value of their practices whether they are selling, buying, or considering a change. Their services are tailored for broker-dealers, RIAs, OSJs, and financial advisors looking to optimize their business transitions.Explore more
Integrated Succession's Social MediaPopular SearchesIntegrated Succession LLCIntegrated SuccessionIntergrated Business Processing LLCSIC Code 87,874NAICS Code 54,541Show more

Integrated Succession Org Chart

PhoneEmail
Jeffrey Evanello, Founder at Integrated Succession
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Founder

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Integrated Succession

<$5M
1-10
Private
-
2012
$5.3M
11-50
Private
<$5M
2007
DC
Donald ChambersChief Investment Officer
<$5M
1-10
Private
-
2018
AG
Arley GonzalezFinancial Planner
<$5M
1-10
Private
-
1997
HL
Heidi LudemanVice President
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
-
MH
Michael HolligerManaging Partner, Private Wealth Manager
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Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Integrated Succession is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Integrated Succession is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Integrated Succession.

Integrated Succession Tech Stack

A closer look at the technologies used by Integrated Succession

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Frequently Asked Questions Regarding Integrated Succession

What is Integrated Succession's official website?
Integrated Succession's official website is www.integratedsuccession.com
What is Integrated Succession's Revenue?
Integrated Succession's revenue is <$5 Million
What is Integrated Succession's SIC code?
Integrated Succession's SIC: 87,874
What is Integrated Succession's NAICS code?
Integrated Succession's NAICS: 54,541
How many employees does Integrated Succession have?
Integrated Succession has 1-10 employees
What industry does Integrated Succession belong to?
Integrated Succession is in the industry of: Business Services, Human Resources Management Systems (HRMS)
What is Integrated Succession competition?
Integrated Succession top competitors include: Ratcliff Financial Services, ProVise Management Group, Ludeman Capital Management, Holliger Financial Consultants
What technology does Integrated Succession use?
Some of the popular technologies that Integrated Succession uses are: Squarespace Online Stores, Constant Contact, Adobe Typekit, Microsoft 365
How do I contact Integrated Succession?
Integrated Succession contact info: Phone number: (480) 695-8603 Website: www.integratedsuccession.com
What does Integrated Succession do?

Integrated Succession specializes in matching buyers and sellers of advisory practices, focusing on enhancing enterprise value for financial advisors. They offer recruitment services, financing options, and strategic alliances to improve practice valuations and attract the right partners. The company aims to assist financial advisors in maximizing... the value of their practices whether they are selling, buying, or considering a change. Their services are tailored for broker-dealers, RIAs, OSJs, and financial advisors looking to optimize their business transitions.Read More

What are Integrated Succession social media links?
Integrated Succession Linkedin page
Is Integrated Succession a public company?
Integrated Succession is private company therefore does not currently have an official ticker symbol
See more information about Integrated Succession

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