Win Succession

Business Services · Canada · 1-10 Employees

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Overview

Headquarters

1075 W Georgia Ste 1810, Vancouver, Brit...

Phone Number

(604) 689-8289

Revenue

<$5 Million

Industry

Business Services Project Management
ZI Rank: 1
Signal Type
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ZI Rank
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About Win Succession

Win Succession offers tailored succession and retirement planning services for advisors, focusing on business protection and transition support. Their Advisor Business Protection Program provides a no-cost assurance to purchase a business from an estate in cases of death, disability, or serious illness. The company aims to help advisors reduce their workload, protect their legacy, and maximize business value while ensuring financial security for their families. Win Succession is dedicated to maintaining continuity of service and preserving client trust during transitions.Explore more
Win Succession's Social MediaPopular SearchesWin succession IncSIC Code 87,874NAICS Code 54,541Show more

Win Succession Org Chart

MG
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Chief Executive Officer

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SB
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Chief Operating Officer

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RP
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Onboarding Operations Specialist

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Win Succession

<$5M
1-10
Private
-
2005
$6.1M
11-50
Private
-
2010
JB
James BrittonSenior Financial Advisor
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2014
Brian Brotherston, President, Watershed Financial Solutions at Watershed Financial Solutions
Brian BrotherstonPresident, Watershed Financial Solutions
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Tim DasChief Compliance Officer
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Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Win Succession Tech Stack

A closer look at the technologies used by Win Succession

Top Business Services Companies

Frequently Asked Questions Regarding Win Succession

What is Win Succession's official website?
Win Succession's official website is www.winsuccessioninc.com
What is Win Succession's Revenue?
Win Succession's revenue is <$5 Million
What is Win Succession's SIC code?
Win Succession's SIC: 87,874
What is Win Succession's NAICS code?
Win Succession's NAICS: 54,541
How many employees does Win Succession have?
Win Succession has 1-10 employees
What industry does Win Succession belong to?
Win Succession is in the industry of: Business Services, Project Management
What is Win Succession competition?
Win Succession top competitors include: LS Smith and Associates, Watershed Financial Solutions, Douglas Total Financial Solutions, Britton Wealth Management & Planning Consultants
What technology does Win Succession use?
Some of the popular technologies that Win Succession uses are: WordPress.org, Microsoft 365, Vimeo, GoDaddy DNS
How do I contact Win Succession?
Win Succession contact info: Phone number: (604) 689-8289 Website: www.winsuccessioninc.com
What does Win Succession do?

Win Succession offers tailored succession and retirement planning services for advisors, focusing on business protection and transition support. Their Advisor Business Protection Program provides a no-cost assurance to purchase a business from an estate in cases of death, disability, or serious illness. The company aims to help advisors reduce thei... r workload, protect their legacy, and maximize business value while ensuring financial security for their families. Win Succession is dedicated to maintaining continuity of service and preserving client trust during transitions.Read More

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

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