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$22MM AUM | $210,000 GDC IN
VENTURA, CA

Listing Type
Buyer | Merge
AUM
$22,000,000
Gross Revenue
$210,000
# of Accounts
40
Avg Client Age
65
Compatibility
See Your Compatibility
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Status
Accepting Inquiries
4
Inquiries
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OVERVIEW



Socially Responsible Investment Advisory practice


Market
Advisor/RIA
Last Activity
today

OTHER LISTINGS FROM THIS MEMBER



OFFICE LISTING IN VENTURA, CA

Has Office Space to Share in Ventura, CA
Full Listing Data Access Requires Membership Upgrade


BUSINESS DATA


CLEARING FIRM / CUSTODIAN




THIRD PARTY MONEY MANAGERS




MUTUAL FUNDS




VARIABLE ANNUITIES




INSURANCE BUSINESS




TECHNOLOGY SOLUTIONS




CRM SYSTEMS



CHANGE LISTING STATUS REQUEST

Please select the desired status for your listing, or select 'Delete' to request
removal of the listing.



REPORT LISTING

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SIMILAR LISTINGS
NEAR VENTURA, CA


$19MM in Ventura, CA
Buyer | Merge | Successor
$312,364
REV / YR
28%
FEE
72%
COMM
Retirement Income Planning business. We work with individuals and small business
owners who want to create and execute an exit strategy from the work force. We
are full service financial advisors, fee-based with a wide variety of service
options to create, implement and manage sustainable income streams and secondary
discretionary assets.
$25MM in Oxnard, CA
Buyer | Succession | Continuity | Successor
$156,250
REV / YR
100%
FEE
0%
COMM
I have the Series 65 and Series 66 licenses. We will proceed to pursue advisors
that want to leave their b/d and pursue a joint RIA business model and start a
new RIA via an acquisition of an existing RIA and/or the acquisition of a B/D
asset manager broker that wants to transition to an RIA model. We will pursue
buying an existing practice, possibly keeping the name of the business the same
and the custodian the same to start the new firm.
$25MM in Thousand Oaks, CA
Buyer
$200,000
REV / YR
100%
FEE
0%
COMM
I have a client focused RIA firm. We are a fee only firm and our primary focus
is to take excellent care of our clients and their families.
$20MM in Westlake Village, CA
Buyer
$200,000
REV / YR
50%
FEE
50%
COMM
Knowledge is power. It’s also the foundation for intelligent, well-considered
decisions. When you have retirement in sight, sound decisions are vital in
helping you pursue your goals and avoid costly mistakes that can affect your
future. As a financial professional, I am committed to helping people just like
you create solutions for their retirement assets. Once I understand your risk
tolerance, time horizon and goals, I’ll work diligently to develop a program
that carefully balances investment strategies with preserving principal.
$20MM in Santa Barbara, CA
Buyer
$220,000
REV / YR
80%
FEE
20%
COMM
Financial Planning focused practice working high net worth clients. Heavily
invested in the use of advanced technologies and behavioral finance to manage
client relationships.
$25MM in Westlake Village, CA
Buyer
$375,000
REV / YR
100%
FEE
0%
COMM
Company with 100% fee based strategic managed money book on the AssetMark
platform would like to find compatible book/company to purchase.
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© Copyright 2023. All Rights Reserved.

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REFUND POLICY

Any money paid to Succession Link for its Services, including but not limited to
annual subscriptions, monthly subscriptions, and registration fees, are
non-refundable. However, Users may submit a Refund Request Form along with a
non-refundable $100.00 processing fee. This Form will be reviewed by Succession
Link and if it deems appropriate, will issue a refund or a portion thereof.
Refunds may be made only in extenuating circumstances, and submission of this
Form and the processing fee does not a guarantee that any refund will be
provided to User.

© SUCCESSION LINK 2023.

SUCCESSION LINK

TERMS OF SERVICE AGREEMENT

The Succession Link website and services are provided by Succession Link, LLC a
Delaware limited liability company ("Succession Link", "we" "us" or "our").
These Terms of Service (the "Terms of Service") govern your access to and use of
the successionlink.com website (the "Website") and all services provided via the
Website, including without limitation access to our marketplace of professionals
(the "Services"). The term “you” or “your” shall refer to any person or entity
who views, uses, accesses, browses or submits any content or material to the
Website. Access to the Website and purchase and use of the Services is subject
to these Terms of Service and the Privacy Policy available on the Website.


Acceptance of Terms


This Terms of Service applies to all Website visitors and users of the Website
or Services and by visiting or using the Website, you agree to be bound by this
Terms of Service. If you don't agree with any term or condition in this Terms of
Service, please don't use the Website or any Service.


Minors


The Services are available only to, and may only be used by, individuals who are
18 years and older who can form legally binding contracts under applicable law.
Individuals under the age of 18 can use the Services only in conjunction with
and under the supervision of a parent or legal guardian. In this case, the adult
is the user and is responsible for any and all activities, subscribers and
purchasers.


Eligibility for Use


We may, in our sole discretion, refuse to offer the Services to any person or
entity and change its eligibility criteria at any time. You are solely
responsible for ensuring that these Terms of Service are in compliance with all
laws, rules and regulations applicable to you and the right to access the
Services is revoked where these Terms of Service or use of the Services is
prohibited or to the extent offering, sale or provision of the Services
conflicts with any applicable law, rule or regulation. Further, the Services are
offered only for your use, and not for the use or benefit of any third party.


Website Content

You have a personal, non-transferable, non-exclusive right to access and use the
Content of this Website subject to these Terms of Service. The term "Content"
means all information, text, images, data, links, software, or other material
accessible through the Website or Services, whether created by us or provided by
another person for display on the Website or through the Services.

The Content may contain typographical errors, other inadvertent errors or
inaccuracies. We reserve the right to make changes to document names and
content, descriptions or specifications of services or other information without
obligation to issue any notice of such changes.

You may view, copy, download, and print Content that is available on this
Website or through the Services, so long as the Content is used solely for
internal informational purposes only. No part of this Website or its Content may
be reproduced or transmitted in any form, by any means, electronic or
mechanical, including photocopying and recording for any other purpose.

Nothing contained on this Website should be construed as granting, by
implication, estoppel, or otherwise, any license or right to use this Website or
any Content displayed on this Website, through the use of framing or otherwise,
except: (a) as expressly permitted by these Terms of Service; or (b) with our
prior written consent or the consent of such third party that may own the
trademark or copyright of material displayed on this Website.


Registration and Membership

In order to start your ongoing membership, you must register as a member on our
Website. To register you can simply provide the information required in our
registration forms accessible through the Website. All information that you
provide to us is subject to the Privacy Policy. Your membership may ask for
certain information concerning you and your business that will be displayed in
public listings on our Website and viewable by users of our Website. While your
membership listing will not list your name, the name of your practice, or your
contact information (unless otherwise consented to by you) users of the Website
may be able to identify you based on the information viewable on your membership
listing. You agree that Succession Link shall not be liable for any damages
caused by the information you provide for your membership listing and/or that's
viewable on our Website. You are solely responsible for keeping your
registration and membership information up to date.


Membership Terms


As a member of the Services, you will receive access to the marketplace of
professionals based on your membership plan. Different membership plans offer
different access to the marketplace of professionals. The membership terms are
as described in these Terms of Service and the membership and checkout pages of
the Website. See our membership plan page for a description of the current
memberships and prices. Note that any payment terms presented to you in the
process of using or signing up for the Services are deemed part of this Terms of
Service.


Free Trials; Promotional Rate


Your membership may begin with a free trial or at a promotional rate. YOU MAY
CANCEL YOUR MEMBERSHIP ANY TIME BEFORE THE END OF YOUR FREE TRIAL OR THE
PROMOTIONAL PERIOD BY EMAILING YOUR REQUESET TO CANCEL TO
INFO@SUCCESSIONLINK.COM. IF YOU CHOOSE TO CONTINUE YOUR MEMBERSHIP AFTER THE END
OF YOUR FREE TRIAL OR THE PROMOTIONAL PERIOD, YOUR FIRST PAYMENT WILL BE CHARGED
AT THE THEN-CURRENT NON-PROMOTIONAL RATE AS PROVIDED ON THE MEMBERSHIP PLAN PAGE
OF THE WEBSITE. AFTER THE END OF YOUR FREE TRIAL OR PROMOTIONAL PERIOD YOU MAY
CANCEL YOUR MEMBERSHIP BY EMAILING YOUR REQUEST TO CANCEL TO
INFO@SUCCESSIONLINK.COM.


Automatic Renewal; Membership Cancellation Policy


As a member of the Services, you acknowledge and consent to being charged an
annual fee (which will be divided over twelve (12) months and billed on a
recurring monthly basis), and you accept responsibility for payment of the
outstanding portion of the annual fee prior to the cancellation of your
membership to the Services. Your membership will be automatically renewed for
successive one (1) year renewal periods at the then-current non-promotional
rate.

YOU MAY CANCEL YOUR ONGOING MEMBERSHIP TO THE SERVICES BY EMAILING YOUR REQUEST
TO CANCEL TO info@successionlink.com. The day of the year that you start your
membership is your anniversary date. Each membership automatically renews on the
anniversary date following the end of the previous one (1) year period. You must
notify us by emailing your request to cancel to info@successionlink.com prior to
the anniversary date following the end of the previous one (1) year period to
cancel the following year’s membership. IF YOU DO NOT CANCEL PRIOR TO THE
ANNIVERSARY DATE FOLLOWING THE END OF THE PREVIOUS ONE (1) YEAR PERIOD, YOU WILL
BE CHARGED FOR RENEWING THE MEMBERSHIP IN THE FULL AMOUNT OF THE ANNUAL FEE
(WHICH WILL BE DIVIDED OVER TWELVE (12) MONTHS AND BILLED ON A RECURRING MONTHLY
BASIS). All cancellation requests received after the anniversary date following
the end of the previous one (1) year period will apply to the following
membership period. No prorated refund of any portion of the membership fee paid
for the then-current membership period will be given.

We may terminate your membership, without notice, for any reason, whatsoever.
Each membership may only have one user and multiple users on the same membership
shall result in immediate termination of your membership.


Billing and Payments


All information that you provide to us, including your credit card information,
is subject to the Privacy Policy. If you have a membership to the Services, your
credit card will automatically be charged by a third party payment service each
year for your ongoing membership. For all other purchases, your credit card will
be charged by a third party payment service who will transfer and deliver the
funds to us at the time of purchase. For your convenience and continuous
membership benefits as a member, if your payment method reaches its expiration
date and you do not edit your credit card information or cancel your membership,
you authorize us to continue billing that credit card on file including
extending the expiration date until we are notified by you or the credit card
company that the account is no longer valid. We encourage you to constantly
update your payment method information or cancel your membership should you wish
to discontinue your membership. We are not responsible for any fees or charges
your issuing bank or credit card provider may charge you. If your payment to us
is returned for any reason, you authorize us to continue billing your credit
card on file and seek payment by another method until payment is received.

We use a third party payment service in lieu of directly processing your credit
card information. By submitting your credit card information, you grant
Succession Link the right to store and process your information with the third
party payment service, which it may change from time to time; you agree that
Succession Link will not be responsible for any failures of the third party
payment service to adequately protect such information. All financial matters
regarding your information are subject to the conditions of the third party
payment service provider's terms of service. You acknowledge that we may change
the third party payment service and move your information to other service
providers that encrypt your information using secure socket layer technology
(SSL) or other comparable security technology.


Refund Policy


While it is generally the policy of Succession Link to not provide refunds, you
may request a refund for the Services by submitting your refund request to
info@successionlink.com. Refund requests are on a case-by-case basis and will be
determined based on the number of days you used the Services and the activity of
your membership. Refunds are at the sole discretion of Succession Link.


General Disclaimers

You assume all responsibility and risk with respect to your use of the Website.
THE WEBSITE, THE SERVICES, AND ALL CONTENT AND OTHER INFORMATION ON OR
ACCESSIBLE FROM OR THROUGH THIS WEBSITE OR A “LINKED” SITE ARE PROVIDED ON AN
“AS IS” AND “AS AVAILABLE” BASIS WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, SECURITY OR ACCURACY.
SPECIFICALLY, BUT WITHOUT LIMITATION, SUCCESSION LINK DOES NOT WARRANT THAT: (1)
THE INFORMATION ON THIS WEBSITE IS CORRECT, ACCURATE OR RELIABLE; (2) THE
FUNCTIONS CONTAINED ON THIS WEBSITE WILL BE UNINTERRUPTED OR ERROR-FREE; (3)
DEFECTS WILL BE CORRECTED, OR THAT THIS WEBSITE OR THE SERVER THAT MAKE THEM
AVAILABLE IS FREE OF VIRUSES OR OTHER HARMFUL COMPONENTS; OR (4) THE QUALITY OF
ANY SERVICES OR INFORMATION PURCHASED OR OBTAINED BY YOU FROM THE WEBSITE FROM
US OR OUR AFFILIATES WILL MEET YOUR EXPECTATIONS. Succession Link makes no
warranties of any kind regarding any sites to which you may be directed or
hyperlinked from this Website. Hyperlinks are included solely for your
convenience, and Succession Link makes no representations or warranties with
regard to the accuracy, availability, suitability or safety of information
provided in such sites. Succession Link does not endorse, warrant or guarantee
any products or services offered or provided by or on behalf of third parties on
the Website.

SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OF CERTAIN WARRANTIES OR THE
LIMITATION OR EXCLUSION OF LIABILITY FOR INCIDENTAL OR CONSEQUENTIAL DAMAGES.
ACCORDINGLY, SOME OF THE ABOVE LIMITATIONS MAY NOT APPLY TO YOU.


Limitation of Liability


IN NO EVENT SHALL SUCCESSION LINK OR ITS OFFICERS, DIRECTORS, MANAGERS,
EMPLOYEES, OR AFFILIATES BE LIABLE TO ANY USER OF THIS WEBSITE OR ANY OTHER
PERSON OR ENTITY FOR ANY DIRECT, INDIRECT, SPECIAL, INCIDENTAL, CONSEQUENTIAL OR
EXEMPLARY DAMAGES (INCLUDING, BUT NOT LIMITED TO, DAMAGES FOR LOSS OF PROFITS,
LOSS OF DATA, LOSS OF USE, OR COSTS OF OBTAINING SUBSTITUTE GOODS OR SERVICES)
ARISING OUT OF THE USE, INABILITY TO USE, UNAUTHORIZED ACCESS TO OR USE OR
MISUSE OF THE SERVICES OR THE WEBSITE OR ANY INFORMATION CONTAINED THEREON,
WHETHER BASED UPON WARRANTY, CONTRACT, TORT (INCLUDING NEGLIGENCE), OR
OTHERWISE, EVEN IF THE PERSON OR ENTITY HAS BEEN ADVISED OF THE POSSIBILITY OF
SUCH DAMAGES OR LOSSES.

YOU AGREE SUCCESSION LINK’S TOTAL CUMULATIVE LIABILITY IN CONNECTION WITH THESE
TERMS OF SERVICE, THE WEBSITE, THE CONTENT, OR THE SERVICES WHETHER IN CONTRACT,
TORT, OR OTHERWISE, SHALL NOT EXCEED THE AMOUNT YOU PAID TO SUCCESSION LINK IN
THE THEN-PRIOR CALENDAR YEAR.

Professional Advice Disclaimer: Any information we provide to you is for
informational purposes only. Use of the Website or the Services is not meant to
serve as a substitute for legal or tax advice. When appropriate, you should seek
independent professional advice.


Indemnification


By using this Website or the Services, you agree to indemnify, hold harmless and
defend Succession Link and its affiliates from any claims, damages, losses,
liabilities, and all costs and expenses of defense, including but not limited
to, attorneys' fees, resulting directly or indirectly from a claim by a third
party that arises in connection with (i) use of this Website or the Services by
you or any other person accessing the Website using your member login account,
(ii) your violation of any term of these Terms of Services; or (iii) your
violation of any third party right, including without limitation any copyright,
property, or privacy right.


Intellectual Property Rights


Unless otherwise noted, all Content contained on this Website is the property of
Succession Link and/or its affiliates or licensors, and is protected from
unauthorized copying and dissemination by United States copyright law, trademark
law, international conventions and other intellectual property laws. Product
names are trademarks or registered trademarks of their respective owners.

We do not claim ownership of Content submitted by users. By submitting such
Content, however, you agree to grant us a world-wide, royalty-free, perpetual,
irrevocable, non-exclusive license to use, distribute, reproduce, modify, adapt,
create derivative works from, and publicly perform or display such Content on
the Website and our social media pages. This license shall remain in effect
until we delete the Content from our systems.

We respect the intellectual property of others, and we ask you to do the same.
If you or any user of this Website believes its copyright, trademark or other
property rights have been infringed by a posting on this Website, you or the
user should send notification to our Designated Agent immediately. To be
effective, the notification must include:

1. A physical or electronic signature of a person authorized to act on behalf of
the owner of an exclusive right that is allegedly infringed;

2. Identification of the copyrighted work claimed to have been infringed;

3. Information reasonably sufficient to permit us to contact the complaining
party, such as address, telephone number and, if available, an electronic mail
address at which the complaining party may be contacted;

4. Identification of the material that is claimed to be infringing or to be
subject to infringing activity and that is to be removed and information
reasonably sufficient to permit us to locate the materials;

5. A statement that the complaining party has a good faith belief that use of
the material in the manner complained of is not authorized by the copyright
owner, agent, or the law; and

6. A statement that the information in the notification is accurate and, under
penalty of perjury, that the complaining party is authorized to act on behalf of
the owner of an exclusive right that is allegedly infringing.

Pursuant to the Digital Millennium Copyright Act, 17 U.S.C.A. Sec. 512(c), our
Designated Agent for Notice of claims of copyright infringement can be reached
as indicated below. Service of repeat infringers of copyright or of users about
whom repeat claims of copyright infringement are received will be terminated.

Designated Agent for Claimed Infringement:

Succession Link, LLC,
5580 La Jolla Blvd, Suite 500.
La Jolla, CA 92037
support@successionlink.com

Your acknowledge and agree that upon receipt of a notice of a claim of copyright
infringement, we may immediately remove the identified materials from our
Website without liability to you or any other party and that the claims of the
complaining party and the party that originally posted the materials will be
referred to the United States Copyright Office for adjudication as provided in
the Digital Millennium Copyright Act.


Security


When you register to use the Services on this Website, you may be required to
establish a login identifier and a password. You are responsible for protecting
your login and password from unauthorized use, and you are responsible for all
activity that occurs on your account (including without limitation financial
obligations). You agree to notify us immediately if you believe that your login
or password has been or may be used without your permission so that appropriate
action can be taken. We are not responsible for losses or damage caused by your
failure to safeguard your login and password.


No Implied Endorsements


Unless specified otherwise, any reference to any third party or third party
product or service shall not be construed as an approval or endorsement by
Succession Link of that third party or of any product or service provided by
that third party. Likewise, a link to any third party website or third party
advertisement does not imply that we endorse or accept any responsibility for
the content or use of such website. Succession Link does not endorse, warrant or
guarantee any product or service offered by any third party through an online
discussion medium accessible through this Website and will not be a party to or
in any way monitor any transaction involving any third party providers of
products or services. As with the purchase of a product or service through any
medium or in any environment, you are responsible for exercising appropriate
judgment and caution.


Conduct on Website


Your use of this Website is subject to all applicable laws and regulations and
you are solely responsible for the contents of your communications through this
Website. You shall not, and shall not permit any third party to, take any action
or upload, download, post, submit or otherwise distribute or facilitate
distribution of any Content on this Website, that:


1. Is unlawful, threatening, abusive, harassing, defamatory, libelous,
deceptive, fraudulent, invasive of another’s privacy, tortious, contains
explicit or graphic descriptions or accounts of sexual acts (including but not
limited to sexual language of a violent or threatening nature directed at
another individual or group of individuals), or otherwise violates our rules or
policies;

2. Victimizes, harasses, degrades, or intimidates an individual or group of
individuals on the basis of religion, gender, sexual orientation, race,
ethnicity, age, or disability;

3. Infringes on any patent, trademark, trade secret, copyright, right of
publicity, or other proprietary right of any party;

4. Constitutes unauthorized or unsolicited advertising, junk or bulk email (also
known as “spamming”), chain letters, any other form of unauthorized
solicitation, or any form of lottery or gambling;

5. Contains software viruses or any other computer code, files, or programs that
are designed or intended to disrupt, damage, or limit the functioning of any
software, hardware, or telecommunications equipment or to damage or obtain
unauthorized access to any data or other information of any third party; or

6. Impersonates any person or entity, including any of our employees or
representatives.


Jurisdictional Issues


We make no representation that information on this Website or the Services we
provide are appropriate or available for use outside the United States. Those
who choose to access this Website from outside the United States do so on their
own initiative and at their own risk and are responsible for compliance with
applicable local laws.


Termination


We may terminate any user's membership or access to our Website or the Services,
in our sole discretion, for any reason and at any time, with or without prior
notice. It is our policy to terminate users who violate these Terms of Service,
as deemed appropriate in our sole discretion. You agree that we are not liable
to you or any third party for any termination of your access to our Website or
the Services.


Disputes


These Terms of Service shall be governed by and construed in accordance with the
laws of the State of California. Any dispute relating in any way to your visit
to, or use of, the Website or to the Services you use or purchase through the
Website (including a membership), or to your relationship to Succession Link
shall be submitted to confidential arbitration in San Diego, California;
provided, however, that to the extent that you have in any manner violated or
threatened to violate our intellectual property rights, we may seek injunctive
or other appropriate relief in any state or federal court in the State of
California. You hereby consent to, and waive all defenses of lack of personal
jurisdiction and forum non conveniens with respect to, venue and jurisdiction in
the state and federal courts of California. Arbitration under these Terms of
Service will be conducted pursuant to the Commercial Arbitration Rules then
prevailing at the American Arbitration Association. The arbitrator’s award will
be final and binding and may be entered into as a judgment in any court of
competent jurisdiction. To the fullest extent permitted by applicable law, no
arbitration under these Terms of Service will be joined to an arbitration
involving any other party subject to this Terms of Service, whether through
class action proceedings or otherwise. You agree that regardless of any statute
or law to the contrary, any claim or cause of action arising out of, related to
or connected with the use of this Website or these Terms of Service must be
filed within one (1) year after such claim of action arose or be forever banned.

ARBITRATION IS MORE INFORMAL THAN A LAWSUIT IN COURT. ARBITRATION USES A NEUTRAL
ARBITRATOR INSTEAD OF A JUDGE OR JURY, ALLOWS FOR MORE LIMITED DISCOVERY THAN IN
COURT, AND IS SUBJECT TO VERY LIMITED REVIEW BY COURTS. ARBITRATORS CAN AWARD
THE SAME DAMAGES AND RELIEF THAT A COURT CAN AWARD. YOU ACKNOWLEDGE AND AGREE
THAT YOU ARE WAIVING YOUR RIGHT TO A TRIAL BY JURY.

YOU ACKNOWLEDGE AND AGREE THAT ANY CLAIMS BROUGHT BY YOU AGAINST SUCCESSION LINK
MUST BE BROUGHT IN YOUR INDIVIDUAL CAPACITY, AND NOT AS A PLAINTIFF OR CLASS
MEMBER IN ANY PURPORTED CLASS, COLLECTIVE ACTION, OR REPRESENTATIVE PROCEEDING.
YOU ACKNOWLEDGE AND AGREE THAT YOU ARE WAIVING YOUR RIGHT TO PARTICIPATE AS A
PLAINTIFF OR CLASS MEMBER IN ANY PURPORTED CLASS, COLLECTIVE ACTION, OR
REPRESENTATIVE PROCEEDING.

Further, unless both you and Succession Link agree otherwise, the arbitrator may
not consolidate more than one person's claims with your claims, and may not
otherwise preside over any form of a representative or class proceeding. The
arbitrator may award declaratory or injunctive relief only in favor of the
individual party seeking relief and only to the extent necessary to provide
relief warranted by that party's individual claim.


Severability


If any part of these Terms of Service is held to be unlawful, void, or
unenforceable, that part will be deemed severable and shall not affect the
validity and enforceability of the remaining provisions.


Entire Terms of Service


These Terms of Service constitute the entire agreement and understanding between
the parties relating to the subject matter herein. We may, at our sole
discretion and without notice, revise these terms at any time by updating this
posting.


Notice


Except as explicitly stated otherwise, any notice required or permitted by this
Terms of Service must be in writing. Any notice to Succession Link must be sent
to info@successionlink.com. Any notice to you may be given: (1) to the email
address you provide to Succession Link during registration or when your email
address changes, in which case notice will be deemed sufficient 24 hours after
the email is sent unless the sending party is notified that the email address is
invalid; or (2) by certified mail, postage prepaid, return receipt requested, to
the last mailing address you provided to Succession Link, in which case notice
will be deemed sufficient three days after the mailing date.


Miscellaneous


We shall not be liable for any failure to perform our obligations hereunder
where such failure results from any cause beyond our reasonable control,
including, without limitation, mechanical, electronic or communications failure
or degradation. These Terms of Service are personal to you, and are not
assignable, transferable or sublicensable by you except with our prior written
consent. We may assign, transfer or delegate any of our rights and obligations
hereunder without consent. No agency, partnership, joint venture, or employment
relationship is created as a result of these Terms of Service and neither party
has any authority of any kind to bind the other in any respect. Our failure to
enforce any part of these Terms of Service shall not constitute a waiver of our
right to later enforce that or any other part of these Terms of Service. Waiver
of compliance in any particular instance does not mean that we will waive
compliance in the future. In order for any waiver of compliance with these Terms
of Service to be binding, we must provide you with written notice of such waiver
through one of our authorized representatives.


Modifications to Terms of Service


We may change the Terms of Service at any time for any reason by updating this
posting. You are responsible for periodically reviewing these Terms of Service
for revisions. Changes in the Terms of Service will be effective when posted. If
Succession Link makes a material change, Succession Link will notify you here in
this Terms of Service or by any other means we deem appropriate. Succession Link
may determine, in its sole discretion, in good faith, what constitutes a
"material change" using common sense and reasonable judgment. Your use of the
Website and/or the Services after we have modified this posting will constitute
your acceptance of any changes.


Contact

You may contact us at the following:

5580 La Jolla Blvd, Suite 500.
La Jolla, CA 92037



Effective Date of Terms of Service: September 15, 2017

© SUCCESSION LINK 2023.

SUCCESSION LINK

WEBSITE PRIVACY POLICY

EFFECTIVE DATE: MARCH 8TH, 2017

1. INTRODUCTION. Succession Link, LLC (“us,” “we,” or “Company”) is committed to
respecting the privacy rights of its customers, visitors, and other users of the
Company Website (“the Site”). This Website Privacy Policy (“Privacy Policy”) is
an agreement between the Company and you, as the user of the Site (“you”). This
Privacy Policy is only applicable to the Site, and not to any other websites
that you may be able to access from the Site, each of which may have data
collection, storage, and use practices and policies that differ materially from
this Privacy Policy.

2. INFORMATION COLLECTION PRACTICES

2.1. TYPES OF INFORMATION COLLECTED

(a) TRAFFIC DATA COLLECTED. We automatically track and collect the following
categories of information when you visit our Site: (1) IP addresses; (2) domain
servers; (3) types of computers accessing the Site; and (4) types of web
browsers used to access the Site (collectively “Traffic Data”). Traffic Data is
anonymous information that does not personally identify you but is helpful for
marketing purposes or for improving your experience on the Site. We also use
“cookies” to customize content specific to your interests, to ensure that you do
not see the same advertisement repeatedly, and to store your password so you do
not have to reenter it each time you visit the Site.

(b) PERSONAL INFORMATION COLLECTED. In order for you to access certain
information and services that we offer via the Site, we require you to provide
us with certain information that personally identifies you (“Personal
Information”). Personal Information includes, but is not limited to, the
following categories: (1) Contact Data (such as your name, mailing address, and
email address); (2) Financial Data (such as your account or credit card number);
(3) Demographic Data (such as your zip code, age, and income); and (4) Business
Data (such as company and business information). If you communicate with us by
email, post messages to any of our chat groups or forums, or otherwise complete
online forms, surveys, or contest entries, any information provided in such
communication may be collected as Personal Information.

2.2. USES OF INFORMATION COLLECTED

(a) COMPANY USE OF INFORMATION. We use Personal Information to send you
information about our Company or our products or services, or promotional
material from some of our partners, or to contact you when necessary, to verify
your qualifications for certain products or services and to bill you for
products and services, and to customize and tailor your experience on the Site,
displaying content that we think you might be interested in and according to
your preferences.

(b) SHARING OF PERSONAL INFORMATION. We share Personal Information we collect
from you with advertisers and other third parties, with other companies who may
want to send you information about their products or services, and with our
business partners who assist us by performing core services (such as hosting,
billing, fulfillment, or data storage and security) related to our operation of
the Site. We may sell or license portions of our company and/or assets,
including Personal Information collected through the Site. If the Company or
substantially all of its assets are acquired, Personal Information may be one of
the assets transferred to the acquirer. We do not share your Financial Data with
third parties unless it is related to billing. If you do not want us to share
your Personal Information with any third parties, please email us at
info@successionlink.com but please understand that such a request will likely
limit your ability to take advantage of all of the features and services we
offer on the Site. In addition, we maintain a procedure for you to review and
request changes to your Personal Information; this procedure is described in
Section 3.1, below.

(c) USER CHOICE REGARDING COLLECTION, USE, AND DISTRIBUTION OF PERSONAL
INFORMATION. You may choose not to provide us with any Personal Information. In
such an event, you can still access and use much of the Site; however you will
not be able to access and use those portions of the Site that require your
Personal Information. If you do not wish to receive information and promotional
material from us or from some of our partners, you may select the appropriate
“opt out” option each time we ask you for Personal Information.

3. CONFIDENTIALITY AND SECURITY OF PERSONAL INFORMATION. Except as otherwise
provided in this Privacy Policy, we will keep your Personal Information private
and will not share it with third parties, unless such disclosure is necessary
to: (a) comply with a court order or other legal process; (b) protect our rights
or property; or (c) enforce our Terms of Service. Your Personal Information is
stored on secure servers that are not accessible by third parties. We provide
you with the capability to transmit you Personal Information via secured and
encrypted channels if you use a similarly equipped web browser.

3.1. USER ABILITY TO ACCESS, UPDATE, AND CORRECT PERSONAL INFORMATION. We
maintain a procedure in order to help you confirm that your Personal Information
remains correct and up to date. At any time, you may visit your personal listing
at www.successionlink.com . Through your personal listing you may: (a) review
and update your Personal Information that we have already collected; (b) choose
whether or not you wish us to send you information about our Company, or
promotional material from some of our partners; and/or (c) choose whether or not
you wish for us to share your Personal Information with third parties.

3.2. LOST OR STOLEN INFORMATION. You must promptly notify us if your credit
card, user name, or password is lost, stolen, or used without permission. In
such an event, we will remove that credit card number, user name, or password
from your account and update our records accordingly.

3.3. PUBLIC INFORMATION. The Site contains links to other websites. We are not
responsible for the privacy practices or the content of such websites. We also
make chat groups, forums, message boards, and news groups available to you.
Please understand that any information that is disclosed in these areas becomes
public information. We have no control over its use and you should exercise
caution when deciding to disclose your Personal Information.

4. CALIFORNIA DISCLOSURES. We do not currently respond to “Do Not Track”
requests. However, you may opt-out of tracking on this Site by changing your
browser settings.

5. UPDATES AND CHANGES TO PRIVACY POLICY. We reserve the right, at any time and
without notice, to add to, change, update, or modify this Privacy Policy, simply
by posting such change, update, or modification on the Site and without any
other notice to you. Any such change, update, or modification will be effective
immediately upon posting on the Site.

© SUCCESSION LINK 2023.

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