Succession Point Email Formats

Financial Services • • 1-10 Employees

Succession Point Email Formats

Succession Point uses 1 email format. The most common is {first name} (e.g., john@successionpoint.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@successionpoint.com	100%

Key Contact at Succession Point

Julie Link Mandeville

Vice President

Company overview

Headquarters	XX
Website	successionpoint.com
NAICS	52
Employees	1-10

About Succession Point

Succession Point - Wealth Management Solutions One-on-one consulting to facilitate your buying/selling practice goals. When Financial Advisors arrive at the point of wanting to acquire or sell a practice, they often need sophisticated resources and guidance to accomplish their objectives. That's what we do. No subscription fees. No personal information in an unsecured database. No unqualified solicitations. We offer PERSONALIZED, CONFIDENTIAL Succession Planning consultation to help you achieve your unique goals. With a team of diversified, industry veterans, Succession Point has the expertise to help advisors identify potential acquirers/sellers, provide practice valuations and execute the complex contractual necessities in a succession plan.