Win Succession Revenue

Financial Services • 1 Robert Speck Pkwy, Suite 1420, Canada • 1-10 Employees

Win Succession revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Key Contact at Win Succession

Michael Gau

CEO

Company overview

Headquarters	1 Robert Speck Pkwy, Suite 1420, Mississauga, Ontario L4Z 3M3, CA
Phone number	+18882661331
Website	winsuccessioninc.com
NAICS	52
SIC	641
Keywords	Valuations, Acquisitions, Succession & Retirement Planning
Founded	2005
Employees	1-10

Win Succession Email Formats

Win Succession uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@winsuccessioninc.com), used 66.7% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@winsuccessioninc.com	66.7%
{first name}{last name}	johndoe@winsuccessioninc.com	33.3%

About Win Succession

We specialize in acquiring life insurance, mutual fund, ICPM, and IIROC businesses. We help retiring advisors and their estates maximize the value of their life’s work. With more than 20 years of proven experience acquiring business across Canada, we know that every book of business is unique. That’s why our approach is tailored to each advisor’s specific needs, ensuring a smooth transition, on your terms, with peace of mind. Our national presence and network of next-generation advisors provide continuity, so your clients remain in capable hands. Backed by pre-approved access to capital and a streamlined due diligence process, we move quickly and close with certainty. Whether you’re transitioning your entire practice or selling partial blocks to simplify operations, no business is too small or too large. Partner with us to protect your clients, preserve your legacy, and secure your retirement.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Win Succession has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Win Succession has never raised funding before.

Win Succession Tech Stack

Discover the technologies and tools that power Win Succession's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

jQuery Mobile

Mobile frameworks

Microsoft 365

jQuery Migrate

JavaScript libraries

jQuery

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

Divi

Page builders

Google Analytics

Analytics

YouTube

Video players

Google Tag Manager

Tag managers

Nginx

Reverse proxies

Frequently asked questions

Win Succession is located in 1 Robert Speck Pkwy, Suite 1420, CA.

You can reach Win Succession at +18882661331.

Win Succession generates an estimated annual revenue of $342,220. This revenue figure reflects the company's market position and business performance in its industry.

Win Succession has an estimated valuation of $1,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Win Succession was founded in 2005, making it 21 years old. The company has established itself as a significant player in its industry over this time.

Win Succession has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Win Succession

Michael Gau

CEO

4.8

40,000 users