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Step 1: Verify Email
As a security precaution, when you registered for your account an email was sent to you asking to verify your email address. Be sure to click the "Activate Account" button in that email to complete this step.
Step 2: Account Setup
In order to be accepted onto the Succession Development Platform you must first complete setting up your account by completing a minimum set of questions.
Click on the "Account Setup" button below to review those questions now.
Step 3: Subscribe
The 3rd and final step to get started is to setup your subscription.
Click on the "Subscribe Now!" button below and follow the instructions.
Profile is currently under review!
Your profile is currently under review. Our account curators will review your profile and email to let you know when your profile has been accepted to the marketplace!
Feature Disabled
When you've been accepted into the marketplace we'll unlock this feature!
If you haven't already completed your Getting Started 1-2-3 steps, click the button below.
Dashboard Disabled
When you've been accepted into the marketplace we'll unlock this feature!
If you haven't already completed your Getting Started 1-2-3 steps, click the button below.
Your Dashboard will be your control panel that will centralize all information for the marketplace. Maps, activity, what's trending, and upcoming auctions are just some of the details available on the dashboard.
Search Disabled
When you've been accepted into the marketplace we'll unlock this feature!
If you haven't already completed your Getting Started 1-2-3 steps, click the button below.
Powerful Search tools await you when you've gained access to the marketplace. Search by business, interpersonal, and psychological traits. Find advisors who have qualities you're looking for, and advisors looking for qualities you possess!
Auctions Disabled
When you've been accepted into the marketplace we'll unlock this feature!
If you haven't already completed your Getting Started 1-2-3 steps, click the button below.
For buyers, Auctions will present an opportunity for you to reach out to sellers serious about making transitions on the marketplace, and for sellers auctions will create a sense of urgency amongst your peers.
Media & Resources Disabled
When you've been accepted into the marketplace we'll unlock this feature!
If you haven't already completed your Getting Started 1-2-3 steps, click the button below.
Videos, resources, and CE credits all await you in the Media & Resources section. Gain valuable Continuing Education (CE) credits all from the comfort of your desk. The Find BoB platform is the only service dedicated to providing transition resources.
Research Disabled
When you've been accepted into the marketplace we'll unlock this feature!
If you haven't already completed your Getting Started 1-2-3 steps, click the button below.
With the Find BoB Research tools, you'll be able to locate, compare and rank advisors you find on the marketplace to help you narrow down your search.
Reports Disabled
When you've been accepted into the marketplace we'll unlock this feature!
If you haven't already completed your Getting Started 1-2-3 steps, click the button below.
With the Find BoB Report tools, you'll be able to see who you've bid on, who's bid on you, and be able to make decisions on whether and how you'd like to connect with these individuals in the real world
Reports Disabled
When you've been accepted into the marketplace we'll unlock this feature!
If you haven't already completed your Getting Started 1-2-3 steps, click the button below.
With the Find BoB Messaging tools, you'll have the ability to connect anonymously with other individuals on the marketplace. Ask them questions about your practice, and answer questions from interested parties.
Feature Disabled
This feature is only available to Plus Package Subscribers.
If you'd like to discuss getting access to this feature, please contact your HUB RVP for more details on how you can become a HUB Partner.