Plan your legacy. Secure your future.
Explore succession planning with Equitable Advisors, helping financial advisors manage wealth, plan transitions, and structure buy-sell agreements for the future.
How we help
Grow through acquisition with confidence: Four ways we help
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Find the right fit
Identify acquisition targets that align with your vision and your culture through our extensive network.
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Confirm the growth potential
Rely on our due diligence to guide you. From verifying AUM to conducting background checks and thorough client reviews, we help you feel prepared to make confident decisions.
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Craft your initial offer
Tailor an attractive and competitive proposal with our help analyzing payout impacts, structuring terms, and formalizing the letter of intent.
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Experience a smooth transition
Tap into our support with integration planning, legal documentation, and stakeholder communication as you become one practice, combining strengths and maintaining excellence for clients.
our support
Guiding you through a confident business transition
When it comes to succession planning, the emotions matter as much as the numbers. We support you on helping navigate through the various steps that you need to implement that plan.
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Clear transfer of interest
Contingency planning for how and to whom your business interest will transfer in the event of your early retirement, disability, extended leave, or death.
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Continuity and stability
We will help you outline a tailored plan to maintain seamless service for your clients and uphold your brand's integrity, aligning with your unique goals and circumstances.
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Conflict prevention
We provide guidance on conducting business valuations to help prevent disputes, avoid misunderstandings, and ensure fair compensation for you or your beneficiaries.
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Buy/Sell agreement
If you so choose, we will review your plan and provide guidance to facilitate the transition, protect your interests, and preserve the stability of the business.
Join us
See what supported independence can do for you
Experienced advisors
You’re in control but not alone as you serve your clients, scale your practice and choose your own path.
New advisors
When you join our team, we support and reward your growth as you build a prupose-driven practice.
FAQs
We help identify targets, confirm growth potential, craft offers, and ensure smooth transitions for successful acquisitions.
We connect you with opportunities that align with your vision and culture through our extensive network.
We create roadmaps to maintain client service and protect your brand.
Our agreements facilitate transitions, protect your interests, and preserve business stability.
Interested in learning more?
GE-8781456.4 (04/2026) (Exp. 01/2030)
1345 Avenue of the Americas
New York, NY 10105
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IMPORTANT: This informational and educational website does not offer or constitute investment advice or the direct or indirect recommendation of any particular investment, financial product, or the appropriateness of any particular option, product, or service. Your unique needs, goals, and circumstances require the individualized attention of your own financial professional. “Advisor” is used as a general term throughout this website to describe insurance/annuity and investment sales and advisory professionals who may hold varied licensing as insurance agents, registered representatives of broker-dealers, and investment advisory representatives (IAR) of registered investment advisers, respectively. “Advisor” does not exclusively refer to investment advisor representatives or financial advisory/planning services. Duly-registered and duly-licensed representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment adviser, and offer annuity and insurance products through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.). Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Equitable Advisors, LLC its affiliates and associates do not provide tax or legal advice. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. For more information about Equitable Advisors, LLC you may visit equitableadvisors.com/crs to review the firm's Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V.