If you’re a fellow wealth advisor contemplating the next chapter of your successful career and considering selling your practice, we understand that the prospect of such a transition can be both exciting and challenging. At EmVision Capital Advisors, we specialize in assisting advisors like you in making a smooth and well-planned transition into retirement.
Navigating the complexities of selling your practice requires careful consideration and a trusted partner who values your legacy as much as you do. Our team is committed to providing a level of compassion and expertise that mirrors your own, ensuring your clients continue to receive the high-quality service they’ve come to expect.
There are many components to valuing a financial practice. We look at much more than revenue or assets under management. The Practice Acquisitions team at Commonwealth Financial Network will help you understand what your practice is worth, based on our industry knowledge and experience.
The Financial Advisor (s) associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Securities and advisory services are offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate and not offered through Commonwealth.
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.
2025 Forbes Best In State Wealth Management Teams, created by SHOOK Research. Presented in Jan 2025 based on data from March 2023 to March 2024. 11,674 Management Teams were considered, approximately 5,300 teams were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/3s5r8z87.
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