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Are You Ready to Retire?

We Offer Customized Solutions for Wealth Advisors

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.

Explore Succession Planning with EmVision

Points to Consider &
Questions to Ask

1

Health

Are you healthy enough to continue to work and service your clients?

2

Wealth

Are you financially prepared to retire?

3

Purpose

What will your purpose after retirement be?
When should I look for a successor?
The ideal successor will share your values and approach to client service. It’s also important that the company behind your successor is financially strong and has the product depth to meet your clients’ needs. EmVision Capital Advisors builds deep and lasting client relationships based on our holistic approach to financial planning and advice. The EmVision Team provides excellent service to each client as we believe they are family.
Even though many advisors sell their practices outright, EmVision Capital Advisors gives you the option to transition over time, team with an advisor, or scale back and work only with select clients.
The transitions team provides comprehensive transition support beginning with the initial onboarding and continuing for 60 days post-resignation. Our transitions team provides the advisor with repapering support, preparing and mailing the client paperwork on the day his or her securities licenses transfer to Commonwealth Financial Network. The team also provides the advisor and his staff with a Best Practices call just prior to resignation. Our support involves assisting with account opening and tracking their change of broker dealer request to be sure the direct business accounts network to the Commonwealth Financial Network accounts.​

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.

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Securities and advisory services offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®. This communication is strictly intended for individuals residing in the states of OH, AZ, CA, CO, DC, FL, LA, MD, MI, MS, NM, OR, PA, SC, SD, TX, VA, AL, HI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.
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