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EquitaFN Succession Advantage®

Your Legacy. Your Clients. Your Future—Protected.

Succession planning is one of the most important steps you’ll ever take as a firm owner—and one of the most overlooked. With EquitaFN Succession Advantage®, we’ve partnered with Ellevate Advisors and FP Transitions to deliver a solution that helps you plan early, transition smoothly, and protect the value of everything you’ve built.

Start your succession journey today

Protect Your Legacy. Secure Your Future.

Succession planning isn’t just about transition—it’s about protecting the business you’ve built, ensuring your clients are cared for, and preserving the value of your life’s work.

With EquitaFN Succession Advantage®, we give our members a clear, customized path to succession that combines expert planning, actionable implementation, and hands-on transaction support. Designed in partnership with Ellevate Advisors and FP Transitions, this solution helps women-owned and women-led fee-only firms navigate every stage of their journey with confidence.

Why Succession Planning Matters

  • 80% of successions fail due to lack of preparation.
  • Only 6% of advisors planning to retire in the next decade have a documented plan.
  • Without a roadmap, founders risk client attrition, lost firm value, and stress during the transition.

Succession Advantage® ensures your business doesn’t become part of these statistics.

What You’ll Gain with Succession Advantage®

Tailored Planning with Ellevate Advisors

  • Personal and business readiness assessments
  • Custom quarterly implementation roadmap
  • Transition coaching to keep you on track
  • Decision-making tools to guide critical choices

Transaction Expertise with FP Transitions

  • Professional firm valuation through the EMS® Program
  • Deal structuring and negotiation support
  • Legal documentation and transaction coordination
  • Expertise from the nation’s most experienced succession team

Community & Connections with EquitaFN

  • Exclusive access to a future matching platform for like-minded successors
  • Guidance that is transparent, tangible, and tailored to your unique journey
  • Costs of Ellevate and FP Transitions services covered when your successor remains on the Equita platform

Who It’s For

EquitaFN Succession Advantage® is designed for:

  • Advisors just beginning to think about transition planning
  • Firm owners preparing for internal or external succession
  • Advisors who want to maximize firm value before retirement
  • Members who want peace of mind knowing their clients and team will be cared for
How Advisors Should Deal with COVID-19 Crisis

Built on Servant Leadership

At EquitaFN, we believe that succession is more than a transaction—it’s about legacy, values, and continuity. By equipping our members with industry-leading expertise and a supportive community, Succession Advantage® ensures the future you envision becomes the future you achieve.

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Privacy Notice

We recognize the importance of protecting our clients’ privacy. We have policies to maintain the confidentiality and security of your nonpublic personal information. The following is designed to help you understand what information we collect from you and how we use that information to serve your account.

Categories of Information We May Collect

In the normal course of business, we may collect the following types of information:

  • Information you provide in the subscription documents and other forms (including name, address, social security number, date of birth, income and other financial-related information); and
  • Data about your transactions with us (such as the types of investments you have made and your account status).

How We Use Your Information That We Collect

Any and all nonpublic personal information that we receive with respect to our clients who are natural persons is not shared with nonaffiliated third parties which are not service providers to us without prior notice to, and consent of, such clients, unless otherwise required by law. In the normal course of business, we may disclose the kinds of nonpublic personal information listed above to nonaffiliated third-party service providers involved in servicing and administering products and services on our behalf. Our service providers include, but are not limited to, our administrator, our auditors and our legal advisor. Additionally, we may disclose such nonpublic personal information as required by law (such as to respond to a subpoena) or to satisfy a request from a regulator and/or to prevent fraud. Without limiting the foregoing, we may disclose nonpublic personal information about you to governmental entities and others in connection with meeting our obligations to prevent money laundering including, without limitation, the disclosure that may be required by the Uniting and Strengthening America Act by Providing Appropriate Tools Required to Intercept and Obstruct Terrorism (USA PATRIOT) Act of 2001 and the regulations promulgated thereunder. In addition, if we choose to dispose of our clients’ nonpublic personal information that we are not legally bound to maintain, we will do so in a manner that reasonably protects such information from unauthorized access. The same privacy policy also applies to former clients who are natural persons.

Confidentiality and Security

We restrict access to nonpublic personal information about our clients to those employees and agents who need to know that information to provide products and services to our clients. We maintain physical, electronic and procedural safeguards to protect our clients’ nonpublic personal information. We respect and value that you have entrusted us with your private financial information, and we will work diligently to maintain that trust. We are committed to preserving that trust by respecting your privacy as provided herein.