NAPFA & FP Transitions
We have designed a program exclusively for NAPFA members, EMS™ NAPFA, a program designed to assist advisors in determining their business value and creating a written, actionable continuity plan for the business in case of an unexpected life event affecting the owner.
EMS™ Brochure
To assist you in managing, safeguarding, and enhancing your practice to align with your specific goals, Equity Management Solutions® (EMS™) provides two tiers of resources tailored to support your unique business.
A Valuation for
Every Scenario
Valuations vary widely. In today's market, owners, sellers, and buyers are inundated with crucial information to consider. While data provides the "what," a valuation also requires the "why."
Succession & Growth Consulting
Success often hinges on a keen grasp of your firm’s core strengths and areas for improved efficiencies. Succession could be the answer for effective growth. It becomes especially crucial for financial firms navigating the evolving landscape.
Continuity Strategies
Advisory practices should create or augment their plans based on current needs and future goals. While all arrangements contribute to a smooth transition of leadership during unforeseen circumstances, some options are more advantageous than others.
M&A Guidance & Support
Our approach is to ensure fairness in the transaction, benefiting both the buyer and the seller. Does this mean we don't advocate for the seller? Not at all. We wholeheartedly advocate for our seller clients and also assist our buyer clients. We aim to facilitate the ideal deal by beginning with the best match possible.