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Equita Financial Network launches Succession Advantage; integrating Ellevate’s roadmap and FP Transitions’ valuations, deal structuring, and legal documentation to streamline ownership transitions for women‑owned RIAs

September 9, 2025 //  by Finnovate

Equita Financial Network (EquitaFN), the only wealth management platform for women owned, fee-only independent financial advisors, announced the launch of its new succession planning solution, EquitaFN Succession Advantage, designed to help member firms secure their futures, preserve business value, and ensure clients are cared for during leadership transitions. Developed in collaboration with Ellevate Advisors and FP Transitions, the offering provides EquitaFN members with access to a comprehensive suite of services that combine personalized planning, tailored implementation, and expert transaction support. Through the new solution, EquitaFN member firms will benefit from: Ellevate Advisors’ Succession Roadmap, which includes readiness assessments, personalized action plans, quarterly implementation milestones, and transition coaching to guide advisors through every stage. FP Transitions’ Valuation and Transaction Expertise, including certified valuations, deal structuring, and full legal documentation support to ensure smooth and compliant ownership transitions. EquitaFN’s Matching Platform (in development for early 2026), giving members access to a curated pool of like-minded successors.

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Category: Robos & Wealth, Innovation Topics

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