Building Advisory Practices of Enduring The Equity Management System is a subscription-based program that allows you to actively manage the equity you’re building in your financial services practice and to plan for its transition. Managing equity is not about retiring — it’s about controlling your end game strategy and protecting one of your largest assets. Equity management focuses on determining and monitoring your value, growing and protecting that value, and planning for a professional exit strategy years in advance. Just as you advise your own clients, planning for the future requires an ongoing process of evaluation, planning, implementation, and adjustment. FP Transitions brings you the solution in one comprehensive program that provides core equity management services – and a succession plan. Beginning with a Plan Your first step in the Equity Management System is to complete a brief online questionnaire about your practice. We’ll review this information and send you a formal Equity Management Plan for your advisory practice and lifestyle. We’ll then guide you through the equity management process, giving you the tools and services necessary to achieve your specific goals including annual practice valuations, continuity plans and updates, benchmarking reports, entity formation support, setting up internal ownership tracks, perpetuating a family business, and much more. Succession Planning in a Box Most advisors agree that succession planning is something every financial practice owner must do and be prepared for. But what exactly is a succession plan? The Equity Management System is designed to help you develop an appropriate plan for your business model, income needs, and timeframe. Whether you’re a sole practitioner, have a partner, or work in a family business, the Equity Management System provides a wide array of tools, services and information sources (podcasts, whitepapers, studies and conference calls) to help you set up and manage the perfect succession plan for your business and your life. An Affordable Solution Managing the equity in your financial services practice requires ongoing monitoring and solutions to move toward your succession planning goals over time. To help you stay on top of these tasks, EMS provides you with everything you need for a low, monthly fee. Subscribe for twelve months at a time.In the coming years, the EMS program will help to ensure that you, and your family, receive the full value of the business that you have built, and that your clients benefit from the delivery of uninterrupted financial advice and management services.
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