Continuity Partner Matching
Establishing a practical plan to protect against an advisor’s sudden death or disability is one of the most important and challenging aspects of being an independent financial services practice owner.
And the even bigger challenge for most advisors is finding the right person to take over their business and their clients should something unexpected happen to them.
FP Transitions’ Continuity Matching Program allows you to expand network options and leverage the extensive membership base we’ve curated. We’ll help cast the larger net, sift through options, and identify the best fit for the contingency of your business. Then we’ll help you get all the right documentation and agreements in place.
Solving the Largest Continuity Problem - finding the right partner
Continuity Partner Matching is part of our Equity Management System membership program. The cost is $500 for EMS Basic members, and $0 for EMS Grow members. Not a member? Find out more and enroll here.
Expert Consulting Time
One-on-one time with our experts to get you the resources you need, to prepare the applicable documents and contracts. We're here to answer any questions you have during the process.
Industry tested contracts designed to protect your business and your family.
Confidential access to the FP Transitions network of over 30,000 financial advisors.