Continuity Partner Matching

Establishing a practical plan to protect against an advisor’s sudden death or disability is an important aspect of being an independent financial services practice owner. And for many advisors, finding the right person to take over their business and clients should something unexpected happen is a challenge.

Our Continuity Partner Matching Program (CPM) allows you to expand your network and leverage our extensive, curated membership base. We’ll help you cast a wider net, explore your options, and identify the best fit for the contingency of your business. After that, we’ll get the documentation in place.

Continuity Partner Matching is part of our Equity Management System® (EMS) Membership Program. Not a member? Find out more and enroll here.

What's Included

Expert Consulting Time

One-on-one time with our experts to get you the resources you need and to prepare the documents. We're here to answer any questions you have during the process.