Equity Management Solutions™ (EMS)
Managing the equity in your financial services practice is an ongoing process. Your business, your staff, and your personal goals change over time. To help manage, protect and improve your practice according to your unique goals, the Equity Management Solution™ (EMS) offers two levels of resources to support your individual business.
Every EMS membership includes two core benefits: a Comprehensive Valuation Report (CVR) and a continuity plan to monitor and protect your practice. Whether you want to manage value or actively grow your business, you can select a membership that fits your needs.