Equity Management System® (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 System ® (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.

 

EMS Basic

$95/mo.

   Annual agreement

Monitor and protect the value of your financial services practice without any unnecessary enhancements. Track and protect your value with member-driven resources and coaching when you need it.

EMS Basic membership includes:

  • Annual Comprehensive Valuation Report (CVR)
  • Annual continuity plan with updates
  • Priority access to listings + unlimited inquiries
  • Member-exclusive resource library access
Sign up for EMS Basic

EMS Grow

$195/mo.

   Annual agreement

Unlock additional resources, reports, and guidance from a dedicated team of coaches to help you develop strategies to maximize your business growth. Track your value, protect it, and get to work on making it grow.

EMS Grow membership includes:

  • Annual Comprehensive Valuation Report (CVR)
  • Continuity plans with updates
  • EquityBuilder® Benchmarking Report
  • Additional annual valuation for acquisition
  • Personalized coaching
  • Discounts on additional consulting
  • Priority access to listings + unlimited inquiries
  • Member-exclusive resource library access
  • Expert industry studies
Sign up for EMS Grow