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Know your value and protect it.

EMS™ ESSENTIALS

What is Included What to Expect Get Started Is this right for me?

Foundations Matter.

$95 per month - annual agreement

 

Forged from decades of experience, FP Transitions' Equity Management Solutions® Essentials (EMS™ Essentials) contains the most critical aspects required to protect your business. Our founding partners studied and implemented valuation, continuity and succession planning methodologies that ensure owners and their families, employees and clients are cared for in any circumstance.

 

This program is geared towards firms under $300M AUM with a single owner.

Firms with greater than $300M AUM and multiple owners are best served through EMS™ Professional.

Let’s Team Up

EMS™ Essentials Includes

Annual market value analysis

Annual continuity plan with updates

Annual coaching call

Priority acquisition notifications

Unlimited inquiries

Exclusive member resource library

What to Expect

Dedicated Coaches & Check-Ins

Dedicated Coaches
& Check-Ins

Continuity Documents for Tethering

Continuity Documents
for Tethering

Assessment of Business Value

Assessment of
Business Value

Exclusive Member Resources

Exclusive Member
Resources

IS THIS RIGHT FOR ME?

Both valuing and protecting your business are essential, but alone they don't solve for talent issues, acquisition-readiness or growth plateaus. That's why we recommend our EMS™ Professional service for more sophisticated businesses and ownership teams seeking growth. Our team can help ensure you select the membership or consulting program that best suits your needs.

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Advisors Who Trust Us

Frequently Asked Questions

How do I sign up for EMS™?

First, create an FP Transitions website account. Then, sign into your account. Then, you will have access to sign up for EMS membership.

How long does a membership last?

Membership lasts 12 months from the sign-up date.

What project do I start with?

Start with a valuation, continuity planning, or coaching. New EMS™ members often begin with the Comprehensive Valuation Report because determining the value of their business is a crucial first step. We recommend reaching out to your EMS™ coach upon signing up to determine the best course of action.

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