$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.

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.