Know your value and protect it.

EMS™ ESSENTIALS

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.

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

Get Started

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. 

FREQUENTLY ASKED QUESTIONS

FAQ's

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