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Boost Your Business Growth

Enjoy annual in-depth valuation and comprehensive benchmarking analytics plus access to our team of experts to help you turn those insights into action by building a plan to focus your efforts and maximize growth in key areas.

EMS™ Essentials

Single-Owner Firm

$165/mo. Annual Agreement

Purchase Now

Fundamental business tracking and protection tools for practice owners who are looking to maximize the value of what they have or in preparation for a sale. Learn more

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For $165 per month you will receive these benefits:

  • Practice Valuation Report
  • Annual Consulting Call
  • Continuity Plan with Annual Updates
  • Compensation Data by Industry Role*
  • Acquisition Notifications
  • Exclusive Member Tools and Resources

EMS™ Grow

Growth Oriented Single-Owner Firm

$295/mo. Annual Agreement

Purchase Now

Builds upon the same fundamentals as EMS™ Essentials with the addition benchmarking and consulting to grow your current value. Learn more

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For $130 more per month you will receive these additional benefits:

For $130 more per month you will receive these additional benefits:

  • Practice Valuation Report
  • KPI Benchmarking Analytics
  • Semi-Annual Consulting Call
  • Continuity Plan with Annual Updates
  • Continuity Partner Search
  • Compensation Data by Industry Role and Firm Size*
  • Priority Acquisition Notifications
  • Acquisition Readiness Tools
  • Practice Valuation Report for Acquisition Target
  • Exclusive Member Tools and Resources

EMS™ Professional

Multiple-Owner Firm

$500/mo. Annual Agreement

Purchase Now

Access to the most advanced valuation methodology, ideal for enterprises and succession planning needs. Plus bespoke benchmark reporting paired with quarterly consulting engagements. Learn more

Site Membership

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EMS™ Basic

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EMS™ Grow
Membership

For $335 more per month you will receive these additional benefits:

  • Business Valuation Report
  • KPI Benchmarking Analytics
  • Quarterly Consulting
  • Continuity Plan with Annual Updates
  • Continuity Partner Search
  • Compensation Data by Industry Role, Firm Size, and Team Benchmarks*
  • Priority Acquisition Notifications
  • Acquisition Readiness Tools
  • Practice Valuation Report for Acquisition Target
  • Exclusive Member Tools and Resources
*With participation in the Compensation Survey

Equity Management Solutions®

Membership program designed to support advisors on their journey to value, protect, grow, and transition their business to the next generation.

Advisors Who Trust Us

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    Star Star Star Star Star

    I want to compliment the FP Transitions team for their exceptional EMS™ Program! I simply must commend the team for curating an abundance of highly useful exclusive resources. Thank you, FP Transitions, for being a powerful and positive force in our industry. The depth and quality of their resources have truly transformed how we approach our work. Their commitment to excellence is evident and greatly appreciated.

    Todd R.E. Stryker

    First Pacific Financial

  • Star Star Star Star Star

    I am beyond grateful for the incredible EMS™ team at FP Transitions! Their unwavering support and expertise have made me feel completely confident in their company. From answering my questions to guiding me through every step, they've been amazing. Though I haven't made a purchase yet, I'm eagerly anticipating the opportunity with this exceptional team. Thank you for an enriching experience!

     

    Ashley

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 the 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 a valuation 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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