Level-up your advisory firm.

EMS™ PROFESSIONAL

What Is Included
What to Expect
Get Started
Is this Right For Me

Get Ready to Grow.

$500 per month - annual agreement

Built upon decades of valuation datapoints, FP Transitions' Equity Management Solutions® Professional (EMS Professional) connects advisors with insights that spark action. Delivered through custom benchmarking reports and personal coaching, firms embark on a business growth journey that embraces their true potential.

 

This program is geared towards firms with $300M AUM+ with at least 2 owners.

EMS™ Professional includes:

Assessment of Business' Equity Value

Annual Comprehensive Benchmarking Report

Consulting on Key Performance Indicators

Priority Notifications on M&A Offerings

Unlimited Inquiries on M&A Offerings

Market Value Analysis of Acquisition Target

Acquisition Readiness Tools

Business Continuity Planning

Continuity Partner Matching

Expert Industry Studies and Data

Exclusive Member Tools and Resources

EMS Navy Hex

WHAT TO EXPECT

FPT__Coach

Dedicated Coaches & Check-ins
FPT__Acquisition

Acquisition Valuation
FPT__Continuity-Planning

Continuity Documents for Tethering
FPT__Benchmarking-Report

EquityBuilder® Benchmarking Report
FPT__Data-Analysis

Expert Industry Studies
FPT__Expanded-Resources

Exclusive Transaction Resources

Get Started.

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Create an Account
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Sign into the Online Portal
Delta3

Sign Up for an EMS™ Professional Membership

 

Already have an account? Upgrade to EMS™ Professional HERE.

Is this right for me?

Activating your growth requires intention, dedication, and owner readiness.
We're here to sort through all your questions.

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FREQUENTLY ASKED QUESTIONS

FAQ's

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Helpful Resources:

FPT_Acquisition

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