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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:

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Assessment of Business' Equity Value

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Comprehensive Benchmarking Analysis

Cheked

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

Exclusive Member Tools and Resources

Expert Industry Studies and Data

EMS™ Professional includes:

Assessment of Business' Equity Value

Comprehensive Benchmarking Analytics

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

What to Expect

Dedicated Coaches & Check-Ins

Dedicated Coaches
& Check-Ins

Acquisition Valuation

Acquisition Valuation

Continuity Documents for Tethering

Continuity Documents
for Tethering

EquityBuilder® Benchmarking Report

EquityBuilder®
Benchmarking Report

Expert Industry Studies

Expert Industry Studies

Exclusive Transaction Resources

Exclusive Transaction Resources

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

IS THIS RIGHT FOR YOU?

Let's Chat

Advisors Who Trust Us

  • Quote
    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 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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