Membership Options

           FREE

Access current listings and get notifications for webcasts, white papers, and more.

Free site membership includes:

• Listings access and notifications
• Resource library

$95/mo.

Annual agreement

Monitor and protect the value of your financial services practice without any unnecessary enhancements. Track and protect your value with member-driven resources and coaching when you need it.

EMS Basic membership includes:

• Annual Comprehensive Valuation Report (CVR)
• Annual continuity plan with updates
• Priority access to listings + unlimited inquiries
• Member-exclusive resource library access

$195/mo.

Annual agreement

Unlock additional resources, reports, and guidance from a dedicated team of coaches to help you develop strategies to maximize your business growth. Track your value, protect it, and get to work on making it grow.

EMS Grow membership includes:

• Annual Comprehensive Valuation Report (CVR)
• Continuity plans with updates
• EquityBuilder® Benchmarking Report
• Additional annual valuation for acquisition
• Personalized coaching
• Discounts on additional consulting
• Priority access to listings + unlimited inquiries
• Member-exclusive resource library access
• Expert industry studies