Membership Options

Website members have access to current listings, notifications, webcasts, white papers, and more.

• Listings Access and Notifications
• Resource Library

Designed to help you monitor and protect the value of what is likely your single largest asset—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
• Annual Continuity Plan with Updates

• Priority Access to Listings + unlimited inquiries
• Member Exclusive Resource Library Access

Builds on EMS Basic and unlocks additional resources, reports, and guidance from 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
• 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