Equity Management Solutions® - Membership Upgrade

Boost Your Business Growth

Upgrade your free membership to access annual in-depth valuation and comprehensive benchmarking analytics, plus personalized guidance from our team of experts to turn those insights into action. Build a strategic plan to focus your efforts and maximize growth in key areas, including continuity, recruitment, and equity value development.

EMS™ Grow

Growth Oriented Single-Owner Firm

Under $300M AUM

Purchase Now

Essential business tracking and protection tools for business owners seeking to grow their business value. Learn more

For $295 per month you will receive these 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 Notification
Acquisition Readiness Tools
Practice Valuation Report for Acquisition Target
Exclusive Member Tools and Resources

EMS™ Professional

Multiple-Owner Firm

$300M+ AUM

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

For $205 more per month you will receive these 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 Notification

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 for protecting, growing, and transforming their business

Advisors Who Trust Us

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

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

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