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EMS™ GROW

What is Included What to Expect Get Started Is this right for me?

Foundations Matter.

$295 per month - annual agreement

 

FP Transitions' Equity Management Solutions® Grow (EMS™ Grow) contains the most critical aspects required to identify and build the equity value of your business. Built upon decades of valuation datapoints, EMS™ Grow connects advisors with insights that spark action. Delivered through custom benchmarking reports and personal coaching, advisors embark on a journey to achieve their growth goals.

 

Each benchmarking report is custom built to provide you with a precise comparison of your business vs industry peers along 50+ Key Performance Indicators. Paired with an EMS consultant, you will unlock the keys to driving greater value to your firm.

 

This membership service is geared towards single-owner, growth-oriented advisors with less than $300M AUM.

Firms with greater than $300M AUM and multiple owners are best served through EMS™ Professional.

Let’s Team Up

EMS™ Grow Includes

Annual Market Value Analysis

Comprehensive Benchmarking Analytics

Annual Continuity Plan with Updates

Continuity Partner Matching

Semi-Annual Coaching Call

Priority Acquisition Notifications

Unlimited Acquisition Inquiries

Exclusive Member Tools and Resources

What to Expect

Dedicated Coach + Semi-Annual Check-in

Dedicated Coach
+ Semi-Annual Check-in

Continuity Documents for Tethering

Continuity Documents
for Tethering

Assessment of Business Value

Assessment of
Business Value

Exclusive Member Resources

Exclusive Member
Resources

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

IS THIS RIGHT FOR YOU?

Both valuing and protecting your business are essential, but alone they don't solve for talent issues, acquisition-readiness or growth plateaus. That's why we recommend our EMS™ Professional service for more sophisticated businesses and ownership teams seeking growth. Our team can help ensure you select the membership or consulting program that best suits your needs.

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 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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