Level-up your advisory firm.

EMS™ PROFESSIONAL

Multiple-Owner Firm
$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. With growth tools and strategies—including growth and acquisition recommendations—forward-thinking owners can enhance their business and unlock new opportunities for success.

Assessment of Business' Equity Value

Comprehensive Benchmarking Analysis

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

What to Expect

Dedicated Coaches
& Check-Ins

Acquisition Valuation

Continuity Documents
for Tethering

EquityBuilder®
Benchmarking Report

Expert Industry Studies

Exclusive Transaction Resources

IS THIS RIGHT FOR YOU?

Our team can help you identify the membership or consulting program that aligns with your unique business goals. Whether you’re looking for strategic growth tools, custom benchmarking reports, or personalized coaching, we’ll guide you to the right solution. With our expertise, we ensure that you select the program that will drive meaningful action, enhance your firm’s value, and unlock growth opportunities—whether through expansion, acquisition, or optimized performance.

Let's Chat

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

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.

Level-up your advisory firm.

EMS™ PROFESSIONAL