EMS™ Upgrade | FP Transitions

Boost Your Business Growth

Enjoy annual in-depth valuation and comprehensive benchmarking analytics plus access to our team of experts to help you turn those insights into action by building a plan to focus your efforts and maximize growth in key areas.

EMS™ Grow

Growth Oriented Single-Owner Firm

under $300M AUM

Builds upon the same fundamentals as EMS™ Essentials with the addition benchmarking and consulting to grow your current value. Learn more

For $200 more per month you will receive these additional benefits:

Comprehensive Benchmarking Analytics
Continuity Partner Matching
Semi-Annual Coaching Call
Priority Acquisition Notifications
Unlimited Acquisition Inquiries

EMS™ Professional

Multiple-Owner Firm

$300M+ AUM

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 $400 more per month you will receive these additional benefits:

Assessment of Business' Equity Value
Quarterly Coaching Call
KPI Consulting
Acquisition Readiness Tools
Annual Market Assessment of an
Acquisition Target
Expert Industry Studies and Data

Equity Management Solutions®

Membership program designed to support advisors on their journey to value, protect, grow, and transition their business to the next generation.

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 a valuation 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.