Equity Management Solutions®

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

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 Coaching Call
Continuity Plan with Annual Updates
Continuity Partner Search
Compensation Data by Industry Role and Firm Size*
Priority Acquisition Notifications
Acquisition Readiness Tools
Practice Valuation Report for Acquisition Target
Exclusive Member Tools and Resources

EMS™ Professional

Multiple-Owner Firm

$300M+ AUM

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Growth tools and coaching for forward-thinking owners looking to enhance their business through a variety of strategies, including growth and acquisition recommendations. Learn more

For $205 more per month you will receive these additional 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 Notifications
Acquisition Readiness Tools
Practice Valuation Report for Acquisition Target
Exclusive Member Tools and Resources

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.