Welcome
Integrated Advisors Network
Exclusively for Integrated Advisors
We believe it is essential for all independent advisors to plan for their own businesses as well as they do for their clients. This is why Integrated Advisors Network has partnered with an industry leader in FP Transitions to cover 50% of your EMS™ Essential membership! With an EMS™ Essentials membership you will identify the equity value of your business and protect it with a written, executable continuity plan.
Through EMS™ Essentials, Integrated Advisors receive:
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An annual market value analysis
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Annual continuity plan with updates
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Acquisition Notifications
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Exclusive member tools and resources
For advisors looking to grow their practice with business analytics, insights, and consulting, upgrade to EMS™ Grow to also receive:
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Detailed Annual Benchmarking of 50+ Key Performance Indicators
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Coaching with a dedicated EMS™ consultant
To learn more about these programs or to subscribe, please contact David Ambrico, Business Development Specialist at FP Transitions.
Check out the press release to learn more about our partnership!
![Integrated Advisors Network Comparison-1 Integrated Advisors Network Comparison-1](https://www.fptransitions.com/hs-fs/hubfs/Integrated%20Advisors%20Network%20Comparison-1.png?width=1100&height=825&name=Integrated%20Advisors%20Network%20Comparison-1.png)
Owner Resources
![Valuation](https://www.fptransitions.com/hs-fs/hubfs/FP%20Transitions%20Pictograms/Navy/FPT_Value-Valuation.png?width=400&height=400&name=FPT_Value-Valuation.png)
Understanding the Value of Your Business
Determining the value of your business is the fundamental step for any course of action, whether it involves selling (internally or externally), acquisitions, enhancing structures and systems, or building a strong team. This allows you to map out a path to realize your business vision.
![Six Steps to Creating an Effective Continuity Plan](https://www.fptransitions.com/hs-fs/hubfs/FP%20Transitions%20Pictograms/Navy/FPT_Continuity-Planning.png?width=401&height=400&name=FPT_Continuity-Planning.png)
Six Steps to Creating an Effective Continuity Plan
The greatest risk to an independent advisory practice isn't the absence of a succession or exit strategy; rather, it's the absence of a plan to safeguard client interests and business value in the event of an owner's unexpected death or disability. Despite this, only a small number of practice owners have established a dependable continuity plan.
![Identifying Key Successor Traits](https://www.fptransitions.com/hs-fs/hubfs/FP%20Transitions%20Pictograms/Navy/FPT_Search.png?width=401&height=400&name=FPT_Search.png)
Identifying Key Successor Traits
To identify optimal successors for your business, start by assessing your current team and watching for essential traits. Keep in mind that effective ownership teams frequently comprise multiple next-generation owners to capitalize on diverse strengths and ideas for business enhancement.
![Structuring Ownership Compensation](https://www.fptransitions.com/hs-fs/hubfs/FP%20Transitions%20Pictograms/Navy/FPT_Growth-Strategy.png?width=401&height=401&name=FPT_Growth-Strategy.png)
Structuring Ownership Compensation
Compensation is a key component to a firm. With that, advisors and owners alike often encounter a multitude of questions concerning it. How to reward your employees, and yourself, is crutial to the success of the firm in question.
Equity Management Solutions®
![Integrated Advisors Network & FP Transitions](https://www.fptransitions.com/hs-fs/hubfs/FP%20Transitions%20Pictograms/Navy/FPT_Blog.png?width=401&height=401&name=FPT_Blog.png)
Integrated Advisors Network & FP Transitions
Integrated will utilize FP Transitions’ Equity Management Solutions® (EMS™), a program designed to assist advisors in determining their business value and creating a written, actionable continuity plan for the business in case of an unexpected life event affecting the owner.
![EMS™ Brochure](https://www.fptransitions.com/hs-fs/hubfs/FP%20Transitions%20Pictograms/Navy/FPT_Award.png?width=400&height=400&name=FPT_Award.png)
EMS™ Brochure
To assist you in managing, safeguarding, and enhancing your practice to align with your specific goals, Equity Management Solutions® (EMS™) provides two tiers of resources tailored to support your unique business.
![A Valuation for Every Scenario](https://www.fptransitions.com/hs-fs/hubfs/FP%20Transitions%20Pictograms/Navy/FPT_Group.png?width=401&height=400&name=FPT_Group.png)
A Valuation for
Every Scenario
Valuations vary widely. In today's market, owners, sellers, and buyers are inundated with crucial information to consider. While data provides the "what," a valuation also requires the "why."
![Succession & Growth Consulting](https://www.fptransitions.com/hs-fs/hubfs/FP%20Transitions%20Pictograms/Navy/FPT_Financial-Growth.png?width=401&height=401&name=FPT_Financial-Growth.png)
Succession & Growth Consulting
Success often hinges on a keen grasp of your firm’s core strengths and areas for improved efficiencies. Succession could be the answer for effective growth. It becomes especially crucial for financial firms navigating the evolving landscape.
![Continuity Strategies](https://www.fptransitions.com/hs-fs/hubfs/FP%20Transitions%20Pictograms/Navy/FPT_Continuity-Planning.png?width=401&height=400&name=FPT_Continuity-Planning.png)
Continuity Strategies
Advisory practices should create or augment their plans based on current needs and future goals. While all arrangements contribute to a smooth transition of leadership during unforeseen circumstances, some options are more advantageous than others.
![M&A Guidance & Support](https://www.fptransitions.com/hs-fs/hubfs/FP%20Transitions%20Pictograms/Navy/FPT_Mergers-Acquisitions.png?width=401&height=401&name=FPT_Mergers-Acquisitions.png)
M&A Guidance & Support
Our approach is to ensure fairness in the transaction, benefiting both the buyer and the seller. Does this mean we don't advocate for the seller? Not at all. We wholeheartedly advocate for our seller clients and also assist our buyer clients. We aim to facilitate the ideal deal by beginning with the best match possible.
JOIN EMS™ ESSENTIALS
Want to upgrade to EMS™ Grow?
Book a free one-on-one consultation with David below.
Advisors Who Trust Us
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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
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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!
Britt Campbell
Ashley
Frequently Asked Questions
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.