Basic Member
Registration & Basic Dashboard
FREE

1

  • Registration for Membership

  • Dashboard & Posting Access

  • Listing Notifications

  • Complete Listing Profile Details

  • Secure Portal and File Storage

  • Intranet & Internal Messaging

  • Premium Member-Only Content

  • Announcement Post Privileges

  • Job & Opportunity Post Privileges

  • Access to Premium Consulting

  • & More Services...

 Premium Member
Full Access to Portal & Consulting
$49 
per month
(Early Pricing)

2

  • Registration for Membership

  • Dashboard & Posting Access

  • Listing Notifications

  • Complete Listing Profile Details

  • Secure Portal and File Storage

  • Intranet & Internal Messaging

  • Premium Member-Only Content

  • Announcement Post Privileges

  • Job & Opportunity Post Privileges

  • Access to Premium Consulting

  • & More Services...

Premium Consulting
Premium Member Add-On Services 
Call for Details*

3

  • Practice Sales/Listing Consulting

  • Practice Valuation/Benchmarking

  • MyEarnout: Escrow Setup &   

Payout Monitoring

  • Wealth Management Integration

  • Client Exchange Listings

  • Annual Estate Planning Checkup

  • Value Management Program

  • Acquisition Financing Consulting

*PREMIUM MEMBERSHIP IS REQUIRED

Membership Plans & Consulting Services

Phone: 1-855-266-PLAN (7526)

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