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VIP

Membership

$100/month
annual commitment
Includes military grade cyber security, a top tier subscription to the largest M&A platform in the industry, access to our fortune 500 group health insurance, everything included in basic and 40+ business related benefits. These benefits range from heavily negotiated rates to complimentary, exclusive offerings.

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VIP

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Technology
Slack Messenger
Trendrating
Digital Record-Keeping Platform
Riskalyze
Redtail CRM
QuickBooks Accounting Software
eMoney
Orion Advisor Technology
BizEquity
Mergers & Acquisitions
Kupfer & Associates, PLLC
Chalice Advisor Lending Solutions
Live Oak Bank
Succession Link Advisor Marketplace
BizEquity
Investment Related
Trendrating
LifeYield
Digital Record-Keeping Platform
Altigo
Chalice Insured Savings Account
Employee Benefits
BenefitHub
Group Health Insurance, Payroll Processing, and Employee Benefits
Marketing
Logo & Brand Development
Lead Pilot
Personally Branded Magazines
Turnkey Video System
Anchor Point Weekly Market Commentary
Complimentary Website Setup
Snappy Kraken
Websites & Content Marketing
Insurance
Comprehensive Errors & Omissions Insurance Coverage
Group Health Insurance, Payroll Processing, and Employee Benefits
Insurance Products & Streamlined Back Office Support
Back Office
Slack Messenger
Flexible Month-to-Month Office Space
QuickBooks Accounting Software
Insurance Products & Streamlined Back Office Support
Fractional CFO & Accounting Services
Compliance
Master Compliance with Greater Confidence
Comprehensive Errors & Omissions Insurance Coverage
Lifestyle
BenefitHub
Fine Wine and Luxury Hotel Private Offering
Professional Development
FSP - The Premier Association in Financial Services
Anchor Point Weekly Market Commentary