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Free Peer Benchmark Analyzer

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Services

Our practice management and valuation specialists can work with you, utilizing your scores and valuation, to maximize your efforts.

FEATURED CONSULTANT

Carla McCabe, CVA
VP Professional Services

2018-08-23 - Carla McCabe31866-Edit-FacebookProfile

With more than 14 years of experience in the financial services industry, Carla’s passion is working with Business Owners and Financial Advisors to improve the profitability and stability of their Firms utilizing process-driven decision making.

VALUATION

You need to track the value of your private business for all the reasons why you track the value of the public companies in which you invest your clients’ assets or your own personal capital. Valuation removes the emotion and provides an empirical benchmark for you to make your decisions.

SUCCESSION PLANNING

As a Financial Advisor, it takes a tremendous amount of time and energy to make your business successful. As a result, it is often one of your proudest achievements. That’s why it can be difficult for you to consider something that is so completely foreign – planning for succession.

MERGERS & ACQUISITIONS

Advisors who are committed to growing and preserving their business and legacy have countless options and need trusted, objective advice to make the most informed decisions on the issues they face every day.

A scorecard, benchmark report, and valuation are just a starting point ...

They are indications of many potential priorities your firm may want to pursue, depending upon your long-term interests. When deciding which to choose and how to pursue, we are here to help.

Our consulting specialists have the capabilities to help you accomplish your goals, whether they include a merger, an acquisition, help developing a continuity plan, expanding your partnership, a sale, or succession planning.  Our practice management and valuation specialists can work with you, utilizing your scores and valuation, to maximize your efforts.

Truelytics offers a range of consulting services to help advisors achieve their goals.  Valuations are typically sought to achieve an underlying objective or address a specific pain point.  We can help you achieve your goals! Our services include:

  • Strategies to improve valuation
  • Leveraging scores and benchmarks to set priorities
  • Improve your practice stability and productivity
  • Preparing for an acquisition
  • Succession planning
  • Continuity plan development

Plus much more. CONNECT NOW!

833-312-1777

Valuation

Use your firm's valuation as your primary KPI

You need to track the value of your private business for all the reasons why you track the value of the public companies in which you invest your clients’ assets or your own personal capital. Valuation removes the emotion and provides an empirical benchmark for you to make your decisions.

Sure, there are a lot of other key performance indicators (KPIs) that are informative and useful to the management of the business but in the end they all roll up to the company’s valuation. Why? Because in the end, the reason a for-profit business exists is to create value for its owners.

Knowing the baseline value of your business is the starting point for advisors who want to effectively build a business with perpetual and transferable value. But simply multiplying revenue by an archaic formula isn’t good enough.

Rather, it’s important to understand the underlying value-drivers of a business in order to recognize future potential. Identifying the Key Performance Indicators (KPIs) that really matter to your business will allow you to take an objective look at the health of your business, as well as benchmark yourself against your peers. These valuation metrics focus on the unique set of factors that make every business different.

KPIs allow you to measure success, plan for succession, and improve your bottom line, all while helping you manage your business throughout its lifecycle. Furthermore, the actionable nature of KPIs allows for continuous practice improvement. Once you understand the drivers and how they impact your value, you can then make incremental changes to your business to increase value and profitability, as well as capitalize on the strengths or fix the weaknesses that are driving your business.

CONNECT NOW!

833-312-1777

Succession Planning

Why do you need to plan for succession?

As a Financial Advisor, it takes a tremendous amount of time and energy to make your business successful. As a result, it is often one of your proudest achievements. That’s why it can be difficult for you to consider something that is so completely foreign – planning for succession.

A pragmatic look at the trends and realities of succession planning in the financial services industry reveals:

  • 84% of Firms have no formal interim continuity plan (in the event of an unforeseen event)
  • Of those with an interim plan, only approximately 40% address disability
  • 52% lack an Operating Agreement (89% lack an effective operating agreement covering profit distributions, losses, and capital contributions, as well as exit provisions)
  • 73% lack employee mechanisms (Employment Agreement, non-compete/non-solicit) that facilitate a successful succession

The sobering fact is this – every Firm will transition at some point. A lack of planning for it, however, jeopardizes the sustainability, viability, and stability of your Firm TODAY.

CONNECT NOW!

833-312-1777

Mergers & Acquisitions

Where do you want your business to take you?

Advisors who are committed to growing and preserving their business and legacy have countless options and need trusted, objective advice to make the most informed decisions on the issues they face every day.

Our consulting platform is designed to assess and create a strategy around the options that best meet your objectives, bringing into focus the path that will work best for you. Beginning with the end goal in mind, we enable Advisors to gain a better perspective of their business and make changes that will “stick” – leading to greater efficiency, improved processes, and increased value. We provide a process that ensures informed guidance, focused activity, and measurable results. Most importantly, we will challenge your thinking on your present situation and business planning, as well as your future goals. This allows us to provide personal and customized recommendations specific to your unique journey.

Whether you’re considering an acquisition, merger, sale, or some other aspect of strategic corporate planning, we allow you to co-create a plan that will help you reach your goals and achieve your dreams.

CONNECT NOW!

833-312-1777

Truelytics Free Peer Benchmark Calculator

Imagine a sample size of 8,000+ firms vs. 400. Imagine data that updates in real-time vs. once a year. Imagine a digital dashboard vs. a print report. Your wait is over. By merely providing your firm's AUM, get over 40 different benchmarks across such areas as Net Revenue, Number of Households, Average Client Age, as well as three valuations calculated by Discounted Cash Flow, Multiple of EBITDA, and Multiple of EBOC...all within seconds!

Get Your Free Peer Group Benchmarks Today!
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