Most Accurate Financial Benchmarks
Empowering
Start │ Buy │ Invest
Identify industry strongest/weakest drivers
Access most accurate industry financial benchmarks & exclusive non-financial KPI data
Scale business improvement planning
Most Accurate Industry Benchmarks
Extensive financial/non-financial data: Finance Brokering Services
Earnings before interest and taxation (EBIT) as a percentage of gross fees after partner(s) salaries
Average: 21.7%
Benchmark: 38.6%
Fair market value business valuation multiples (sourced from a trusted and reliable business valuation tool) Industry Average: 4.88
Peak Performance
• Complete a Risk-Profit-Value analysis on your business
• Why do the Driver Analysis?
o Lower risks
o Discover profitable growth opportunities
o Identify key strengths/weaknesses
o Leverage the power of non-financial KPIs to build a stronger, more valuable business
• Receive a personalised Scorecard and Top Performer Report
Grow │ Improve
• Benchmark against industry top performers
• Grow SME financing:
o SME owners Answers and Concerns Reports
Cash Reserves and Surplus Capital
• Attract clients in high value industries and deepen referral relationships
Attract Ideal Clients
High Value Industries
Industry-niche market specialisations are proven to fasttrack profitable business growth and optimise valuation multiples
Non-financial KPI data, benchmarks, reporting and top concerns infographics can be sourced to understand and engage ideal clients operating businesses in a range of high value industries
The data source is growing, 1.77m to 5m benchmarks and non-financial KPIs
Generate more referrals by adding value to your referral partners
Value │ Succession │ Exit
Understand AI risks
Determine your business current and true value
Manage formal succession planning to grow wealth in & outside your business
Attain value needed to achieve financial independence
The rapid emergence of AI presents a significant risk to all advisory enterprises
Study the risks to ensure AI can have a positive impact on your business
Case Studies Personal Goodwill
Who owns your business clients?
Why Bstar? Exclusive
data & scalable solutions
• Highly respected and trusted data-tech company
• Small-Family-SME businesses data mining specialists
• Industry thought leaders
• 395 accounting and financial planning practice Alliance Partners
• Most accurate industry financial benchmarks
• Exclusive, scalable non-financial KPI data & solutions:
o ATO does not have access to this data
o Size (rapidly growing) and accuracy of data
o Trusted and reliable source
• Top Performer Report business logic
• Microsoft support
o Marketplace and co-seller status
• Future developments
Supporting materials/insights
Flipbook