Accurate Financial Benchmarks
Start │ Buy │ Invest
Identify industry strongest/weakest drivers
Access most accurate industry financial benchmarks & exclusive non-financial KPI data
Scale business improvement planning
Top 3 Concerns
Where does your practice sit?
1. Net profit per FTE
45% of practices were below budget, after adjusting for notional partner salaries
2. Partner reliance
48% said partner reliance was High or Very High
3. Partner departing with key clients
36% of practices would lose key clients if a partner departed
Most Accurate Industry Benchmarks
Extensive financial/non-financial data: Legal Services
Earnings before interest and taxation (EBIT) as a percentage of gross fees after partner(s) salaries
Fair market value business valuation multiples (sourced from a trusted and reliable business valuation tool)
Average: 17.2%
Grow │ Improve
• Benchmark against industry Top Performers
• Compare key drivers
• Secure funding - growth/succession
• Grow specialist services that rely on business valuations - Family Law, Dispute resolution, etc.
• Attract ideal clients
Access resources to target business valuation weaknesses
Attract Ideal Clients
High Value Industries
Industry-niche market specialisations are proven to fast-track profitable practice growth and optimise valuation multiples
Non-financial KPI data, benchmarks, reporting and top concerns infographics can be sourced to understand and engage ideal clients
The data source is growing, 1.77m to 5m benchmarks and non-financial KPIs
Value │ Succession │ Exit
Understand AI risks
Determine your practice current and true value
Manage formal succession planning to grow wealth in and outside your practice
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 practice
Case Studies Personal Goodwill
Who owns your practice clients?
Peak Performance
First step
• Complete a Risk-Profit-Value Driver analysis on your practice
• Why do the analysis?
o Lower risks & secure funding
o Discover profitable growth opportunities
o Identify key strengths/weaknesses
o Leverage the power of non-financial KPIs to build a stronger, more valuable practice
• Receive a personalised Scorecard, Top Performer Report and improvement planning action items
Improvement Planning & Accountability Support
Implement action items to fix high concerns and practice weaknesses
Why xxxxxxxxx?
Exclusive data & scalable solutions
• Highly respected and trusted xxxxxxx
• Data mining specialist
• Industry thought leader
• 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
• Top Performer Workshop
• Name:
• Title:
• Practice:
• Contact Details: <insert email address>