Most Accurate Financial Benchmarks
Exclusive Non-Financial KPI Data Top Performer Reporting
Empowering top performance at each stage of your Finance Broker business life cycle
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
Scalable Top Performer Workshop
• One to many
• Use infographics, data, benchmarks and reporting to secure broker attendance
• Facilitate Top Performer Workshop:
o Complete Risk-Profit-Value Driver Assessment
o Receive personalised Scorecard and a Top Performer Report
o List of action items to address weaknesses and high concerns
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
Developing an industry or niche market specialisation is a proven strategy to fast-track profitable growth and optimise valuation multiples
To help build a specialisation, non-financial KPI data, benchmarks, reporting and top concerns infographics can be sourced for a range of high value industries
1.77m growing to 5m non-financial KPIs
Generate more referrals by adding value to 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 Strategy 360 by Collins Hume?
Adding real value: specialist advice & support
Highly respected & trusted advisory practice
Industry thought leaders
Specialists in Dental Practice data mining
Most accurate industry financial & valuation benchmarks
Exclusive, scalable AUS/NZ non-financial KPI data
Helping clients become an industry Top Performer Support gap?
Has your accountant, banker, financial planner, finance broker, industry group offered you these data insights and support?
