June 3, 2019
An advisor’s independent firm has many priorities in which resources such as a firm scorecard, a benchmark report, or a valuation may be beneficial. Understanding their long-term interests is key to maximizing their business efforts and its respective valuation. With this new resource, Cambridge advisors will have the ability to personally model different numbers and scenarios for their individual business by entering data into the Truelytics program. An eValuation report will be created to help identify strategies to improve value – and leverage benchmarks to set priorities, identify ways to improve business stability and productivity, prepare for an acquisition, develop individual continuity plans, and/or plan for future succession planning.
Cambridge provides leading consulting services and tools necessary to grow and/or maximize the value of an advisor’s business. Cambridge’s consulting teams include Business Consulting, Practice Management, Succession and Acquisition Solutions, and Tech Consulting. An advisor’s success is our success.
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