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Free Peer Benchmark Analyzer

Using Truelytics’ preEVAL™

Carla McCabe
May 4, 2019

You’ve completed your preEVAL™ on the Truelytics platform – now what? We’re so glad you asked!

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preEVAL™ serves to provide an introductory valuation of your business. The 7 questions that you answer help us match you with your peer group in our database of thousands of independent financial advisory firms. This allows us to calculate the average of 15 different KPIs (including stability scores) for your firm based upon a few basic pieces of information.

Once you have an initial understanding of how your firm is viewed and valued, it’s time to enter more detailed information about your firm to fine-tune your valuation. While the preEVAL™ is a great starting point to determine your baseline valuation, it’s important to get a much clearer understanding of the exact factors within your business that are truly driving value.


The next step is to complete the our intake process. This collects more detailed information about your firm, owners, advisors, clients, processes, and financials. By committing just 20 minutes to add specific data about the inner-workings of your firm, we’ll be able to generate a more accurate valuation that properly considers all of the unique components of your business.

You may be wondering why you need a more accurate eValuation than the preEVAL™, especially if you have no plans of transitioning anytime soon. Just like we get a physical exam every year – where our heart rate, blood pressure, cholesterol levels, etc. are all measured and charted – running this same “check-up” on your business reveals a lot about the health of your business. We don’t go to the doctor only when we’re sick; nor should your business obtain an accurate eValuation only when you’re transitioning.

Like doctor’s visits, annual eValuations allow you to focus on the wellness of your firm – and the prevention of potential problems. Additionally, when you spend the complimentary 30 minutes with one of our professionals reviewing your Truelytics report, we can help diagnose the general status of your firm’s health, as well as give you a chance to talk about any concerns you might have. Plus, when it does come time for a transition, you’ve already compiled a historical record your firm’s vital health metrics.  

So don’t delay – make the investment in your business and complete the full Truelytics questionnaire. When you’re able to measure the drivers of value in your business, you’ll be in a better position to manage them. Most importantly, when you gain that vital insight around the health of your practice, you’ll be able to make incremental changes to increase your value – and we think you’ll be glad you did.

Don’t forget – we’re here if you have any questions or need help when completing the full questionnaire.

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