Peloton Partners

A Comprehensive Review to Uncover and Maximise Your Company’s Value.

At Peloton Partners, we understand that running a business in the wealth management industry comes with unique challenges and opportunities. iFOCUS is designed to provide a deep, forensic analysis of your firm’s current position to identify hidden value and prepare your business for sustainable growth.

What You Get with iFOCUS:

Comprehensive Financial Analysis
Dive deep into your P&L with normalisation to reveal the true financial health of your business—just like a potential acquirer would air jordan 4 mars blackmon 2024.

💡 Profitability Benchmarking
Compare your business’s profitability against top-performing firms to identify gaps, uncover opportunities, and set targets for improvement.

🔍 Peer Comparison
Understand how your business stacks up against similar firms, not industry averages, ensuring your benchmarks are relevant and tailored.

💼 Optimising Adviser Remuneration
Set competitive, performance-driven adviser pay by aligning it with key business metrics and growth goals.

💰 Client Fee Assessment
Know where your average client fees stand and how they compare to others in the industry—ensuring you are not leaving money on the table.

🔧 Service Offering vs. Industry Standards
Assess whether your services are aligned with industry standards and understand how your clients’ needs compare to the broader market.

📈 Fee Adjustment Strategy AR0038 - Air Jordan Super.Fly MVP PF 'White' , 100 - The outsole of the Air Jordan 5 Low Doernbecher Freestyle - JmksportShops
Evaluate whether your client fees need a revision and forecast the potential impact of fee changes over the next 12-18 months and beyond.


⚖️ Client Retention Risk
Assess the likelihood of client loss if changes are made, ensuring you are prepared for any potential impact.


💵 Business Valuation Impact
Understand your business’s current valuation and the potential changes in its worth after any operational adjustments air jordan 4 military blue 2024.


🛠️ Change Implementation
Decide whether to manage changes independently or leverage Peloton’s expertise to guide the transformation for optimal results.

 

Next Step:

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