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What Can be Considered a Management Retention Program?
How do I Update my Name, Firm's Name, Phone, and Website?
How do I Submit a Support Ticket?
Where do I Update my Password?
Will my Firm Sell for my Valuation Amount?
What Does the Truelytics Score Mean?
What Data You Should Gather Before Getting Started
What Do I Do If I Don't Have Net Revenue Data for 5 Years
Glossary of Terms
What is Discretionary Responsibility?
What Do I Do for Addbacks if the Departing Owner Needs to be Replaced at the Same Cost?
What Should I Use for "Firm Name"?
How do I Complete the Revenue Breakdown by Product?
What Does "Total Potential Impact" Mean?
What Can be Considered a Compensation Bonus Plan?
What's the Average Discount Factor?
What Alternate Methodologies are Used?
What do you Mean by "Having a Relationship With the Next Generation"?
What Date Should I Use for When my Firm was Established?
What do you Mean by "Percentage of New Client from Referrals"?
What do you Mean by "Top 5 Relationships"?
What is Annual Net Revenue?
What Should I Use for the Future Growth Rate?
What Do I Do for Addbacks If The Departing Owner Needs To Be Replaced at a Higher Cost?
What Do I Do for Addbacks If The Departing Owner Needs To Be Replaced But at a Lower Cost?
What Do I Do for Addbacks if The Departing Owner Does Not Need to be Replaced?
What Number do I use for Owner W2 if I am Unsure?
How did you Calculate my Growth Rate?
How do you Calculate the Residual Value?
Why do you Show a Sliding DCF Chart?
How Should I Determine the Correct Owner's Compensation to Add Back?
Where can I Print and Download my Firm's Annual Report?
What are Snapshots?