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Help Center

Firm Users

Firm Users

What Can be Considered a Management Retention Program?

Account Management

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?

Orientation

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

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Firm Details

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?

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Print Reports

Where can I Print and Download my Firm's Annual Report?

What are Snapshots?