Achieve Top Performance
at every stage of your business life cycle
Most accurate Industry Financial Benchmarks
Exclusive non-financial KPI data
Top Performer reporting
Having access to accurate, exclusive data will empower you to build a resilient business capable of thriving in both strong markets and challenging conditions.
New data and reporting are reshaping the landscape for peak Broker performance.
Top Performer Reporting with financial and non-financial KPI data can help you achieve benchmark performance.
To learn how, view the Finance Brokers Top Performer Flipbook.
Start │ Buy │ Invest
Risk-Profit-Value Drivers
Accurate and exclusive data can be used to identify your industry’s strongest and weakest drivers.
This information is essential when starting, buying or investing in a Finance Broker business.
It prevents buyers’ remorse.
When you are fully informed about both the business specific and key industry Risk-Profit-Value Drivers you will understand the business you are buying.
Target Improvement KPIs
Before starting, buying or investing, your business plan should focus on key improvement opportunities.
Focus your efforts where they will have the most impact.
Best practice business planning processes include accessing the most accurate industry financial benchmarks, top performing reporting and an in-depth Risk-Profit-Value Driver analysis.
The analysis leverages the power of non-financial KPIs so you can build a stronger, resilient, more valuable business.
There are seventy-two non-financial KPIs that affect the performance and value of a Finance Brokering business.
Lower Risks
The rapid emergence of AI presents a significant risk to all advisory enterprises.
Study the risks to ensure AI can have a positive impact on your business.
Learn more about AI risks.
Grow | Improve
Top Performer Reporting
To grow and improve your business, you can benchmark its performance against the industry’s top performers.
Understand how your business performance compares, where it is strong, and where it can improve.
Top Performers are achieving 38.6% profit margins after allowing for market owner(s) salaries and other adjustments.
The Top Performer Report reveals what leading businesses do differently in your industry to achieve benchmark performance across five value-driving KPIs.
Its business logic is unmatched, integrating both financial and non-financial KPIs.
Ask your accountant, banker, financial planner, industry association or aggregator for this Report.
Bstar can also provide you with a personalised report.
Grow SME Financing
Financing SMEs is a high margin, growth opportunity.
There is a clear, existing need for financing services.
86.8% of SME owners have limited or no cash reserves.
28.3% have issues with capital to fund growth/succession.
Attract Ideal Clients – High Value industries
Developing an industry or niche market specialisation is a proven strategy to fast-track profitable growth and optimise valuation multiples.
To help build an industry or niche market specialisation, you need to understand the target industry. Bstar’s Data Mining App. data, benchmarks, reporting and top concerns builds that knowledge and infographics focus on a range of high value industries.
The App. enables access to 1.77m growing to 5m non-financial KPIs.
General Practice Medical Services
Law Firms
Generate More Referrals
Existing clients and centres of influence are strong sources of new client referrals.
It is important to ‘give back’ to your referral partners so they can grow their business.
Top Performing Brokers have deep, trusted referral relationships with accountants, which are valued by both parties.
In the accounting industry, demand for business valuations is growing.
One way of adding value to accounting practices is to share the White Paper: Judgement and Data, Replicable and Defensible Small-Family-SME Business Valuations.
It will help accountants deliver compliant business valuations (the value-add) and lead to more SME financing referrals.
Value │ Succession │Exit
Business Valuation
The first step in formal succession planning is to determine the true value of your business.
Valuing your business helps you understand your current financial position. The next step is to analyse your value gap risk and plan how to achieve the value you need to attain financial independence.
In the SME sector, there a significant education gap + high concerns including:
42% of SME owners don’t know what their business is worth.
84% have a value gap risk.
Only one in ten are sale ready.
Succession Planning
Planning is critical to create value in your business. Succession planning is key to unlocking that value on sale or exit.
But only one in ten Finance Broker owners have a formal succession plan.
Implementing formal succession planning well in advance of your sale/exit date is critical to preserve and create wealth in and outside your business.