The Value Index is FP Transitions’ proprietary benchmarking tool that shows how your firm’s financial profile compares with similar advisory businesses in our database. Scores range from 1 to 100, with higher scores indicating stronger financial performance relative to comparable firms.
After completing a valuation, your dashboard displays your Value Index alongside your Most Probable Sales Price and Revenue Multiple, providing a clearer picture of your firm’s current market position. These insights remain up to date as long as your valuation is current, and we’ll remind you when it’s time for a refresh.
FPInsights®
Value Index
See How Your Firm Compares to Your Peers
Get your Most Probable Sales Price and Revenue Multiple
Discover Where Opportunities for Value Creation May Exist
Your Value Index
How to See Your Value Index
Login to your FPInsights® Dashboard
View your Value Index on your FPInsights® dashboard.
Key Benefits and Insights
Gain an immediate value index benchmark of your business
Establish a baseline to track your progress over time
See how your financial profile compares with similar advisory firms
Discover where opportunities for value creation may exist
Next Steps
Review your Value Index with an FP Transitions consultant to better understand what it means for your business. Together, you can explore the factors influencing your Value Index, identify opportunities for growth, and determine practical next steps based on your goals.
Why Does the
Value Index Matter?
Most advisory firm owners know how much revenue their business generates. Far fewer know how their financial profile compares with similar firms, and what their revenue multiple range is.
The Value Index provides a quick, directional value index benchmark to help you understand where your business stands today and make more informed decisions about its future.
Frequently Asked Questions
Is the Value Index the same as a valuation?
No. The Value Index is a directional value index benchmark designed to provide immediate insight based on a limited set of financial information.
A full FP Valuation includes significantly more information and provides:
- An actual revenue multiple
- Your most probable sales price
- Benchmarking across dozens of revenue, profitability, and operational metrics
- Personalized recommendations
Think of the Value Index as a quick indicator that helps you understand where you stand, while a full valuation provides comprehensive analysis.
What is my Value Index based on?
Your Value Index comes from a proprietary calculation that analyzes data from thousands of diverse firms in the FP Transitions database.
FP Transitions works with firms around the country that utilize various custodians and broker-dealers, making the value index benchmarking more thorough.
What does my Value Index mean and how does it compare to other advisory firms?
Your Value Index can range from 1 to 100. A higher score indicates that your business’s financial profile is performing more strongly relative to comparable firms in FPTransitions' database.
Your Value Index is intended to serve as a directional value index benchmark. Reviewing your results with a consultant can provide additional context around your position.
Why should I update my data?
Keeping your financial data up-to-date (the As of Date for Financials should be within the last 18 months to get a value index) will allow you to keep track of your Value Index relative to the industry. FP Transitions continuously gets new clients and data throughout the year.
What should I do after receiving my Value Index?
Review your Value Index with an FP Transitions consultant. They can help you understand the factors influencing your results, identify opportunities for growth, and determine practical next steps based on your goals.
Is my business information confidential?
Yes. The information you provide is kept confidential and used to calculate your Value Index and deliver personalized business insights. Your individual results are not shared with other advisory firms.