INC Advisors offers Real Time Succession & Valuation Platform
ncarol.com/10045838

PARAMUS, N.J. - ncarol.com -- INC Advisors (Independent Network of Consultants & Advisors) is now providing the Truelytics Advisor Transition Management platform to all of their advisors on a complimentary basis and will be leveraging it to actively help advisors better understand, measure, value and grow their businesses.

"Successful succession planning isn't a one-time exercise but a moving plan of variables and metrics of one's business.   INC Advisors remains committed to ensuring that our advisors have access to the most accurate, timely and insightful tools and technology for helping manage their practice and enhance their business. To that end, we have partnered with Truelytics to provide a comprehensive real time scorecard and valuation tool to all of our advisors," says Richard Dragotta founder of INC Advisors.

"Unfortunately, in our industry many advisors don't think of themselves as business owners and therefore don't focus on growing their practice's productivity, efficiency or plan for increasing their valuation for a future merger, acquisition or aggregation. Today we remove all barriers to understanding the current value of their business. Even better, we continue to improve the Truelytics product so it's easier than ever to take action to grow that value over time," said Terry Mullen, CEO of Truelytics

More on ncarol.com

• Class is in session: Black Beauty Block Party returns to Los Angeles for fourth annual festival
• Heavy Duty Journal Surpasses 1000 Technical Articles for Diesel Technicians and Fleet Managers
• Kolbus Introduces the Next Step in Casemaking Efficiency
• Florida Law Advisers, P.A. Named Best Divorce Firm of 2026 by Expert Law Attorneys
• Sounds of LA County: 27 Parks.108 Concerts. One County

The core component of Truelytics' Advisor Transition Management Platform is their growing database of 7,000+ independent financial advisory firm books of business (i.e., details around the firm's ownership, staff, clients, processes, revenue, and expenses.) This data a generates over 50 KPIs related to a firm's business, client, and revenue stability. Their TruePerformance Indices and KPIs make up the industry's first ever business health record to be leveraged for practice management and during key transitional moments. Key features include:

• Truelytics eValuation™
• Business Intelligence Scorecards with over 50 KPI's
• Pro-Forma Financial Reports
• Benchmarking against peers and the industry

About INC Advisors

The Independent Network of Consultants & Advisors liberates advisors to the independent and RIA model providing a turnkey solution, economy of scale pricing, operational infrastructure, and practice management to a community of independent advisors.  Visit our Unified Independence www.INCAdvisors.com

More on ncarol.com

• Only One Flight Stands Between Los Angeles Youth Leaders and a Life-Saving Mission in South Africa
• BumblebeeSmart Announces Partnership with Extreme Kids World to Expand Access to Sensory Wall Panels and Educational Busy Boards
• Stigma Across Borders: Concerns Grow Over Discrimination Against Shincheonji Members Abroad
• World Cup Crowds Are a Stress Test for America's Restrooms
• Postmortem Pathology Expands Access to Private Autopsy Services in Las Vegas

About Truelytics

Truelytics is a B-to-B Enterprise SaaS startup located in Boston. Their Advisor Transition Management Platform is the first end-to-end data-driven system to help wealth management and insurance enterprises attract, retain, and support advisory businesses while also reducing time and costs related to transitions. For more information, visit www.truelytics.com