04/10/2014

Notice to FPDA Distributors: 2014 FPDA Profit Survey Now Underway!

This is a free benefit offered through your FPDA Membership, but only if you participate!

The best source of financial benchmarks for the industry is the FPDA Profit Survey. This report presents a wealth of financial and operating guidelines, in addition to direct comparisons between your firm and other participating firms. This valuable information is, however, only available to firms that participate in the study.

When you participate, you’ll receive:

• The PROFIT Report - A financial and operating profile of the entire industry.
• Profit Improvement Profile - A confidential report sent directly to you comparing your firm with similar participating firms. Many firms take this report to the bank to discuss loans and lines of credit.
• Profit Toolkit Online - A Microsoft Excel spreadsheet to assist your financial planning.

Profit Planning Group keeps your proprietary company data strictly confidential. Only the necessary staff of Profit Planning Group ever sees your data. Reports present only aggregated results. Strict masking procedures are used so no individual firm data can be identified. All survey forms are destroyed after processing. In over 20 years of conducting benchmarking studies, Profit Planning Group has an unblemished record of maintaining confidentiality.

Please call if you need to know more about this program and its benefits to your firm.

Do not delay filling out the questionnaire. The deadline for submission is May 1.

The questionnaire may be downloaded here.

The Excel spreadsheet you may use to submit to PPG can be found here.