Participate in the 2008 ISA Profit Survey

What’s in it for you?
As a participant in the survey, you will receive a copy of the PROFIT Report and a personalized Profit Improvement Profile. This 25-page report compares your firm with similar firms and provides suggestions for improving your firm’s profitability.

Along with your Profit Improvement Profile you will receive access to Profit Toolkit Online, a Microsoft® Excel tutorial that covers a different aspect of financial planning each year.

The deadline for participation is April 15, 2008

What does it cost?
Participation is FREE. It is a great bargin.

Will my figures be confidential?
Absolutely! Profit Planning Group independently conducts this survey for ISA. You send your questionnaire directly to Profit Planning Group and they return your Profit Improvement Profile directly to you. Profit Planning Group has conducted over 100 financial surveys annually for over 20 years with no breach of confidentiality.

"I personally guarantee that no individual firm's operational or financial data will ever be revealed to any person outside the immediate and necessary staff of Profit Planning Group."
~ Dr. Albert D. Bates, President, Profit Planning Group

The Dr. Is In: Help for Dealing with Uncertain Times

Given the uncertain economic times, many companies could benefit from some outside financial advice. Dr. Al Bates of the Profit Planning Group has agreed to chat with any ISA Distributor Members FREE OF CHARGE . The session can be for up to 15 minutes, on any topic of concern.

There are, however, a few rules:
•  Your company must have participated in the 2008 PROFIT Survey, the best source for financial benchmarking. You can only call after you have completed the survey.
•  You will need to fax in your questions so that Dr. Bates can be prepared to talk intelligently without wasting your time.
•  You will have to work with Dr. Bates to set up a mutually beneficial time. Be aware this may be after normal working hours.

Simply fill out the operational questions on the survey and attach a copy of your income statement and balance sheet and send it to the Profit Planning Group.

It's easy to participate
Click here to download the questionnaire. Simply fill out the operational questions, attach a copy of your income statement and balance sheet then send it to Profit Planning Group for processing. Click here to view the 2007 PROFIT Report.




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