What we need from you
An introduction when a client mentions retirement, succession, an unsolicited approach or simply being tired. A five-minute call is enough.
INTRODUCERS
For the advisers who know the owner first.
Accountants, outsourced finance directors, solicitors and wealth advisers usually hear about a sale long before a broker does. We work with a small number of firms who want their clients handled properly when that moment comes.
Your client stays your client.
THE ARRANGEMENT
We run the sale process. You keep the accounting, tax and due diligence support, which we will actively route back to you where the seller agrees. Any referral arrangement is written down, non-exclusive, and disclosed to the client. We do not poach relationships and we do not sell your clients anything else.
What your client gets
An honest assessment, a properly prepared pack, a short list of real buyers and a process managed by one senior person.
What you get
A client who is well served, due diligence and tax work on the transaction where appropriate, and a disclosed referral fee on completion if you want one.
USEFUL SIGNALS
The clients worth a conversation.
- Owner over 55 with no obvious successor.
- Fifteen or more years of trading in fire, security, lifts, water hygiene, electrical compliance or facilities services.
- Recurring maintenance or contract revenue.
- An unsolicited approach from a group or a broker.
- A second-generation transition that isn't working.
- An owner who has asked you 'what is it worth?'
Register as an introducer.
Tell us about your firm and the kind of clients you work with. We will come back to you within one working day, and if it fits we will send you an access code for the introducer pack below.
All conversations are confidential and handled directly.
BY INVITATION
The introducer pack.
A private page for the accountants, solicitors and advisers we work with: the referral terms in full, a one-page guide you can give a client, and a private line to us. If you have a code, enter it below. If not, register above or call 01277 674 800.
Have a client in mind?
Call 01277 674 800All conversations are confidential.