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This sounds like me, but I am not ready to get going just yet
This sounds like me. I would like to know a bit more about The Timebank before going ahead
Large national IFA.
Growing through acquisitions.
- To assess the client profiles of the firms potentially being acquired.
- To present reports for the acquisition team.
Assess the client profiles of the firms potentially being acquired.
- We access anonymous back office data on all clients.
- We review the underlying client holdings.
- We compare the underlying holdings to the consolidator firm’s investment strategy.
Present reports for the acquisition team
- We use the data to project probable client engagement against agreed parameters.
- The consolidator uses this report to determine an appropriate acquisition value for the firm as part of their wider due diligence.
Ready to proceed?