Practice Acquisition Plan

Insight Intelligence

www.salesforaccountants.com by insight

Discover an exclusive associate strategy with long term acquisitions at its heart


Who are Insight and what do we do?•Nearly 30 years of working with accountants of all sizes, helping them to grow

•Over 3000 delegates to live events this year

•Over 10,000 reports downloaded

•Over 25,000 subscriber to bulletins pm

•Over 300 consultative 1:1’s with partners of firms this year

Insight Intelligence Insight Intelligence

Are you looking for new ways of sourcing and acquiring blocks of fees over the medium term?



By using this exclusive strategy through Insight...

You take control of your future You gain income now while you do

enviable levels of DD Relationship with vendor gives you

stronger negotiating position No brokerage fees! Play to each others strengths



Wholly reactive service Reliant on vendors own initiative Competitive bids/dutch auction Reduced negotiating position Brokerage commissions Uncertainty of clients bought despite DD

How is this different from traditional arrangements?


The key ingredients : Access to UK’s most extensive and well qualified

database of accountants. 3 expertly written letters, sent for you Your own high quality customised e-brochure High quality telephone follow up. pleasant,

professional, persistent. Pipeline management on a database you will own Qualified face to face and tele-appointments You choose whether to go straight for

acquisitions, then associate relationships or vice-versa.


The plan; powerfully simple...

1. Profiled data of 600 handpicked firms to approach

2. Direct mail, expertly written for you and sent by us to your chosen list

3. Quality telephone follow up, supported by your highly credible e-brochure

4. Pipeline built, quality appointments gained5. 2x further direct mail with telephone follow up6. New fee’s won7. Acquisitions proactively identified8. Pipeline managed for ongoing success


Why the timing is perfect...

Works in any ‘climate’ but the good news is...

Compliance services being commoditised Increase in technology; Xero, Crunch etc Increase in clients need for support and advice Increasing complicated and changing tax planning and

legislation Hundreds of practitioners over 55 with no clear exit or

succession plan in place

...all equal increased appetite for associate relationships, lower multiples, open minded clients


Imagine...Let me paint a picture, imagine if 2012 could be different to

the last few years. Imagine if you had this strategy working for you, generating recurring fee income in the short term and quality blocks of fee’s in the long term...

Imagine if you gained just four orders within 2012 comfortably worth £20k+...

And imagine the increased market awareness and reputation through key intermediaries and referrers, as well as business owners themselves, gained by your firm working in associate partnership with other practices...

Plus quality and comfortable acquisitions proactively secured.


Your pilot investmentThis, hands free, practice acquisition programme is available

for a fixed investment of just £12,980 +vat over 4 months. An investment that is easily recouped through just one or two pieces of associate work, before you take into account the long term value of recurring fee’s and acquisitions secured.

What will this give you: 3 letters professionally copywritten and sent for you Dedicated ebrochure created to aid credibility 16 days high quality telephone follow up using our team Profiled, exclusive use of database

Fixed investment level, no commissions or brokerage fees - £3245 per month

Then continue to complete 12 months at a reduced level, making your pipeline work for you and maximising your investment - £1308 pm



What are the benefits?

Play to everyone's strengths New fee income you would not

otherwise have access to, from any of your other marketing

Qualified pipeline of blocks of fees you want to buy – exclusively yours

No brokerage fees Control over your future growth A growth you can recruit talent into A rare win-win-win scenario


Is it right for you? If £13,120 is too much for you to acceptably invest into a pilot

to create controlled growth for your firm, then this is not for you. We are looking for the handful amongst you who want to make this investment into your future.

The importance of action...The time is now. RSM Tenons chief executive, Andy Raynor,

urges firms to ‘just do it’. That 85% certainty is enough, improve the rest as you go. The firm has trebled in size under his leadership.


How to secure this plan for your firm, now.

1. Email me direct on [email protected] stating your interest and 3 times you can make for a conference call together.

2. Call me direct on +44 (0) 7879 654191

mailto:[email protected]

Practice Acquisition Plan

Business

Transcript of Practice Acquisition Plan