buying/selling IFA

If you are looking to sell or buy an IFA or mortgage business whose main asset is the client base, having a thorough understanding of that client base is a crucial part of the valuation process.

As well as working alongside a dedicated Merger and Acquisitions (M&A) consultancy, Engage:cs can provide you with an indepth analysis of a client bank.

buyers

Before you make what is likely to be a substantial business purchase you need to understand what it is you are buying. Current M&A processes often focus purely on the revenue taken from the management accounts and will often miss a crucial element, that of the earning potential of a client base and the future trends in revenue.

By carrying out an audit of a client base as part of your due diligence process, you will be able to understand what future potential the business holds and also identify if the current revenues are set to change in the future. We will also provide a full report into the quality of the data held and its accuracy against a number of external databases.

Engage:cs are also able to carry our further analysis to identify how well the potential new client bank compliments your existing business by carryout out a best fit analysis.

sellers

If you are currently looking into selling a business you want to ensure you achieve the best price and this often means going above and beyond standard practices.

Any serious prospective buyer is going to want to know what they are buying and we have seen time and time again it is better to preempt any questions on the make up of your client base than leave it until you are all sitting around the negotiating table and they are driving down your sales price.

By carrying out a client base audit you will be able to identify any data quality issues and then look to resolve them as well as providing buyers with a comprehensive picture of your client base and the opportunities locked within – putting you back in control of any negotiations.

The comprehensive sellers audit covers four clear stages:

Our sellers audit ensures you are in control of all the facts at the due diligence stage and can present prospective buyers with market leading insight into what they are buying.

For more information or a sample copy of our buyers or sellers audit please email jonathan.barrett@engagecs.co.uk