www.salesforaccountants.com by insightInsightIntelligenceDiscover anexclusive associatestrategy with longterm acquisitions...
Insight IntelligenceWho are Insight and what do we do?•Nearly 30 years of working with accountants of all sizes, helpingth...
Insight IntelligenceInsight Intelligence
Insight IntelligenceBy using this exclusive strategy throughInsight...       You take control of your future       You g...
Insight IntelligenceHow is this different from traditionalarrangements?     Wholly reactive service     Reliant on vendo...
Insight IntelligenceThe key ingredients : Access  to UK’s most extensive and well qualified  database of accountants. 3 ...
Insight Intelligence The plan; powerfully simple...1.   Profiled data of 600 handpicked firms to approach2.   Direct mail,...
Insight IntelligenceWhy the timing is perfect... Works    in any ‘climate’ but the good news is...     Compliance servic...
Insight Intelligence Imagine...Let me paint a picture, imagine if 2012 could be different to the  last few years. Imagine ...
Insight IntelligenceYour pilot investmentThis, hands free, practice acquisition programme is  available for a fixed invest...
Insight IntelligenceWhat are the benefits?      Play to everyones strengths      New fee income you would not otherwise ...
Insight IntelligenceIs it right for you?If £13,120 is too much for you to acceptably invest into a pilot to   create contr...
Insight IntelligenceHow to secure this plan for your firm, now.1. Email me direct on danielr@insight-marketing.com   stati...
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Practice Acquisition Plan

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Discover an exclusive associate strategy for Accountants, with long term acquisitions at its heart...

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Practice Acquisition Plan

  1. 1. www.salesforaccountants.com by insightInsightIntelligenceDiscover anexclusive associatestrategy with longterm acquisitions atits heart
  2. 2. Insight IntelligenceWho are Insight and what do we do?•Nearly 30 years of working with accountants of all sizes, helpingthem 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
  3. 3. Insight IntelligenceInsight Intelligence
  4. 4. Insight IntelligenceBy using this exclusive strategy throughInsight...  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 Insight Intelligence
  5. 5. Insight IntelligenceHow is this different from traditionalarrangements?  Wholly reactive service  Reliant on vendors own initiative  Competitive bids/dutch auction  Reduced negotiating position  Brokerage commissions  Uncertainty of clients bought despite DD Insight Intelligence
  6. 6. Insight IntelligenceThe 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.
  7. 7. Insight Intelligence The plan; powerfully simple...1. Profiled data of 600 handpicked firms to approach2. Direct mail, expertly written for you and sent by us to your chosen list3. Quality telephone follow up, supported by your highly credible e-brochure4. 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
  8. 8. Insight IntelligenceWhy 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
  9. 9. Insight Intelligence 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.
  10. 10. Insight IntelligenceYour 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 monthThen continue to complete 12 months at a reduced level, making your pipeline work for you and maximising your investment - £1308 pm
  11. 11. Insight IntelligenceWhat are the benefits?  Play to everyones 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 Insight Intelligence
  12. 12. Insight IntelligenceIs 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.
  13. 13. Insight IntelligenceHow to secure this plan for your firm, now.1. Email me direct on danielr@insight-marketing.com stating your interest and 3 times you can make for a conference call together.2. Call me direct on +44 (0) 7879 654191

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