Accountants, Banks & IFA's

Incisive Marketing recognise that firms of Accountants, Banks & IFA’s have clients who could benefit from additional support outside of (and complimentary to) that provided by yourselves. Typically there are three areas where we can add value as outlined below; although our services under Business Angels & Investors may also be of interest. 

Organic Business Growth

For clients who are seeking organic growth we work with you to develop the plans & strategies which will enable the client to maximise their potential. The services we offer include Strategic Planning and Marketing Projects as well as Advisory & Mentoring. Our approach is top down ie we start by understanding (& sometimes creating) the client’s vision, goals & business plans before translating these into marketing strategies & plans which deliver cost effective results. 

Acquisitions Support

If you have clients who are looking to grow via acquisitions then Incisive Marketing can work with them to initially determine the appropriate opportunities. Once dialogue has commenced we review & critique the Business Plans, financial forecasts etc to assess the overall “strategic fit to requirements” and the expected payback period & return thereafter. This commercial due diligence helps determine the decision to commence (or not) and under what terms. Finally we can provide ongoing support to implement the acquisition alongside your own services.  

Selling a Business & Exit Strategies

Incisive Marketing has worked with a number of businesses who have been seeking an “exit” - be that a retirement sale or one where the owners simply want a change of lifestyle. Our services include grooming the business ready for exit and writing the Business Plan & Information Memorandum. We work closely with the company’s Accountants, Bank, IFA, Solicitors etc to implement a successful exit strategy. 

Incisive Marketing are keen to work with Accountants, Banks & IFA’s so please feel free to contact us for an exploratory “no obligations” discussion.