Selling

Have you considered selling all or part of your client portfolio?

It is likely that the biggest sale you will make in your professional life will be the sale of your client portfolio.  -

With this is mind it is imperative that planning for your ultimate exit from the relationship begins early.Any likely purchase could be more value to the client portfolio. This is because any likely purchasers will attribute more value to the client portfolio if they can see the recent trends in both client and product development as well as in the financial results.

A common alternative to selling the whole practice is to rationalise the client portfolio by selling the clients that are either not in your preferred market segment or that you are unable to service profitably.

We can assist you with strategies to achieve the optimal result in either scenario. We will:

• Outline the process involved in selling all or part of your client portfolio,
• Provide advice on how best to prepare your client portfolio for sale,
• Outline the available marketing options,
• Provide key tips when negotiating a sale,
• Act on your behalf to close the sale.

To discuss how we can be of help, please contact us