How We Work Together
01
Discovery
Call
An initial call at our expense to understand your goals, current position and key challenges.
02
Legacy Value Review™
A detailed audit using our exclusive Legacy Value Review to highlight what you’re doing well and where we can improve profitability, processes and attractiveness to potential purchasers.
03
Exit Readiness Programme
A 6–24 month monthly partnership to strengthen systems, compliance, recurring income, your database and management succession so your business value grows before exit.
04
Succession Transaction Advisory
Support with preparing your formal report, getting ready for the ‘beauty parade’ of potential purchasers, identifying successors, managing negotiations and planning handover.
Limited Availability
Optional 1:1 Intensive
A more intensive 1:1 programme, open to only four individuals or firms per year, focused on developing the business towards a potential exit.
"I have had a business relationship with Trevor for 25 years. He is a leader in the sector, has always strived for improvements and excellence, always putting clients at the forefront of what he does. I think to have been in the industry for nearly 40 years speaks volumes of the type of person Trevor is and the type of business he operates. He is also always willing to help other people and pass on his knowledge and experience. For me Trevor is a great role model for anyone in the estate planning industry, wanting to build a successful business and career. I am proud to say Trevor is not only a business associate of mine but also a great friend now after all of that time."
— Phil Pamment, Director PAA Wills
Value Enhancement
We focus on management succession, database strength, and operational systems to ensure your firm is exit-ready for you.
Succession Advisory
From identifying successors to deal structure planning, we provide discreet support to ensure a smooth business handover process.