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Making the most of your client base and contacts

Updated: 26th May 2017

Making the most of your client base and contacts

Are you confident that your services meet all your clients' needs and that you are maximising your potential fee income?  

BTG Corporate Finance is hosting two breakfast seminars to address this subject and to demonstrate how you can provide benefits to your clients  whilst significantly increasing your fees and profits. 

Date: Tuesday 13th June 2017 
Venue: Best Western Aston Hall, Worksop Rd, Aston, Sheffield S26 2EE
Time: 8.30am – 10.30am
Cost: Free of charge

Manchester Event:
Date: Wednesday 14th June 2017 
Venue: Manchester Airport, Marriott Hotel, Hale Road, Hale Barns, Manchester, WA15 8XW
Time: 8.30am – 10.30am
Cost: Free of charge

In this breakfast time session, we will explore all the key elements of the sale process and address many common vendor concerns, including:

  • Getting the most out of your clients and contacts  
  • Client retention and protection strategies  
  • Establishing and then funding clients' business development strategies  
  • Driving clients' succession planning 
  • The relevance of MBOs, MBIs, BIMBOs, VIMBOs, VIAMBOs, etc. to client  advice  
  • Client growth through acquisition and sourcing acquisition targets  
  • Understanding the range of funding currently available, including crowd  funding, business angels and VCTs and relevance of each to your clients  

BTG Corporate Finance have over 30 years of experience in advising on all aspects of corporate finance within the SME market and, importantly, working  with many different firms of accountants. 
We are not affiliated to any audit or accountancy compliance provider and, therefore, well positioned to help you retain your client relationships for the long term. 

If you would like to attend the Sheffield seminar or require further information please RVSP by clicking this link or by calling 0161 837 1800.

For more information or if you would like to attend the Manchester seminar please RVSP to Angela O'Brien via email by clicking this link.

We look forward to seeing you. Please RSVP asap as spaces are limited.

Martin Kennedy

About the author

Martin Kennedy


Meet our Team of Experts

Martin has nearly 20 years’ corporate finance experience specialising in advising owner managed businesses. Martin has considerable experience advising on business sales as well as management buy-outs and acquisitions across a wide range of sectors and deal sizes.