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Making the most of your client base and contacts

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.

Jeff Barber

About the author

Jeff Barber


Meet our Team of Experts

Jeff joined BTG Corporate Finance in July 2006 having previously worked with a large international accountancy practice. 
He has 30 years experience in corporate finance, during which time he has advised on a broad range of industry sectors and transactions ranging from start ups to £100m+ MBOs.

Jeff's expert team now concentrate on acquisitions, disposals, MBOs/MBIs & raising development capital, predominantly in the owner managed SME sector. He has also completed in excess of 20 deals in the last few years, involving business angel investment.