The dealmaker service where you use only the tools you actually need
A brand new concept
Introducing a brand new concept in the delivery of specialist corporate finance services for accountants and other professionals, where you get the deal support you need, only when you need it.
- Modular package of corporate finance services
Access individually tailored specialist support or use our full lead deal advisory service
- No need to outsource the full deal process
You retain control over the transaction process outsourcing only where you need specialist help
- Ideal for professionals advising clients who are buying or selling a business
Including accountants, lawyers, business coaches and other company advisers
- Maintain a more active role in the deal
You lead the deal as your client’s trusted adviser while we support you with the specialist services you need
A company sale, acquisition or management buyout will rank among the most significant financial and business decisions of a company owner’s career, and can have lasting implications for them, their family and their employees.
However do you feel confident enough to advise your client on corporate finance matters such as considering exit options, selling their company, valuing their company or finding acquisition targets?
Whatever your level of skills, experience and resources, Dealmaker Toolkit can help you to give your client the specialist advice they need, while you stay in control and avoids losing your client to a larger firm.
A flexible approach
Dealmaker Toolkit is a new way of providing specialist corporate finance support to professionals and company advisers. It gives you the flexibility to pick and choose only the services you actually need.
That’s why we call our service a toolkit – because, whenever you have a specific corporate finance requirement, our service is just like having the individual tools to hand for the job.
This makes our fully bespoke service ideal for advisers acting on behalf of a company. It allows you to stay in the driving seat throughout the sale or purchase process, while we provide you with expert guidance and tools in the form of tailored, specialist support.