[Pitch training and guidance – the sell side] [Other services]
Adviser selection – the buy side
We will help you choose the right firm at the right price. Our experience of the way in which firms work internally, and how they need to manage transactions and clients to ensure profitability, means that we can help you see what really lie behind an adviser's presentation, service offering and proposed team. We can help you…
- identify your advisory needs
- structure and write tender documents
- manage the interview process and analyse presentations and personalities
- negotiate a fee structure that is both cost-effective and fair without surprises
Once you have appointed your chosen adviser we can help you ensure that the firm is delivering on its promises.
