"We are looking to acquire another firm, and need an independent view of the client holdings."

Business information is one important metric when acquiring another firm.

What, however, do the underlying assets look like for both the client and the business? What proportion of clients are truly engaged?

Since 2002, The Timebank have built a team with diverse skills, experiences and knowledge to help clients with unique jobs.

The Timebank can be a flexible addition to your team. This is far more effective than employing someone to do the same job, particularly if it is a short-term project or job that doesn’t need a full-time employee.

Case study

Customer profile

Large national IFA.

Growing through acquisitions.

Objective

  • To assess the client profiles of the firms potentially being acquired.
  • To present reports for the acquisition team.

Delivery

Assess the client profiles of the firms potentially being acquired.

  • We access anonymous back office data on all clients.
  • We review the underlying client holdings.
  • We compare the underlying holdings to the consolidator firm’s investment strategy.

 

Present reports for the acquisition team.

  • We use the data to project probable client engagement against agreed parameters.
  • The consolidator uses this report to determine an appropriate acquisition value for the firm as part of their wider due diligence.

Ready to proceed?

This sounds like me. I would like to know a bit more about The Timebank before going ahead

Fantastic!

We mould our service to our clients, so we will give you a call and listen to your needs to make sure we can help you.

In the meantime, we will start off by giving you complimentary access to The Timebank Foundations Programme.

Being a guest client gives you the following benefits:

  • FAQs about the service
  • Due Diligence on us as a company
  • Access to our PRODMatcher tool, which solves the PROD problem
  • Access to our Due Diligence reports on providers and manufacturers
  • News, hints, tips and opinions sent directly to your inbox
  • Access to ongoing CPD video series

This sounds like me, but I am not ready to get going just yet

Timing is everything, we understand that.

We really want to be here when you are ready, so in the meantime, we would like to give you complementary access to The Timebank Foundations Programme.

This gives you access to a range of benefits:

  • FAQs about the service
  • Due Diligence on us as a company
  • Access to our PRODMatcher tool, which solves the PROD problem
  • Access to our Due Diligence reports on providers and manufacturers
  • News, hints, tips and opinions sent directly to your inbox
  • Access to ongoing CPD video series