The Business plan
A solid, credible business plan is clearly essential if you’re planning to move with your own client portfolio. With our knowledge of your prospective firm and because we evaluate business plans every day, we can help you ensure your presentation is compelling and relevant.
Keep it Simple, Keep it Credible
A good plan should be a concise analysis of clients, services provided and the fees generated. It’s important too to provide details of how your client list will be migrated, its suitability for integration with the prospective firm’s portfolio and how it will contribute to their business development.
Present your content in four clear sections:
Base – a description of your current situation
Objective –your reasons for moving your practice and how it will benefit the recruiting firm
Method – detailing how you can migrate your clients
Measurement – fee predictions presented as projected turnover
Presentation Factors to Consider
- Be in command of all the facts, presented in a positive and realistic manner
- Be confident – avoid qualifying facts and figures with caveats
- Be clear and definite in you proposals
- Demonstrate that you have fully considered how your portfolio will integrate with the recruiting firm’s