Business Transition Services
Most professional firms want to improve their business continously, whether by radical changes to their business model, or smaller incremental improvments to specific areas of their business.
IFA Marketplace can provide consultancy services which can assist you with each aspect of your journey.
This includes:
- Moving to a fee based model
- Developing an RDR strategy
- Client segmentation and service design
- Preparing a business for sale
- Managing adviser performance
Services can be provided by retainer fee or by day rates.
Contact us for more information.