For accountants, solicitors and wealth managers
Host a Harvest Briefing for your clients.
A two-hour session for owners among your clients who will sell one day. You host and invite. We teach how buyers value a business. Nobody in the room is sold anything.
The briefing
Useful to your clients. Easy for you to host.
What your clients get
How a buyer builds a price, what moves the multiple, why deals fall over in due diligence, and the first things to fix. Each owner leaves knowing where to start.
What you do
Choose the clients, send the invitation and provide the room, or host online. We provide the content, the speaker and the materials, and we brief you beforehand.
What you get
A substantial session for clients that reflects well on your firm, and clients who come back to you better prepared for the work only you can do: tax, legal and wealth planning.
Our commitments to you
- Your client list stays yours. We never ask for it.
- We only follow up with an owner who asks us to.
- We teach. We don't broker, and we don't give tax, legal or financial advice. That stays with you.
- No pitch in the room. Owners who want to know more can find us.
Who it suits
Firms with owner-managed clients.
The briefing is pitched at owners of UK businesses turning over roughly £1m to £20m who expect to sell, hand over or step back within the next few years. It works best when you invite owners for whom that is a live question.
Accountancy practices, law firms, wealth managers, banks and business networks all have good reason to put this in front of the right clients.
Enquire
Start a conversation.
Tell us a little about your firm and your clients. We will come back to you within one working day to talk through format, timing and audience.
Want to see the kind of material we cover first? Read how a buyer builds a price.
Prepare your clients well.
Owners who prepare sell better, and they arrive at your door with better questions.
Host a briefing