Referral partners
The corporate arm your firm doesn't have.
We work alongside accountants, wealth managers and law firms without a corporate practice, doing the corporate, commercial and corporate finance work for their clients. The client relationship stays yours and grows: we stay after the deal, and we refer our own clients to you.
How the partnership works
Your firm
Accountancy · Wealth · Law
The relationship you built, and keep
Your client
The business and its owners
Senior-led deal work, then the growth after it
ON
Corporate · Commercial · Corporate finance
Referrals, both ways
Your client keeps you and gains us. We stay after the deal, and a growing business needs more from both firms.
Your client relationship grows
You stay your client's adviser, and we never compete for your role. We come in for the corporate work and stay after the deal, helping the business grow, and a growing business needs more from its accountant, wealth manager and lawyer too.
It works both ways
Our clients need what your firm does: audit and accounts, corporate and personal tax, R&D and capital allowances, wealth, pension and succession planning, and employment, property, private client and disputes work. Where you are the right firm, the referral goes to you. We pay and accept referral fees, disclosed to the client.
Senior-led, value first
Your client works with senior people who have done it before, with our own technology taking the routine work. Our value-first fees can be tied to what the work achieves, and retainers and hourly rates are available where they suit better.
What we typically take on
Sell-side process and transaction documents, with you retained on tax and personal planning.
Equity or debt, from materials through to completed documents.
Buy-backs, reorganisations, new agreements, leaver terms and MBOs.
An unsolicited approach your client needs assessed quickly.
Joint ventures, partnerships and negotiations with multinational counterparts.
Articles, governance and structure work that has drifted out of date.
Talk to us about a referral relationship
One conversation to work out where our clients overlap and where they do not.