Success beyond succession
Could a succession partner be the key part you’re missing? Buying or selling, we’ll make the introductions you need to find success in succession.
The insurance market is in a state of dynamic flux, with ever increasing challenges including changing customer demands, digitalisation and regulation. Acquisitions and consolidations are firmly back on the agenda after a quieter period following the financial crisis.
We’re clear in our desire to see a thriving independent broker channel. We’ve never been so well equipped to offer regional independent brokers the support they need to grow their businesses. But if a broker does decide to sell we have a variety of options to support them.
Support for both buying and selling brokers
We’ve developed a proposition that puts customers, staff and expert advice at the heart of our approach alongside access to a range of financial tools that incorporates;
- succession planning and exit consultancy
- initial strategic acquisition growth planning
- financial due diligence
- customer-centric insurance programmes for business portfolios
- the provision of employee benefits
- human resources consultancy in integrating workforces, functions and operations
- financial instruments to support acquisitions or MBO’s
Do you want to find out more?
Contact one of our succession experts for a confidential chat;
Nick Burrows
07889 363 549
Michelle Hardy
07800 692 256
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