When all is said and done, more is said than done
For many business owners, uncertainty, coupled with a straightforward lack of time to focus on the big picture (and we all know what that’s like!)…
Easy to use, online tools for client surveys, practice benchmarking, estate planning etc.
Easy to implement, cost effective business management solutions & support.
Customised to your specific business needs.
Align your practice management systems with key profit drivers.
Independent business valuation for advice practices.
On CATScan Client Survey:
“On behalf of our team, I just wanted to say a massive thank you… there are so many takeaways we can use. We will definitely be recommending your services to others!”
“We have discussions with advisors about real life issues and it allows me to become an “insider”. The work we do together demonstrates our commitment and dedication to [the advisor’s] business.” (Customized network program)
“This is gold…
The information in here is invaluable.
Fantastic initiative and probably the most valuable performance tool we have had at our disposal in 16 years of business.”
For many business owners, uncertainty, coupled with a straightforward lack of time to focus on the big picture (and we all know what that’s like!)…
Whether you’re buying, selling or merging an advice business there will be a number of factors at play which, while not perhaps garnering the attention…
Most of our advice firm clients have told us over the last few years, they have no problems attracting new clients, while their established clients…
‘The time to repair the roof is when the sun is shining’ – J.F. Kennedy The interest in M&A, buying/selling and succession planning in general…
Picking up from our theme of last year, this is the third of our 5 part series in which we drill down to specific actions…
Part 2 – Do you really know how satisfied your clients are? The only way to be absolutely certain that your clients are satisfied with…