Discover an exclusive associate strategy for Accountants, with long term acquisitions at its heart...

1. www.salesforaccountants.com by insight
Insight
Intelligence
Discover an
exclusive associate
strategy with long
term acquisitions at
its heart

2. Insight Intelligence
Who are Insight and what do we do?
•Nearly 30 years of working with accountants of all sizes, helping
them to grow
•Over 3000 delegates to live events this year
•Over 10,000 reports downloaded
•Over 25,000 subscriber to bulletins pm
•Over 300 consultative 1:1’s with partners of firms this year

3. Insight Intelligence
Insight Intelligence

4. Insight Intelligence
By using this exclusive strategy through
Insight...
 You take control of your future
 You gain income now while you do
enviable levels of DD
 Relationship with vendor gives you
stronger negotiating position
 No brokerage fees!
 Play to each others strengths
Insight Intelligence

5. Insight Intelligence
How is this different from traditional
arrangements?
 Wholly reactive service
 Reliant on vendors own initiative
 Competitive bids/dutch auction
 Reduced negotiating position
 Brokerage commissions
 Uncertainty of clients bought despite DD
Insight Intelligence

6. Insight Intelligence
The key ingredients :
 Access to UK’s most extensive and well qualified
database of accountants.
 3 expertly written letters, sent for you
 Your own high quality customised e-brochure
 High quality telephone follow up.
pleasant, professional, persistent.
 Pipeline management on a database you will own
 Qualified face to face and tele-appointments
 You choose whether to go straight for
acquisitions, then associate relationships or vice-
versa.

7. Insight Intelligence
The plan; powerfully simple...
1. Profiled data of 600 handpicked firms to approach
2. Direct mail, expertly written for you and sent by us
to your chosen list
3. Quality telephone follow up, supported by your
highly credible e-brochure
4. Pipeline built, quality appointments gained
5. 2x further direct mail with telephone follow up
6. New fee’s won
7. Acquisitions proactively identified
8. Pipeline managed for ongoing success

8. Insight Intelligence
Why the timing is perfect...
 Works in any ‘climate’ but the good news is...
 Compliance services being commoditised
 Increase in technology; Xero, Crunch etc
 Increase in clients need for support and advice
 Increasing complicated and changing tax planning
and legislation
 Hundreds of practitioners over 55 with no clear exit or
succession plan in place
 ...all
equal increased appetite for associate
relationships, lower multiples, open minded clients

9. Insight Intelligence
Imagine...
Let me paint a picture, imagine if 2012 could be different to the
last few years. Imagine if you had this strategy working for
you, generating recurring fee income in the short term and
quality blocks of fee’s in the long term...
Imagine if you gained just four orders within 2012 comfortably
worth £20k+...
And imagine the increased market awareness and reputation
through key intermediaries and referrers, as well as business
owners themselves, gained by your firm working in associate
partnership with other practices...
Plus quality and comfortable acquisitions proactively secured.

10. Insight Intelligence
Your pilot investment
This, hands free, practice acquisition programme is
available for a fixed investment of just £12,980 +vat over 4
months. An investment that is easily recouped through
just one or two pieces of associate work, before you take
into account the long term value of recurring fee’s and
acquisitions secured.
What will this give you:
 3 letters professionally copywritten and sent for you
 Dedicated ebrochure created to aid credibility
 16 days high quality telephone follow up using our team
 Profiled, exclusive use of database
 Fixed investment level, no commissions or brokerage fees -
£3245 per month
Then continue to complete 12 months at a reduced level, making
your pipeline work for you and maximising your investment -
£1308 pm

11. Insight Intelligence
What are the benefits?
 Play to everyone's strengths
 New fee income you would not otherwise
have access to, from any of your other
marketing
 Qualified pipeline of blocks of fees you
want to buy – exclusively yours
 No brokerage fees
 Control over your future growth
 A growth you can recruit talent into
 A rare win-win-win scenario
Insight Intelligence

12. Insight Intelligence
Is it right for you?
If £13,120 is too much for you to acceptably invest into a pilot to
create controlled growth for your firm, then this is not for you.
We are looking for the handful amongst you who want to
make this investment into your future.
The importance of action...
The time is now. RSM Tenons chief executive, Andy
Raynor, urges firms to ‘just do it’. That 85% certainty is
enough, improve the rest as you go. The firm has trebled in size
under his leadership.

13. Insight Intelligence
How to secure this plan for your firm, now.
1. Email me direct on danielr@insight-marketing.com
stating your interest and 3 times you can make for
a conference call together.
2. Call me direct on +44 (0) 7879 654191