The company offers business growth consultancy services, working with insurers, MGAs, brokers, software houses, marketing, and events organisations of all sizes to assist with driving change and growth, through offering creative, experience-led support and guidance with a strong emphasis on using evidence and tangible plans to achieve great outcomes.
As an established and respected brand priding itself on its best-in-class domain knowledge, reputation, and expertise across a number of sectors, the company embraces digital technologies to provide vast depth and breadth of practical application of its advice, guidance, and recommendations.
The business is now being offered for sale to facilitate growth under the impetus of new ownership.
Offers invited.
Key Highlights
- Advisor of Choice to a growing number of market-leading brands.
- Has evolved from a contract-by-contract model to a recurring revenue dominated model, providing ongoing, reliable income.
- Large, loyal client base that includes a range of organisations across the vertical insurance market.
- An individual has been identified that could be coached to take over the Director’s role upon completion, if required.
- Has recently branched out into other vertical markets, including shipping and logistics, digital events, and talent development and optimisation.
- Time and resources have been invested in putting infrastructure in place to scale the business so that it is poised to capitalise on extensive opportunities.
Financial Highlights
- Turnover of circa £150k achieved in YE23, with an adjusted EBITDA of £115k.
- Large potential deal pipeline in place worth circa £705k.
