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Franchise Fiduciaire

Acquire a firm

Acquire a portfolio without inheriting the inefficiencies of the previous model.

Acquisitions rarely fail on price. They fail on migration, on dependence on the seller, and on carrying forward an organisation that only worked because of them.

Support

Nine services, from sourcing to resale.

  • Opportunity sourcing

    Identifying practices and portfolios available for transfer.

  • Valuation

    Valuation based on the real structure of the portfolio.

  • Due diligence

    Review of mandates, risks and dependence on the seller.

  • Financing

    Structuring and presenting the financing case.

  • Migration

    Data takeover and integration into the network’s system.

  • Relationship takeover

    Client contact plan and securing of the portfolio.

  • Support for the seller

    Progressive handover of knowledge and relationships.

  • Integration into the system

    Configuration, standardisation and upgrading of mandates.

  • Future resale

    Building a transferable, documented and saleable asset.

If you want to sell

Hand over to a trained successor, on infrastructure that holds.

The network also works on the seller’s side: valuation, preparing the handover, finding a trained successor and supporting the transition period.

Explore an acquisition

You don’t need to already own a firm. You need the potential to run one.

Let’s look at whether our infrastructure can turn your project into a real accounting and trust business.