Verbatim Asset Management, part of the SimplyBiz Group, has launched a business consultancy service to help advisers.

The new service, says Verbatim, provides support primarily for business principals and owners. It will focus upon helping users create a compelling client proposition, robust centralised investment process and end-to-end supply chain of technology, marketing and investment solutions.

Managing Director of Verbatim Asset Management Dan Russell said: “We currently provide investment supply chain solutions to over 2000 advisory firms and many of them told us that they understand the need for a robust process, clear client proposition and strong supply chain of solutions to support it, but they often struggle to find the time to effectively manage the process of change in their business.


“There is also uncertainty amongst business owners about how to build capital value and execute a clear plan for the growth or sale of an advisory firm. This leaves advisers open to the poor deals on offer by consolidators, which can affect both the selling firm and their clients. Our consultancy service helps with both these challenges.”

Verbatim Head of Business Consultancy Karl Dines added: “We are uniquely placed to help firms build the foundations of a profitable and compliant business, and then help them realise their growth or exit strategy by facilitating merger and acquisition activity.

“We have received exceptional feedback from the firms with whom we piloted our services, and look forward to helping many more firms of all shapes and sizes to achieve their goals.”


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