Simple | Valuable | Immediate
In today’s dynamic business environment clients expect a full range of services from their most trusted advisors. Créscere can help you establish, maintain and grow a wealth advisory service as a core component of your total practice offering.
Through our uncomplicated business model, you can create a whole new service offering to your clients. Our flexible service can be provided under your existing brand or as a completely new entity.
For too many years accountants have referred their clients to third parties for wealth advice. Many of these time poor clients see the opportunity to receive wealth advice from their trusted advisers a real bonus.
By retaining complete control of your client relationship with full service wealth advice solutions you can avoid the cashflow and equity loss caused by third party transactions and generate stable ongoing revenue.
Technology and offshore processing are also eroding client ‘share of wallet’, impacting on practice value. As more and more baby boomer principals and partners head to retirement, this competitive downward pressure on valuations is only set to grow.
Créscere offers a real opportunity to transform your practice valuation from a percentage of practice revenue to a multiple of practice revenue.
Our goal is to understand your business philosophy and work together to build a successful new wealth advice service for your clients.