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Free Consultations and Process

Proctor Partnerships offers a discrete, trustworthy service for accountancy practices with succession issues or plans for expansion. See below for our usual process, which will be tailored to your needs.

  • 1

    Call us on 07785 594285 or email to arrange a free consultation.

  • 2

    Following the initial contact we’ll create an agenda and objectives for the meeting.

  • 3

    At the confidential free consultation we’ll discuss your requirements in more detail and present to you how Proctor Partnerships can help with your particular requirement and detail our fee structure.This discussion will also include looking at many aspects of the practice, client base profile and the strategy for growth, succession/exit plans, staffing, IT infrastructure, etc.

  • 4

    If you choose to proceed we will require an engagement fee and for you to sign terms and conditions to formalise the relationship.

  • 5

    To get a greater understanding of your business we’ll ask you to complete a questionnaire to fill in any gaps we have in your business information.

  • 6

    Proctor Partnerships will present a short list of suitable practices related to your needs.

  • 7

    You pick the practices which interest you and we’ll set up initial, confidential discussions and subsequent negotiation.

  • 8

    Proctor Partnerships will endeavour to help these negotiations reach a successful conclusion.