Commercial model

Several routes to create value for clients and the practice.

The model combines advisory work, fixed fees and transaction-related fees. Each engagement depends on its own scope and structure.

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Different work. Different routes.

Finance available for the franchise opportunity.
01

Value-increase advisory

Structured support to improve commercial performance and readiness before a sale.

02

Sell-side work

Preparation, buyer materials, buyer process and transaction project management.

03

Buy-side work

Target assessment, valuation, diligence coordination and deal execution support.

04

Diagnostics

Valuations, exit-readiness reviews and focused assessments that create a clear next step.

Read the assumptions carefully.

Earnings potential depends on deal structures, deal size, market conditions, experience, lead generation, client conversion, time invested and how effectively the adviser works. Figures shown in future franchise materials will be illustrative planning assumptions, not guarantees.

Client engagements

Fees should follow the scope of work.

A diagnostic may have a fixed fee. Value-increase advisory and consulting can use a retainer. A sell-side or buy-side mandate can combine a fixed fee with a transaction-related success fee, subject to written terms and the work actually delivered.

Practice economics

Revenue is not the same as earnings.

The draft model notes a 10% royalty, marketing expenditure, software costs and optional outsourced support. The franchise fee, final royalty basis and full cost schedule need confirmation before any individual earnings projection is useful.

Read the earnings assumptions