Business Partnering Programme
Profile’s Business Partnering Programme is designed with the view to providing a seamless and enhanced service offering to our mutual clients. Businesses are provided access to our integrated and comprehensive business system that results in a seamless and efficient workflow.
Using our ‘no surprises’ methodology we can integrate our advice to clients into your professional service quickly and effectively. We are not suggesting there is no work involved but the results for all involved are definitely worth the effort!
How do I find out more?We use a four-step consulting process that provides your firm with all the information you will require to make a decision regarding a possible partnership with Profile Financial Services. The four steps have been specifically designed to reduce the risks involved in that decision and to reduce the time taken to complete an appropriate due diligence process. |
Step 1 – The Presentation Meeting
We provide you with information on Profile Financial Services and the way we work. It also allows Profile to find out more about your business to see if there is a common philosophy.
Step 2 – The “If Appropriate” Meeting
A follow up meeting is held to answer any questions you may have and to evaluate if we should proceed any further with discussions.
Step 3 – The Due Diligence Process
Profile is able to provide you with a recommended approach to the due diligence process and a timetable that will see this completed within 60 days.
Step 4 – The Decision
Make a decision to trial the service for an agreed period of time.