Finance Brokers
Empowering top performance at each stage of your business life cycle
About Bstar
• Highly respected & trusted data-tech company
• Industry thought leaders
• 395 accounting & financial planning practice Alliance Partners, servicing 175,000 SMEs
• Small-Family-SME businesses data mining specialists
• Most Accurate Financial Benchmarks
• Exclusive Non-Financial KPI Data
• 5million benchmarks & non-financial KPI
• Trusted & reliable source
• Top Performer Reporting
• Microsoft support
• Marketplace and co-seller status
Campaign Messaging & Images
Business Life Cycle Approach
Concerns Infographics & Reports
Data Mining App. Reports
Industry Flipbooks
Industry Benchmark Reports
Case Studies E.g. Personal Goodwill
Key Learning Insights
3 steps to attract high value clients & generate more referrals
Referral Partnerships
Industry & Service Specialisations
Are proven strategies to attract high value clients
Existing clients & centres of influence are strong sources of new referrals
Importantly ‘give back’ to your referral partners so their business can grow
Top Performing Finance Brokers have deep, trusted referral relationships which are valued by both parties
Step
1: Understand
concerns, prepare & contact
• Download/review concerns & driver reports
• Update website, social media profiles etc
• Know your ideal client, offerings & relationship T & Cs
• Implement campaigns
Campaigns
Direct, social media, introductions, centres of influence
New business!
Identify key contact
Tailor message + industry reports
As a respected accountant, would you be interested in receiving new insights into how leading accounting practices are achieving top performance.
Goalsecure meeting Engage: Top Performer
Use unique data to build trust
Can we connect to share more information. Regards, xxxxxxxx
Step 2: Build creditability & trust
Leverage Industry Financial
Benchmarking Reports
High Value Industries
Accounting, Allied Health, Building, Dentists, Engineers, Financial Planning, General Insurance, GPs, Law Firms, Not for Profit, Pharmacy, Physiotherapists, Vets & more…
Dental Practices - key contact Infographics & Flipbook
Dental Practice Financing Insights
Referral Partnerships
Accounting Practices - key contact
White Paper: Business Valuation Services
Guide to Business Advisory Services
Case Studies: Personal Goodwill
SME Financing Insights
Generate more referrals by adding value to your referral partners
Case Study Personal Goodwill
Who owns your practice clients?
Case Study Insights
“The business had no documented succession plan. Shareholder & staff agreements did not address key succession risks such as personal goodwill. The share sale was deferred.”
Relationships & Opportunities
SME Family Office Services Model
• Focal point & trusted experts (You!)
• Ideal practice – minimum 2-3 partners
• Your opportunities - ‘Financial Services’
o Tax planning ‘season’
o Ideal clients
SME $1m - $5m, high value industries, debt > $250k, growth/succession stage, fixed assets, working capital, invoicing
• Ongoing activity
o Quarterly contact - share SME Financing insights
o Engagement tools - client Business Risk surveys
o Industry reports & success stories
Bstar solutions & fee models
• Data Mining App
o Non-Financial data, KPIs & reports
o Top Performer reporting
o Pricing model $660 per annum (in advance)
• Industry Benchmarking Packages
o Financial Performance & Valuation Reports
o Pricing model
First package - free
$275 per package or subscribe (unlimited access)
• Insights & Support
