The Advisory Pyramid – where is your firm & how do you move up?

Post-covid, far more clients will be relying on their accountants to support them across their whole business.  This session discusses what needs they’ll have and how you can ensure you remain their adviser throughout their whole lifecycle.

During this presentation, we will explore:

  • How you can retain more clients with higher average fees
  • Which services are appropriate for each stage of a client’s lifecycle
  • What resources are available in the market to support your delivery
  • The longer-term benefits for your firm and your team

This event is a fantastic opportunity for you to hear how the most successful firms have recognised that, by ensuring you remain a business’ adviser throughout their whole lifecycle, you can assist your clients to become more resilient so they can grow and scale, plus the profitability in your own practice also increases.

Attendees will also have a chance to learn more about Capitalise’s technology and the tools offered to firms who wish to develop corporate finance services through membership of The Corporate Finance Network.

Meet our Guest Speakers

Paul SurteesPaul Surtees

Paul is Managing Director and Co-founder of Capitalise, a fast-growing company that matches lenders and products to businesses seeking funding. As an equity investor and mentor for small businesses, Paul recognised the various challenges SMEs face when trying to secure funding and founded Capitalise to give them easy access to lenders and the power to choose their funding solution.

Kirsty McGregorKirsty McGregor

Kirsty is founder and Chairman of The Corporate Finance Network, a group of independent regional accountancy firms and Accountant-in-Residence at As an experienced SME Corporate Financier, she now shares her knowledge and practical resources with accountants who aim to assist owner-managed businesses to grow profitable businesses and ultimately to exit. She is also a speaker, professional trainer and is regularly called upon to provide commentary on SME issues to the press and media.

To secure your place at the online event, please register.

Categories: Blog