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Professional and financial services records

Engagement files, financial models, client decks and contracts. How advice really gets made, checked and delivered.

Engagement filebrief, notes, results

Freight cost review, 12 weeks

Scope: freight and logistics spend across 4 sites

Interview with Fiona Baird, ops director:

“Half our freight goes same-day because nobody plans past Thursday.”

Finding: £1.05m a year on avoidable express freight

Six months on: weekly freight plan in place, express spend down 38%

Example only. Names and figures made up.

What labs want from professional and financial services.

These are the records that matter most in this sector. Files that link together, over several years, are worth the most.

Engagement filesThe brief, the interviews, the findings and the result.
Financial modelsLive formulas, every version, and the reviewer’s challenges.
Client decksDrafts and finals with the review comments.
Contracts and redlinesWhat was given up, and what was won back.
Audit working papersWhat was tested, what was found, and the judgement made.
Client emailsThe back-and-forth that shaped the advice.

Buyers are asking for these today. If this sounds like your business, or a business you look after, we’d like to talk.

WANTED

About 50 to 500 staff

Complete engagement histories, ideally with:

Any size, any sector

Engineering and machine files, lab and research data, field and delivery records, customer service histories, and plenty more.

Tell us what you’ve got and we’ll tell you straight if there’s a buyer.

Don’t see yours? Tell us anyway. If it shows how work gets done, there may well be a buyer.