Case Studies

PE Owned Wealth Management Advisory

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Case Studies

PE Owned Wealth Management Advisory

,

Alternative price models recommended to increase margin

Challenge:

Two lines of advisory services offered – a new  service line with simple and scalable pricing, whilst the legacy service price model was difficult to operate with discrepancies in EBITDA observed

Outcomes:

  • Mapping of value propositions and assessed alternative price models. 

  • Methodology for pilot testing of new pricing policies, including communications, commercial toolbox and KPIs
  • £1M margin improvement over £25M revenues

£ 1 m

margin improvement

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