Business solutions for advisers, QFEs and networks

Keen to grow the revenue, profitability and value of your financial advice business? The team at Strategi is expert in working with advisers and networks to grow businesses and deliver increased profit. We have experience in all aspects of business management, growth, mergers and acquisitions, shareholder value and preparing a business for sale.

Business in a Box

An integrated solution for financial advice businesses – all your business tools in one package.
Business in a Box: an integrated solution for financial advice businesses

Improve your productivity and profitability

Want your business to make more money, or preparing it for sale?
Proven methods to increase your business profit

Client relationship strategies

Building trust and long term mutual relationships.
Client relationship strategies

Brand marketing and promotion

Promote and enhance your business brand.
Brand marketing and promotion

Business valuations

Accurate, detailed valuation of your financial advisory business.
Financial adviser business valuations

Business sales, acquisitions and mergers

Buying or selling all or some of a business? We can help.
Business sales, mergers or acquisitions

Establishing a QFE

Strategi can help your business become a qualifying financial entity.
Establishing a qualifying financial entity

Corporate governance and board assistance

David Greenslade can work with your board.
Corporate governance and board assistance

Speaking engagements

Conferences, roadshows and client seminars.
Conference, roadshow and client seminar speaking

Consulting services

A range of expertise on tap for advisers, QFEs and networks.
Consulting services

Templates, publications and resources

Templates, guidance notes, manuals and other resources to help improve your business.
Business templates, publications and resources