Maximising the identified value in the acquisition
Liam – Director & Shareholder – Aurora Tax Services
My role is to identify opportunity both internally and within the industry that will add value to our business.
Recently an acquisition opportunity, a local sole practitioner practice retiring came to our attention. The practice was not big but had a loyal customer base built up over many years. Completing due diligence, we identified there were perceived productivity and revenue opportunities that, if acted on, would add a significant multiple to the value placed on the clients by the owner.
My challenge was how to deliver on the opportunity. I needed tools to help me deliver on my goals. After a review I chose Kamozo because of their promise to help me facilitate my next steps, and in doing so ensured that I maximised the identified value in the acquisition.
When we set out with this project, we thought we might achieve retain 95% of the clients, this we achieved, but we have surpassed our revenue targets by 37% whilst keeping within our anticipated resource plan. Without the Kamozo input we would have achieved our goals but with it we went above and beyond.
Accounts & Tax – Woking
Validating the cost of delivery, the expected fee and the true charge value of the time expended on the clients.
Managing client expectations, improving client engagement,
Making important decisions based on evidence and improve our performance.
Solving everyday practice problems: Performance + Insight = Growth = Kamozo