How we work
A specialist resource, working to your instruction
Thinkerz supports the adviser rather than replacing them. Here is what an engagement looks like from the first conversation to the findings.
Your client remains your client.
We do not approach your client directly unless you ask us to. We do not compete for the relationship, and we do not use the work to build a separate one. Findings come back to you as agreed.
The process
Six steps, clearly agreed
Engagements range from one defined piece of analysis to support across several stages of the same transaction.
- 01
Adviser identifies a need
A client transaction reaches an area that requires additional specialist expertise or capacity. The adviser decides that support is useful.
- 02
Scope is agreed
We agree the specific work required, the deliverables, the information needed and the fee. Nothing starts until that is clear.
- 03
Information is supplied securely
The adviser, the client, or both, provide the relevant financial and transaction information through an agreed method.
- 04
Thinkerz undertakes the analysis
The work is completed using appropriate transaction, valuation and financial analysis, with the assumptions set out.
- 05
Findings are returned
Outputs go to the adviser and, where agreed, directly to the client. Questions are answered as part of the engagement.
- 06
The adviser retains the relationship
Thinkerz supports the transaction without attempting to displace the originating adviser, and without approaching the client other than as agreed.
How work is presented
Where appropriate, support may be delivered on a Thinkerz-branded, co-branded or agreed white-label basis. Not every service is available on every basis, so this is confirmed at the scoping stage for the specific matter.
Information and confidentiality
Information is exchanged through an agreed method rather than by open email where the material is sensitive. Please do not send confidential documents with an initial enquiry.
Next step
Discuss a client matter
Tell us briefly what the client transaction involves. We will confirm whether it falls within our capability and how an engagement would be scoped.