For owner-managed brokers planning an exit in 2–3 years
Marketing that makes your brokerage worth more when you sell.
A senior marketing team, the martech to drive traffic and leads, and AI tools that make it all move faster — run for you, from one screen. It wins business now, and builds the growing, evidenced business a buyer pays a higher multiple for.
- Article: “Do you really need cyber cover?” Approve
- Ribble Civil Engineering · 4 visits On your target list
- Q1 renewals email · 54 clients Approve
What you get
A CMO and a whole marketing team, for the cost of one marketing exec
Everything a high-performing marketing department does, run as one managed service. You don’t hire anyone, buy any tools or learn any software.
Senior marketing advisors
A CMO-level lead who sets the strategy, makes the calls and answers for results — backed by a team of specialists.
Brand and messaging
Positioning and a message that makes you the broker clients, and buyers, remember.
More 03Martech and CRM
CRM, email automation, visitor insight, call tracking and analytics — set up and run for you.
More 04Your website, working
Updates, landing pages and enquiry forms that feed your CRM, across one site or several.
More 05Social, managed
LinkedIn and your other channels set up, posted to, and watched for leads.
More 06SEO and GEO
Found on Google — and named when clients ask AI assistants who to call.
07A content plan, posted
Articles, newsletters and posts — planned around your renewals, written, designed and published.
08Campaigns that win business
Cross-sell to your book, renewals and new business in your niches — every lead traced to its source, so your pipeline builds month by month.
09AI, used properly
How a senior team does the work of a big department. People check everything.
MoreWhy it lifts the price
We work on both halves of your sale price
A buyer pays a multiple of your profit. That multiple isn’t fixed — it rises for a business that grows predictably, keeps clean data, and runs without the owner.
Why now
Consolidation is real, measured, and moving
UK broking is being bought up. The window to build a business a buyer pays more for is the two to three years before you sell.
Source: our analysis of the FCA register joined to Companies House, scored on independence, tenure, digital footprint, performance and scale.
What caps the price
You built a good book on relationships. A buyer can’t see any of it.
01
No single system
The book lives on your broking platform, Outlook and spreadsheets. No real CRM, or a free one nobody fills in.
02
Nothing to show
No pipeline, no growth trend line, no proof next year’s business is coming — only this year’s renewals.
03
It’s all in your head
Growth depends on you and your relationships. A buyer reads that as risk, and prices it down.
None of this is a reflection on the business. It’s just invisible on paper — and what’s invisible at due diligence is what caps the multiple.
The idea in one line
Every pound does two jobs
Now
Wins business
Content, LinkedIn, email to your book, campaigns, and a pipeline you can actually show someone.
At the sale
Builds the price
The data, the system and the track record a buyer pays more for — the quiet work that lifts the multiple.
How it runs
Three phases, timed to your exit
One continuous engagement. The phases overlap rather than stop and start — and you can start where you are.
Months 0–6
Foundation
CRM and your screen set up, your book cleaned and enriched, strategy and positioning agreed.
Months 3–18
Growth
Content, social, SEO and email to your book in full flow, with a pipeline you can show.
Months 18–30+
Acquisition-ready
A documented, evidenced engine, and a data room ready to open.
What happens first
A short conversation, then a straight answer
Your book, your timeline, and what a good exit looks like for you. If it’s not worth it for you, we’ll say so.
Let’s grab a coffee- A short chat about your book, your timeline and your exit
- We look at your existing data and current setup
- A straight answer: where the value is, what we’d do first, what it costs