This national consulting firm, focused exclusively on accounting firms was launched in 2005 by two of the most experienced M & A consultants in the country, the firm is enjoying steady growth by developing solutions for accounting firms wishing to expand through merger or acquisition, building succession plans and consulting for growth. The principals in the firm have closed over 900 transactions in this venture and their previous endeavors. Firm principals asked for outside marketing assistance to help them review current marketing activities and provide a fresh perspective on how they could improve lead generation and continue to build the firm’s brand. Although individually the principals are very well known in their market, they both felt they were ‘losing deals’ due to lack of brand awareness with accounting firm owners.
The principals asked for outside marketing assistance to help them review current marketing activities and provide a fresh perspective on how they can improve lead generation and continue to build the firm’s brand.
Both owners knew they were successfully integrating a number of marketing ideas, but were uncertain if they were generating the results they needed. Working with the principals, we evaluated activities and developed a marketing calendar to integrate industry tradeshows, speaking engagements, webinars and other activities. An important component of the firm’s brand management also included public relations, with a targeted news story about the firm’s successful growth.
The client was able to fine tune their existing marketing efforts so they could reallocate budget dollars to new activities. We created a permission-based e-newsletter, sent to clients and prospective clients, to continue to keep the brand in front of decision makers and also to connect field sales representatives with prospects.