Commercial Value

Mark Pearcy
Pearcy Financial Partners

"As an industry veteran, I'm abundantly aware that my actions each day are working toward or against ensuring that my clients and staff are well taken care of beyond my eventual retirement. Having access to Greater Pacific's thoughtful and insightful knowledge expertise and resources for business and practice management needs is a valuable asset that helps me clearly articulate the business that took many years to build."

"How much is my practice worth?"

Whether your personal retirement is on the horizon or you want to ensure practice continuity should an unexpected event take you away from the daily operations of your business, Greater Pacific has the intellectual capital, resources, and tools required to help you establish commercial value.

Our core commercial value building services include:

Systematizing your relationship management and servicing processes and procedures.
Business continuity partnerships and agreements.
Digitizing your business.

Relationship Management
Business Unit

A defined and consistently delivered ongoing relationship management strategy is crucial for establishing and growing the commercial value of your practice.

You know how special the business is that you've built, but clearly defining your enterprise for others requires a high-functioning and trackable client engagement system. Greater Pacific's relationship management unit was created for this purpose.

Our relationship management personnel provides a human-touch focus that consistently puts you top-of-mind with clients and further builds your status as their trusted advisor.

The customizable schedule of client contact includes 30 touch-points annually, per client, and over 100 posts via social media. Personalized contact methods include:

Phone contact on key dates.
Personalized digital correspondence.
Holiday and contribution reminder postcards.
Weekly social media postings.

Business Continuity and Succession Partnerships

Whether you are seeking partnership opportunities for business continuity or succession purposes, advisory teams provide an excellent model for establishing commercial value.

Advisory teams increase the odds of successfully fulfilling continuity and successsion agreements to the satisfaction of all interested parties through:

Increased personnel capacity.
Defined processes and procedures.
Coordinated services.
Role specialization.
Options for individual or multi-advisor continuity and succession planning.

Greater Pacific's strategic business consultants provide expert guidance and assistance that can help you identify likeminded advisory teams or develop your own.

Digitizing Your Practice

Greater Pacific's Client Services Unit will assist you in moving your practice from paper-based to paperless. Operating your practice digitally is imperative to firmly establishing and growing the commercial value of your practice.

Core paperless practice services include:

Organizing and prioritizing files and documents to scan.
Scanning files and documents.
Uploading and organizing scanned documents in client relationship management systems.