How to Market Corporate Finance Activities for the Smaller Firm

Part of the Management, Advisory and Development (MAD) Practice Guides Series

The writers at 2020 have over 50 years combined consulting experience to accountants and tax advisors and are authors of books, articles, manuals and publications world- wide. They work with some of the most exciting and innovative firms in our Industry.

2020 have produced a series of simple and easy to follow practical guides to help you improve and grow your business. These guides contain example scripts, (e) letters, planners and other useful material to help you make changes and help you succeed.

If you are looking to grow and develop a profitable accounting practice then you will find these guides an essential resource and reference.

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How to Market Corporate Finance Activities for the Smaller Firm





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Product Description

Many smaller firms do not have a dedicated Corporate Finance (CF) partner or department, yet many of us have experience of raising, re-negotiating or restructuring finance, helping clients find and buy a business, merge their businesses, prepare for an exit and helping a sale to a smooth conclusion. The trouble is, we often rely on experience built up over many years and yet that might not be sufficient in today’s fast paced economy.

So, we are seeing more firms use outside specialists to help with their client’s needs and wants. At 2020 we can put your clients in touch with specialist financiers and corporate finance experts to support you. As 2020 Finance have strong, in-person relationships with business lenders, we can connect businesses with whatever is most important to them: the lowest rates, speed of delivery, quality personal service, or any other factor – helping accountants offer another value-added service to their clients. Please talk to us if you would like to know more.


  • Understanding your Clients Aims, Hopes, Ambitions
  • Regular communication
  • Example templates, letters, social media and planner


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