Acquisitions

Once the decision has been made to sell your business you will want to work with a professional, discreet acquirer to help complete the process with minimal fuss. The Plan Group Ltd provides a personal, family orientated approach that will ensure your staff, clients and reputation are treated with consideration.

The company has a strong blend of commercial backing and in-house expertise. Yet, also benefits from the personal touch of its original family owners.

An attractive financial package will be delivered without the need for faceless consolidators.

The Plan Group (TPG) is a family business established in 1989. Despite ambitious growth plans integrity remains of vital importance to TPG’s board.

Award Winning – The delivery of exceptional personal service levels will always be central to the company’s approach. Impressive client retention levels, Gold Standard service ratings and world class net promoter scores are testament to this focus.

Investment – unlike soulless consolidators or PE, TPG will invest in the future of a company and not simply look to cut costs. Commitments will be made to retain premises and key staff. The shareholders have invested in impressive new headquarters in preparation for acquisitive growth. This has strengthened centralised HQ Support Services such as Compliance, HR, IT, Finance, Marketing etc

Brand Building – TPG possess the necessary skills to develop market-leading brands as evidenced by the Plan Insurance Brokers and Yellow Jersey marques.

Systems – the company has developed its own bespoke IT insurance software which can help streamline processes and improve efficiencies.

Training & Development –TPG appreciates just how fundamental its employees are to its success. As a caring, responsible family business it has programmes in place to nurture young people and help them establish successful careers, whilst also developing the talent of more mature team members so that they reach their full potential.

Community – Plan’s CSR committee will assist brokers’ to build upon their reputations within their local regions via worthwhile charity initiatives and community projects. This practice enhances team member’s life experiences whilst establishing strong links that will help develop thriving commercial hubs.

Strategy – the management team have identified key product lines as well as regions of the country in which it can grow its existing schemes. If your company has been contacted it is of specific interest.

Discretion & Expertise – the board appreciates that knowledge of a potential business sale needs to be handled with complete discretion. Once the decision has been made the necessary experience and funding is in place to complete the process in a straightforward and prompt manner.

In February 2018, we moved to brand new headquarters in Redhill, Surrey. This modern office space provides capacity for up to 150 team members.

Should you wish to initiate a discrete conversation regarding an acquisition,  please contact Paul Ragan by emailing acquisitions@theplangroup.co.uk.

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