Our partners

At Initium, we speak personally to entrepreneurial business owners every day, all of whom have differing needs on their business growth and exit journeys.

There is simply no one-size-fits all. For some, a business sale process is on the cards, for others it may be years away. Some are looking for advice on strategic growth and change, such as exploring investment options or employee ownership. Some have been approached unexpectedly by a potential investor. For others, a change of personal circumstances could prompt a conversation, and they just want to talk, in confidence, to get a new perspective on where to take their business next.

We want to do the right thing, at the right time. So whatever your position, we consider an exploratory conversation a good use of our time. And if we can’t help you with your plans… we will know someone who can.

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The Initium partner ecosystem

To help support business owners, we have built an ecosystem of trusted independent professional partners, across complementary disciplines as diverse as wealth management, business coaching and mentoring, employment law, corporate law, finance, recruitment, fractional board support and many more. That’s in addition to our unique network of former clients, The Fellows, who regularly refer their contacts to us, and are happy to offer their invaluable personal insights to other entrepreneurs.

Our partner relationships are built solely on professional trust and shared values. As an employee-owned business, we passionately believe in building long-term, sustainable, added-value relationships.

So if our services are not right for you at the current time, we won’t force you into discussing something you don’t want, or need. We’ll put you in touch with someone who can help you.

Likewise, many of our clients are referred directly to us by trusted partners, who know we can offer independent, impartial and expert advice on the biggest business decision of your life.

Why do partners refer clients to Initium?

  • Experience: 35+ years’ credentials and direct experience across sectors and deal types
  • Independence: we only ever work for private business owners – so we’re focused on getting the right outcome
  • Trust: close post-sale relationships with former clients, The Fellows
  • Expertise: real-time insights and analysis on what’s happening in the M&A marketplace

Services for partners

For our partners, we’re always at the end of the phone to offer you and your clients initial insight and guidance into the variety of growth and exit options available to business owners.

Our regular partner initiatives include:

  • A regular newsletter, including deal updates and valuable real time data/insights from the M&A marketplace
  • Complimentary invitations to high-end, inspiring and exclusive events– we can invite you and your clients as an introduction to how we work
  • Provide a subject expert to your business from our network of Fellows and associates, who can speak at your meetings, conferences and events
  • Exclusive dinners, where our former clients share their stories, answer your questions in confidence, and provide 1-2-1 advice
  • Providing an expert panel for any client events you host, focused on your sector, and your attendees’ needs
Jaydon listening to a call via headset

If you’re interested in becoming a referring partner, get in touch with us to find out how we can help you, your clients and your networks

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