OPPORTUNITY – PROJECT CHARACTER

Opportunity to purchase Claims Management Client Base (FCA Regulated-PCP Claims)

Opportunity Summary

An opportunity has arisen to acquire the client base and associated work in progress (WIP) of an FCA-regulated claims management business. The asset includes a portfolio of clients who have signed instructions for claims-related services, representing an estimated WIP value of approximately £1.2 million.

The WIP represents claims for Personal Contract Purchase (PCP) agreements, offering significant opportunities in a growing sector.

Asset Highlights

Key features of this opportunity include:

• Established Client Base: A substantial number of clients with signed instructions for ongoing PCP claims.
• Regulated Industry: The business operates in a regulated environment, ensuring a high standard of compliance and client trust.
• Work in Progress: WIP estimated at £1.2 million, offering immediate revenue generation potential.
• Database: Database consists of a total of 6,699 clients spread across various statuses (this is a global figure of all clients). All clients have signed a Letter of Authority (LOA).
• Signed Terms & Conditions (T&C’s): 1.287 number of clients have signed T&C’s, providing assurance of engaged clientele.
• Multiple Claims: The majority of signed LOA’s represent clients with scope for multiple claims.
• Strategic Fit: Ideal for claims management businesses or legal firms seeking to enhance their market presence and revenue streams.
• Cross-Selling Opportunities: The client base offers potential for cross-selling complementary financial or legal services.
• Low Acquisition Risk: The clients are already engaged with signed instructions, minimizing onboarding challenges.

Key Details

• Sector: FCA-regulated claims management
• Client Portfolio: Includes individuals and/or IVA Supervisors actively pursuing PCP claims.
• WIP Estimate: Approximately £1.2 million based on current case progression and signed instructions.
• Signed LOA’s: 6,699 number of signed LOA’s available from clients.
• Confidential Sale: Further details are available upon execution of a Non-Disclosure Agreement (NDA)

Potential Benefits

• Immediate Revenue Stream: Realize potential revenues from ongoing PCP claims.
• Business Growth: Expand your client portfolio and leverage existing client relationships.
• Cross-Selling Potential: Explore additional revenue streams through cross-selling related services to the engaged client base

Next Steps

Expressions of interest are invited to FCA regulated firms only. Expressions of interest required by Tuesday 14th January 2025. To receive additional information and proceed to the next stage, interested parties must:

1. Sign a Non-Disclosure Agreement (NDA).
2. Provide evidence of funding capability and/or regulatory permissions if applicable.

Contact Information

Michael Gabel – JPS Chartered Surveyors

Email: Mike.g@JPSsurveyors.co.uk

Tel: 0161 767 8001