Growth potential Target mid-size business sellers in financial services sectors seeking exit strategies, leveraging IG’s expertise in value range estimation, high quality sales presentations, and aggressive marketing to maximize deal value.

Sales process value Position IG as a full-cycle sale partner capable of handling every stage from value setting to deal closure, offering a compelling value proposition for business owners prioritizing a seamless, well-managed transaction.

Tech enablement Leverage IG’s existing tech stack (Squarespace, WordPress, Microsoft 365) to propose scalable digital marketing and client onboarding enhancements for potential clients, creating a streamlined client experience that can be upsold with service add-ons.

Competitive positioning Differentiate IG by emphasizing team-based delivery and bespoke negotiation/structuring techniques in a market dominated by larger players, targeting owners who value personalized attention and aggressive deal outcomes.

Market alignment Align outreach with similar industry peers and growth-oriented firms in financial services, highlighting IG’s ability to deliver targeted marketing and deal follow-through to drive faster, higher-value exits.