We are currently merging 3 businesses, 2 x accountants and 1 x financial planning. Looking for a design that reflects our view of having customer for life and building on trust established over years with existing clients. Want to offer a one stop professional services shop with Accounting, investments, insurance, business advisory, financial strategy, legal services, mortgage broking etc.
We want to grow our combined business and need a representation of strength and stability - there for a lifetime. We are a regionally based enterprise where the main surrounding businesses focus on agricultural and Crayfishing and mining in Western Australia.
Initial focus will be to build on our strengths as trusted accounting and audit professionals, experienced and local. The financial planning an investment service represents 5% of overall current business - but acknowledge this to be the revenue and value growth area for the business. Using the Mcdonalds "do you want fries with that" to up sell to our established clients in a professional manner.
We have about 10 staff - Mixture of personalities but all aim for best result for client driven primarily by reduction in tax.
We have a financial services relationship with 'Count' will need to incorporate there logo on letterheads etc and may need to be considerate of colours being used etc for cost purposes.
Tell us a bit about who you are and the people you reach
Mainly targeting business clients who have a need for professional advice and multiple entities seeking professional assistance to cover there business and personal life journey. Mid 30's to Retirees
Providing lifetime of professional advice to manage business and personal investmnet solutions and family protection
lifetime services will be the main business heading and name with divisons or services being branded underneath eg lifetime accounting, lifetime wealth advisors etc
Some thought to make the key focus the lifetime brand or logo and keep services as a smaller part of design requirement. (per the first couple of designs in our web search). Ouyr office is currently unbranded (no signage) so working from existing logo has internal merit rather than market acceptance
Existing designs of 3 merging entities have been attached and that of our licensee affiliate "Count"