How accountants build advisory by introducing a NED

Transactional fees are under pressure. A defined NED seat, introduced properly, is a repeatable advisory product that grows the client rather than competing with the firm.

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A NED seat the practice can introduce with confidence
A NED seat the practice can introduce with confidence

Accenture-style automation estimates have been circling the profession for years. The useful conclusion is not “robots are coming”. It is that transactional work will not fund the firm you want. Advisory will. A Non-Executive Director seat, introduced with a defined cadence, is one of the few advisory products that grows the underlying client rather than competing with the monthly compliance.

Make the offer repeatable

Do not sell “some consultancy days”. Sell a board seat: about 24 days a year, a 90-day first cycle, reserved matters, KPIs the board can see between meetings. That is a product your partners can describe in a meeting without a twelve-page proposal.

Protect the relationship

The NED who is safe to recommend is the one who will not bid for the audit, the tax planning or the deal fee. R W Progressive is built that way on purpose. Stay on the introduction email. Forward the briefing. If the client needs an FD or a marketer, they will be told to hire one.

Where it sits geographically

Most introductions will be within 100 miles of Bolton — the natural catchment for North West professional firms — with remote possible further out. Construction, services, trades, agencies, media and technology appear often. Sector-agnostic does not mean unfocused; it means the Chair craft transfers.

Talk to Jayesh

Jayesh P. Patel MBA FInstSMM JP · R W Progressive
Non-Executive Chair · Strategic Board Advisor · IPO in 5
j.patel@rwprogressive.co.uk · 07771 871 757
linkedin.com/in/jayesh-patel-ned
Bolton · 100 miles · in person and remote

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