Debt Purchaser Validation
Our Services
Here at Portfolio Advisory we realise that portfolio disposal may be a daunting experience. Having had 24 years of working for debt purchasers,
debt collections agencies and law practices; we fully understand the process may not be clear. As an independent expert we are impartial in our evaluation and not tied to any debt buyer. With any debt sale we fully validate all active debt buyers both on behalf of Ipsum Credit Advisory and again within an active portfolio sale. We utilise our bespoke 46 point checker which has been personally crafted to 'Know your Customer' objectives This process enables you to ‘know’ your buyer prior to sale, eliminating reputation risk and potential compliance breaches.
Portfolio Review
Portfolio Advisory can provide a free portfolio review and health check. We seek to understand reasoning for sale through use of market knowledge, 24 years experience, data review, segmentation profiling and analytics. In concluding Ipsum will provide you with sale probability, audience, market expectation and best practice guide on sale preparation.
Debt Sale Brokerage
The Portfolio Advisory debt sale brokerage service is an end to end service. We personally understand our clients selling objectives through one to one consultation where we highlight portfolio grouping, asset class (segregation) across NPL and live account status. Before utilising our extensive network of 57 portfolio purchasers we create a bespoke journey, tailoring your Risk and Compliance attitude. This ensures we match the most appropriate buyer before driving price optimisation from market. The end to end process covers Debt Purchaser contact, Data preparation, Risk and Compliance due diligence, SPA contract, navigation to deal completion and post-sale audit and support.
Company Sales
In preparing for a portfolio sale it may be feasible to open discussion with would be buyers around company sale. At Portfolio Advisory we are well versed in advising on the practicalities of portfolio sale vs. company sale. Within our project framework we work with clients in IM preparation, Term Sheet creation, Audit Expectation, SPA contracts and Company Sale Migration
Exit Strategy Review or Valuation
Portfolio Advisory can provide your business with a consultative solution by providing you with an evaluation of your current portfolio earmarked for sale. We can provide you with redress guidance of NOSIA, SNOSIA and Annual Statements and integrate with your business functions in building towards portfolio sale.