Find the questions behind the cost.
Look at advance rates, fees, client concentration and protection, alongside the time spent on manual reconciliation.
Five pressure points · Page 4
For finance directors and finance leaders in recruitment
Know what your funding really costs.
The headline rate is only part of the picture. Review the cash tied up, the risk you carry and the work your finance team does around the facility before you renew.
Get the guide
11-page guide PDF
The Recruitment Finance Director’s Guide to Switching Funders
Review your facility on cost, risk and control.
Your next funder conversation starts here
Get the guide.
Get a practical framework for your next facility review, with a worksheet and provider comparison sheet.
- 10 questions on cost, risk and control
- A worksheet for the real costs and terms
- A 12-point provider comparison sheet
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Inside the guide
Take more than the headline rate into the review.
For finance leaders at established recruitment agencies with a funding facility already in place.
Bring the numbers together.
Capture the last year’s costs, security, exit terms and finance workload in one renewal worksheet. Compare providers against the same criteria.
Renewal worksheet and comparison sheet · Pages 5–6
Review the handover as well as the offer.
Understand the stages of an interfactor transfer and the planning around existing invoices, new billing and worker payments.
Switching explained · Page 9
A question worth asking
“What is the all-in cost once every fee beyond the headline rate is included?”
One of the ten questions to put numbers against before renewal.
Before you download.
How is this different from the founder’s edition?
This edition focuses on the finance review: all-in costs, client exposure, security, reporting and the work around the facility. Its worksheet asks for the numbers behind those decisions.
Do we need to be planning a switch?
No. Use it to assess whether to renew, renegotiate or review the market. The switching section helps you understand the process if a move becomes the right option.
What will I get?
An 11-page PDF with ten review questions, five pressure points, a renewal worksheet, a 12-point provider comparison sheet and a switching overview.
Take the numbers into your next review.
Use the worksheet to prepare. Use the comparison sheet to challenge the offers.