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Who We Are
What We Do
Blog
Resources
Shop
Contact

Take The Quiz

1. People
2. Profit & Assets
3. Processes
4. Results

People

Have you made yourself as dispensable as possible?

Yes No N/A

Do you have a great team who can run the business largely without you?

Yes No N/A

Are your key people contractually tied into the business post any possible sale?

Yes No N/A

Have you got proper employment contracts in place?

Yes No N/A

Are your staff well trained?

Yes No N/A

Do you have a good appraisal system in place?

Yes No N/A

Are you clear on why you are selling?

Yes No N/A

Are you in the right place mentally to go through the process?

Yes No N/A

Have you ascertained your key deal makers and breakers?

Yes No N/A

Are you prepared to fail at this exercise and have you therefore got a plan B?

Yes No N/A

Profits & Assets

Have you secured clear ownership of your company assets including all relevant documentation?

Yes No N/A

Are your leases all transferable?

Yes No N/A

Are all relevant licences up to date?

Yes No N/A

Have you clear sight of your normalised EBITDA and is it auditable for the last 3 years?

Yes No N/A

Are all your relevant taxes up to date?

Yes No N/A

Are your debtors and creditors days aligned?

Yes No N/A

Have you got up to date management accounts?

Yes No N/A

Are you producing monthly management accounts?

Yes No N/A

Have you got the most recent financial accounts?

Yes No N/A

Do you have a three-year strategic plan?

Yes No N/A

Are your premises in good order?

Yes No N/A

Is your business transferable to any location?

Yes No N/A

Have you developed distinct and profitable products or services?

Yes No N/A

Have you invested in R and D to the appropriate level?

Yes No N/A

Have no more than 20% of your business with one customer

Yes No N/A

If you have a seasonal company, do you have robust plans in place to manage that issue?

Yes No N/A

Is there still lots of market capacity?

Yes No N/A

Have you taken personal and business tax advice?

Yes No N/A

Do you have a three-year budget?

Yes No N/A

Have you considered that the sums of the parts of your business may be worth more than the sum of the whole, and as a result restructure the company?

Yes No N/A

Can you spell out in a couple of sentences what the real “sizzle factor” is in your business?

Yes No N/A

Processes

Are all relevant trademarks and IP secure?

Yes No N/A

Is your website and other social media activity fit for purpose?

Yes No N/A

Is your IT system up to scratch?

Yes No N/A

Have you assembled the best possible team inside and outside the business to help you with the process?

Yes No N/A

If you have a shareholder agreement have you checked for anything that might affect your ability to sell (likewise your articles of association)?

Yes No N/A

Is your brand fresh, relevant and well recognised?

Yes No N/A

Is your management information systems (MIS) all documented?

Yes No N/A

Results

Please submit the following details to receive your score and report.

Name Company Name Email AddressTelephone Number

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Company Number: 09088224

VAT Number: 525 803649

TEL: 01924 376 784

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3-5 Tammy Hall Street
Wakefield
WF1 2SX

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Meet The Team

Our Journey

Business Development and Succession Planning

Board Support Services

Training Services

General Business Services and Support

Blog

Company News

Case Studies

Take The Quiz

People

Profits & Assets

Processes

Results

Back to Top