Initial Business Valuation Form Dream Retirement

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Name *

First

Last

Business Name *

Address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Contact Number *

Email *

Website / URL

Business Information

I know what the value of my business is *

We have had a valuation
We understand how businesses are valued
We don’t understand how businesses as valued

leave to have

Do you own or rent the space your business is located in? *

Own
Rent

I will find it difficult to leave my business when the time comes

Selected Value: 1

1 – 100% 5 – It will be easy, I am not attached

My business runs sufficiently without me

Agree
Neutral
Disagree

Disagree – I’m there everyday / Agree – I’m rarely there

I am confident that if I leave my staff with stay

Agree
Neutral
Disagree

Agree – 100% / Disagree – I am worried my staff will leave

I can rely on my team to make decisions without me authorising the decision

Selected Value: 1

1 – I always need to authorise decisions / 5 – My team are sufficient to make decisions

We have a detailed business plan that is used and details expected growth

Agree
Neutral
Disagree

Disagree – No Agree – Yes

I have a team in place to help me sell my business

Agree
Disagree

I am aware of the amount of money I need to fund my future financial needs

Selected Value: 1

1 Not aware / 5 Very aware

I have other interests that pay me an income

Agree
Neutral
Disagree

Disagree – The business is my sole income / Agree I have other forms of income

I work 40 hours a week in the business

Selected Value: 1

1 – Less / 5 – More

My management team has a benefits package designed to retain them

No benefits package exists
Yes each person in my management team has a benefits package that incentivises them to stay with the company long-term

I have a finance director on my team who is highly experienced in finance

No finance director and/or full finance strategy
Yes we have a finance director and we follow a comprehensive finance strategy

I have a marketing director on my team who is highly experienced in marketing

No marketing manager and no marketing strategy
Yes we have a marketing manager and full marketing strategy exists

I have a sales director on my team who is highly experienced in sales

No sales director and no sales strategy
Yes we have a sales director and clear sales plan

We audit and consistently to improve our employee satisfaction and retention

Never
Adhoc
Yearly

Our CRM/client database is growing, well-managed and used for cross and upselling

Selected Value: 1

1 we don’t have a CRM and/or don’t cross and upsell our clients / 5 Its a massive asset to us

I receive monthly management accounts that my team use to steer the business

We have excellent cash flow and don't need to borrow or raise external money

Agree
Neutral
Disagree

We are in an expanding market and we expect demand to increase

Agree
Neutral
Disagree

Most of our revenue is repeat business paid automatically

Our profits have steadily increased by more than 10% for the last 3 years

All of our client agreements are up to date and legally correct

Financial Information

Last Two Years Accounts *

Drag & Drop Files, Choose Files to Upload You can upload up to 2 files.

Last 6 Months Bank Statements *

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Aged Debtors *

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Aged Creditors *

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Management Information *

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Asset Register List *

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Details of Any Current Funding *

(For example: bank loans, mortgages, asset finance, invoice finance, overdrawn facilities)

Details of Covid Support Packages Utilised *

(Bounce back loan, CBILS loan, JRS (job retention scheme/furlough), grants support)

Any Additional Information