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Section One - Building Business Foundations
1. Do you have clear personal and business goals about where you want to be in 12 months, 3 years and 5 years?
2. Do you have a documented sales strategy?
3. Do you have a written marketing plan?
4. Do you have a regular and monitored training programme for your staff?
5. Do you keep accurate accounting records that can provide current management information?
6. Do you have the business and yourself adequately protected financially?
7. Do you have your family adequately protected financially?
8. Do you have employment contracts in place?
9. Do you have Directors Service Contracts in place?
10. Do you have Data Protection Act Registration?
11. Do you have written disciplinary procedures in place?
12. Do you have written Terms and conditions of Sale in place?
13. Do you have an employee handbook?
14. Do you have a Stakeholder Pension Scheme in place?
15. Is your company protected against the loss of a key director or individuals?
16. Is your company structured correctly i.e. Incorporated/Sole Trader/Partnership?
17. Do you know what you want to achieve personally from running your business?
Section Two - Growing your business
1. How dependent is your business on you?
2. Is your business cash flow generally…
3. Do you regularly review and update a business plan ?
4. Do you think that a plan for growing organically would help your business?
5. Do you think that buying in another company would be a good way to grow your business?
6. Do you have a pension scheme in place at the moment?
7. Do you have stakeholder pension schemes in place for your staff?
8. Do you have cross or double options agreements in place for future share partnership/share ownership on the death or disability of a share holder?
9. If you have agreements in place, do you have the cash to make any required share purchase from a deceased or disabled director?
10. If you do not have the cash, do you have appropriate insurance protection?
11. Do you know how to reduce your corporation tax bill?
12. Are your pay structures designed to maximise your drawings from your company whilst minimising the tax payable?
13. Are your business objectives in harmony with your personal objectives?
14. Do you have a consumer credit licence?
15. Do you have written agreements relating to premises?
Section Three - Preparing to sell
1. Do you have a sale strategy in place for your business?
2. If YES to Question one, what is your planned sale strategy?
3. Is your business your pension?
4. Do you know what the value of your business is?
5. Do you have schemes in place that protect and lock in your key employees?
6. Do you have secure agreements in place with suppliers and customers?
7. Do you have partnership agreements or share agreements in place with your co-owners?
8. When do you plan to retire?
9. Do you have an agreed company valuation for shares/partnership share?
10. Are you investing for your own future outside of your company?
Thank you for filling out our questionnaire. Please click on the submit button and we will get in touch to help you to find the best ways of improving the areas you need to.
