Business performance

► Does the business show increasing revenue and profit trends?

► Does it have high profit margins for key products or services?

► Do costs have capacity to decrease in the future?

Finance

► Structuring/cleaning up your financial reports

► Does the business have forecasts? (income/expenditure and cash flow?)

► Optimising Working Capital requirements

► Cost reduction

Assets and technology

► Are the assets in good condition?

► Does the business use latest technology and efficient processes?

► Is the IP of the business properly developed and protected?

Business Systems

► Are the necessary systems working effectively?

People

► Does your business rely on key staff?

► Are there sufficient staff trained in multiple areas?

► Does the business rely on the owner(s)?

Strategy

► Is there a well documented growth strategy in place?

► Is it regularly monitored and updated?

► Is it driven by a measurable vision or goal?

Risk Analysis

How to document and mitigate risk, including:

► Business Operations – such as loss of key staff or lack of strong management, failure of key business systems, poor quality service or products, breakdown or failure of equipment / processes, poorly defined or small customer database, business not well established

► Strategic Factors – such as business model complexity and difficulty to replicate, low profitability, lack of growth prospects, lack of cost certainty in future

► Market Factors – such as increased competition, barriers to market entry, market contraction, low brand awareness

► External Factors – such as economic slowdown or recession or failure, change in legislation or regulation, increased competition, changes in social attitudes, trends or environmental factors

Sales Preparation

► Preparing the required documents for the business sale

► Engaging a support and advisory team to assist

► Knowing and understanding the potential value of your business