Sellers Fact Find

Sellers Questionnaire

Taking the time to complete this form as fully as possible will allow us to form a good initial picture of your business and help us towards an indicative valuation.

Business Information

Business Name*

Website*

Locations*

Date*

Your Contact Details

Contact Name*

Position/Title*

Correspondence Address*

Work Telephone

Mobile Telephone

Home Telephone

Fax

Email

Your Contact Preferences

General Information

Number of Years Business Established

Year End Date

Are You VAT Registed: Y/N

Partner/Director/Shareholder Information

One

Name

Age

Specialisms and Areas of Expertise

Equity Share

Two

Name

Age

Specialisms and Areas of Expertise

Equity Share

Three

Name

Age

Specialisms and Areas of Expertise

Equity Share

Four

Name

Age

Specialisms and Areas of Expertise

Equity Share

Additional Partners/Key Stakeholders

About The Business

Your Turnover

Profit Made / EBITDA

Staffing

Full-time Total Number*

Part-time Total Number*

Additional Part-Time Staff, Contractors or Consultants*

Office Premises

Location

Leased or Owned

Square Footage

If Owned Who is The Owner/s

If Leased in Whose Name is This

What is The Remaining Lease and is There a Break Clause

What is The Annual Cost

How Many More Staff Could Be Accommodated is there room to expand?*

Miscellaneous Information* This can be extremely helpful to know. Please expand as required

Should We Be Made Aware of Any Organisation Or Persons That We Should Avoid Introducing You To?

At This Time Are You in Negotiations With Any Organisations or Individuals or Are You Aware of Any Introductions That Might Have Been Made By Another Party And if so Which Organisations*

Anything Else

Please Feel Free To Share Any Other Relevant Information

Thank you for completing this form we look forward to working with you. * Please note this detailed information will only be shared with interested parties with your permission. For the purposes of marketing or initial introductions, we will only use the minimum information required to maintain confidentiality and keep your anonymity as much as possible.