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Questionnaire – Let’s Get to Know your Business!
Step
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25
4%
Contact Details
Name of Person completing the Questionnaire
*
Business Name (Office Use Only)
*
(Name of business being sold)
Email
*
Phone
*
Overview
When was the Business established?
*
How long have you owned the Business?
*
Websites & Social Media
*
Please insert all the Websites and Social Media URLs included in the sale. Click on the "+" icon to add more rows. Click on the "+" icon to add more rows.
Websites
Social Media
Shopping Sites (e.g. Ebay)
Trademarks
Please list all Trademark numbers (if any). Click on the "+" icon to add more rows.
Phone Numbers
*
Please list all phone numbers that will be transferred with the sale. Click on the "+" icon to add more rows.
Emails
*
Please list all Emails that will be transferred with the sale. Click on the "+" icon to add more rows.
Premise Details
*
Please list all the Premise Details in which the Business operates. Click on the "+" icon to add more rows.
Address
Size of Premises (sqm)
Rent Amount (per month excl. gst)
Outgoings Amount (per month excl. gst)
Lease Term
Option Terms
Landlord Details
Contact Person
*
Phone
*
Email
*
Solicitor Details
Name of Solicitor's Company
*
(insert "self-acting" if not appointing a solicitor)
Contact Person
*
Phone
*
Email
*
Accountant Details
Name of Accountant's Company
*
Contact Person
*
Phone
*
Email
*
Trading Hours
*
Please list the Trading Hours of each Location in which the Business operates. Click on the "+" icon to add more rows.
Location/Address
Mon
Tue
Wed
Thur
Fri
Sat
Sun
Public Holidays
Approximately how much is your Plant & Equipment worth at current "Market Value" (i.e. if you had to sell your items at Auction what would it sell for)?
*
How much Working Capital do you normally carry and how long would this cover you?
*
Products and Services
Please describe your Product/Service as if you were explaining it to a potential Buyer (please give us atleast 5 things to work with)
*
Approximately how much Stock at Cost do you normally carry?
*
Top Performing Products/Services
*
To help Buyers appreciate the goodwill you have established and where your strengths and opportunities lie, please indicate how your top performing products/services perform. Click on the "+" icon to add more rows.
Product/Service
Approx. % Contribution towards Total Revenue in the 2025 Financial Year
Approx. % Contribution towards Total Revenue in the 2024 Financial Year
Who else offers this Product/Service?
Why do Customers buy this Product/Service from you?
Customers
Customer Overview
*
Please give us an overview of your Customers? Who is your target market? What is their demographic? Why are they important to you? Why are you important to them?
Customer Details
*
To help Buyers appreciate the goodwill you have established and where your strengths and opportunities lie, please indicate how your top performing customers perform. Please note that we will not disclose the Customer Name without your consent. Click on the "+" icon to add more rows.
Customer Name
Customer Type (e.g. Wholesale, Walk-in, Online Retail etc.)
Product/Service they buy from you
Approx. % contribution towards Total Revenue in 2025 Financial Year
Approx. % contribution towards Total Revenue in 2024 Financial Year
Length of time as a Customer
Is this Customer exclusive to you?
Are you exclusive to this Customer?
Is your arrangement with your Customer in writing?
Payment Terms (e.g. 7 days)
Source of Customers
*
To help Buyers appreciate the goodwill you have established and where your strengths and opportunities lie, please indicate the approx. percentage of where your Customers come from (organically driven sales are looked on more favourably than paid sources). Click on the "+" icon to add more rows.
Walk-in
Website
Facebook
Ebay
Telemarketing
Referral
Repeat
Email Marketing
Letterbox Drop
Google Ads
Other
Do you have a Customer Database?
*
Total Contacts in your Database (approx. is fine).
*
Total Active Contacts in your Database (approx. is fine)
How frequently do you market to your Database?
*
Please list your trading areas.
*
e.g. 10km radius from business, Gold Coast, QLD, Australia, The World
Competitors
Competitor Details
*
To help Buyers appreciate the goodwill you have established and where your strengths and opportunities lie, please indicate how your business performs against Competitors. Click on the "+" icon to add more rows.
Competitor Name
Where are they located?
How do they compete with you?
How often would you compete for the same Customer?
Are you gaining market share on your Competitor?
How can you gain market share on your Competitor?
Supplier Arrangements
Supplier Details
*
To help Buyers appreciate the goodwill you have established and where your strengths and opportunities lie, please indicate how your top performing Suppliers perform. Please note that we will not disclose the Supplier Name without your consent. Click on the "+" icon to add more rows.
Supplier Name
Product/Service they supply to you
Location (e.g. Local, Interstate, Overseas)
Approx. % contribution towards Total Cost of Sales in 2025 Financial Year
Approx. % contribution towards Total Cost of Sales in 2024 Financial Year
Length of time as a Supplier
Is this Supplier exclusive to you?
Are you exclusive to this Supplier?
Is your arrangement with your Supplier in writing?
Payment Terms (e.g. 30 days)
Sales
Can you please explain the reason behind any major fluctuations in your sales or expenses (e.g. a major jump in sales might relate to a big sale you made one year, and a major jump in Accountancy might be that they did extra work for you on private matters). Please confirm the amount that is "abnormal" so that we can adjust the financials accordingly.
How much Total Income can your business demonstrate on a weekly basis excluding GST?
*
How far in advance would you normally have orders confirmed?
*
How much Income are you expecting from confirmed forward orders?
*
How much Income is your typical sale excluding gst?
*
Staff
Employee Details
*
Please provide full details as we will need this for the Contract of Sale. Include the Owners and Employees on Cash, Visa and Contractor arrangement. We will not disclose Employee Names until it is required under a Contract of Sale. Click on the "+" icon to add more rows.
Employee First and Last Name
Position
Employment Type
Date of Employment
Pay Rate/Salary
Job Description
Typical Roster/Job Sheet - Busy Period
*
Please include Owners and indicate Start and End Times. Please note that we will not disclose the Employee Names until it is required under a Contract of Sale. Click on the "+" icon to add more rows.
Employee Name
Mon
Tue
Wed
Thur
Fri
Sat
Sun
Typical Roster/Job Sheet - Quiet Period
*
Please include Owners and indicate Start and End Times. Please note that we will not disclose the Employee Names until it is required under a Contract of Sale. Click on the "+" icon to add more rows.
Employee Name
Mon
Tue
Wed
Thur
Fri
Sat
Sun
About the Owner
Describe your day-to-day involvement in the Business?
*
Are you the single point of Success or Failure for your Business?
*
Who else can you rely on to manage the Business in your absence that is not an Owner or family member?
*
How many hours a week would you work "in" the Business compared to "on" the Business?
*
How often do you have a holiday?
*
When was the last time you had a holiday? How much time did you have off?
*
How was your Business affected in your absence, in particular, how were your Sales?
*
What Business were you involved with prior to this?
*
Why are you choosing to sell your Business now?
*
What are your plans after selling your Business?
*
SWOT Analysis
Strengths
*
What are the biggest Strengths of your Business and Industry, and what makes your Business the best buy at this Price point? Please provide a minimum of 5 Strengths. This is your chance to get excited and list as many Strengths as possible!
Key Selling Points
*
Please select the most suitable options to avoid repetition.
Established brand
Under Management
Passive Income
As close to Passive Income as you can get!
Home based
Short hours
Flexible hours
Recession proof
Low Overheads
Low Stock requirements
No Stock requirements
Low working capital requirements
Cashflow Positive
Cash-based
Cash Cow!
Non-hands on Owner
Long term Management and Staff in place
Strong year to year Sales
Strong year to year Growth
Strong year to year Profits
Low Rent
Long Term Lease in place
High Profit Margins
Online-based
Simplistic business
Clean business
Clean financials
Box-in-box-out
Exclusive Distribution in place
Exclusive Supplier
Exclusive Provider
No Competition
No Direct Competition
Niche Industry
Niche Product
Niche Business
Tier 1 Supplier
Tier 1 Provider
Preferred Supplier
Preferred Provider
Blue Chip Clients in place
Long-term Customers in place
100% Repeat Work
90% Repeat Work
80% Repeat Work
70% Repeat Work
60% Repeat Work
Long-term Contracts in place
Exclusive Suppliers in place
Preferred Supplier arrangements in place
Best Location
High foot traffic location
High visibility location
Relocatable with no dependence on location or staff
Booming Business!
Booming Industry!
Constantly knocking back work!
Advance Sales and Orders in place
Future pipeline of work in place
High percentage of organically driven sales
No.1 Search Engine Ranking
Page 1 Search Engine Ranking
Large Database of Customers
Expansive Social Media Presence
Expansive Online Presence
Strong Social Media following
Short Trading Hours
Short working week
Ideal family business with opportunities to take holiday periods off!
No weekend work!
Can work remotely from anywhere in the world with access to Computer, Internet and Phone!
Proven trading through Covid
No exposure to Covid restrictions
Low exposure to Covid restrictions
Trademark in place
Trademark pending
Patent in place
Patent pending
Private Label Brand
Multinational Presence
International Presence
Ideal for 491 Visa
Weaknesses
*
What are the biggest Weaknesses of your Business and Industry and what can you say or do to overcome or soften the impact of these Weaknesses? Please provide at least 3 Weaknesses.
Opportunities
*
What are the Opportunities of your Business and Industry that can improve your sales, market position, operational work flow, systems, processes etc. How much time and money would this cost and how would this affect your Business? Please provide a minimum of 5 Opportunities. This is your chance to get excited and list as many Opportunities as possible!
Threats
*
What are the Threats to your Business and Industry that can impact your sales, market position, operational work flow, systems, processes etc. Is there anything you can say or do that can overcome or soften the impact on your Business? Please provide at least 3 Threats.
Disclosures
What Licences, Permits, Patents, Certificates and/or Consents do you need to operate the Business? Who in the Business holds the necessary Licences etc?
*
Please advise ALL issues that we need to be aware of which may affect a smooth sale and handover with a buyer. Without full disclosure, we may not be able to help mitigate and/or offer solutions to problems.
*
Please upload any supporting files.
Drop files here or
Select files
Accepted file types: jpg, gif, png, pdf, doc, xlsx, xls, Max. file size: 200 MB.
Warranty
*
I warrant that all information provided is true and correct.
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