Let's Get to know your Loan Book - Gold Coast Businesses for Sale Brisbane Businesses for Sale

Contact Details

Name of Person completing the Questionnaire*

Email of person completing Questionnaire*

Phone of person completing Questionnaire*

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*

Overview

Business Trading Names being sold (Office Use Only)*

When was the Business established and by whom?*

If you established the business, what were the motivations behind it?*

Insert "N/A" if you did NOT establish the business.

If you did NOT establish the business, when did you buy it?*

Insert "N/A" if you established the business.

How long have you owned the Business?*

How many owners were before you?*

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

Products & Services

How would you summarise the business?*

How do you see your business positioned in the market in terms of products/services offered? (1) Specifically, what demand or need does your business fullfil and is this a sustainable product/service? (2) What technical knowledge or IP does your business offer that sets it apart? (3) How is your business positioned in terms of reputation, quality, price?*

Please list some of the major milestones of the business with year (and month if available) when they occurred. These can include: moving of premises, hiring of key staff members, transfer of ownership, gaining distributorships/clients, surpassing certain benchmarks, awards received, etc.*

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 (e.g. Commercial loans, Residential, Equipment)

Approx. % Contribution towards Total Revenue in the 2026 Financial Year

Approx. % Contribution towards Total Revenue in the 2025 Financial Year

Who else offers this Product/Service?

Why do Customers buy this Product/Service from you?

Systems and Procedures

Does the business have written-down procedures, policies and manuals?*

What CRM and Broker software is used by the business?*

Do you currently have any other software for client retention or a client retention process (e.g. Sherlock or your own system)?*

Do you have automated systems for some of the processes? If so, what programs do you use for those?*

Who is your Aggregator?*

Have you been with them exclusively? If not, what other Aggregator have you worked with?*

If there have been multiple Aggregators, do you receive trail incomes from both?*

Assets

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

Industry Sites

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.

Plant and Equipment*

Please list all the plant and equipment INCLUDED in the sale including Make, Model, Year/Km, Vin/Chassis, Registration/Serial Number. **If you prefer you can upload a Plant and Equipment List.

Will all assets INCLUDED in the sale be free of debt and encumbrance at Settlement?*

If there are assets currently used in the business but are NOT included in the sale, please list these items and explain why they are not included?*

Please upload Plant and Equipment List (if preferred)

Drop files here or

Max. file size: 200 MB.

Premises

Do you own the premises?*

Yes

No, I Lease the premises

I operate from both

Owned Premises Details*

Please list all the Owned Premise Details in which the Business operates. Click on the "+" icon to add more rows.

Address

Size of Premises (sqm)

Rent Amount charged to the business (per month excl. gst)

If the rent amount is not charged at market rate, what would be a fair market rate excl. gst?

Outgoings Amount charged to the business (per month excl. gst)

Lease Term

Option Terms

Leased Premises Details*

Please list all the Leased 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*

Was the business always geographically at its current position? If not, where was it previously and when did this move occur?*

Why does the business operate from this location? (1) Is there any benefit to staying or relocating? If so, what benefit and where would work better? (2) Is the current location convenient for customers? (3) Is the current premises appropriate? If not, what needs to change?*

What does the premises consist of (e.g. Storage, Boardroom, Kitchen, Toilets, Parking)?*

How much further could the business grow within the existing premises?*

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?

Contribution of Loan Type to Total Income*

Please indicate how each Loan Type Category performs. Click on the "+" icon to add more rows and separate each Customer Category.

Loan Type (e.g. Residential, Commercial, Equipment)

Approx. % contribution towards Total Income in 2026 Financial Year

Approx. % contribution towards Total Income in 2025 Financial Year

Contribution of Customer Type to Total Income*

Please indicate how each Customer Type performs. Click on the "+" icon to add more rows and separate each Customer Category.

Customer Type (e.g Owner Occupied, Investor, First Home Buyers)

Approx. % contribution towards Total Income in 2026 Financial Year

Approx. % contribution towards Total Income in 2025 Financial Year

Customer Concentration*

Please indicate how your top Customers contribute to your Total Income. Click on the "+" icon to add more rows and separate each Customer.

Customer Initials or Ref. No.

Approx. % contribution towards Total Income in 2026 Financial Year

Approx. % contribution towards Total Income in 2025 Financial Year

Remaining Value

Remaining Term

Source of Customers*

Please indicate the approx. percentage of where your Customers come from. Click on the "+" icon to add more rows.

Walk-in

Website

Social Media

Telemarketing

Referral

Repeat

Email Marketing

Letterbox Drop

Google Ads

Other

Please list your trading areas.*

e.g. 10km radius from business, Gold Coast, QLD, Australia, The World

How do you market the business products/services?*

Have you tried specific marketing channels/actions that you no longer do? If so, please advise what the results were and why you stopped.*

Do you have any referral agreements in place? If so, how many and what is the remaining term?*

Have you won any awards? If so, please detail these. If your awards are shown on your website, include a link to your webpage where they are shown.*

Are client meetings held on Video Call (e.g. Zoom) or in person?*

Loan Book Details

Total Loan Book Value ($)*

2024FY

2025FY

2026FY

Total Active Loan Book Value

Number of Loans Written*

2024FY

2025FY

2026FY

Total Number of Active Loans

Why did the number of loans written change in the past 12 months?*

Total upfront Commissions*

2024FY

2025FY

2026FY

What is your Average Trail Commission (e.g. 0.15%)*

Total number of Clients on the database?*

What is the % breakdown of your active clients location by state? Please provide a graph if possible.*

QLD

NSW

VIC

SA

ACT

TAS

WA

NT

Upload Graph - Clients by State (optional)

Drop files here or

Max. file size: 200 MB.

How frequently do you market to your Database? What system do you use and how often are they delivered?*

Loan Size ($)*

Smallest Value

Largest Value

Average Value

Median Value

Total Value

Loan Age (Yrs)*

Shortest Age

Longest Age

Average Age

Median Age

Client Age (Yrs)*

Youngest

Oldest

Average

Median

What is your % lender mix. Please provide graph if possible.*

Name of Lender (e.g. CBA or "Private Lender")

% of Total Income 2026FY

% of Total Loans Written 2026FY

Upload Graph - Lender Mix (Optional)

Drop files here or

Max. file size: 200 MB.

What is your Claw-Back Rate?*

2026FY

2025FY

2024FY

Why is your Claw-Back Rate where it is in the last 2 years?*

What is your Run-Off Rate?*

2026FY

2025FY

2024FY

Why is your Run-Off Rate where it is in the last 2 years?*

Competitors

Competitor Details*

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?

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

Are there any staff members that could not be substituted without major disruptions to the business?*

Typical Roster - 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 - 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

How many owners does the business have?*

Describe the day-to-day involvement in the business of each owner including hours worked by each owner.*

Are any of the Owners the single point of Success or Failure for the Business? In other words, would the business continue day-to-day for 6 months without the Owner?*

Who else can the business rely on to manage the business in the Owner's absence that is not an Owner or family member?*

How many hours a week would each Owner work "in" the Business compared to "on" the Business?*

How often does each Owner have a holiday?*

When was the last time each Owner had a holiday? How much time was taken off?*

How was the Business affected in the Owner's absence, in particular, how were the Sales?*

What Business were the Owner's involved with prior to this?*

Why are the Owners choosing to sell the Business now?*

What are the Owner's plans after selling the Business?*

What involvement are the Owner's prepared to put into the business to assist the Buyer with a smooth handover (e.g. phone introduction with Clients, Referrers, and Aggregator)? (1) How long would each Owner be prepared to put in (e.g. it is standard to offer 30 days at Nil Cost to the Buyer)? (2) How many hours a week could each Owner provide face-to-face (e.g. full time during normal trading hours). (3) What pay rate would each Owner want if the buyer needed further face-to-dace training after the initial free period?*

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

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.

Gold Coast Businesses for Sale Brisbane Businesses for Sale

Best Business Brokers Selling Businesses in Brisbane and Gold Coast

Let’s Get to know your Loan Book

Contact Details

Solicitor Details

Accountant Details

Overview

Products & Services

Systems and Procedures

Assets

Premises

Landlord Details

Customers

Loan Book Details

Competitors

Staff

About the Owner

SWOT Analysis

Disclosures

Business Valuation Calculator

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