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Business Information Statement – Part 2
Step 1 of 4
25%
OVERVIEW
Your Email
*
Please tell us about your business
Description
What does your business do?:
Location
What is the exact location of your business? (if applicable)
Dates
Year Established:
Year acquired by present owner:
Reason Business is for sale
Trading Hours
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
Competitors
Who would you say are your main competitors? (please list a couple)
Social Media
Please describe your Social Madia Presence (and any other Marketing/Advertising that is very effective for you):
Staffing
Please describe how many staff you have (and what their roles are):
Owner's Role
Please describe how many hours you put into the business (and what your role is)
Owner Hours:
Full-time
Part-time
Business run under management
Strengths
Please describe what you would say are the Strengths of your business:
Opportunities
Please describe what Opportunities there are for a new owner to grow the business:
Included in the Sale
Equipment
Is there equipment under lease or rental?
Yes
No
Please enter the details here:
Is there a Fit-Out?
Yes
No
Please breifly describe what is in your fit-out including signage, cabinetry, stainless steel works, tables and chairs:
Office equipment included?
Yes
No
Please enter the details here:
Are there any vehicles included in the sale of the business?
Yes
No
Vehicle Information
If you have more than two vehicles, please provide your broker with a separate list of all vehicles. Include Make, Model, Year, KM's, and Approximate Second-hand Value
Registration number:
Make:
Model:
Year
Please enter a number from
1890
to
2025
.
Km's:
Please enter a number from
1
to
9999999
.
Approximate Value:
Please enter a number from
1
to
999999
.
Is there another vehicle?
Yes
No
Vehicle 2 Information
Registration number:
Make:
Model:
Year
Please enter a number from
1890
to
2025
.
Km's:
Please enter a number from
1
to
9999999
.
Approximate Value:
Please enter a number from
1
to
999999
.
Stock on Hand
What is the approximate value of the Stock? (This is normally purchased separately on top of the Goodwill Price for the business)
Comments:
Supplier Relationships, Goodwill, and Work In Progress
Please write any comments here:
Property Lease and Financials
Property Lease
Do you have a Property Lease?
Yes
No
Please describe your Property Lease and be sure to send us a copy:
Financial Information
Please provide us with any comments regarding any personal expenses that are made through the business, or in any once-off expenses that have occurred in the last couple of years (that may not apply the new owner):
BUSINESS PROFILE INFORMATION REQUIRED - CHECKLIST
PLEASE NOTE:
Please arrange to supply the documents or details mentioned below to us here at Finn. These documents are required so that we can complete your Business Profile Document or Fact Sheet. This document is critical before we can effectively promote the business to potential purchasers.
As you do please check "Submitted" on the right of each document.
THREE WAYS TO PROVIDE DOCUMENTS:
ONE
- Cloud-based file sharing - save all your documents to the folder noted in the email that brought you to this form.
TWO
- Email - you can email documents to me Try and keep documents under 5mb in size. If you don’t have a scanner with a document feeder, an Officeworks, Snap Printing, or Kwik Kopy can scan them for you onto a USB Drive. Just hit reply on the email.
THREE
- Post - you could post them to me, and we can scan them for you but just make sure they are good quality
Not sure exactly which documents to provide? No worries. Just click on the example image.
Profit and Loss (Past)
Instructions: Copy of Accountant-prepared Profit & Loss Statements for 2017 and 2018 Financial Years (if trading that long)
Click Below - Example:
×
Status
Working on it
Submitted
Profit and Loss (Recent)
Instructions: Profit and Loss from the 2019 Financial Year (but can be from your Xero, MYOB or alike)
Click Below - Example:
×
Status
Working on it
Submitted
Payroll Activity (Past)
Instructions: Payroll Activity Summary showing all employees for 2017 and 2018 Financial Years (if trading that long).
Click Below - Example:
×
Status
Working on it
Submitted
Payroll Activity (Recent)
Instructions: 2019 Financial Year (but can be from your Xero, MYOB or alike)
Click Below - Example:
×
Status
Working on it
Submitted
BAS Reports
Instructions: Copies of BAS Reports for the last 12 months
Click Below - Example:
×
Status
Working on it
Submitted
Depreciation Schedule
Instructions: Your Depreciation Schedule as at June 30th
Click Below - Example:
×
Status
Working on it
Submitted
Finance/Rental Agreements
Instructions: Copies of any Plant and Equipment Finance and/or Rental Agreements (if appicable)
Click Below - Example:
×
Status
Working on it
Submitted
Last Year Sales
Instructions: Report from your in-house software of week x week sales for previous financial year (if you have this available, we prefer in Microsoft Excel please)
Click Below - Example:
×
Status
Working on it
Submitted
KPIs
Instructions: Report from your in-house software shoing your KPI data (Average Sale, Number of Transactions, etc.) for the most recent 12 months (if you have this available, we prefer this in Microsoft Excel please)
Click Below - Example:
×
Status
Working on it
Submitted
Plant and Equipment Schedule
Instructions: Please provide a list of all physical assets included in the sale.
Click Below - Example:
×
Status
Working on it
Submitted
Property Lease
Instructions: Copy of the Premises Lease including any Amendments or Assignments (if applicable)
Click Below - Example:
×
Status
Working on it
Submitted
Rent Invoice
Instructions: Copy of the recent rent invoice for your premises rent (if applicable)
Click Below - Example:
×
Status
Working on it
Submitted
Roster
Instructions: An actual roster from a typical week over the past few months (if applicable)
Click Below - Example:
×
Status
Working on it
Submitted
Pictures
Instructions: Digital photosof the business inside and out (at least 10, compressed to under 300kb each)
Click Below - Example:
×
Status
Working on it
Submitted
Logo
Instructions: One high resolution image of your business logo
Click Below - Example:
×
Status
Working on it
Submitted
Any more documents?
Yes
No
Additional Document
First Additional Document Needed
Status
Working on it
Submitted
Second Additional Document Needed
Status
Working on it
Submitted
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