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Please complete this questionnaire to help us prepare for our meeting. The sooner you do this, the more time we will have to research  and reflect and make our meeting more productive.

Valuation Preparation Questionnaire

Please complete this form as best you can to help us prepare for the valuation session. This is purely to allow us to prepare for the session.
  • MM slash DD slash YYYY
  • Business and Personal Goals

  • What (in your view) are the top 3 goals for the business?
  • What personal goals will the business help you achieve over the next few years?
  • How do you expect the business to perform over the next few years (in terms of sales, profits, new markets/products, your work-life balance, etc.)
  • Please list any competitors or businesses that may be comparable with yours, to assist with our valuation.
  • What you do

  • Please briefly describe your role in the business in the following headings: - Operations (delivering to clients) - Strategy - Other (support/ admin)
  • If you decided to stop making any active contribution to the business, what would you need to do (e.g. recruit someone, re-allocate tasks, etc.)
  • Anything else?

  • Let me know if you would prefer for any of your answers to remain confidential.