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Over the years we have learned that to have a good quality conversation we need good quality information.

We know we cannot help everyone: Some people do not want help and others cannot be bothered to provide the information that we need.

So here is the first test to see if we can help you. Please fill in the form fully and provide all the information that we need. Phoning for a chat before you have assembled the required information will simply waste everyone’s time.

You may find this harsh but we trust you understand.

We look forward to working with you.

This information will be treated as Strictly Confidential and will not be disclosed to any unauthorised third parties.

Private & Confidential

Name

First Name

Last Name

Phone number

Company Name

Registration Number

Industry

Main Challenge

Describe Key POSITIVES in the Business

Describe CHALLENGES the Business Faces

Turnover - Current Management Accounts

This is your current year Turnover based on monthly management information. Please tell the period the figure relates to.

Gross Profit - Current Management Accounts

This is your current year Gross Profit based on monthly management information. Please tell the period the figure relates to.

Net Profit After Drawings - Current Management Accounts

This is your current year Net Profit After Your Drawings based on monthly management information. Please tell the period the figure relates to.

Turnover - Last Full Year

This is last year's Turnover as reported to Companies House. If wasn't trading please add NIL

Gross Profit - Last Full Year

This is last year's Gross Profit as reported to Companies House. If wasn't trading please add NIL

Net Profit After Drawings - Last Full Year

This is last year's Net Profit After Drawings as reported to Companies House. If wasn't trading please add NIL

Current Average Gross Margin

Profit as a % of Turnover

Current Debtors

Current Creditors

Current Stock

HMRC Arrears

Any Other Serious Arrears

Please provide some details

Leases

Please provide current RENT and YEARS REMAINING ON LEASE as a minimum.

Mortgages

Please provide MORTGAGE AMOUNT(s) and MONTHLY MORTGAGE PAYMENT(s) as a minimum.

Other Leases

Please provide relevant information on any other leases, cars, computers etc the business have

Overdrafts

Please indicate the AMOUNT and which BANK is it with

Loans

Please indicate the AMOUNT and which BANK is it with

Credit Cards

Please indicate the AMOUNT and who is the CARD ISSUER

Directors Loans

Please indicate the AMOUNT and to WHOM

Debentures / Securities

Please indicate the AMOUNT and to WHOM

Pension Plans

Please indicate the AMOUNT in funds and ARREARS if any

Personal Guarantees

Please indicate the AMOUNT and to WHOM

What is Your Ideal Solution?

Capital Investment, Cash Injection, Liquidation Solution etc

Stakeholders Details

Please provide each NAME, whether they are a DIRECTOR or a SHAREHOLDER or BOTH

Exits

Which Director and/or Shareholder wish to EXIT the business if any

Other Comments

Anything else you feel would be important to make us aware prior to our discussion