PRACTICE FOR SALE QUESTIONNAIRE

STRICTLY CONFIDENTIAL

PERSONAL INFORMATION

Contact Name:

Position:

Practice Name:

Address:

Post Code:

Tele. No.:

Mobile:

Fax No.:

Email:

YOUR COMPANY:(Please delete as applicable)

Type of Practice:

Estimated Annual GRF:

(the fees a purchaser could expect to bill in their first full year after acquiring your goodwill excluding VAT): £ (exc. VAT)

Fee Income:

In addition to 2 above, you billed for non-recurring work i.e. investigations, business plans etc. excluding VAT: £ (exc. VAT)

Reason for Merging:

CLIENTS:

Type:	Number:	Fee Range:	Number:
Sole Traders		Below £ 250
Partnerships		£ 251 To £3,500
Limited Companies		£501 To £1000
Tax Only		£1001 To £5000
Others		£5000 To 10000
Total		£10001 To £20000
Where are your clients located?

STAFF:

Position:	No:	Years Employed:	Hourly Rate:





	Total	£

Is it condition that staff be retained by the new owner?

PREMISES:

Approximate Freehold value?

Valuation of fixtures & fittings (if to be sold)

If the property is rented:

What type of lease is there?

How long is the present lease?

When is the next rent review?

What accommodation does the property have?

What are the current yearly costs for the following:

Rent	Rates	Heat	Light	Ins	Pl	Other
£	£	£	£	£	£	£

What car parking facilities are there?

Is it vital that the purchaser offers the services from your existing offices

FINANCIAL ANALYSIS:

Pease list the gross fees below for the last 3 year, net disposable profit (before tax) and gross payroll cost

YEAR ENDING

TURNOVER

PROFIT*

GROSS PAYROLL COST

2012

2011

2010

Projected

*Profit after rent, rates etc?

*Profit after finance costs?

Are the fees charged:

What is the level of work in progress carried out by the practice?

What is the avarage level of debtors and age of debts?

LEVEL £

AGE

Days

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PRACTICE FOR SALE QUESTIONNAIRE