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Article to announce launch of CFN Investors Register to non-regulated investments, property, unlisted businesses etc

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“Take control of your banking relationship” – a suggested article for newsletters/newswires to promote the scorecard to assess likely risk of clients’ banks restricting overdraft & lending facilities and/or increasing costs

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Many clients who already have debtor finance facilities are not finding them effective. This is usually because they have the wrong provider or the wrong facility, and is not because debtor finance isn’t right for their business. So try asking them these questions to find out where the problems lie.

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An example of a basic benchmarking report – see also the benchmarking spreadsheet

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Calculate the client’s ratios, plus those from 3-5 filed financial statements of competitors (ask the client) & also the UK Data report for the sector. Include the summary sheet as an appendix with a benchmarking report

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Business plan proforma layout – suggest you give this to the client to complete (apart from the numbers) before you edit, reformat and add the ‘financials’

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For client to sign before you issue any business plans

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Letter to sign by potential investors before we disclose any sensitive information about the business seeking investment

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Required to be signed before you carry out a ‘consumer search’ ie on an individual, rather than a business

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Details of The Corporate Finance Network scheme voucher from Credit Risk Solutions for credit insurance

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Engagement letter for assisting with the preparation of a business plan & projections only (not a fundraising assignment)

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Suggested paragraphs for a fundraising engagement letter where you are working on a contingent fee basis

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Specific paragraphs relevant to corporate finance work. To be added to your firm’s normal terms for engagement letters

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Details of the scheme as per March 2009

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List of ABL contacts and others who have agreed to be the national contact if you don’t have equivalent local contact in your region

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Stat dec – an example of a completed stat dec for a previous deal as written up by the lawyers

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Example wording for the Non Stat board memorandum required to be signed by the directors

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Is financial assistance necessary?

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Letter written by auditors to the directors to give them comfort to sign the Board Memorandum

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Example of a completed stat dec by the lawyers – part 1 is where extra information has to be included

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To assess clients’ weaknesses in systems, management information & operations as an early warning sign of potential problems

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An ICAEW article explaining the regulation surrounding the Financial Promotions Order & the latest changes in April 2007

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A ready-reckoner of the various sources of funding to consider for a client

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For firms to complete with details of funding groups, networks, and individuals investment preferences

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Registration form for high net worth clients and contacts to record preferences for receiving investment opportunities for inclusion on Investors Register (equity/property/wine/art/etc)

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Suggested wording for letter/ email to send to high net worth clients & contacts

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A great reporting tool for management information

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Use this with clients around 2-3 months before their renewal date to assess the stability of their overdraft & other lending facilities, to spot potential problems or lenders’ likely concerns.

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Navigating a Brexit Economy – A Toolkit for SMEs
An article produced to provide advice to SMEs in an uncertain economy

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To send to clients a few months before their overdraft renewal date to invite them to complete the Scorecard exercise

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To hand to clients before their annual bank overdraft renewal meeting

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Use this with clients around 2-3 months before their renewal date to assess the stability of their overdraft & other lending facilities, to spot potential problems or lenders’ likely concerns.

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SEIS Application Form for advance approval from HMRC

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SEIS Supplementary Information for HMRC example

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Ask your clients to take the ‘Built to Sell’ Sellability quiz to see how ready they are for sale

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Typical content of a shareholders agreement

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Tips explaining how to prepare a business plan

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