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Seminar slides for exit planning or increasing value

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“Are you curious” flyer to promote our business sales marketing service to clients

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Document showing the 3 stages of the 555 Business Sales Marketing Process

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Written for TWP in Dec 08 to follow up a seminar they had run on buying/selling businesses

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For use in newsletter, newswire or blogs

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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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Kirsty slides from the event on 7/12/10 suggesting ways to attract an offer “out of the blue”.

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Slides by Michelle Mathers of Ford & Warren at the Built to Sell event on 7/12/10

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From the Built to Sell event on 7/12/10, the intro slides from Kirsty and John Warrillow’s slides

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Kirsty’s slides from the event on 7/12/10 covering how to market a business for sale

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Kirsty’s slides on tips for vendors doing MBOs or MBIs at the Built to Sell event on 7/12/10 and closing comments to the conference

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Slides by Steve Kerby of Nicholsons covering tax issues of selling a business at the Built to Sell event on 7/12/10

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Use this flyer to promote exit planning services, using the Built to Sell processes and methodology

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Kirsty’s CPD course presentation on Buying & Selling Businesses

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Case study which shows how a business with net assets of £240k only walked away with £30k when he wound it up

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For client to sign before you issue any Information Memoranda

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Letter for potential buyers to sign before we disclose any sensitive information about the vendor

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Letter for potential buyer to sign when the business for sale is a sole trader or partnership, before we disclose any sensitive information about the business

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To send to clients to introduce the exit planning questionnaire

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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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Example of a summary flyer written for a business for sale

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Where we are lead adviser to vendor but they have already found a buyer and don’t wish any more marketing

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Engagement letter where are acting as lead advisor when client is selling a business

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Where we have been asked to review tax warranties, but have not done any other work on the transaction

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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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Are they serious or are they just window-shopping?

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Work programme for an exit planning workshop with clients to identifiy areas whey they need to groom their business for sale

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Questionnaire to survey clients on their likely exit route

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Timetable to arrange your workplan and prioritise your action points following the completion of the Exit Planning Checklist

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Which exit route will you take – a diagramatic guide for SME Business Owners in a flyer branded CFN

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Flowchart to describe how best to use the various Exit Planning Resources

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For use when passing working papers to an adviser for a purchaser

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As suggested in Built to Sell, using a 3 year long-term plan will help tie-in key employees and is a less complicated solution than giving equity or share options

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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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Ideally should be presented to professionals-only

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How to source a buyer for your client’s business

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Can be used to explain the process of selling a business to a client

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The #GeneralElection2019 is just over a week away (Thurs 12th)❗️

We have looked at the manifestos of the three main parties, and summarised some of the main tax pledges promised. We've also highlighted some possible tax planning opportunities.

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Shame this article focuses so much on tech. In prof services human capital is where the investment should be. Proud to be delivering a new programme #Beyond2020 which future-proofs firms with a holistic focus on their whole strategy. https://t.co/SG6KntTVAE

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