Business Potential Report Form

Please complete all fields below. Everything you send me will be treated confidentially.

I will use this information to prepare a short report that I’m sure you’ll find helpful.

Specifically:

The upside opportunity in your current business
The cost of maintaining the status quo

Once you have some meaningful numbers for both, I’m hoping you’ll feel in a stronger position to evaluate your best next steps.

Please note: Use financial information from the last fully completed financial year. Ensure that any other information, like staff headcount, client numbers, AUM, or number of advisers also applies to that same period. “*” indicates required fields

"*" indicates required fields

Your Full Name:*

Your Email Address:*

Company Name:*

Total revenue £*

How much was paid to advisers other than you £*

How much did you take as personal income? £*

(Include drawings, dividends, and salary – Then please ensure it’s the grossed up ‘before tax’ figure)
For example: You draw £10,000 per month as dividends. That would ‘gross up’ to approximately £205,000 ‘before tax’, which is the figure you’d enter above.

What were all other expenses of running the business? £*

How many client-facing advisers were in your business?*

(Full-time equivalent, including you)

How many non client-facing staff were there in your business?*

(Full-time equivalent)

How many clients did the business serve?*

(Count couples as one client)

What was your total AUM? £*

(Count all AUM whether you charge for it or not)

What was your annual recurring revenue? £*

How many hours per week did you work on average?*

(Be sure to count checking emails at night or on weekends in this estimate)

How in control of your business did you feel on a scale of 1 – 10?*

(10 is totally in control)

Over the last 5 years, what has been the annual growth rate (%) of your businesses turnover?*

(Annualised rate of growth)

How much fun are you having in running your business on a scale of 1 – 10?*

(10 is “I couldn’t be having any more fun”)

How happy are your staff on a scale of 1 – 10?*

(10 is “They love working here”) Feel free to ask them for that score if you are not certain.