BPR Questionnaire - FP Advance

BPR Questionnaire

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:*
(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.
(Full-time equivalent, including you)
(Full-time equivalent)
(Count couples as one client)
(Count all AUM whether you charge for it or not)
(Be sure to count checking emails at night or on weekends in this estimate)
(10 is totally in control)
(Annualised rate of growth)
(10 is “I couldn’t be having any more fun”)
(10 is “They love working here”) Feel free to ask them for that score if you are not certain.
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