I am an Advisor
Information we need for our Free Advice and Support Service

Remember the 7 deadly sins!

1. Where is it?

2. What does it do and what is the turnover?

3. What legal status - limited company, partnership or sole trader?

4. Assets:

4.1. Plant and equipment, motors, fixtures and fittings etc.

4.2. Stock and work in progress, debtors, cash.

5. Liabilities:

5.1. Bank - overdrafts, loans and etc.

5.2. Inland Revenue and VAT Arrears and current.

5.3. Trade creditors.

5.4. Other such as hire /lease purchase, directors, SFLGS etc.

6. Viability:

6.1. Marketplace - brief description

6.2. Orders, enquiries future prospects - brief description.

7. Management:

7.1. Type of management.

7.2. Any gaps in their team.

7.3. Ability.

Summary:

Please note we don't need lots and lots of paper to make a decision to help. Just provide the basic information above!

We can provide free telephone, fax or email support only if the above information is received. After receipt, if we believe that we can assist the company we will attend a meeting free to the client at a mutually convenient time and place (usually at their business address).

A free, comprehensive report will be provided to the client and the referrer.