Sales Questionnaire

Sales Questionnaire

Investing the necessary time to complete this thoroughly will enable us to make an informed assessment of your potential suitability with our buyer's requirements. This effort will not only potentially save you time but will also help you to secure the most suitable deal for yourself, your team, and your clients.

Practice Information

Practice Name*

Locations*

Date*

Your Contact Details

Contact Name*

Position/Title*

Correspondence Address*

Work Telephone

Mobile Telephone

Home Telephone

Fax

Email

Your Contact Preferences

General Information

Number of Years Practice Established

Year End Date

Are You VAT Registed: Y/N

Date of Most Recent Qad Visit

Results of Last Qad Visit

Do You Hold Professional Indemnity Insurance: Y/N

Are You Aware of Any PI Claims Against You

Partner Information

One

Name

Age

Specialisms and Areas of Expertise

Qualifications Held

Equity Share

Two

Name

Age

Specialisms and Areas of Expertise

Qualifications Held

Equity Share

Three

Name

Age

Specialisms and Areas of Expertise

Qualifications Held

Equity Share

Four

Name

Age

Specialisms and Areas of Expertise

Qualifications Held

Equity Share

Additional Partners/Key Stakeholders

About The Business

Your Turnover

Profit Made

Client Numbers

Average Fees: Please include the Smallest and Largest Fee

Where Are The Clients Based

Is There a Particular Client Type

Breakdown of Fee Income

What is The Average Value of WIP and Average Debtors

How Are The Fees Typically Split by Work Type

Typical Partner Charge-Out Rates

What Proportion of Fee Income is Recurring

What Proportion of Fee Income is Non-Recurring

What Proportion of Fee Income is Consultancy/Advisory

Breakdown of Recurring Work

Limited Companies (Full Audit): £

Limited Companies (No Audit): £

Partnerships/Sole Traders: £

Tax Work: £

Anything Else: £ (please specify)

Total Recurring Work: £

Total Non-Recurring Work: £

Total Practice Income/Fees: £

Day To Day Operations

What Software Systems Do You Use

For Tax

For Audit/Accounts

Anything Else

Do You Work/Collaborate With Other Firms Y/N

If So, What Is The Nature Of The Relationship

Staffing

Full-time Total Number

Actual Details

Job title

Qualification Level

Age

Length Of Service

Salary

Typical Charge Out Rates

Actual Details

Job title

Qualification Level

Age

Length Of Service

Salary

Typical Charge Out Rates

Actual Details

Job title

Qualification Level

Age

Length Of Service

Salary

Typical Charge Out Rates

Actual Details

Job title

Qualification Level

Age

Length Of Service

Salary

Typical Charge Out Rates

Additional Full-Time Staff

Part-Time Total Number

Actual Details

Job title

Qualification Level

Age

Length Of Service

Salary

Typical Charge Out Rates

Actual Details

Job title

Qualification Level

Age

Length Of Service

Salary

Typical Charge Out Rates

Actual Details

Job title

Qualification Level

Age

Length Of Service

Salary

Typical Charge Out Rates

Additional Part-Time Staff, Contractors or Consultants

Office Premises

Location

Leased or Owned

Square Footage

If Owned Who is The Owner/s

If Leased in Whose Name is This

What is The Remaining Lease and is There a Break Clause

What is The Annual Cost

How Many More Staff Could Be Accommodated

Miscellaneous Information* This can be extremely helpful to know. Please expand as required

Should We Be Made Aware of Any Organisation Or Persons That We Should Avoid Introducing You To?

At This Time Are You in Negotiations With Any Organisations or Individuals or Are You Aware of Any Introductions That Might Have Been Made By Another Party And if so Which Organisations

Anything Else

Please Feel Free To Share Any Other Relevant Information

Thank you for completing this form we look forward to working with you. * Please note this detailed information will only be shared with interested parties with your permission. For the purposes of marketing or initial introductions, we will only use the minimum information required to maintain confidentiality.