Confidential Seller Questionnaire | Facilities Management Business Sales

Thank you for getting back to me. Before we speak, I would be grateful if you could fill in the questions below. It covers the information buyers look at first, and it means we can have a far more useful first conversation.

Everything you share here stays with me. It is not published anywhere, shared with any buyer, or stored outside my own system. If there is anything you would rather not answer, leave it blank. We can always discuss it on the call.

Simon Read, Managing Director, Facilities Management Business Sales

Your name

Surname

Phone

AFinancial overview

What was your turnover for the last financial year?

What was your net profit (before tax and owner drawings)?

How much do you and any co-owners take annually from the business in salary, dividends, and benefits?

Are there any significant one-off costs in your last accounts that would not repeat?

Is your revenue growing, stable, or declining?

What percentage of revenue is recurring or contracted?

BOperations

Full-time employees

Part-time or subcontractors

Would the business continue if you stepped away for three months?

Premises

How many staff would transfer under TUPE to a buyer?

CMarket position

How do most of your customers find you?

Who are your main competitors locally?

What makes your business different from competitors?

DThe sale

Why are you considering selling?

Is there anything a buyer should know that might affect the sale? (optional)

Have you spoken to any other brokers?

Received. Thank you.

Your brief has landed with Simon personally. He will be in touch to arrange a quiet, confidential call within one working day.

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To prepare for our call.

AFinancial overview

BOperations

CMarket position

DThe sale

Received. Thank you.