Valuation Questionnaire

Please take a few minutes to complete this questionnaire. Your answers will assist us to determine the value of your business. Obviously, this information will be treated in the strictest confidence.

Please complete all fields - inserting N/A, if a field does not apply to you. Hold your pointer over a field if you need help. When you're finished - simply click the submit button. Thank you.

BUSINESS INFORMATION
Business Name:
Postal Address:
City:
State:
Postcode:
YOUR CONTACT DETAILS
First Name:
Last Name:
Phone:
Email:	* We will be sending confidential information to this email address. Please ensure it's an address only you have access to for your own security.
DESCRIBE YOUR BUSINESS
Name of your Dealer Group:
Number of principals/partners :
Number of managerial personnel:
Number of support personnel :
Total staff :
Operating region:
Year business commenced:
DETAIL YOUR BUSINESS INCOME AND EXPENDITURE
Up front investment income $K:
Trail and review fee income $K :
SMSF management fee income $K :
Total income $K :
Partners and principals drawings $K :
Salary and wages costs $K :
Other business expenses $K :
EBIT $K :
DESCRIBE YOUR CLIENT PORTFOLIO
Total clients:
SMSFs managed:
Superannuation funds FUM $M:
Wholesale investments FUM $M:
Retail investments FUM $M:
Total FUM $M:
Platforms used:
ANY OTHER INFORMATION
Note any other relevant points here:
		I authorise Radar Results to collect this information, conditional that it is stored, managed and used strictly in accordance with Radar Results documented privacy policy. Radar Results will email you a copy of the completed questionnaire so you have a copy for your records.

Printed from www.radarresults.com.au