Investor ready checklist - Questions to ask you client

How to use this checklist

  • As a way to engage your client towards business improvement objectives
  • Help clients who are thinking about selling their business
  • For clients who are looking for aspirational change.
  • Remember Investor Ready is not only for business owners that wish to exit.

2 components to the checklist

  1. Questions to ask the owner

Use these to gain a perspective from the owner

  1. Validation of the owners perspective

Depending on the owners perspective. These evaluation points help to guide the owner going forward.

If the owner feel very confident about the business and the future. The validation shows that this confidence may be overstated then these become very important measures to associate the numbers with the perception.

 

Questions to ask the owner

ir1

ir2

Validation of the owners perspective

ir3

CPA power
What to say - When talking about your clients fina...

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Wednesday, 12 December 2018

Mick Holly & Andre Gien

Wealth Scientists

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