Client Needs
Assessment Form

Complete this form ahead of your one-to-one consultation.


    Clarifying shareholder objectives. Defining key business goals and strategies to deliver them.

    Creating a full business plan which describes all aspects of the business and can be used as an information memorandum.

    Creating a short, practical plan that focuses on the headline strategy.

    Separately or dovetailing with business plan “lite”; financial plans and projections, including key targets to achieve and funding requirements.

    Defining and commenting on a regular snapshot on the state and performance of the business, in an agreed format.

    Working with the existing financial team to set up the management accounts and other business information to provide accurate, timely and relevant reports.

    Explaining the actual results to the business and their implications and assessing performance against budget and/or business plan “lite”.

    Managing all aspects of the finance function including procedures, staff, outsourcing, external advisers and key business relationships.

    Helping to set the agenda, compile the Board pack, attending and advising the Board and minuting meetings (as required).

    Providing impartial strategic insights to aide senior management decision making.

    Ensuring records are consistently maintained and refining operations to maximise value in preparation for a formal business sale.

    Being an ad hoc financial and commercial advisor and mentor to senior management.

    Improving operational efficiency, corporate governance and risk identification, assessment and mitigation.