Investor and Exit Ready Assessment

Tel: 1300 987 567

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INSTRUCTIONS:

          Rate your business from 1 to 5
          Add up total at the end which will give you a rating out of a possible 100 points
          BeBusiness Recommends a minimum rating of 75 to speaking to investors or buyers
          This checklist is only useful if you are honest with your answers
          A BeBusiness Corporate Advisor will be in touch with you shortly to discuss your assessment with you

RATING SYSTEM:

          1. We are now aware of this but have done nothing about it
          2. We have commenced working on this task
          3. We are half way through this task

4. We are nearing completion of this task and have a completion date in place

5. This task is 100% complete

* Required

Title

First Name *

Last Name *

Email Address *

Work Phone Number *

Preferred Contact Method *
Phone
Email

Is your business plan written and up to date? *
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Do you have an Information Memorandum written, up to date and checked from a commercial lawyer *
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Is your business insured against loss of income, equipment, assets, IP, Public liability and key man risk? *
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Where do you stand with your legal obligations/requirements ie. directors registered, shareholders registered/shares issued, shareholders agreement/constitution, capital raising exemptions checked with a lawyer, internal Due Diligence report completed *
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Are all your contracts (eg. employment, supplier, distribution, licensing/franchising, lease agreements, inter-company agreements/loans) in place, signed and up to date? *
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Do you have up to the last 2 years financials completed? *
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Do you have your next 12-24 month financial projections completed? Were they prepared or reviewed by an experienced accountant?Are they realistic or stress tested? *
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Do you have a budget to raise capital/exit of between 5% and 10% of funds raised/sale price? *
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Is your Intellectual Property secured and held within the entity in which you are raising capital? eg. Trademarks (words/logos)/patents, trade secrecy agreements. *
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Do you have defensible barriers to entry backed up by strategy and data? *
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Do you have a valuation model in place? Has it been reviewed and stressed tested by "friendly" investors and advisors? *
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Do you have a corporate advisor? Yes or no. What role do they play for your company?Are they the right fit for your company? *

Are all your internal procedures documented and systemised?Is the systems and procedure manual written and up to date (and online)? *
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Do you have access to a sufficient number of potential investors/buyers? Can they invest/buy according to the method under which you are raising capital/selling? *
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Do you have the ideal board composition? Do they add value to your company? Can they introduce you to investors/buyers?Do you have the staff and management team to execute the business plan? *
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Do you have a well thought out use of funds statement? Is aquisition part of your strategy? *
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Is there a clear path to exit for investors in a 3 to 5 year timeframe? Are the returns adequete? Is it realistic? *
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Do you have a 'pitch' presentation ready in powerpoint or printed form? Have you practiced it at least 10 times? *
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Have you identified the following risks and have described in the IM how they will be mitigated? (Debt covenants, stock market/property, interest rates/petrol/energy, supplier stability, bubble industry or sector, state of general Australian economy, seas *
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Enter Word Verification in box below *

Are you 100% committed to and focused on an exit strategy? Are you 100% committed to the exit? *
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Please add any comments or information below that may be of relevance to the any of the answers you have provided above: *

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About Be Business
Be Business provides a range of business development and personal development coaching programs and corporate advisory services for businesses and business owners who want to reach their full potential. If you are making the transition from being an employee to becoming self-employed, or moving your business out of home, are self-employed and want to get more clients, or are looking to take on employees for the first time, check out our group coaching program. Our one-to-one business development coaching and personal development coaching services will get you ready to create and build an entrepreneurial and scaleable business. Our Corporate Advisory Investor Ready Service is for businesses who want to raise capital for expansion or need capital raising to commercialise a product or service. So whether you are planning to start, expand or exit your business, or if you are on the road to growth, entrepreneurship or becoming Investor Ready we can help you achieve your goals. To find out how to achieve the results you want, speak to a Be Business Coach or Corporate Advisor on 1300 987 567 or fill out a contact us form and one of our team will contact you shortly.