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Allows you to see the big picture

Client Information Form

A short intake that follows our first meeting, so our Virtual CFO team has the detail behind what we discussed. Most clients finish it in under ten minutes.

Sent over an encrypted connection and treated as confidential. We do not share your figures outside the engagement team.

There are 5 short sections below. Work through them in any order, and leave anything you are not sure of blank - only your work email is needed. We will pick up the rest when we speak.

Section 1 of 5

Your details

So we know who to come back to with the valuation findings.

The one answer we do need - it is how we come back to you.

Optional. Only used if we need to clarify an answer.

Section 2 of 5

General information

The basics about the company being valued.

Optional.

The year the company was registered.

Enter 0 if the company has none.

Section 3 of 5

Finance and operations

How the finance function is set up and how the business earns.

Current finance department structure

Tick the positions the company has, and put the number of people beside each. A tick on its own is fine if you are not sure how many.

How many?

The closest fit is fine.

Revenue model

Select every way the business earns. Most companies have more than one.

Cost structure

Pick whichever structures match how the business spends. More than one is normal. Anything that does not fit can go in the box at the end.

The system the accounts are kept in.

Leave blank if the company is not externally audited.

Section 4 of 5

Governance

Which of these positions and board structures the company has today.

COO
CTO
CMO
CHRO
Internal auditor
Does the company have a board of directors?
Section 5 of 5

Financial information

Figures as reported. Estimates are fine - flag them in the notes.

Every figure below is read in this currency.

May be negative - enter a minus sign if so.

Optional.