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Not sure what to say when your client wants to buy a business?

More accountants and professional advisors are being asked...

 

"Do you think this business is a good buy?"

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and

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"Will the bank lend against this?"

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A scenario sense-check can help you guide these conversations more confidently with your clients.

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HOW IT WORKS

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▶️  Step 1

  • Submit a short summary of the scenario using the form below

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▶️  Step 2

  • We review it using real-world commercial lending logic.

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▶️  Step 3

  • You receive a high-level commercial sense-check.​

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▶️  WHO THIS IS FOR

  • Accountants

  • Business Brokers

  • Financial Planners

  • Other professional advisers involved in business acquisition conversations

Is this for an actual client transaction?
Yes
No
Has the client identified a specific business?
Yes
No
In discussion
Estimated purchase price range:
< $500k
$500k–$2m
>$2m–$5m
$5m+
Approximate deal stage:

BUSINESS SNAPSHOT

Deal structure type:
Asset purchase
Share purchase
Not sure
Approximate Annual Revenue
Approximate Net Profit / EBITDA (per annum)
Years Business Has Been Operating
Is Real Estate Property Included in the Acquisition/Purchase?
Yes
No
Not sure

Almost there...

Is finance already being discussed with a lender?
Yes
No
Not sure
Is there a finance broker involved?
Yes
No
Not sure

Better acquisition conversations start with better clarity.

Disclaimer, Conditions & Terms:  This commercial sense-check tool is provided for general educational and discussion purposes only.  It is not financial, legal, credit, lending, or accounting advice, and does not represent lending approval or a formal transaction assessment.  Any feedback provided is indicative only and based on limited information supplied. Final lending and commercial decisions remain subject to independent assessment by relevant parties and advisers. Submission of information through this page does not create an advisory or client relationship.  We reserve the right, at our discretion, to decline, limit, or not respond to submissions that fall outside the intended scope of this tool, or which do not meet our internal assessment criteria or commercial review benchmarks.

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