Purchasing or Commencing a Business (New to Management)
PROCEDURE OVERVIEW
This is the recommended procedure to follow for clients that are purchasing or commencing a business and looking for some advice or guidance.
The material is designed to be merged with your firm’s customised templates before being mailed / emailed to clients in weekly instalments.
Enclosed with each mailout is a cover letter together with a series survey form used by the client to rate the helpfulness of the material sent to them in that mailout. The survey form sent in the final mailout also includes a checklist so the client can request other mailout series under “Mentoring & Coaching” and information of future seminars being held. The survey forms will assist in selling “Business Development Services” to clients, but you will need to be proactive in your follow-up.
Series 1
At the end of the interview it is suggested that these papers are forwarded to the client. These papers consider “Purchasing Checklists, Business Structures and Tax Planning for the purchase of a business”.
Cover Letter 1 Download
Paper 001-001 Small Business Overview
Paper 001-002 Starting a Business
Paper 001-003 Business Setup and Purchase
Paper 001-070 Purchasing A Business Checklist
Paper 003-001 Business Structures
Paper 003-010 Sole Trader
Paper 003-015 Partnerships
Paper 003-020 Discretionary Trusts
Paper 003-025 Unit Trusts
Paper 003-030 Companies
Paper 012-009 R And D Tax Incentive
Paper 012-091 Tax Planning – Purchase of a Business
Series Survey Form
Series 2
One week later, send to the client, with a covering letter so as to reinforce the image of your practice. These papers consider “Self Analysis”.
Cover Letter 2 Download
Paper 001-004 Rating Chart to Assess your Strengths and Weaknesses
Paper 001-005 Who Can Assist Small Business Operators?
Paper 001-006 Have you got enough Money to go into Business?
Series Survey Form
Series 3
One week later, it is recommended that you forward to the client these papers that consider “Successful Acquisition and Sources of Finance”.
Cover Letter 3 Download
Paper 001-007 What Makes a Business Successful?
Paper 001-020 Hints on Buying a Small Business
Paper 001-050 Sources of Finance
Series Survey Form
Series 4
One week later, it is recommended that you forward to the client these papers that consider “Insurance, Accounting Records and Asset Control”.
Cover Letter 4 Download
Paper 001-033 Introduction to Insurance
Paper 001-060 Weekly Performance Estimate Checklist
Paper 002-001 Why Maintain Accounting Records?
Paper 002-029 Important Documents – Asset Ownership
Paper 002-030 Fixed Asset Control
Series Survey Form
Series 5
One week later, it is recommended that you send to the client these papers that consider “Sales Recording, Debtors, Payroll, Inventory”.
Cover Letter 5 Download
Paper 002-035 Working Capital – Life Blood of a Business
Paper 002-036 Credit Sales/Debtors
Paper 002-038 Introduction to Factoring (Debtor Financing)
Paper 002-055 Filing
Paper 002-070 Payroll Records
Paper 002-080 Stock (Inventory) Control
Paper 002-085 Chart of Accounts
Paper 002-090 Good Bookkeeping Habits Help Run a Successful Business
Series Survey Form
Series 6
One week later, it is recommended that you send to the client these papers that consider “Record Keeping”.
Cover Letter 6 Download
Paper 004-001 Why Keep Records?
Paper 004-002 Stationery Books and Filing Checklist
Paper 002-074 Owned Business Premises
Paper 002-075 Leased Premises
Paper 002-076 Building Tenancies
Paper 004-010 Business Records
Paper 004-011 Systems Required to Obtain Tax Deductions for Motor Vehicle Expenses
Paper 004-020 Records Required for Financial Year End
Series / Final Survey Form
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