Business Evaluation Workshops Product Package

Survival strategies illustrated by an excel spreadsheet.

About This Package

A workbook with a linked article to assist in evaluating many of the components of a business.

Webinar Recording

Package Content

The Business Evaluation Workshop incorporates commentary on:

Procedure Control Form - Business Evaluation Workshop
Work Programme Budget Quotation Form
Work Programme Timetable
Quotation for Business Evaluation Workshop
Assignment Control Form
Report - Business Evaluation Workshop

Action Plan
Survival in Difficult Times for SMEs Workbook - Excel Spreadsheet
How Well Do You Know Your Business Checklist
Survival In Difficult Times For SMEs
Business Evaluation Workshop

Want To Know More?

The Survival in Difficult Times Workbook assists an accountant/business adviser to work with a SME operator to evaluate a business utilising an Excel spreadsheet - "Survival in Difficult Times for SMEs Workbook" and a detailed commentary in "Survival in Difficult Times for SMEs" paper.

The key headings in the workbook are:

Financial Review:

Financial Accounts Review
Gross Profit Analysis Review
Wages to Turnover Analysis Review
Profit Before Tax Percentage Analysis Review
Debtors' Review
Debtors’ Days Outstanding Calculator
Fixed Assets Review

Market and Customer Review:

Market Review
Marketing Review
Sales Review
Customers Review
Sales Analysis and Review
Sales Targets

Cashflow Review:

Cashflow Forecasts and Budget Review
Cashflow Forecast – Short Term

Performance Analysis:

Benchmarking Review

Business Operations Review:

Cost Review
Stock (Inventory) Review
Work in Progress Review
Team Member Review
Banks/Lenders Review
Leadership Issues Review
Business Strategies Review
Insurance Review
Suppliers' Review
Exporters' Review
Importers' Review
Franchising – Franchisees Questions Review
Franchising – Franchisors Questions Review
Theft and Pilferage
Wastage/Shrinkage Review
Risk Management Strategies Review
Succession Planning for the Business Checklist
Business Expansion/Acquisition Review

Succession Planning Personal:

Succession Planning Personal Checklist

The Survival in Difficult Times Workbook is linked to related documents contained within “Business Evaluation for SMEs” (Paper 006-085).

The contents of this paper are as follows:

2018 - Great Opportunities for Businesses
Business Monitoring/Benchmarking
Steps To Ensure Peak SME Fitness
Cost Review
Team Members
Wastage/Shrinkage
Theft, Pilferage And Fraud
Cashflow Forecasts And Budgets Are Important
Cashflow Management

Customers:

New Customers
Check The Credentials Of New Customers
Keeping Customers
80:20 - Customers
Spread Your Risk Of Danger
Unemployment Effects
Personal Property Securities Register

Debtors' Management:

Systems Review
Ensuring Your Big Customers Pay
Give Your Customers A Reason To Pay
Follow-Up Your Debtors
Don't Be The Financier For Your Customers
Personal Property Securities Register

Debtor Finance (Factoring) Can Help
Credit/Debtor Insurance
Work In Progress
Stock (Inventory)
Suppliers

Importers:

Currency Contracts
Tradex Scheme
Currency Movements

Exporters:

Export Plans
Foreign Exchange Contracts
Currency Movements
Export Financing

Banks/Lenders:

Bank's "Rule Book"
Keep Bank Informed
Review Debt Covenants
Are You Living Off Credit?
Don't Rush Out And Borrow More Money
Financial Stress Testing
Review Your Debt
Consider Reducing Debt
Talking To Another Bank Might Be Good Insurance
Build A Relationship With Your Bank

Marketing:

Effective Marketing Plan
Inside Advantage
Don't Curtail Marketing
Building Your Business
Market Generation
Professional Selling

Profitability
Property Investments

Culture Is Important!

Attributes
Business Loyalty
Strategic Alliances
Culture Is The Hidden Success

Selling A Business

Franchising:

Purchasing
Existing Franchisee
Franchisor

Government:

Spending
Industry Capability Network

Capital
Leadership Is Vital For Success

Benchmarking:

Australian Taxation Office
Commercial Benchmarks

Buying A Business
Insurance
Succession In Difficult Times
Government Grants

Avoiding Problems:

Concentrate On Core Business
Retail
Rent Incentives
Avoid Dependency On A Few Customers
Web Site

The Big Picture
Workbook – Survival In Difficult Times For SMEs

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