SAS Questionnaire - Centurion Market Makers

Sale Advisory Service Questionnaire

Provide us with some information on you and your business and we will provide you with:

Advice on the opportunities and issues for selling your business
The number of potential buyers looking in your area that Centurion has in its database.

Zero risk, any information you provide us will remain confidential.

"*" indicates required fields

First name*

Last name*

Business Name*

Office Address*

Phone*

Email*

What are you using this valuation for?*

How many owners of the business are there?*

How many owners work in the business as an adviser?*

How many full-time employees other than the owners?*

How many part-time employees other than the owners?*

Total New Business Revenue Amount Last 12 Months (ex GST)*

However please gross up for any dealer and AFSL fee split.

Advisor Service Fee Annual Revenue (ex GST)*

However please gross up for any dealer and AFSL fee split.

Annual Risk Renewal Revenue (ex GST)*

However please gross up for any dealer and AFSL fee split.

Annual Mortgage Broking Renewals (ex GST)*

However please gross up for any dealer and AFSL fee split.

Annual Other Recurring Revenue (ex GST)*

However please gross up for any dealer and AFSL fee split.

Estimate of Percentage of Client Groups/Households Paying Monthly*

Estimate of Percentage of Client Groups/HouseholdsPaying Quarterly*

Estimate of Percentage of Client Groups/Households Paying Annually*

Estimate of Percentage of Client Groups/Households Paying Other*

• What would the profit of the business be, after all business expenses, if the owners working in the business were paid a notional salary incl. super of $150,000 each?**

• Total number of Client Groups/Households?**

• Number of fee paying Client Groups/Households?**

• Number of risk renewal only Client Groups/Households**

Percentage of clients who meet their adviser at the adviser's office or by video conference*

Please enter a number from 0 to 100.

Percentage of clients who meet the adviser at a location the adviser must travel too*

Please enter a number from 0 to 100.

Estimate of percentage of fees and risk renewals from client groups/households under age 65*

Estimate of percentage of fees and risk renewals from client groups/households age 65 to 80*

Estimate of percentage of fees and risk renewals from client groups/households over age 80*

• In most cases, are clients invested into shares directly, holding multiple stocks? (Not using a managed fund for shares)*

Yes

No

Estimate percentage of clients whose investments are managed via managed account*

Estimate percentage of clients whose investments are managed via managed discretionary account services*

Estimate percentage of clients whose investments are managed via SOA and/or ROA**

Please list funds under advice by platform*

Platform Name

$FUA

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Comments

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