Valuation Questionnaire - Centurion Market Makers

Valuation Questionnaire

This form consists of questions that will help us prepare a report and appraisal of the value of your practice.

Just click ‘Save & Continue Later’ if you need to pause completing the form and come back to it later. You’ll be given a link, which you can have emailed to an address you specify.

For any questions about this form, please contact info@centurionmarketmakers.com.au

"*" indicates required fields

First name*

Last name*

Business Name*

Office Address*

Phone*

Email*

What are you using this valiation 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/Households Paying 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

Hidden

How are the majority of clients' investments managed?*

Managed account

Managed discretionary account service

SOA and/or ROA

Blend of the above

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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Name

This field is for validation purposes and should be left unchanged.