INFORMATION REQUIRED | Firebird Capital

Information request list

To achieve a precise valuation, evaluate a business and finalise a deal, a substantial amount of information is necessary.

Whilst not exhaustive, the following list provides an excellent initial framework. This information can be shared once a Non-Disclosure Agreement has been executed.

Sell your business

Financial records

Annual detailed financial statements for the past three to five years.
Monthly Management Accounts for the year to date
Annual revenue by customer, for the last 3 years
% of revenue that is recurring / repeat
Description of any capital investments in last 3 years and any planned investments
Details of any tax reclaims made

Legal Documentation

Sample employee contract and staff handbook
Top 5 customer contracts (by revenue)
Contracts with any critical suppliers
List of any intellectual property owned
Property Leases, if applicable

Operational Records

Organogram, with a description of each role, key responsibilities, full time/part time, tenure
Overview of systems
Overview of key customers and services provided
Overview of key suppliers (along with annual spend).

Licenses and Permits

Copies of business licenses and permits required to operate your business.
Compliance documentation with relevant regulations and industry standards.

Disclaimer: This business documents acquisition checklist serves as a valuable starting point for businesses planning to sell to Firebird Capital. However, it is not exhaustive, and additional information may be required during the due diligence phase.

Sell with Confidence to Firebird Capital

Don't lose out on up to £9.0 million of value, book a meeting with one of our Directors.

During this meeting, we'll discuss your business, address any questions or concerns you may have, and explore the best way to move forward.

Speak to a Director

Fair Valuations

Firebird believes in a fair valuation that works for Sellers, Buyers and the ongoing management team. We buy SMEs on multiples of 2.5x - 6.0x earnings.

Clear Deal Structures

Often M&A deal structures are complex and heavily favour the Buyer. We believe in simplicity and clarity, which is why we publish our key terms.

Shared Success

We believe in aligning interests, so Firebird allocates shares to key team members and provides further opportunity for career progression.

Proactive Support

Firebird proactively drives growth through strategic planning, financial expertise and operational experience.

Certified Scaling Up Coach

Our Director is a certified Scaling Up Business Coach with a proven track record of growing and exiting businesses.

No debt

Firebird uses existing cash reserves to acquire businesses and fund growth, removing the risks and hassle of using bank debt

Speed

Firebird is able to complete a transaction in under three months, minimising disruption to the business and the management team.

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