Information request list
Financial records
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Annual detailed financial statements for the past three to five years.
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Monthly Management Accounts for the year to date
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Annual revenue by customer, for the last 3 years
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% of revenue that is recurring / repeat
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Description of any capital investments in last 3 years and any planned investments
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Details of any tax reclaims made
Legal Documentation
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Sample employee contract and staff handbook
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Top 5 customer contracts (by revenue)
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Contracts with any critical suppliers
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List of any intellectual property owned
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Property Leases, if applicable
Operational Records
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Organogram, with a description of each role, key responsibilities, full time/part time, tenure
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Overview of systems
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Overview of key customers and services provided
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Overview of key suppliers (along with annual spend).
Licenses and Permits
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Copies of business licenses and permits required to operate your business.
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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.
Fair Valuations
Firebird believes in a fair valuation that works for Sellers, Buyers and the ongoing management team. We buy SMEs on multiples of 2.0x - 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.
Latest Acquisitions
