Business Discovery Questionnaire (V1)

Current Year

Current Financial Year

Next Year

Next Financial Year

Past Year

Past Financial Year

Form Version

Step 1 - Generic Details

The following Business Discovery Questionnaire has about 50 questions enabling Matt Joy and his team to get a better understanding of your specific conditions and prepare accordingly for your Business Discovery Call.

On average, it takes about 30 to 45 minutes to complete this questionnaire. Once done, you will receive a email summary and be redirected on a booking page to schedule your Business Discovery Call with Matt.

Note: To save an unfinished form, click on the button "Save". This will display a custom URL linked to your unfinished form and an email field that you can use to send to yourself the specific URL. Using this custom URL will allow you to come back on the saved form at a later stage.

First Name

Last Name

Phone

Company Name

Step 2 - Context

Which year did you start your business?

Please provide a brief summary of your business (e.g problems you solve, typical client profile and market position). You can include your Unique Selling Proposition (USP) here, ie 'We work with X, who has problems of Y, to get them to Z'

In which countries is your business registered?

Do you only operate in Australia?

Yes

In which countries does your business operate?

5 years from now, will the countries in which your business operates be different?

Yes

In which countries will your business operate then?

Do you have an exit strategy focus for the Founders?

Yes

Please detail your exit strategy

Step 3 - Founders

calculated_number_founders

Founder 1 - First Name

Founder 1 - Email

Founder 1 - Last Name

Founder 1 - Phone

Should Founder 1 be interviewed in preparation of the Due Diligence Program?

Yes

Founder 2 - First Name

Founder 2 - Email

Founder 2 - Last Name

Founder 2 - Phone

Should Founder 2 be interviewed in preparation of the Due Diligence Program?

Yes

Founder 3 - First Name

Founder 3 - Email

Founder 3 - Last Name

Founder 3 - Phone

Should Founder 3 be interviewed in preparation of the Due Diligence Program?

Yes

Founder 4 - First Name

Founder 4 - Email

Founder 4 - Last Name

Founder 4 - Phone

Should Founder 4 be interviewed in preparation of the Due Diligence Program?

Yes

Founder 5 - First Name

Founder 5 - Email

Founder 5 - Last Name

Founder 5 - Phone

Should Founder 5 be interviewed in preparation of the Due Diligence Program?

Yes

Do you have more than 5 Founders?

Yes

Additional Founders Details

Founder Full Name	Founder Email

Step 6 - Business History

Do you have a Credentials / Pitch Presentation?

Yes

Please upload your Credentials / Pitch Presentation

Choose File

Step 7 - Business Structure

Do you have a document explaining your Corporate Structure and Organisational Chart?

Yes

Please upload your Corporate Structure and Organisational Chart Document

Choose File

Step 11 - High Level Metrics

What was Gross Revenue for FY?

What is your Gross Revenue Forecast for FY?

Your annual results are generally

Under budget

Over Budget

What percentage of your current Gross Revenue does your largest client represent?

Do you have Annual Recurring Revenue?

Yes

What is your Annual Recurring Revenue Forecast for FY?

Have you calculated your EBITDA margin?

Yes

What is your target EBITDA margin for FY?

Step 13 - Customers

Please identify your top customers to your business, the approximate revenue they generated these last 3 years, expressed in dollars and as a percentage of your overall revenue.

Customer Name	Cumulated 3-Year Revenue ($)	Cumulated 3-Year Revenue (%)

How would you define your ideal customer (i.e your target Ideal Customer Avatar(s))?

Do you do one or more of the following activities?

Measure your Customer Satisfaction

Map your Customer Journey

Calculate Customer Lifetime Value

Have a Referral Policy

None of the above

Do you have any Commercial IP that is unique to you in your market or which makes your customers 'sticky'? (e.g a software platform you developed, a unique product that can be patented, ...)?

Yes

Is your Commercial IP based on a technology differentiation?

Yes

Please describe your unique Commercial IP

Please detail how your Commercial IP is offering your company a commercial advantage and/or positively impact your positioning

How do you foresee the pricing environment evolving over the next 3 years?

Step 15 - Industry

What innovation or technology could disrupt your business over the next 5 years and how?

Step 16 - Helicopter View

From a top down point of view, does anything keep you awake at night right now?

What are the biggest challenges that the leadership needs to address in the business? (Name at least 3)

Biggest Problem 2

Biggest Problem 3

Biggest Problem 4

Biggest Problem 5

If your business had no limitations, what could it look like 10 years from now?

What are you looking for from us? Please be as specific as you can.

Tell Us More About Your Business

Tell Us More About
Your Business