Name: SME Business Financing Assessment
SKU: 11730
Availability: InStock

Business Finance Assessment (Preliminary)

Complete this form to explore potential funding options for your business and understand key considerations before seeking professional advice. Upon submission, you will receive a personalised PDF assessment based on your responses.

Step 1 of 9

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I am completing this form for:(Required)

Myself

Someone Else

Name(Required)

First Last

Email(Required)

Enter Email Confirm Email

Phone(Required)

Section 1 – About Your Business

1. How long has your business been operating?

2. What is your business structure?

3. Approximately what is your annual turnover?(Required)

2. Your Funding Needs

4. What is the primary reason you are seeking finance?(Required)

Start a business

Purchase equipment

Buy a vehicle

Increase stock

Improve cash flow

Expand operations

Hire staff

Purchase commercial property

Other

Otjher(Required)

5. Approximately how much funding are you seeking?(Required)

Section 3 – Business Performance

6. Is your business currently generating revenue?(Required)

Yes

7. Has your business been profitable over the last 12 months?(Required)

Yes

Unsure

8. Do you maintain financial records or accounting software?(Required)

Yes

Section 4 – Security and Assets

9. Do you own any business assets that could potentially support a finance application?

Equipment

Vehicles

Property

None

Unsure

10. Do you own residential property?(Required)

Yes

Section 5 – Cash Flow

11. Does your business experience cash flow challenges caused by slow-paying customers?

Frequently

Occasionally

Rarely

Never

12. Do you regularly issue invoices to customers?(Required)

Yes

Section 6 – Planning and Growth

13. Do you have a business plan or growth strategy?(Required)

Yes

14. Are you looking for a one-off funding solution or ongoing access to capital?(Required)

One-off

Ongoing

Unsure

15. How urgently do you require funding?(Required)

Immediately

Within 30 days

Within 3 months

Future planning only

Additional Questions

Risk Appetite

16. Are you comfortable providing personal guarantees if required by a lender?

Yes

Unsure

Funding Readiness

17. Do you have recent financial statements available?

Yes

18. Do you have outstanding loans or finance facilities?

Yes

Service Options

Would you like us to recommend a contact at a bank or financial institution who may assist you?(Required)

Yes

Financial Institution Recommendation Assistance

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