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BUSINESS PLANNING FACT FINDER - Financial Horizons

BUSINESS PLANNING FACT FINDER - Financial Horizons 2025

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The document is a Business Planning Fact Finder designed to collect confidential information from clients regarding their business structure, ownership, succession planning, employee benefits, and financial data. It aims to assist in business and succession planning by gathering essential details about the client's business operations, key employees, financial statements, and estate considerations.

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Click ‘Get Form’ to open the BUSINESS PLANNING FACT FINDER in the editor.
Begin by filling in the 'Confidential Information' section, including your Business Name, Client Name, Address, and Contact Details. This information is crucial for identifying your business.
Proceed to 'General Business Data'. Here, indicate the form of business (Proprietorship, Partnership, Corporation) and answer questions regarding small business deductions and ownership details.
In the 'Business Information' section, provide insights on succession planning and formal agreements. Specify intentions for ownership transfer in case of unforeseen events.
Complete the 'Key Employees' section by listing key personnel and their impact on your business operations. This helps assess potential risks associated with employee turnover.
Finally, review all entries for accuracy before saving or sharing your completed form. Utilize our platform's features to easily export or send your document as needed.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is fact finding in financial planning?

A fact find is a set of questions asked by a financial professional to learn about a clients financial needs. It helps the professional understand what the client wants, so personalised solutions can be provided.

What is a fact finder meeting?

This process involves the neutral assisting the parties to determine and assemble the core facts in dispute. This is done by the neutral querying or investigating to discover what are the core facts, and helping determine the accuracy of the procured information or key issues in dispute.

How much is my financial planning business worth?

The valuation range is calculated using assets under management (AUM), advisory asset percentage, gross revenue, and number of clients. It is calculated by multiplying gross revenue by a base multiplier of 2.7, along with adjustments for client size, advisory asset percentage, average fee percentage, and asset size.

What makes financial planning easiest for a business owner?

Effective Cash Flow Management: By distinguishing between personal and business finances, entrepreneurs can better track cash flow. This separation helps in identifying business income and expenses accurately, making it easier to manage budgets and plan for future growth.

What is a fact finder?

A fact finding conference (FFC) is a meeting convened by the agency investigating a charge of discrimination to speak to the parties face-to-face. The meeting helps the investigator in determining whether there is sufficient evidence to take the case to an administrative law judge.

What is a fact finder in financial planning?

A Financial Review Fact Finder is a tool we use to organize and assess your financial position. Once you have completed this fact finder, we can review it to identify opportunities for growth, risk management, and efficient wealth distribution.

BUSINESS PLANNING FACT FINDER - Financial Horizons 2025

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