✓ An overview of the business’s products and services and the markets in which it operates.

✓ An review of the past and current business financial trading results.

✓ An overview of the business structure including personnel, roles and responsibilities.

✓ A summary of the capabilities and performance of key divisional management.

✓ An overview of the capabilities of the business including Financial, Sales and Marketing, Administration, Manufacturing etc.

✓ What are the current objectives for the year and beyond and how they are expected to be achieved.

✓ A succession plan for you and the business.

✓ A review of the opposition.

✓ Your input on any of the above or other matters that are priorities to make a significant change.