How to use our Selling a Business Planning Sheet [template]

Posted by James Price | JPAbusiness on 03-Jan-2018 02:00:00

With the new year upon us, we thought the time was right to publish our new Selling a Business Planning Sheet.

Business owners often use time off during the holiday period to reflect on their business’ performance and make decisions for the year ahead – decisions which may involve exit and succession plans.

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Topics: Selling your business, Template, Business advisor, Business selling

Buying a Business Planning Sheet [template]

Posted by James Price | JPAbusiness on 09-Aug-2017 05:12:00

A good business purchase is about planning and ensuring you have plenty of information to base decisions on, rather than rushing in and letting emotions take over.

Use our Buying a Business Planning Sheet to help you ‘make a match’ between your requirements and risk profile, and the business you are assessing.

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Topics: Buying a business, Free download, Advice, Template

FREE template: JPAbusiness Outsourcing Checklist

Posted by James Price | JPAbusiness on 05-Jul-2017 05:51:00

Improved communications and the global economy mean businesses are increasingly using outsourcing parties to drive efficiencies.

Contractors, part-time and casual staff, consultants and advisers, are now common among SMEs and larger businesses alike.

We’ve created the JPAbusiness Outsourcing Checklist to help you as a business owner or senior manager decide where and when you can use outsourcing, or virtual resourcing.

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Topics: Free download, Template, outsourcing, virtual team, staff management, Checklist

Time for an end-of-financial-year check-up? [template]

Posted by James Price | JPAbusiness on 14-Jun-2017 05:17:00

We created the JPAbusiness Business Health Check template to use with our business advisory clients.

It helps them to identify business health issues they can address in-house, as well as areas where they need to seek external advice on methods to improve the business’s outcomes.

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Topics: Free download, Advice, Running your business, Template, Financial

Free download – Professional development plan [template]

Posted by James Price | JPAbusiness on 22-Mar-2017 04:00:00

The JPAbusiness Professional Development Plan template has been designed to help business owners and senior managers prepare senior staff for additional duties in future roles.

Use the Professional Development Plan when discussing role progression and/or conducting performance reviews with your senior team members to identify strengths, weaknesses, issues and gaps in achieving their career objectives, as well as your business goals.

Click the image below to download your free template:

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Topics: Advice, Staff, Running your business, Template

Free download: Annual Business Plan Template

Posted by James Price | JPAbusiness on 08-Feb-2017 05:47:00

Business planning is about making your business as robust as possible, so it can take advantage of opportunities and also successfully withstand inevitable shocks.

Annual business plans don’t have to be weighty documents, but they do need to contain some key information, with the most important being:

  • frank and honest appraisal of resources
  • analysis of your competitive environment
  • SWOT analysis
  • targets
  • budget.
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Topics: Free download, Business Planning, Template, Succession planning

Free download: Staff Training Plan [template]

Posted by James Price | JPAbusiness on 18-Jan-2017 05:04:00

The JPAbusiness Staff Training Plan template has been designed to help business owners and senior managers manage their staff training needs.

Use the Staff Training Plan when conducting performance reviews with team members to help identify skills gaps and map out a plan for your employees’ future training.

Click below to download your free template:

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Topics: Free download, Staff, Training and Professional Development, Template

Thinking about buying a business? Use our free Business Owner’s Checklist

Posted by James Price | JPAbusiness on 11-Jan-2017 05:05:00

The JPAbusiness Business Owner’s Checklist is a useful first step for anyone considering moving from the employed workforce to self-employment.

It consists of a list of 10 common attributes the JPAbusiness team tends to find in people who successfully build and run businesses.

If you don’t have all these attributes when first embarking on self-employment, we recommend you find a way to get them. You could seek professional business advice and/or partner with people who can complement your skills and attributes.

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Topics: Buying a business, Free download, Template

 
Disclaimer: The information contained in this blog is general in nature and should not be taken as personal, professional advice. Readers should make their own inquiries and obtain independent, professional advice before making any decisions, taking any action or relying on any information in this blog. 
 
 

 

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