SJP Benchmark report
You may have built up a lot of value in your business over the years, which you may want to extract to help support your financial goals, such as retirement or starting something new, but will it deliver on your ultimate financial lifestyle goal: creating financial independence for you and your family?
We have a number of tools that enable you to value and compare your business with other similar companies, enabling you to quantify your business success in the context of your future personal financial goals.
If you are planning to exit within the next five years, we can help you understand how to help maximise that value and make your business even more attractive to a potential buyer and help you plan for whatever comes next*.
Benchmarking tool
Using our Benchmarking Tool, we can help bring a new perspective. Letting you see your business through the eyes of a potential investor or purchaser and provide objective insight into how your business is performing compared to its peers.
Even if you are not ready to exit for a while, it can be really helpful to understand how your business is doing compared to your peers. Please note once you have filled in the form, we will contact you with the results.
How it works
Our tool is accessed via a simple online questionnaire. You will be asked a series of questions about your business. It’s simple and intuitive and the only numbers you will be asked to provide are:
Last year's profit
Last year's turnover
How many people you employ
How much you expect your annual turnover to grow this year
Last year's growth (percentage change in annual turnover from the previous year)
When you apply for a Benchmark Report you will be contacted by us to share your report.
* We may work in conjunction with external growth advisers and SME specialists, who have been carefully selected by St. James's Place. The services provided by these specialists are separate and distinct to the services carried out by St. James's Place and include advice on how to grow your business and prepare your business for sale.
