MacManus

Business Growth Review

Your business. Your Plans.
Our expertise. Your Future.

Take a few minutes to tell us about your business, your plans and your priorities for the year ahead.

We’ll review your responses personally and identify opportunities, highlight potential risks and recommend practical ways we can help support your growth.

Plan ahead with confidence.

Explore funding opportunities.

Protect what matters.

Grow your business.

Takes approximately

8-10 minutes

Welcome

Let's plan for your
successful year ahead.

Every successful business changes over time. New opportunities appear. Funding requirements evolve. Risks increase.

That's why we encourage all clients to complete a short Annual Business Review.

It helps us understand where your business is today, where you'd like it to be tomorrow, and where we may be able to support you.

Complete the sections that are relevant to you. We'll review your responses and contact you to discuss the most appropriate next steps.

Chris MacManus
Managing Director
REVIEW
PLAN
FUND
PROTECT
GROW
Reviews Step 1 of 6

Tell Us About Your Business

This information helps us understand your business and recommend the most appropriate finance solutions and support.

1. Business Overview

Please enter your business name.
Please enter a contact name.
Please enter a valid email address.
£

2. Your Professional Advisers

3. Existing Funding Facilities

Which funding facilities do you currently use?

4. How did you hear about MacManus?

Plan Step 2 of 6

What Are You Considering Over The Next 12 Months?

Tick all that apply. This helps us understand your plans so we can highlight the right finance solutions for you.

Equipment & Machinery

Vehicles & Transport

Property & Premises

Cashflow & Working Capital

Tax & Business Finance

Business Growth & Strategy

Not sure yet?

Tick this if you’re still exploring options — we’re happy to share ideas that could help.

Fund Step 3 of 6

Funding Review & Finance Strategy

This helps us understand how finance can best support your business. There are no obligations – we simply want to explore the right options for you.

1. Which statements best describe your current position?

Select all that apply.

2. Have you experienced any of these recently?

Select all that apply.

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How we help

We have access to a wide panel of lenders and finance providers. By understanding your needs, we can match you with the most suitable funding solutions.

Protect and Grow Step 4 of 6

Your Trusted Business Network

Over the last 20 years we’ve built relationships with carefully selected professionals across the UK. If we believe one of them could genuinely help your business or personal finances, we’d be happy to make an introduction. We only recommend people we’d be comfortable recommending to our own family and friends.

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Tick only the areas where you’d welcome an introduction or further advice.

Feel free to leave the rest blank.

Business Advisory Services

Helping you access trusted legal, financial and specialist business advice.

Business Support Services

Solutions to help your business operate more efficiently, safely and profitably.

Personal & Family Services

Supporting you and your family with trusted financial and legal advice.

Health Check Step 5 of 6

Business Health Check

This helps us understand how your business is performing and where we can add the most value.

1. Your Existing Finance

Tell us about your current finance arrangements.

2. How confident do you feel in the following areas?

Rate from 1 (low confidence) to 5 (high confidence)

12345
FINANCE
Cash flow
Profitability
Funding & Borrowing
Tax Planning
GROWTH
Winning new customers
Business growth
Recruitment
Succession planning
RISK &
PROTECTION
Cyber security
Business protection
Insurance cover
Compliance

3. What are your biggest business challenges today?

Select up to 3

4. How often would you value a business finance review?

Choose the option that suits you best.

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We're here to help you grow

Your responses help us provide proactive advice and the right funding solutions to support your business ambitions.

Your Priorities Step 6 of 6

Looking Ahead

A few final questions to help us understand what matters most to you and how we can support your success.

1
0 / 1000
2
0 / 1000
3
0 / 1000
4
0 / 1000
5
6
Other (please specify)
7

Let us know if there are any specialists or professional services you'd like an introduction to.

0 / 1000
8
0 / 1000
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Thank you.

We'll personally review your responses and prepare any recommendations we think could benefit your business. If we identify opportunities, we'll contact you using your preferred approach.

Thank You!

Your Business Review Has Been Received

We appreciate you taking the time to complete your Business Growth Review. Your responses help us understand your business and how we can support you to achieve your goals.

We'll be in touch within 2 working days

A member of our team will personally review your responses and be in touch to discuss your opportunities.

MacManus team

What Happens Next?

We'll prepare your personalised review which will include analysis and recommendations across the areas below.

Finance Opportunities
Identify suitable funding solutions to support your plans and growth.
Existing Facilities Review
Review your current facilities to ensure they're still the right fit.
Upcoming Renewals
Check for upcoming renewals or expiries to help you plan ahead.
Funding Structure Analysis
Evaluate your funding structure and assess potential improvements.
Cashflow Opportunities
Explore ways to improve cashflow and reduce financial pressure.
Tax Funding Options
Review tax liabilities and identify funding options to preserve cashflow.
Specialist Introductions
Introduce you to trusted specialists where we see relevant benefits.
Potential Savings
Identify areas where you may be able to save time and money.
Risks Worth Reviewing
Highlight any potential risks and areas that may need attention.

Need something sooner?

If you'd like to speak to us before we get in touch, we're here to help.

Contact Us →
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Your information is secure

Your information is treated with the utmost confidentiality and is used solely to provide you with relevant advice and support. We never share your details with third parties without your consent.

FCA Authorised FRN 821663

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MacManus Asset Finance Limited is authorised and regulated by the Financial Conduct Authority, FRN: 821663. MacManus Asset Finance Ltd is an authorised credit broker and not a lender. We work with a Panel of Lenders whose particulars will be supplied upon request to find a potentially suitable arrangement for your consideration. ICO registration Z9484665 and you can check via www.ico.org.uk.

MacManus Asset Finance Ltd, registered at Ground Floor, Unit 5 De Clare Court, Pontygwindy Road, Caerphilly, CF83 3HU. Company Register number is 05785432.
We will receive commission from lenders. Different lenders pay different amounts depending on different commission models. For transparency we work with the following commission models: percentage of the amount you borrow and rate for risk (this is based on the risk profile of the business). Further details of the commission model, calculation and amount will be disclosed to you throughout your customer journey.

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