Client Risk Checklist

Our Checklist will help you identify clients who are in financial distress before those issues become surmountable. 

Client Risk Profiles

Covid treats businesses the same way it treats people. Those with pre-existing conditions will fall ill. Our list will help you to categories your clients to high-medium-low risk categories and gives suggestions on what to do with them. 

Personal Guarantee Register

Many business owners are surprised to learn what they have personally guaranteed. We have prepared a template you can use to set up a personal guarantee register. 


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Book a development session

This complimentary one on one development session helps you to identify the options that are available for clients in distress. 

Webinar invitation

Insights into the new insolvency reforms! It’s just another tool in the toolbox. Join us for a discussion on the small business insolvency reforms on 5 November. 

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