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YOUR ADVISORY TOOLKIT

Prepare with purpose.
Start with a checklist.

Three practical guides to help you organise a first discussion with NICS Corporate Advisory. Download the editable text checklist, tick off the items you have, and note the questions you want to ask.

FREE PREPARATION GUIDE · TXT

Tax Planning Discussion Preparation

7 preparation points for a more focused advisory conversation.

  • Business overview and financial year-end
  • Recent financial statements and management accounts
  • Relevant tax returns and computations, if available
Download checklist ↓

Editable text file · no sign-up required

FREE PREPARATION GUIDE · TXT

Business Financing Preparation

8 preparation points for a more focused advisory conversation.

  • Business overview and company registration details
  • Purpose of financing, estimated amount and timing
  • Recent financial statements and management accounts
Download checklist ↓

Editable text file · no sign-up required

FREE PREPARATION GUIDE · TXT

Government Grant Readiness

9 preparation points for a more focused advisory conversation.

  • Business activities, ownership profile and company details
  • Project description, objectives and current stage
  • Estimated project budget and proposed expenditure
Download checklist ↓

Editable text file · no sign-up required

Not sure which checklist to use?

Tell us the decision you are facing. We can begin with an overview and clarify the records relevant to the discussion.

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These guides support preparation. They are not a lender’s or agency’s final checklist, and do not confirm eligibility or approval.

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