The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording in the performance criteria is detailed below. Add any essential operating conditions that may be present with training and assessment depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts.
Agency and legislative requirements may relate to: | access and equity policy, principles and practice business and performance plans, including organisational goals and objectives client service policies confidentiality and privacy concerns goals, objectives, plans, systems and processes industry and agency codes of conduct and practice and code of ethics legislative and statutory requirements for provision of business brokerage services mission statements and strategic plans OHS policies, procedures and programs policies and procedures relating to own role, responsibility and delegation policy documents on pricing and fee structures quality assurance and procedures manual, including continuous improvement processes and standards and sales and client liaison procedures records and information systems reporting and communication structures terms and conditions of employment. |
Questions or concerns may arise regarding: | business broking opportunities and potential difficulties fees and fee structures possible price the agency and its reputation the business appraisal and marketing process the listing process the sales and market climate type and term of agency agreement. |
Client instructions may relate to: | agency processes that may affect client frequency and contact details for provision of information in relation to listing and sale how they would like the business listed and marketed selling price expectations. |
Client profile may relate to: | availability of finance commitments to suppliers, staff, and clients or customers existence of a management succession plan intended use of sale proceeds involvement client is prepared to have in sale process limitation on due diligence, if any opinions of professional advisers reason for sale support and training provided to buyer where needed tax position in terms of capital gains and superannuation rollover provisions timeframe expected by client for settlement of sale. |
Source documents may include: | current documentation and official records financial records, including owner's financial position fittings and fixtures documentation franchise agreements leases plant and equipment inventories statutory paperwork. |
Structure, ownership and status of plant and equipment may be determined and verified against: | current documentation and official records relevant federal, state or territory, and local government legislation and by-laws statutory arrangements and regulations regarding incorporated bodies, public companies, corporations, businesses, sole proprietors, partnerships and franchises. |
Conditions of occupancy may include: | agreements certificates contracts environmental conditions franchise lease licences native title permits statutory concerns title. |
Status and ownership concerns may include: | authority to sell debtors financial viability intellectual property management and staff ownership structure plant, fixtures, fittings and equipment security of tenure stock warranties and liabilities. |
Pricing structures and price break-ups may relate to: | client-financed sale encumbered or unencumbered method of sale, such as auction or direct purchase plant and equipment as separate sales |
| pricing for sale of business as a whole or in component parts staggered purchase and/or retention arrangements tax implications. |
Marketing plans may relate to: | market trends and conditions preferred, optimum and minimum acceptable outcomes timeframes for listing and marketing type of listing where and how business would be marketed. |
Further information may relate to: | agency procedures appraisal processes marketing processes. |
Formal documentation may include: | agency agreements agreements on listing and appraisal process between the agency and client draft contracts information for client on the listing appraisal and marketing process listing forms, including fee negotiations sellers' disclosure statement. |