Accountants Forms APICKLE Referral Partner Part 1 — Your Details First Name Last Name Business/Firm Name You are a: Accountant Bookkeeper Mortgage Broker Commercial Finance Broker Financial Adviser Insolvency/Restructuring Professional Other Professional Adviser Business Email Mobile Number Business ABN Part 2 — Tell Us About Your Client Intro text: Turn Financial Uncertainty Into a Turnaround Strategy Give us a brief overview of what's happening with your client. You don't need all the answers. We'll work with you to determine the next step. Client's Business Name What's happening with your client?Select all that apply. ATO debt Director Penalty Notice (DPN) Multiple business loans Business loan repayments becoming difficult Overdue creditors Cash-flow pressure Caveat registered against property Creditor legal action Statutory demand Winding-up application Mortgage/property pressure Unable to refinance Needs creditor negotiation Needs debt consolidation Potential insolvency Other Not sure — I'd like APICKLE to assess it Does your client or one of the directors own property? Yes No Unsure If YES → 11. Approximately what is the combined value of their property/property portfolio? Under $500,000 $500,000–$1 million $1 million–$2 million $2 million–$5 million $5 million+ Unsure Approximately how much business-related debt are they dealing with? Under $50,000 $50,000–$100,000 $100,000–$250,000 $250,000–$500,000 $500,000–$1 million $1 million+ Unsure How urgent is the situation? Exploring options — no immediate pressure Needs attention — within 30 days Urgent — action required within 7 days Critical — legal or enforcement action is underway In your own words, what's happening? Part 3 — What Happens Next? How would you like APICKLE to proceed? Call me first to discuss the client Arrange a call with me and my client I'm happy for APICKLE to contact my client directly I'm not sure — call me first Only if APICKLE is authorised to contact the client: Client Email Client Mobile Submit
