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Full Name Email Phone Company
Legal Name Business Name/s
Status ActiveInactive
RTO Code ABN ACN Website
CRICOS YesNo ELICOS YesNo Higher Education YesNo
Registration Manager
Initial Registration Date Start Date End Date
Scope Overview – Training Packages
RTO registration current (no review/sanction)CRICOS approval active (if applicable)No open ASQA investigations/sanctionsPolicies & procedures updated to 2025 StandardsCompliant student files (training & assessment evidence)Trainer/assessor contracts in placeValid third-party agreements (if used)AVETMISS & Quality Indicator reports completedInternal audit post-2025 Standards completed
Compliance issues (past 18 months) NoneMinorMajor
3 years accountant-reviewed P&L & balance sheetsMonthly cash flow & profit trackingNo unpaid ATO/payroll tax/super obligationsSDE (Seller’s Discretionary Earnings) calculatedProfit margins tracked (≥20% domestic, ≥45% online)Funding agreements documented & currentCourse scope matches delivery & marketingLMS & CRM access/logins documented
Net Profit Margin – Domestic (%) Net Profit Margin – Online (%)
Recent EBITDA / SDE analysis completed? YesNo Profit trend last 3 years UpFlatDeclining
Trainer credentials current (CVs, TAE, PD logs, industry currency)PD logs audit-readyTrainer-to-student ratios compliant
LMS with SCORM-compliant, mobile-friendly content YesNo LMS with AVETMISS reporting —Please choose an option—IntegratedPartialNo CRM / SMS integrated (AVETMISS) YesNo Trainer & volume-of-learning record management —Please choose an option—Up-to-dateNeeds update
All content & IP owned/licensed (proof documented)Website, domain, marketing accounts transferable
Active lead gen channels (organic/paid/referral)Website conversion rate trackedEmail/SMS list with engagement metricsAgent agreements documented (if CRICOS)
SWOT analysis updatedExpansion plan or buyer opportunity deck preparedKey growth levers identifiedSuccession plan in place (if applicable)
Exit plan Full exitPartial exitJV or merger Buyer leads engaged? YesNo Govt Funding strategy documented for buyers —Please choose an option—YesPartialNo
Valuation completed in last 12 monthsRisk-adjusted valuation scenario plannedSDE/EBITDA metrics benchmarked regionally
Core strengths Key gaps to fix before listing Exit timeframe
Order a valuation snapshotJoin exit-readiness workshopWatch “Buyer Confidence in 2025 RTO Market” webinar