Академический Документы
Профессиональный Документы
Культура Документы
PART A
i) Management team
and Organizational
structure.
Provide a
li) Provide a detailed list
brief of the Company's equity
overview of owners.
the
Company:
i) Product portfolio
(including historical sales
breakdown by product,
last 5 years).
1
Corporate
Overview ii) Production facilities
overview, if any:
location, capacity, lines,
year of installation.
Company's
business iii) Distribution organization.
overview:
iv) Dividend Policy.
v) Management
Presentations, if any.
6
Human
Resources
7
Organization
Structure
b) Please identify the positions of those
employees that the company considers key for
the ongoing operations of the business.
PART C
a) Provide latest detailed annual estimates for
Revenues per product, COGS & Opex analysis for
2009—2013
Legal and
Regulatory e) Please discuss Company's insurance
coverage of its major assets, facilities, workers'
compensation and any outstanding claims.
Has there been any, or do you foresee any,
material change in the cost and availability of
insurance?
Other
c) Provide copies of any loan agreements,
including working capital lines, etc.
9
PART D
10
11
12
12
PART A
S/N SUBJECT METHOD
EVALUATE TOOLS MODELS PERSON/ DATE
CORPORATE
MISSION,
VISION, PEST ANALYSIS,
INTERVIEW,
OBJECTIVES PORTER 5 MR FRIXOS, KEY CUSTOMERS,
1
Corporate TARGET
FOCUS
GROUPS,
FORCES, SUPPLIERS, PARTNERS
SEGMENTS, PORTER 26,
Overview MARKET
OBSERVATION,
GENERIC 29, MAY & 1-5 JUNE
RESEARCH
SHARE, FORCES
MARKET
TRENDS,
ALLIANCES
EVALUATE
CONSUMER
BEHAVIOR/TYP INTERVIEW,
D.M.U MODEL, MR FRIXOS, KEY CUSTOMERS,
2
Market and OLOGIES,
COMPANY
FOCUS
GROUPS,
MAPPINGS, SUPPLIERS, PARTNERS
SECTOR LIFE 26,
Sector SITUATION OBSERVATION,
CYCLE 29, MAY & 1-5 JUNE
ANALYSIS, RESEARCH
COMPETITIVE
ANALYSIS
MARKETING
OBJECTIVES, S.W.O.T.
FINANCIAL ANALYSIS,
MR FRIXOS, KEY CUSTOMERS,
FORMULATE OBJECTIVES, BALANCE
SUPPLIERS, PARTNERS
3 Strategy POSITIONING OPERATIONAL SCORE CARD
26,
STRATEGY OBJECTIVES, MODEL,
29, MAY & 1-5 JUNE
H/R S.M.A.R.T.
OBJECTIVES, MODEL
I.T. OBJECTIVES
PART B
S/N SUBJECT METHOD TOOLS MODELS PERSON/ DATE
EVALUATE THE
INTERVIEW,
MARKETING
FOCUS MR. FRIXOS & EMPLOYEES
5 Marketing FUNCTIONS &
FUTURE
GROUPS,
7P's
12-15, 19, 22 / MAY
OBSERVATION.
PLANNING
EMPLOYEES
EVALUATION &
INTERVIEW,
6
Human EVALUATE THE
HR & FUTURE
FOCUS
MOTIVATION,
MANAGEMENT
MR. FRIXOS & EMPLOYEES -
Resources PLANNING
GROUPS,
OBSERVATION.
EVALUATION,
12-15, 19, 22 / MAY
Comp. CLIMATE
SURVEY
PART C
S/N SUBJECT METHOD TOOLS MODELS PERSON/ DATE
G
ANN COUNTIN
ING
TUR L & AC
P&L'S,
S
IO
E PL
BALANCE
Financial and
IA
T
RA
8
L
ANNUAL
AN
E FU
REPORTS, ETC.
N
FI
E
SITU UATE TH
ATIO
L
EVA
E&
TING FINANC E
P&L'S,
ACC NING ON E FUTUR
S
IO
BALANCE
T
RA
FLOWS, 9 - 12 JUNE
A
CI
PLAN UATE TH
ANNUAL
AN
REPORTS, ETC.
N
FI
OUN
L
EVA
P&L'S,
BALANCE
SHEETS, CASH MR. FRIXOS & ACCOUNTAND
9 Projections FLOWS, 9 - 12 JUNE
ANNUAL
REPORTS, ETC.
PART D
S/N SUBJECT METHOD TOOLS MODELS PERSON/ DATE
10
Legal and LA MR. FRIXOS & LAWYER
Regulatory 9 - 12 JUNE
W
YE
11
Intellectual R MR. FRIXOS & LAWYER
Property 9 - 12 JUNE
12 Other