Академический Документы
Профессиональный Документы
Культура Документы
Date:
Industry operating in –
2. Sales/Manufacture
What do you sell/Produce? –
Clients
Type –
Price
Product pricing –
Payment terms -
Marketing
Where does the business advertise –
Competitors
Who –
Where –
3. Suppliers
Who are the main suppliers of the business? –
Preferred supplier agreements? – N/A
Payment terms? –
Are there any bad debts? –
Stock
What is held –
4. Owners Involvement
How many owners work in the business –
In a hypothetical sale of the business, how long is the current owner prepared to
stay with the business?
In a hypothetical sale of the business, how many customers would the business likely
lose during change over and why?
Are you remunerated by salary/wage and if so, is it a fair market wage? –
Do any other family members work in the business? What do they do? –
5. Employees
Please provide organizational chart if available
Is it expected that current employees would stay with the business in the event of
the sale of the business?
6. Premises
Please provide a copy of lease agreement if available.
Address –
Benefits of location –
Type of premises – s
Size –
Truck access? –
Adequate in size? -
Remaining Options? –.
What are the main assets used in the business? xx to provide list
Are all assets in good working order. All assets are in good working order except the
bar fridge which may need some gas to be filled
Are any assets leased? What are repayments and term remaining?
8. Motor Vehicles
Vehicle Year Monthly Term Business Use
Repayment Remaining percentage
Have motor vehicle expenses in the financials been adjusted for private use? – NO
vehicles associated with company.
9. Licenses
Are any licenses required to operate the business? What are they
11. Financials
Please provide –
Current Profit and Loss, Balance Sheet for the current financial year to date
Aged receivables and payables
Sales by product type for the last 3 years on a year by year basis
If your business is seasonal, please provide sales for the last 12 months on a monthly
basis
Is there any commentary you would like to add about the financials provided?
Were there any large, one-off transactions included in the financials? Please provide
details.
What are the Opportunities for the business? Expand internal design team to
accommodate more bookings and clients