Please provide the following contact information:

First Name
Last Name
Middle Initial
Title
Company
Street Address
Address (cont.)
City
State/Province
Zip/Postal Code
Country
Work Phone
FAX
E-mail
Company URL

General

1.  Nature of the Business Enterprise

2.  Annual Sales (last three years)

3.  Years in business?

1.  Number of potential clients/ customers (prospects)

2.  Number of current clients/ customers (repeat)?

  a.  Monthly?

b.  Quarterly?

c.  Annually?

3.  Average Sale per client/ customer?

4.  Potential sales per customer?

5.  Sales Hit Ratio-- Number of prospects converted to clients/ customers?

6.  Written and deployed firm positioning? (Advertising, Marketing and Sales program)

Yes
No

7.  Written and deployed customer satisfaction program?

Yes
No

8.  Written and deployed customer Relationship Building Program?

Yes
No

9.  New Product/ Service Development Program?

Yes
No

10.  Number of new products and services in the last twelve months?

11.  New Market Development Program?

Yes
No

12.  Customer Contact Management System?

Yes
No

13.  Customer Database/ Goal Reporting and Variance Reporting System?

Yes
No

1.  Do you have a Zero Based Budgeting System?

Yes
No

2.  Do you have a Productivity Enhancement Program?

Yes
No

3.  Do you have a Base Salary/ Performance Based Compensation Program?

Yes
No

4.  Do you have a Training Program for all employee levels?

Yes
No

5.  Best Practices Programs:

a. Do you have a Quality Program?

Yes
No

b. Do you have a Organizational Development Program?

Yes
No

c. Do you have a Supplier Relationship Program?

Yes
No

d. Do you have a Systems, Processes and Technology Development Program?

Yes
No

6.  Do you have Employee Job Descriptions and Performance Standards?

Yes
No

7.  New Job Category Development Program - Integrate old task related jobs into process related jobs?

Yes
No

8.  Do you have a Cost and Inventory Control System?

Yes
No

9.  Do you have a High Performance Billing and Collection System (80% pay 30 days and 100% by 90 days)?

Yes
No

10.  Do you have a High Performance real-time Cash Flow Management System

Yes
No

1.  Are there good business economics in your industry (10% annual growth or greater)?

Yes
No

2.  Do you have at least one sustainable Advantage over your competition?

Yes
No

3.  Are you a Non-Commodity Business?

Yes
No

4.  Do you reinvest your earnings annually?

Yes
No

5.  Do you have a twenty percent sustainable profit margin?

Yes
No

6.  Do you have a perpetuity plan in place?

Yes
No

7.  Is your business not dependent on the owner(s) in any way?

Yes
No

8.  Do you set value goals and track increase monthly?

Yes
No

9.  Do you have a stable work force (less than 5% turnover annually)?

Yes
No

10.  Are you the benchmark for the industry in regards to financial ratios?

Yes
No