How Ready is My Business to Sell?
First Name
*
Last Name
*
What is Your Position?
*
Email
*
Phone
*
Management
Strength of Key Management Team
*
1 - Junior
2
3 +/- 5 years in role
4
5 - Senior
Management
Likelihood They Will Stay Through Change
*
1 - Not at all likely
2
3 - Moderately likely
4
5 - Very likely
Management
Systems and Processes
*
1 - Weak
2
3 - Good
4
5 - Documented and implemented SOP
Customers/Sales
Concentration
*
1 - Highly concentrated (>40% with one customer)
2
3 - 21–30% of sales are with one customer
4
5 - No customer is >15% of sales
Customers/Sales
Competitive Position
*
1 - Many direct competitors, low barriers to entry
2
3 - A few direct competitors
4
5 - We have a unique value proposition
Customers/Sales
Shape of sales curve (last 3 to 5 years)
*
1 - Soft/Decreasing
2
3 - Flat
4
5 - Firm growth
Customers/Sales
Predictability
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1 - No contracts/ No future commitments
2
3 - Moderately predictable
4
5 - Sales are visible 18+ months into future
Products/Services
Expenditures on Innovation/Equipment/Productivity
*
1 - Minimal Innovation
2
3 - Moderate spending - we allocate a reasonable, consistent budget
4
5 - High degree of R&D
Products/Services
Degree of Uniqueness/Protected IP
*
1 - Nothing protectable
2
3 - Trade secrets, unique processes
4
5 - Highly protected (patents)
Financial
EBITDA
*
1 - Weak - well below industry norms
2
3 - Average - Near industry Norms
4
5 - Strong - well above industry norms
Financial
Quality of Financial Statements
*
1 - Self-prepared, reports produced at year end
2
3 - Prepared in-house by qualified personnel
4
5 - Review Engaged/Audited