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| Below is a sample list of some of the information which
we will require. |
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Legal Ownership: Corporate
structure & ownership. |
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The Company: Company history,
type of business, number of employees. |
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The Product: What do you
do? Specific day-to-day operation. Product pricing, distribution,
supply and demand, future products, if any. |
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Customer Base: Type of
clients, by industry, size, volume, revenue, and geographic location. |
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The Market: Current market
conditions, market size, new developments, potential for growth, supply
and demand. |
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Financial Information:
Three years financial statements, current to date financials, existing
lines of credit and loans, forecasts, projections and budgets. |
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Management Team: Organizational
chart by department, with titles, reporting lines, a brief job description
and salary range. |
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Equipment List: Office
fixtures and equipment, factory and warehouse equipment list and approximate
replacement value. |
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Real Estate: List of owned
real estate and appraisals or copies of leases. |
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Supporting Information:
Marketing materials, product brochures and web sites |
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