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