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Checklist
Background Information
- Company Ownership
- Company History
- Background of Key Management
Financial Information
- Total Company Revenues
- Assessment of Overall Profitability
Facility Information
- Number of Company Facilities
- Detailed Information on Major Facilities
- Location of Facilities
- Size of Facilities
- Age of Facilities
- Recent/Planned Expansion of Major Facilities
Employment Information
- Total Number of Employees
- Number of Employees by Major Job Classification
- Collective Bargaining Agreements
Product/Service Line Information
- Description of Major or Minor Company Product Lines
- Sales by Company Product Line
Marketing Information
- Major Markets Served by Company
- Market Share in Major Markets
- Major Customers Served, by Market
Distribution Information
- Major Distribution Channels Used by Company
- Volume by Major Distribution Channel
Sales Force Information
- Size of Company Sales Force
- Organization of Sales Force
- Method of Compensating Sales Force
Strategic Direction of Company
- Direction of new Product Development Efforts
- Direction of new Market Development Efforts