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No |
| 1 Using the past 12 months
(or normalized) profit/loss statement, ADD back all non-cash expenses,
owner draws and benefits, one time or unusual expenses, and NON-essential
expenses. (ENTER A DOLLAR AMOUNT) |
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| 2 What would an absentee owner have to pay a
manager annually, including all benefits and bonuses, to run this business
profitably? (ENTER A DOLLAR AMOUNT) |
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| 3 How much cash do you expect
as a down payment? (ENTER A DOLLAR AMOUNT) |
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| 4 What is the current market value of OWNED
equipment and fixtures. (ENTER A DOLLAR AMOUNT) |
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| 5 What is the current market
value of your leasehold improvements? (ENTER A DOLLAR AMOUNT) |
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| 6 What is the market value of included vehicles?
(ENTER A DOLLAR AMOUNT) |
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| 7 What is the average daily
value of stocks, supplies or merchandise for consumption or resale? (ENTER
A DOLLAR AMOUNT) |
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| 8 What will be the cost PER SQUARE FOOT PER
MONTH including all related fees on the average over the next three (3)
years? (ENTER A DOLLAR AMOUNT) |
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| 9 Give the current lease rate
per foot for a similar space down the street on the same side of the street.
(ENTER A DOLLAR AMOUNT) |
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| 10 Give the current lease rate per foot for
a similar space on the other side of the street. (ENTER A DOLLAR AMOUNT) |
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| 11 If any leased/purchase
equipment can be transferred, what is the difference between market value
and current payoff? (ENTER A DOLLAR VALUE) |
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| 12 What is the current market value of any TRANSFERABLE
licenses, rights or patents that will be sold with this business? (ENTER
A DOLLAR VALUE) |
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| 13 What was this company's
gross revenue over the past 12 months? (ENTER A DOLLAR VALUE) |
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| 14 What was this company's gross revenue for
your past fiscal year? (ENTER A DOLLAR VALUE) |
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| 15 What was the gross revenue
for 2 fiscal years ago? (ENTER A DOLLAR VALUE) (enter $0.00 if not available) |
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| 16 How many direct or indirect competitors have
survived the past 4 years? (ENTER A PERCENTAGE OF SURVIVAL) |
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| 17 What would be the MINIMUM
rate of annual return a buyer would require to assume this risk? (ENTER
A MINIMUM RETURN ON INVESTMENT) |
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| 18 What would be the MAXIMUM annual rate of
return a buyer would expect to assume this risk? (ENTER A MAXIMUM RETURN
ON INVESTMENT) |
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| 19 In collecting data on assets,
how sure are you of accuracy? (ENTER A PERCENTAGE OF ACCURACY 1 - 100%) |
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| 20 If you took a professionally prepared loan
package based on this business and its assets to local banks, what percentage
of those banks would commit to a loan based solely on this business and
its assets? (ENTER A PERCENTAGE OF BANKS) |
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| 21 As you review the past
12 months, what percent of total revenues came in as green cash? DO NOT
COUNT ANYTHING BUT PURE CASH! (ENTER A PERCENTAGE OF TOTAL REVENUE) |
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| 22 Given the current state of leasehold improvements
and equipment, what percent will need to be replaced each year to maintain
a good image and run efficiently? (ENTER A PERCENT OF REPLACEMENT PER YEAR) |
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| 23 Assuming the owner has
a sales price and down payment in mind, what percent down would be required
to buy this business? (ENTER A PERCENT OF DOWN PAYMENT) |
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| 24 Given the current market value of these assets,
what percent of that market value would a banker consider as collateral
value? (ENTER A PERCENTAGE OF COLLATERAL VS MARKET VALUE) |
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| 25 What percentage of supplies
or inventory for resale would be considered by an expert as dead or obsolete?
(ENTER A PERCENTAGE OF DEAD STOCK) |
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| 26 What percent of the workforce has been with
the company more than 2 years? (ENTER A PERCENTAGE OF EMPLOYEES) |
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| 27 What is the average inflation
rate for the past (3) years? (ENTER AN AVERAGE PERCENTAGE) |
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| 28 What percent of the total price asked by
the owner will be OWNER financed? (ENTER A PERCENT OF TOTAL PRICE) |
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| 29 On the owner financing,
what type of interest rate will the seller offer? (1=FIXED RATE 2=VARIABLE
RATE) |
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| 30 On owner financing, what fixed rate of interest
is the seller offering? (ENTER A PERCENT OF INTEREST -- If no financing
is offered enter current bank fixed rate) |
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| 31 What is the percentage
over or under the current prime rate the seller will take on owner financing
if owner financing uses a variable rate loan. (ENTER THE PERCENTAGE OVER
(plus) OR BELOW (minus) PRIME) |
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| 32 What percent of the total price asked by
the owner will be BANK financed? (ENTER A PERCENT OF TOTAL PRICE) |
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| 33 When securing bank financing,
what type of interest rate will a purchaser most likely secure? (1=FIXED
RATE 2=VARIABLE RATE) |
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| 34 What is the current interest rate for a fixed
rate small business loan? (ENTER AN INTEREST RATE) |
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| 35 What is the percentage
over prime currently being offered by banks on VARIABLE RATE loans of this
kind? (ENTER THE PERCENTAGE OVER PRIME) |
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| 36 What is the current prime interest rate?
(ENTER THE CURRENT PRIME RATE) |
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| 37 How many years has this
business been at this location? (ENTER A NUMBER OF YEARS) |
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| 38 How many family members, relatives and/or
partners, INCLUDING THE OWNER, are actively working in this business? (ENTER
A NUMBER) |
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| 39 How many different accounts
does this company sell or provide a service to? (ENTER A NUMBER OF TOTAL
ACCOUNTS) |
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| 40 Using only the largest trade accounts, how
many of these big accounts would be required to account for 25% of total
revenues? (ENTER A NUMBER OF ACCOUNTS) |
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| 41 At the time of sale, how
many years will the buyer have guaranteed under lease and lease options
to conduct business? (ENTER A NUMBER OF YEARS) |
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| 42 What is the SHORTEST number of years a buyer
would expect to repay initial loans? (ENTER A NUMBER OF YEARS) |
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| 43 What is the LONGEST number
of years a buyer would expect to repay initial loans? (ENTER A NUMBER OF
YEARS) |
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| 44 What is the average age of the facilities
and equipment? (ENTER A NUMBER OF YEARS) |
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| 45 Given an individual with
reasonable skills and little direct knowledge of this business, how long
would it take to functionally learn this business? (ENTER A NUMBER 1=HOURS
2=DAYS 3=WEEKS 4=MONTHS 5=YEARS) |
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| 46 When starting a business at this scale, how
many months would it take to show a profit after deducting a reasonable
salary for yourself or a manager? (ENTER A NUMBER OF MONTHS) |
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| 47 Give the total number of
full time employees? (ENTER A NUMBER OF EMPLOYEES) |
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| 48 Give the total number of part time employees?
(ENTER A NUMBER OF EMPLOYEES) |
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| 49 How much owner training
time would be given to a buyer at no charge? (ENTER A NUMBER OF WEEKS) |
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| 50 How secure are revenues? (ENTER A NUMBER
1=OPEN ACCOUNT NO SECURITY 5=CASH ONLY AT POINT OF SALE) |
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| 51 How many direct competitors
are in this company's trade area? (ENTER A NUMBER 1=NONE 5=MANY
OR NEXT DOOR) |
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| 52 When on vacation, how often does the owner
call in? (ENTER A NUMBER 1=COUPLE DAILY 3=FEW PER WEEK 5=NEVER) |
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| 53 How did this company's
find its last few employees? (ENTER A NUMBER 1=UNION 3=NEWSPAPER
5=REFERRALS) |
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| 54 What amount of training is required to understand
and perform most phases of this company's operations? (ENTER A NUMBER
1=DAYS 5=PROFESSIONAL CERTIFICATION) |
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| 55 What is your liability
exposure level? (ENTER A NUMBER 1=NONE 3=DIRECTLY RESPONSIBLE FOR SAFETY
5=HAZARDOUS OR LIFE THREATENING) |
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| 56 How important is the owner to the revenues
of this business? (ENTER A NUMBER 1=INDISPENSABLE 5=ABSENTEE) |
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| 57 If you use the last three
years as a trend, how have gross revenues been trending? (ENTER A NUMBER
1=SEVERE DECLINE 5=STEADY INCREASES) |
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| 58 This company gets most of its new business
by what means? (ENTER A NUMBER 1=OWNER INFLUENCE 5=ALL WALKIN) |
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| 59 Considering social status,
visual appeal, profits and longevity -- using a scale of 1 to 5 how desirable
is this business? (ENTER A NUMBER 1=UNDESIRABLE
5=DREAM OF A LIFE TIME) |
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| 60 In reviewing past years monthly and seasonal
revenues, how accurately could you predict the next few years sales OTHER
THINGS BEING EQUAL? (ENTER A NUMBER 1=ALL GUESS 5=ABSOLUTELY POSITIVE) |
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| 61 How have this company's
liability insurance rates gone? (ENTER A NUMBER 1=GONE DOWN 5=ALMOST
IMPOSSIBLE TO GET) |
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| 62 Give the trend of the market for this product?
(ENTER A NUMBER 1=DECLINE 2=FLAT 3=GROWTH) |
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| 63 How long has this industry
or product been widely known? (ENTER A NUMBER 1=NEW 2=LESS THAN 10YRS 3=OVER
10YRS) |
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| 64 What is the local economic trend? (ENTER
A NUMBER 1=DECLINE 2=FLAT 3=GROWTH) |
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| 65 What is the national economic
trend? (ENTER A NUMBER 1=DECLINE 2=FLAT 3=GROWTH) |
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| 66 Given this type of business, how would you
rate this location for doing this type of business? (ENTER A NUMBER 1=EXCELLENT
2=AVERAGE 3=FAIR TO POOR) |
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| 67 What is the local labor
market like for this business? (ENTER A NUMBER 1=COMPETITION 2=NORMAL
3=UNEMPLOYMENT) |
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| 68 What type of business is this? (ENTER A NUMBER
1=SIMPLE 2=LIGHT 3=INTERMEDIATE 4=COMPLEX) |
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| 69 What is the strength of
Unions in this area and industry? (ENTER A NUMBER 1=NONE 2=WEAK ALL COMPETITORS
UNION 3=WEAK SOME COMPETITORS NON UNION 4=STRONG ALL COMPETITORS
UNION 5=STRONG UNION SOME NON UNION COMPETITION) |
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| 70 If a broker is selling the business, what
is the percentage rate of commission? (ENTER A COMMISSION PERCENTAGE) |
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| 71 What would a broker spend
to effectively present and market this bussiness? (ENTER A MINIMUM DOLLAR
AMOUNT) |
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| 72 Enter the number of the industry you are evaluating.
(ENTER THE NUMBER FOUND IN HELP UNDER INDUSTRY NUMBERS) |
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