Transaction Considerations
Reason for Selling: Selling Interest (1 = Low, 5 = High): Willingness to Close in 90 Days:
Consider Earnout?:
Business Overview
Year Founded: Ownership: Customer Profile: Fortune 500 vs. 1000 Mix Financial Highlights:
(in thousands) 1996 Revenue
Gross
Margin
Unadjusted
EBIT
Unadjusted
EBIT
1997 1998 1999E EBIT Adjustment Items: Branch Results: Branch 1 Year Opened 1998 Revenue # of Consultants
Branch 2 Branch 3 Organizational Structure: Branch 1 Branch 2 Branch 3 HQ Total Consultants Sales Recruiting Manager Administrative Accounting
Key Customers
Business Mix: System Development High Value Added Services Mainframe Client/Server Help Desk Networking Education/Training Technical Writing Operations Administration Maintenance Fixed Price Projects?
Commissions
Bonus
Options
Highest Producer:
% of Revenue
Growth Strategy
Expansion Opportunities Next 2-3 Years: ____%____ Top competitors (Single Market US Natl...providers) Branch 1 Branch 2 Branch 3
1. 2. 3.
Drivers of Growth:
Financial /Legal
Financial Statements: Audited (Y / N) How Many Years? Receivables: Amount DSO Financial Reporting System: Description
Auditor
AR Over 90 Days
Strengths
Outstanding Litigation or IRS Reviews or Exposures Budget: Overview of Budget Process Basis for Operating Plan