Due Diligence - Looking for Gold in the PaperNow Dentons
This presentation focuses on the details of the due dilligence process. It covers the definition and role of due dilligence, provides a legal due diligence checklist and gives an overview of key due dilligence points and mining considerations.
Due Diligence - Looking for Gold in the PaperNow Dentons
This presentation focuses on the details of the due dilligence process. It covers the definition and role of due dilligence, provides a legal due diligence checklist and gives an overview of key due dilligence points and mining considerations.
Third Party Due Diligence - Know Your Third Party - EY IndiaErnst & Young
Third party due diligence, forensic data analytics and frequent compliance audits form the basis of a strong monitoring system. For more details, visit http://bit.ly/1RQuEGB.
OBJECTIVE
Under GST, the supplier of goods or services is liable to pay the tax to the Government. However, under the reverse charge mechanism (RCM), the liability to pay GST is cast on the recipient of the goods or services. Reverse charge means the liability to pay tax is on the recipient of supply of goods or services instead of the supplier of such goods or services in respect of notified categories of supply. In this webinar, we shall understand the applicability and provisions of RCM under GST.
This presentation explains what merger and acquisition is, How integration is important after merger and acquisition, how it is to be done, what can be the factors of failure, what is the role of an HR during integration and what strategies companies should follow for a successful Post Merger Integration
Strategy Implementation, Strategic Analysis, Strategic analysis process, Strategic Choice, Steps in strategic choice, Factors affecting Strategic Choice, objective factors, subjective factors, Tools and Techniques of Strategic Analysis, The Boston Consulting Group (BCG) Matrix, GE Planning Grid, GE 9 Cell, Strategic Decisions, Invest, Protect, Harvest, Market Attractiveness , Competitive Strength, Industry Structure Analysis – The Life-Cycle MODEL, Porters 5 Force Model, Competitive advantage, PESTLE and Porter’s Five Forces Analysis, The McKinsey 7 – S Framework, VRIO Analysis, VRIO of H&M, Value Chain, Benchmarking, Mergers and acquisitions (M&A)
Our latest #EY CFO study, Partnering for performance Part 5: the CFO and the chief executive officer (CEO), examines how the CFO’s relationship with their CEO has changed, and joint commitments required to strengthen their alliance. The study is based on a survey of 652 CFOs and interviews with CFOs and CEOs, and covers how leading CFOs and CEOs are partnering together on digital, M&A decisions, performance measurement and operating model redesign. To learn more visit: http://goo.gl/7dnWi6
Watch full webinar here: http://www.firmex.com/Due-Diligence-Best-Practices-and-Pitfalls-sign-up/
LOIs and NDAs signed. Now art meets science with the legal, financial and strategic review of the business. How do you test the value proposition and identify potential risks? Select the best tools to streamline the process? And prepare for regulatory and legal compliance issues arising from legislation like FCPA? Learn what it takes to avoid pitfalls that plague even the most experienced due diligence experts.
Third Party Due Diligence - Know Your Third Party - EY IndiaErnst & Young
Third party due diligence, forensic data analytics and frequent compliance audits form the basis of a strong monitoring system. For more details, visit http://bit.ly/1RQuEGB.
OBJECTIVE
Under GST, the supplier of goods or services is liable to pay the tax to the Government. However, under the reverse charge mechanism (RCM), the liability to pay GST is cast on the recipient of the goods or services. Reverse charge means the liability to pay tax is on the recipient of supply of goods or services instead of the supplier of such goods or services in respect of notified categories of supply. In this webinar, we shall understand the applicability and provisions of RCM under GST.
This presentation explains what merger and acquisition is, How integration is important after merger and acquisition, how it is to be done, what can be the factors of failure, what is the role of an HR during integration and what strategies companies should follow for a successful Post Merger Integration
Strategy Implementation, Strategic Analysis, Strategic analysis process, Strategic Choice, Steps in strategic choice, Factors affecting Strategic Choice, objective factors, subjective factors, Tools and Techniques of Strategic Analysis, The Boston Consulting Group (BCG) Matrix, GE Planning Grid, GE 9 Cell, Strategic Decisions, Invest, Protect, Harvest, Market Attractiveness , Competitive Strength, Industry Structure Analysis – The Life-Cycle MODEL, Porters 5 Force Model, Competitive advantage, PESTLE and Porter’s Five Forces Analysis, The McKinsey 7 – S Framework, VRIO Analysis, VRIO of H&M, Value Chain, Benchmarking, Mergers and acquisitions (M&A)
Our latest #EY CFO study, Partnering for performance Part 5: the CFO and the chief executive officer (CEO), examines how the CFO’s relationship with their CEO has changed, and joint commitments required to strengthen their alliance. The study is based on a survey of 652 CFOs and interviews with CFOs and CEOs, and covers how leading CFOs and CEOs are partnering together on digital, M&A decisions, performance measurement and operating model redesign. To learn more visit: http://goo.gl/7dnWi6
Watch full webinar here: http://www.firmex.com/Due-Diligence-Best-Practices-and-Pitfalls-sign-up/
LOIs and NDAs signed. Now art meets science with the legal, financial and strategic review of the business. How do you test the value proposition and identify potential risks? Select the best tools to streamline the process? And prepare for regulatory and legal compliance issues arising from legislation like FCPA? Learn what it takes to avoid pitfalls that plague even the most experienced due diligence experts.
Blockchain in capital markets and structured financeEY
The blockchain concept has generated a considerable amount of attention within capital markets, with discussions expanding into practical applications in securitization. Explore considerations around the application of blockchain in capital markets and the proposed applications of blockchain in structured finance.
The Six Highest Performing B2B Blog Post FormatsBarry Feldman
If your B2B blogging goals include earning social media shares and backlinks to boost your search rankings, this infographic lists the size best approaches.
Die DAX-Konzerne mussten 2016 24 mal ihre Prognosen korrigieren - Rekord. Welche Folgen das für die Unternehmen hat und warum es so schwer geworden ist, genaue Prognosen zu liefern, lesen Sie in einer neuen EY-Studie. Erfahren Sie auch, wie sich die Korrekturen an Gewinn- und Umsatzprognosen der 302 im Prime Standard notierten Unternehmen entwickelt haben.
Unclaimed property historic litigation and legislation May 8, 2017Debera Salam, CPP
Here's the presentation handout and replay link to the Ernst & Young LLP webcast on May 8 about the current legislative and litigation environment affecting unclaimed property.
Dealing in a digital world - strategies to future-proof your businessEY
As the world goes digital, developing innovation in-house is no longer enough, according to a new study from EY. Instead, with constraints around time and capital, non-tech firms are turning to mergers and acquisitions (M&A), joint ventures and alliances to acquire the innovation they need.
EMLI Training-Legal Due Diligence for Acquisition Deal in Indonesian Mining P...EMLI Indonesia
Materi Legal Due Diligence untuk perusahan tambang di Indonesia yang disampaikan oleh Bapak Dendi Adisuryo dalam acara Kursus Intensif Hukum Pertambangan. Acara tersebut di selenggarakan oleh EMLI Trainig, yang hingga saat ini telah memiliki 1000 Alumini dari berbagai jenis latar belakang.
Legal Issues and Regulatory Requirements for Business AcquisitionsLawPlus Ltd.
Types of Business Acquisitions
Legal Issues for Acquisitions of Shares
Legal Issues for Acquisitions of Newly Issued Shares
Legal Issues for Acquisitions of Assets
Latest Development of M&A Regulations
Legal Factors to Consider on Acquiring Businesses in Other AEC Countries
Environmental Due Diligence and Managing Environmental Risk in Saskatchewan b...Monica Pollard
Saskatoon lawyer, Christopher J. Masich, presented at the recent Law Society of Saskatchewan Continuing Professional Development events in Saskatoon and Regina on Due Diligence & Legal Opinions. Chris provided a comprehensive discussion on the specific area of Environment.
Due Diligence - What You Don’t Find Out Will Hurt YouNow Dentons
This presentation focuses on the details of the due dilligence process. It covers the definition and role of due dilligence, provides a legal due diligence checklist and gives an overview of key due dilligence points and mining considerations.
Alliance One Detectives And Private InvestigatorsAlliance One
Alliance One Detectives is the best agency for corporate investigation in Mumbai. We provide the necessary data to give you the edge in your business dealings and investments.
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A due diligence report can be produced to investigate the validity of a business aquisition or merger price.
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M&A Law: The Lawyer's Role; Recent Delaware DevelopmentsStephen Bainbridge
A two-hour presentation on the role of the lawyer in the M&A team, the place of legal due diligence in the overall buyer side's due diligence process, and a review of recent Delaware M&A legal developments. I'm available to give it to your law firm, company, or group.
FIN 336 Final Project Guidelines and Rubric
Overview
The final project for this course is the creation of a multinational performance report. The report will investigate the motivation behind expanding business
internationally, whether revenue-related, cost-related, or a combination of both. You will gain a better understanding of international business and the factors
that make multinational business complex (e.g., risk management, ethical and legal compliance). As you work though this project, you will explore how the
2007–2008 financial crisis affected multinational corporations (MNCs), with both additional opportunities and potential risks.
The project is divided into two milestones, which will be submitted at various points throughout the course to scaffold learning and ensure quality final
submissions. These milestones will be submitted in Modules Two and Five. The final product will be submitted in Module Seven.
In order to successfully complete this project, you will choose a multinational company from the Final Project Company List document and access the following
financial reports:
Balance sheet
Income statement
Statement of cash flows
Current annual report
2007–2008 annual report
Statement of retained earnings
In order to access this information, follow the steps in the Mergent Online Instructions document to access the Mergent Online database. P lease ensure that you
select forms based on the company’s most recent tax submission. The annual report is also available on the U.S. Securities and Exchange Commission website.
In this assignment, you will demonstrate your mastery of the following course outcomes:
FIN-336-01: Analyze the impact of legal and ethical challenges on stakeholders for supporting an organization’s conduct and decision making in global
markets
FIN-336-02: Analyze risks and financial factors associated with multinational corporate expansion for informing strategic financial decisions and
mitigating risk
FIN-336-03: Assess multinational expansion factors for ensuring alignment with corporate strategies based on economic environments and market
conditions
1
https://learn.snhu.edu/d2l/lor/viewer/view.d2l?ou=6606&loIdentId=21599
https://learn.snhu.edu/d2l/lor/viewer/view.d2l?ou=6606&loIdentId=21598
http://www.sec.gov/
Prompt
Develop a report that analyzes one company’s approach to multinational expansion and includes financial factors such as economic environments and market
conditions, risk mitigation strategies, and ethical and legal practices.
Specifically, the following critical elements must be addressed:
I. Company Overview: Use the company’s website and 10-K report to support responses for this section.
A. Describe the company’s background, including its industry and extent of its multinational reach for identifying expansion factors and corporate
strategies. [FIN-336-03]
II. Economic Environmen ...
Title of Assignment Comprehensive Health History P.docxVannaJoy20
Title of Assignment: Comprehensive Health History
Purpose of Assignment: The first part of a health assessment is the history. It is contains critical information about the client. It is important for the nurse to feel comfortable asking all types of questions and to be able to identify the pertinent information for that client. This assignment is a comprehensive health history which would normally be done for a new client to a practice or admission.
Course Competency(s): Identify the foundations of health assessment.
Instructions: Using the provided form to guide the interview, collect as much information as the client is willing to divulge. In a combination of bulleted and narrative formatting, document the information gathered. Try not to be too wordy but, at the same time, be comprehensive in your documentation. Remember this is subjective information and should only be what the client tells you. Avoid making judgments until you determine what the strengths and weaknesses are. Submit this as a word document
Grading Rubric:
See history form.
FIN 336 Final Project Guidelines and Rubric
Overview
The final project for this course is the creation of a multinational performance report. The report will investigate the motivation behind expanding business
internationally, whether revenue-related, cost-related, or a combination of both. You will gain a better understanding of international business and the factors
that make multinational business complex (e.g., risk management, ethical and legal compliance). As you work though this project, you will explore how the
2007–2008 financial crisis affected multinational corporations (MNCs), with both additional opportunities and potential risks.
The project is divided into two milestones, which will be submitted at various points throughout the course to scaffold learning and ensure quality final
submissions. These milestones will be submitted in Modules Two and Five. The final product will be submitted in Module Seven.
In order to successfully complete this project, you will choose a multinational company from the Final Project Company List document and access the following
financial reports:
Balance sheet
Income statement
Statement of cash flows
Current annual report
2007–2008 annual report
Statement of retained earnings
In order to access this information, follow the steps in the Mergent Online Instructions document to access the Mergent Online database. P lease ensure that you
select forms based on the company’s most recent tax submission. The annual report is also available on the U.S. Securities and Exchange Commission website.
In this assignment, you will demonstrate your mastery of the following course outcomes:
FIN-336-01: Analyze the impact of legal and ethical challenges on stakeholders for supporting an organization’s conduct and decision making in global
m.
Assignment 1: Financial Statement / Audit Report Review
Due Week 4 and worth 240 points
Select one (1) local government in your state or area and review the financial statements and audit report for the county or municipality. The financial statements of the government you selected should have at least three (3) funds. Refer to the continuing problem homework for Weeks 1 through 3 for this assignment.
Write a three to five (3-5) page paper in which you:
1.Compare and contrast the comprehensive annual financial report (CAFR) of the selected local government entity with the city of Austin report from Week 1 homework. In your comparison, include:
a.Publication method of the CAFR
b.Audit and budget information in the CAFR
c.The type of audit report issued
d.Existence or non-existence of an internal audit function within the government entity
2.Prepare the analysis for the selected local government entity, including information on the introduction, financial section, and statistical section prepared in the city of Austin’s CAFR from chapter 2.
3.Analyze the methods used by the selected local government entity in comparing the budget-to-actual reports. Your analysis should include an evaluation of the basis of accounting used for the budget and financial statements.
4.Analyze the sources of revenue on the selected local government. Your analysis should include information on both governmental and business-type activities of the government. In your report, be sure to examine
a.Property taxes and how they are accounted for
b.Other sources identified as primary revenue for the entity
c.Deferred revenue
d.Year-to-year variations in the tax levels of income
e.Various management discussion and analysis items of note
f.Information about the general fund
Your assignment must follow these formatting requirements:
•Be typed, double spaced, using Times New Roman font (size 12), with one-inch margins on all sides; citations and references must follow APA or school-specific format. Check with your professor for any additional instructions.
•Include a cover page containing the title of the assignment, the student’s name, the professor’s name, the course title, and the date. The cover page and the reference page are not included in the required assignment page length.
Below is the link for your perusal:
Continuing Problem
The solutions to the continuing problems are based on the CAFR for the City of Austin, Texas, for the fiscal year-ended September 30, 2011.
The 2011 CAFR can be found at:
https://assets.austintexas.gov/financeonline/downloads/cafr/cafr2011.pdf
1. The three main sections of the CAFR are the introductory section, the financial section (the main section) and the statistical section.
2. Introductory section
a. The city was awarded the GFOA Certificate of Achievement in year 2010. This indicates that the report of the previous year met the GFOA’s standards of accounting and reporting. The City management believes that this 20.
Project Outline GM (GENERAL MOTORS) The most recent data should .docxleahlegrand
Project Outline GM (GENERAL MOTORS)
The most recent data should be used in your analyses (i.e., data from the most recently-filed Form 10-K).
For all calculations, show each formula used as well as the numbers used in the formula.
Explain any assumptions made and provide justifications for your assumptions.
Cite any sources used other than the company’s SEC filings.
The following is an outline for your individual project:
I.
Governance and Communication Analysis
a.
Answer and discuss the importance of the following:
i.
Who is the company’s current CEO?
Is he or she also the Chair of the Board?
ii.
Who serves on the board’s Audit Committee?
How many members are Financial Experts?
What experience qualifies them for that designation?
iii.
What was the CEO paid last year?
What portion of his or her total pay was in the form of bonus?
In the form of stock-based awards?
What performance measures were used to determine the CEO’s pay?
iv.
Who or what entity holds the highest percentage of the company's stock?
Are most of the beneficial owners reported individuals or institutions?
v.
How many common shares are outstanding? Is there more than one class of common stock outstanding?
If so, how many votes do shares of each class get?
b.
Analyst Call
i.
Listen to a recording of an analyst call (AKA earnings call or quarterly conference call) for your company.
Listen to about 15-20 minutes of the call and summarize your observations, including any questions that you might have wanted to ask the CEO/CFO, etc.
II.
Industry and Strategy Analysis
a.
Industry Analyses
i.
Porter’s Five Forces
1.
Rivalry among existing firms
2.
Threat of new entrants
3.
Threat of substitutes
4.
Buyer power
5.
Supplier power
ii.
Value Chain Analysis
1.
Industry Value Chain
2.
Focus of your company
b.
Company Strategy Analysis
i.
Is your company following a Low Cost Leader or a Product/Service Differentiation Strategy?
ii.
How should this impact their financials?
III.
Accounting and Financial Analysis
a.
Recasted Income Statement (3 years)
b.
Recasted Balance Sheet (3 years)
c.
Common Size Income Statement (3 years)
d.
DuPont Analysis (1 year)
e.
Profitability Analysis Ratios (3 years)
i.
SG&A to Sales
ii.
Tax Expense to Sales
iii.
Accounts Receivable Turnover and Days
iv.
Inventory Turnover and Days
v.
Accounts Payable Turnover and Days
vi.
Profit Margin
vii.
Return on Assets (ROA)
viii.
Return on Equity (ROE)
ix.
Gross profit margin
x.
EBIT Margin
xi.
Dividend Payout Ratio
xii.
Sustainable Growth Rate
f.
Risk Analysis
i.
Financial Risk Ratios (3 years)
1.
Current ratio
2.
Quick ratio
3.
Cash ratio
4.
Liabilities-to-equity ratio
5.
Interest coverage ratio
6.
Long-Term Asset Turnover
7.
PP&E Turnover
ii.
Non-Financial Risk Analysis
1.
Review the Risk Factors section of the company’s most recent 10-K and discuss the three factors mentioned which, in your opinion, may have t.
Unveiling the Secrets How Does Generative AI Work.pdfSam H
At its core, generative artificial intelligence relies on the concept of generative models, which serve as engines that churn out entirely new data resembling their training data. It is like a sculptor who has studied so many forms found in nature and then uses this knowledge to create sculptures from his imagination that have never been seen before anywhere else. If taken to cyberspace, gans work almost the same way.
Remote sensing and monitoring are changing the mining industry for the better. These are providing innovative solutions to long-standing challenges. Those related to exploration, extraction, and overall environmental management by mining technology companies Odisha. These technologies make use of satellite imaging, aerial photography and sensors to collect data that might be inaccessible or from hazardous locations. With the use of this technology, mining operations are becoming increasingly efficient. Let us gain more insight into the key aspects associated with remote sensing and monitoring when it comes to mining.
Taurus Zodiac Sign_ Personality Traits and Sign Dates.pptxmy Pandit
Explore the world of the Taurus zodiac sign. Learn about their stability, determination, and appreciation for beauty. Discover how Taureans' grounded nature and hardworking mindset define their unique personality.
Accpac to QuickBooks Conversion Navigating the Transition with Online Account...PaulBryant58
This article provides a comprehensive guide on how to
effectively manage the convert Accpac to QuickBooks , with a particular focus on utilizing online accounting services to streamline the process.
Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
As a business owner in Delaware, staying on top of your tax obligations is paramount, especially with the annual deadline for Delaware Franchise Tax looming on March 1. One such obligation is the annual Delaware Franchise Tax, which serves as a crucial requirement for maintaining your company’s legal standing within the state. While the prospect of handling tax matters may seem daunting, rest assured that the process can be straightforward with the right guidance. In this comprehensive guide, we’ll walk you through the steps of filing your Delaware Franchise Tax and provide insights to help you navigate the process effectively.
Enterprise Excellence is Inclusive Excellence.pdfKaiNexus
Enterprise excellence and inclusive excellence are closely linked, and real-world challenges have shown that both are essential to the success of any organization. To achieve enterprise excellence, organizations must focus on improving their operations and processes while creating an inclusive environment that engages everyone. In this interactive session, the facilitator will highlight commonly established business practices and how they limit our ability to engage everyone every day. More importantly, though, participants will likely gain increased awareness of what we can do differently to maximize enterprise excellence through deliberate inclusion.
What is Enterprise Excellence?
Enterprise Excellence is a holistic approach that's aimed at achieving world-class performance across all aspects of the organization.
What might I learn?
A way to engage all in creating Inclusive Excellence. Lessons from the US military and their parallels to the story of Harry Potter. How belt systems and CI teams can destroy inclusive practices. How leadership language invites people to the party. There are three things leaders can do to engage everyone every day: maximizing psychological safety to create environments where folks learn, contribute, and challenge the status quo.
Who might benefit? Anyone and everyone leading folks from the shop floor to top floor.
Dr. William Harvey is a seasoned Operations Leader with extensive experience in chemical processing, manufacturing, and operations management. At Michelman, he currently oversees multiple sites, leading teams in strategic planning and coaching/practicing continuous improvement. William is set to start his eighth year of teaching at the University of Cincinnati where he teaches marketing, finance, and management. William holds various certifications in change management, quality, leadership, operational excellence, team building, and DiSC, among others.
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Improving profitability for small businessBen Wann
In this comprehensive presentation, we will explore strategies and practical tips for enhancing profitability in small businesses. Tailored to meet the unique challenges faced by small enterprises, this session covers various aspects that directly impact the bottom line. Attendees will learn how to optimize operational efficiency, manage expenses, and increase revenue through innovative marketing and customer engagement techniques.
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Explore our most comprehensive guide on lookback analysis at SafePaaS, covering access governance and how it can transform modern ERP audits. Browse now!
Business Valuation Principles for EntrepreneursBen Wann
This insightful presentation is designed to equip entrepreneurs with the essential knowledge and tools needed to accurately value their businesses. Understanding business valuation is crucial for making informed decisions, whether you're seeking investment, planning to sell, or simply want to gauge your company's worth.
1. Sample Due Diligence Checklist
I. Financial Information
A. Annual and quarterly financial information for the past
three years
1. Income statements, balance sheets, cash flows, and footnotes
2. Planned versus actual results
3. Management financial reports
4. Breakdown of sales and gross profits by:
a. Product Type
b. Channel
c. Geography
5. Current backlog by customer (if any)
6. Accounts receivable aging schedule
B. Financial Projections
1.Quarterly financial projections for the next three fiscal years
a. Revenue by product type, customers, and channel
b. Full income statements, balance sheets, cash
2. Major growth drivers and prospects
3. Predictability of business
4. Risks attendant to foreign operations (e.g., exchange rate
fluctuation, government instability)
5. Industry and company pricing policies
6. Economic assumptions underlying projections (different
scenarios based on price and market
fluctuations)
7. Explanation of projected capital expenditures, depreciation, and
working capital arrangements
8. External financing arrangement assumption
C. Capital Structure
1. Current shares outstanding
2. List of all stockholders with shareholdings, options, warrants, or
notes
3. Schedule of all options, warrants, rights, and any other
potentially dilutive securities with exercise
prices and vesting provisions.
4. Summary of all debt instruments/bank lines with key terms and
conditions
5. Off balance sheet liabilities
D. Other financial information
2. 1. Summary of current federal, state and foreign tax positions,
including net operating loss carryforwards
2. Discuss general accounting policies (revenue recognition, etc.)
3. Schedule of financing history for equity, warrants, and debt
(date, investors, dollar investment,
percentage ownership, implied valuation and current basis for each
round)
II. Products
A. Description of each product
1. Major customers and applications
2. Historical and projected growth rates
3. Market share
4. Speed and nature of technological change
5. Timing of new products, product enhancements
6. Cost structure and profitability
III. Customer Information
A. List of top 15 customers for the past two fiscal years and
current year-to-date by application
(name, contact name, address, phone number, product(s) owned,
and timing of purchase(s))
B. List of strategic relationships
(name, contact name, phone number, revenue contribution,
marketing agreements)
C. Revenue by customer
(name, contact name, phone number for any accounting for 5
percent or more of revenue)
D. Brief description of any significant relationships severed
within the last two years.
(name, contact name, phone number)
E. List of top 10 suppliers for the past two fiscal years and
current year-to-date with contact
information
(name, contact name, phone number, purchase amounts, supplier
agreements)
IV. Competition
A. Description of the competitive landscape within each
market segment including:
3. 1. Market position and related strengths and weaknesses as
perceived in the market place
2. Basis of competition (e.g., price, service, technology,
distribution)
V. Marketing, Sales, and Distribution
A. Strategy and implementation
1. Discussion of domestic and international distribution channels
2. Positioning of the Company and its products
3. Marketing opportunities/marketing risks
4. Description of marketing programs and examples of recent
marketing/product/public
relations/media information on the Company
B. Major Customers
1. Status and trends of relationships
2. Prospects for future growth and development
3. Pipeline analysis
C. Principal avenues for generating new business
D. Sales force productivity model
1. Compensation
2. Quota Average
3. Sales Cycle
4. Plan for New Hires
E. Ability to implement marketing plan with current and
projected budgets
VI. Research and Development
A. Description of R&D organization
1. Strategy
2. Key Personnel
3. Major Activities
B. New Product Pipeline
1. Status and Timing
2. Cost of Development
3. Critical Technology Necessary for Implementation
4. Risks
VII. Management and Personnel
A. Organization Chart
B. Historical and projected headcount by function and
location
4. C. Summary biographies of senior management, including
employment history, age, service with
the Company, years in current position
D. Compensation arrangements
1. Copies (or summaries) of key employment agreements
2. Benefit plans
E. Discussion of incentive stock plans
F. Significant employee relations problems, past or present
G. Personnel Turnover
1. Data for the last two years
2. Benefit plans
VIII. Legal and Related Matters
A. Pending lawsuits against the Company
(detail on claimant, claimed damages, brief history, status,
anticipated outcome, and name of the
Company’s counsel)
B. Pending lawsuits initiated by Company
(detail on defendant, claimed damages, brief history, status,
anticipated outcome, and name of
Company’s counsel)
C. Description of environmental and employee safety issues
and liabilities
1. Safety precautions
2. New regulations and their consequences
D. List of material patents, copyrights, licenses, and
trademarks
(issued and pending)
E. Summary of insurance coverage/any material exposures
F. Summary of material contacts
G. History of SEC or other regulatory agency problem, if
any