INFORMATION REQUESTED - Gottesman-Company
GOTTESMAN COMPANY
USA, Canada, Europe, Asia, South America
America’s International Network of M&A Business Brokers
Established 1985
CONFIDENTIAL SELLER REGISTRATION FORM
BACKGROUND
Date ________________
Name of Company________________________________________________________
Address________________________________________________________________________________________________________________________________________
Telephone ____________________________ Fax______________________________
E Mail Address____________________ Web Address__________________________
SIC____________________________________________________________________
Name and Home Address of All Shareholders Owning In Excess of 5% of the Company _______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
Home Telephone(s) of Principal Shareholders ________________________________________________________________________________________________________________________________________________
Home Fax of Principal Shareholders ________________________________________________________________________________________________________________________________________________________________________________________________________________________
E-mail Address of Principal Shareholders ________________________________________________________________________________________________________________________________________________________________________________________________________________________
Corporation Status S Corp ___ C Corp___ Fiscal Year End _______________
Accountants _____________________________ Telephone ______________________
Bank ___________________________________________________________________
MEMO
________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
1. Brief History of Company, including
A. Date and State of Incorporation
__________________________________________________________
B. States Qualified to do Business
___________________________________________________________
___________________________________________________________
C. Prior Acquisitions, when and nature of company acquired.
____________________________________________________________
____________________________________________________________
____________________________________________________________
____________________________________________________________
D. General Description of Company Services & Products and evolution thereof.
__________________________________________________________________ __________________________________________________________________ __________________________________________________________________ __________________________________________________________________ __________________________________________________________________ __________________________________________________________________
E. Who started Company and under what circumstances
__________________________________________________________________
__________________________________________________________________
F. Year acquired by present management
__________________________________________________________________
2. Litigation
_____________________________________________________________________________________________________________________________________________________________________________________________________
3. EPA Issues
(status of Phase I, Superfund, in ground oil tanks, violations)
____________________________________________________________________________________________________________________________________________________________________________________________________________
4. OSHA Violations
_______________________________________________________________________________________________________________________________________________________________________________________________________________
CRITICAL SUCCESS FACTORS
1. What factors are critical to your success
(e.g. proprietary products, management, customer service, price etc.)
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PLANS FOR GROWTH
1. How would you grow the business
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2. If by acquisition - describe your specific targets
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3. If by product or market expansion - describe the products or markets to be added
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4. Capital investment and additional management required to carry out plan
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PRODUCTS AND SERVICES
1. Product/Service Line
Leading services rendered or products sold in order of importance indicating %
of contribution to profits. Idicate any brand names or special relationships with
vendors.
________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
2 Product Changes and Obsolescence
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3. Product warranty policies
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4. Warranty costs for the last three years
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MARKETING AND SALES
1. Nature of Customers
_______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
2. Number of active customers
3. List of 10 leading customers, showing amount of sales to each (may be generic).
__________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
4. Sales backlog __________________________________________________________
5. Sales backlog same date one year ago______________________________________
6. Sales Personnel
How many in house sales persons and method of compensation ____________________________________________________________________________________________________________________________________
How many rep organizations and rate of compensation
____________________________________________________________________________________________________________________________________
7. Samples of advertising employed (attach)
8. Trade magazines available in the industry
________________________________________________________________________________________________________________________________________________________________________________________________________________________
9. Primary trade associations
________________________________________________________________________________________________________________________________________________________________________________________________________________________
10. Trading area ________________________________________________________________________________________________________________________________________________
COMPETITION
1. Who are the primary competitors
________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
2. Comparison to primary competitors
(size, service, quality of product, customer loyalty, years in business, etc.)
________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
MARKET OVERVIEW
________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
FACILITIES
1. For each facility -
A square footage and number of floors
B acreage
C term of lease
D renewal provisioms
E features - ceiling height, sprinklers, loading docks, etc
F rent, escalations and expense pass thrus
G parking
H convenience to highways and transportation
I space utilization
Office
Factory
Warehouse
Available for expansion
J if owned, is it included in sale or available for sale
________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
MANUFACTURING
1. Raw materials in order of importance
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2. Manufacturing process
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3. Basis for pricing decisions
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4. Justification of inventory level maintained
________________________________________________________________________________________________________________________________________________________________________________________________________________________
5. At what capacity is plant operating
________________________________________________________________________
6. Days and hours of operations
________________________________________________________________________
EQUIPMENT
1. List primary manufacturing equipment
________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
2. Additional equipment required and cost thereof
________________________________________________________________________________________________________________________________________________________________________________________________________________________
EMPLOYEES
1. Number of employees by function or department - include salary range or labor rate
________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
2. List of unions, number of employees involved with each union and date of last contract renewal
________________________________________________________________________________________________________________________________________________________________________________________________________________________
3. Benefit plans for non union employees (401K, medical benefits, pensions etc.)
________________________________________________________________________________________________________________________________________________________________________________________________________________________
CONFIDENTIAL SELLER REGISTRATION FORM
Financial Information
Please provide us with the three most recent fiscal years’ financial reports (Balance Sheet, Income and Cash Flow Statements).
Does the inventory shown on the balance sheet represent the true value of inventory? if not, we need to know its true value for the last fiscal year.
We would like to have an introduction to your accountant, so that we may speak directly concerning questions that will undoubtedly arise.
We need to have a discussion about any discretionary expenses in the business. These will be added back to the net profit of the business in the summary that we will produce, and increase the business valuation.
Please provide the name and title of the person charged with the company’s management and financial accounting. Is this person aware of a potential transaction? We may need to speak with this individual at some point.
MANAGEMENT AND OWNERSHIP
1. For all Management Personnel
Name
Position
Years w/Company
Age
Compensation including Bonus
Prior experience, if significant
Education
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Gottesman Broker ___________________________
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