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InvestmentBank.com | Sellability Assessment Form
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Seller Preparation Request Form
  • First*first name
  • Last*last name
  • Email*a valid email address
  • Phone*phone number
  • Revenue*TTM Revenue
  • EBITDA*TTM earnings
  • Which of the following best describes your gross profits over the last five years?
  • *
    Improved every year
    Improved overall, but not every year
    Remained steady over the span of five years
    Gross profits have been erratic over the five years
    Gross profits have decreased over the five years
  • Assess historical revenue.
  • *
    Increased every year by more than 5%
    Increased over the five years, but modestly
    Remained constant every year
    Annual revenues have decreased in two of the last five years
    Annual revenues have decreased steadily over the last five years
  • Assess the overall market stability within your niche.
  • *
    Stable and has grown every year for all products and services
    The market has grown over the last five years, but not every year
    The market has remained constant, but no real growth
    The market has been erratic, with some products losing ground
    The market has shrunk overall
  • Describe your historical footprint within your market(s) over five years.
  • *
    Our share has increased every year
    Our share has increased two or more of the five years
    Our share has remained constant
    Our share has been erratic over the five years
    Our share has decreased over the five years
  • What percentage of your revenue comes from your largest customer?
  • *
    15% or less
    15% to 25%
    25% to 50%
    50% to 75%
    More than 75%
  • What percentage of your customer base has been with you three or more years?
  • *
    80% or more
    60% to 80%
    40% to 60%
    20% to 40%
    Less than 20%
  • Which one best describes the competition in your market place?
  • *
    We are clearly the dominant player and competition is decreasing
    We share that dominance with another competitor
    A handful control 80% of the market
    Competition has been increasing
    Our margins have been decreasing due to increased competition
  • What has been your experience with obsolescence?
  • *
    We have had little to none over the last five years
    We have increased spending to counter future obsolescence
    We find markets elsewhere for products that become obsolete
    We have experienced inventory losses as a result of obsolescence
    Our rate of obsolescence has been increasing each year
  • Which one best describes your overhead and expenses over the last five years?
  • *
    We have reduced them as a percentage of sales the last few years
    They have remained consistent as a percentage of sales
    We have had selective increases in areas we cannot control
    Cost increases are pressuring our prices
    Costs are increasing faster than our pricing power can compensate
  • Which one best described your pattern of capital expenditures?
  • *
    We have very little capital expenditures required in our company
    we have updated equipment with no cap-ex requirement for now
    We are currently upgrading equipment we had budgeted for
    We are spending more than our yearly average
    We need to spend a lot and we can't get the financing
  • Which one best described your experience with outside lenders?
  • *
    No debt, and we don't intend to borrow in the near future
    We have had a bank line for years but have used it rarely
    We regularly use a bank line which periodically clears
    We continuously use the bank line but never clear it
    We are in breach of our loan covenants and are restricted on advances
  • Which best describes the stability of your organization?
  • *
    There is no single employee that could materially affect our business with their sudden absence
    We have backup in critical positions of the company
    Not all critical positions are backed up
    We lack the depth to backup
    Our sales manager has the critical relationships with customers
  • Which best describes your company's regulatory environment?
  • *
    Our industry niche is not under the radar
    We have a few compliance laws to deal with but have never been in breach
    We have regular inspections but never have been written up
    We have an abundance of laws we must deal with on a regular basis
    We are currently under investigation for breaches in the law
  • Describe your environmental risks?
  • *
    We have no environmental issues with our business and / or products
    We have had to make adjustments for new product/real property laws
    Our company requires continuous monitoring from third parties
    We are in current remediation procedures
    We have regulatory issues which could materially affect the business
  • Which best describes the company's maintenance of intellectual property?
  • *
    We have extensive patents, trade and service marks, and copyrights
    We have only a few patents, trade and service marks, and copyrights
    We have no items under patent protection or patents are not available
    We use unregistered trade or service marks, which are not challengeable
    We have never fully researched our intellectual property considerations
  • Which best describes the external social or cultural influences on the company?
  • *
    We constantly monitor our products for potential clashes in all markets
    We have no history of and are unaware of any potential conflicts
    We do not sell outside of mainstream US markets
    Some of our offering may not translate well into other markets/regions
    We have withdrawn some products due to social or cultural considerations
  • Which one properly describes the planning process of your company?
  • *
    We have frequent planning meetings with all supervisory levels, including our board, adjusting a formal business plan
    We have a business plan which originates with the CEO and immediate subordinates, which is reviewed on a periodic basis
    We have several plans, which originate with key dept. heads and are reviewed by the C level executives
    We have revenue forecasts, which originate with the Marketing department, but that is the extent of the planning
    The CEO has the plan in his head; he manages only close range events
  • Which one best describes the firm's corporate governance?
  • *
    CEO has a proative board; all of these matters are formally reviewed
    CEO basically sets the policies, which are then introduced to the organization
    Company has written HR policy, which is reviewed once a year
    Company has an HR policy, which is written and given to new hires
    Company has no written policies
  • Which one best describes your company's level of measuring operating performance?
  • *
    Every department has operating goals and incentives set by or agreed upon by supervision and monitored frequently
    We have planning meetings periodically to review performance and adjust departmental budgets
    We have an annual budget meeting with the key executives and then set a plan in motion with few incentives
    The CFO/Controller reviews the numbers once a year and reports to the CEO/COO; there are no measurable incentives
    We have no budget; the CEO/COO approves ALL expenses
  • Which one best describes your company's dealing with technological change?
  • *
    We have an aggressive program of introducing new and up to date products and services
    We watch the market but have seen little to no technology introduced into our market
    We are forced to introduce new technology frequently in order to keep up with competition
    We recently have been forced into developing new products or services and are reacting to it
    We have not been able to keep up with the changing technology because of budget constraints
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