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Request a Proposal for a Business Plan Review
Entity Name

Entity Name

Full legal name of entity or business segment name

Length of plan

Length of plan

Number of pages in main plan and number of pages in any appendices

Location of Organization or Incorporation

Location of Organization or Incorporation

State or Country of Organization or Incorporation

Primary Location

Primary Location

Address (including City, State and Country) of Principal Location

Description

Description

Description of business operation including any competitive advantage and unique market applications

Current Net Income

Current Net Income

Pre-tax net income (in thousands). Also, please indicate currency (for example Euro, USD, Yen)

Growth

Growth

Provide a brief description of the most recent earnings growth and projected future growth

Book Value

Book Value

Assets net of liabilities (in thousands). Also, please indicate currency (for example Euro, USD, Yen)

Names and experience description of principals involved

Names and experience description of principals involved

Provide a brief description of the management involved and their background and experience

Purpose

Purpose

What is the purpose or intended use of the plan?

Additional Information

Additional Information

Other comments or questions

Address Proposal To:

Address Proposal To:

First Name

Last Name

Company

Address

Address 2

Address 3

City

State / Province

Postal Code

Day Phone

Evening Phone

Relationship to Entity

Relationship to Entity

For example Owner, Attorney, CPA, Other (and if applicable, are you or do you represent the buyer or seller)

Email Address

Email Address


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