Feasibility of a Business Sale

As a convenience and courtesy to business owners like you, Oklahoma Corporate Acquisitions (“OCA”) and Oklahoma Business Brokers (“OKBB”) offers this FREE Limited Feasibility Report regarding the possible sale of your business that can be used for general discussion purposes only.  You should be aware that a multitude of components including: motivating factors, your business model, financial performance, and especially market conditions, will influence the feasibility or probability of a successful sale of your business.  The conclusions in this report will be limited in scope, based upon limited data provided by you, and without any verification of facts or assumptions being made by OCA or OKBB.

 

The questionnaire you complete and provide will be used to assist with a preliminary analysis to determine the feasibility or probability of selling your going concern, and is one of the requirements to qualify for a FREE Limited Business Valuation.  This FREE Limited Feasibility Report and if applicable, FREE Limited Business Valuation, is NOT exact, but rather a general summarization and overview.  Information, summaries, comments, calculations, graphs, interpretations and opinions are provided to you for discussion purposes only.

We respect your privacy and will treat your information confidentially.  We will not share or sell your information.  It will only be used for the purpose of the Feasibility Report.

  • Business Structure & Industry Information
  • Organizational Structure & Employees
  • Business Practices & Market/Growth Opportunities
  • Bookkeeping & Financial Reports
  • Motivations & Anticipated Terms of a Business Sale

Business Structure

Your current business structure:

Current Number of Shareholders in Business:

Industry & Company Information

Briefly describe your company and its products/services:

Select the industry which best describes your company:

Are there special permits or licenses required for your company to operate?

Owner Involvement & Management

Company Name:

Which of the following options best describes your work hours per week?

Which of the following options best describes your primary role within the company?

Which of the following options best describes your current management team?

Employees

How many

How many owners are involved with the company operations?

How many

Does your company have an organization chart with written job descriptions?

Does your company have a policy and procedures manual and/or training program?

Is your company unionized or do you anticipate this in the near future?

Assuming things stay relatively the same with the new owner, do you believe your employees will stay with the business?

Business Model & Practices

Which of the following best describes your business model to produce products/services:

Has the compnay been a party to any past lawsuits or judgments?

Is there pending or threatened litigation involving the company?

Market Outlook & Growth Opportunities

Please indicate the market demand for your company's product/services over the next 24 months:

How easy would it be to replicate your company and have a physical presence in other geographical markets?

How easy would it be to sell your company products or services to other industry markets?

Bookkeeping & Financial Reports

Please indicate which accounting software the company utilitizes:

How often does the company produce an Income Statement (P&L - Profit & Loss):

How often does the ocmpany produce a Balance Sheet Statement:

Which best describes the activities of an outside accountant or CPA:

Gross Revenues & Profitability

How does this year's revenues compare to last year's revenues?

What percentage of revenues were generated by the largest customer:

What percentage of revenues were generated by the top 3 customers:

Assuming things stay relatively the same with the new owner, do you believe the customers will stay with the business?

Have gross revenues increased or remained relatively the same for the past three years?

What best describes last year's revenues?

How does this year's net profit compare to last year's net profit?

Has net profit increased or remained relatively the same for the past three years?

What best describes last year's net margin:

Motivations & Anticipated Terms of a Business Sale

Number of Years in Business:

What is your primary reason for selling the business?

What is your age?

Are you prepared to finance a small portion (approximately 10% - 15% of the sale transaction?

Are you willing to provide transitional training for a buyer for:

Do you have a value or price in mind that you hope to capture from the sale of your business?

If Yes, what is this anticipated value or price:

If Yes, what is this value or price based upon:

Will real property be included in the sale of the business?

If Yes, please indicate approximate Fair Market Value of real estate:

If Yes, did you include this value in your sale price indicated indicated above?

Approximately what value of non-real estate tangible assets (such as inventory, vehicles, furniture, fixtures, tools, machinery, etc.) would be included in the sale of your business?

Did you include this value in your sale price indicated above?

Are there liabilities that will need to be cleared prior to or through the sale of the business?

If Yes, what is the value of liabilities that would need to be paid off:

Confirmation of Authorization to Receive FREE Feasibility Report

First Name:

Last Name:

Name of Business:

Confidential Email Address:

Confidential Phone Number:

The following best describes my relationship and position within the business:

I hereby certify I am authorized to submit this business information and receive FREE Feasibility Report.

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