Home > Services > Initial Assessment for Existing Businesses
Provide a brief history and description of your business in 25 words or less:
What anticipated changes do you plan to make within the next year?
What are your business strengths and weaknesses with respect to marketing?
What are your business strengths and weaknesses with respect to management?
What are your business strengths and weaknesses with respect to finance?
Is your business cash-flow positive? Yes No If no, why not?
List all products or services you offer your customers:
Describe your current customers including any major customers:
List and describe current competitors, including their strengths and weaknesses:
What is your business's competitive advantage?
Do you need financing for your business? Yes No
If yes, please provide a copy of your credit report. If you do not have a credit report, please order one from one of the three national credit bureaus listed.
Describe your credit history: Select One Excellent Good, past issues have been corrected Fair, I need to take care of some issues Poor Don't Know
Have you had a personal or business bankruptcy in the past 5 yrs? Yes No If yes, why?
Have you been or are any other organizations or resources currently assisting you? Yes No
Please provide copies of the following:
