DIY Business Analysis - CVC Success Group

Financial

Do you produce an annual budget?

Yes
No

Do you review a monthly financial statement?

Yes
No

Are you satisfied with your company's profits?

Yes
No

Do you find yourself having cash-flow issues?

Yes
No

Other Financial Issues

Marketing/Advertising

Do you believe your advertising works?

Yes
No

Are you comfortable with measuring advertising effectiveness?

Yes
No

Do you budget your advertising dollars?

Yes
No

Do you have an advertising plan?

Yes
No

Do you believe that you are using the correct media mix?

Yes
No

Is your website meeting your expectations?

Yes
No

Other Marketing/Advertising Issues

Merchandising

Have you slot planned your floor?

Yes
No

Do you utilize merchandise plans and a war room?

Yes
No

Do you utilize open-to-buys for category control?

Yes
No

Do you have a clear policy of when to drop slow turning merchandise?

Yes
No

What percentage of your inventory is not giving you a return on investment that meets your standards and goals?

Please enter a number less than or equal to 100.

Do you use an automated inventory control system effectively?

Yes
No

Other Merchandising Issues

Sales Management

Do you properly measure the performance of your salespeople?

Yes
No

Are you satisfied with the majority of your salespeople?

Yes
No

Do you have high turnover on your sales & service staff?

Yes
No

Are your service technicians proficient in sales?

Yes
No

Do you do sales training?

Yes
No

Do you do product training?

Yes
No

Do you hold effective sales meetings?

Yes
No

Do you believe that your compensation plan provides appropriate incentive?

Yes
No

Other Sales Management Issues

Organization

Do you often feel as if the business runs you?

Yes
No

Is there a great deal of conflict in your organization?

Yes
No

Do you have high turnover in your organization?

Yes
No

Does the stress in your organization cause you to limit your growth?

Yes
No

Do the majority of your employees perform up to your expectations?

Yes
No

Other Organization Issues

Exit Strategies, Succession & Retail Issues

Are family members interested in taking over the business some day?

Yes
No

Do you have a business plan?

Yes
No

Do you have a succession plan?

Yes
No

Do you have an estate plan?

Yes
No

Do your family members clearly understand your plans?

Yes
No

Do you have an exit strategy?

Yes
No

Other Exit Strategy, Succession & Retail Issues

Operations

Do you believe that the back-end of your operation functions efficiently?

Yes
No

Do you have significant delivery or installation issues?

Yes
No

Is your warehouse organized and functioning to your expectation?

Yes
No

Do you believe that you have too many customer service issues?

Yes
No

Are vendor charge backs handled effectively?

Yes
No

Are strong checks & balances in place?

Yes
No

Other Operations Issues

Owner & Company Info

Name*

First Last

Company Name

Address

Street Address Address Line 2 City State ZIP Code

Phone*

Fax

Email*

Company Website

Best Time To Contact

Phone

This field is for validation purposes and should be left unchanged.