1. Ownership/partnership conditions, constraints, desires.
2. Company objectives, current results, and marketing plans.
3. Year-to-date financial statements and annual financial statements for each of the three prior years.
4. Individual information
a. For each potential owner:
(1) Educational background
(2) Years in business
(3) Experience and positions with the company
(4) Certifications and professional accomplishments
(5) Field(s) of specialty
(6) Total employee cost, wages paid, bonuses, profit sharing, benefits and retirement plan provided
(7) Employment agreements in force and contemplated