Name *

First Name

Last Name

1. My Company's financial statements are: *

Audited

Prepared or reviewed by a professional / accounting firm

Prepared in house and not reviewed by external accountants

Not sure

2. My Company's finance team: *

Has a CFO / dedicated finance department lead

Consists primarily of 3rd party accounting resources

We don't have a dedicated finance team or function; Group effort internally

Not sure

3. My Company's experience in completing acquisitions is: *

Extensive - several recent closed transactions

Limited - few transactions and/or not recent

No experience

4. My Company's experience in selling businesses or business units is: *

Extensive - several recent closed transactions

Limited - few transactions and/or not recent

No experience

5. My Company's experience in raising outside capital (debt or equity) is: *

Extensive - several recent closed transactions

Limited - few transactions and/or not recent

No experience

7. My Company's current legal situation is: *

We are aware of pending or threatened litigation and actively addressing

There is no pending or threatened litigations against the Company

Not sure

8. My Company's / my team's most recent experience going through a comprehensive due diligence process was: *

In the last 12 months

Within the last 2 years

More than 2 years ago

We have not participated in a comprehensive due diligence process

Don't know / Don't recall

9. We currently have the follow (active relationships only, CHOOSE ALL THAT APPLY): *

Auditor / Outside professional accounting firm

External legal counsel

Internal legal counsel (full-time or part-time)

Investment banker(s)

Existing lenders

Outside equity investors

None of the above

10. My Company is a: *

C-Corp

S-Corp

LLC

LLP

Sole Propertorship

Other

11. My Company has a detailed overview presentation on the business: *

Yes

Yes, but it's not up-to-date

No

Don't know

12. My Company maintains a data repository of key corporate documents and information on the business: *

Yes

Yes, but it's not up-to-date

No

Don't know