Project Summary

Business Purchase

This project summary lists the headings and sub-headings from a completed project. Although your project will have unique requirements, the purpose of the summary is to assist you in considering a number of planning concepts as you work to move your company forward.

• History
• Management
• Information systems
• Products and services
• Financial summary
• Cashflow analysis
• Financial risk ratings
• Risk assessment
• Offer to purchase
• Equipment and inventory lists
• Appraisal
• Inspection
• Environmental assessment
• Maintenance and repairs
• Receivables/payables assessment
• Property taxes
• Insurance summary
• Summary of fees
• Capitalization rate on purchase price
• Competition
• Challenges
• Staffing
• Negotiation factors