1. Is management devoting sufficient time and energy to the strategic matters of your business (i.e. not getting bogged down with finance and accounting issues)?

   Yes No
   

2. Are you able to attract and retain quality accounting staff?

   Yes No
   

3. Is your accounting/finance department using up-to-date computer equipment and software, capable of providing you with the information needed to optimize your decision making process?

   Yes No
   

4. Are you satisfied with the quality, quantity, timeliness and expertise of your accounting/finance function?

   Yes No
   

5. Is your accounting/finance staff able to provide adequate support to your special projects needs, such as strategic planning, acquisition, dispositions, plant closings, etc?

Yes No

Please provide the following contact information:

Name
Title
Organization
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1. In complex decision making situations, such as (a) add or discontinue a product line, (b) expand or reduce market area, (c) buy or sell operating units (d) choose between alternatives, do you use financial modeling?

   Yes No
   

2. Do you have the technology (i.e. computer hardware and software) essential to complex financial modeling?

   Yes No
   

3. Do you or your staff have the time and expertise to develop computerized financial models that would allow you to modify variables, providing the affects of the many "what-if" scenarios?

   Yes No
   

4. Do you or your staff have the time and expertise to research industry, economic, and competitive data essential to responsible analysis of business alternatives, and to incorporate same into your financial model?

   Yes No
   

5. Have you analyzed the current market position of your business, relative to your competition and the industry, especially in view of the dramatic explosion of the Internet?

Yes No

Please provide the following contact information:

Name
Title
Organization
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E-mail

1. In general, do you understand how the definition of value, purpose of a valuation, and the type of ownership interest will affect the selection of the valuation methods to be used in valuing a business interest?

   Yes No
   

2. With regards to the valuation of a business interest, are you familiar with the authority and the implications of the Uniform Standards of Professional Appraisal Practice, promulgated by the appraisal Foundation, and Revenue Ruling 59-60, issued by the Internal Revenue Service?

   Yes No
   

3. Regarding the use of "Rules of Thumb" formulas, are you familiar with the serious limitations and the fundamental reasons why this should never be a primary method of valuing a business interest?

   Yes No
   

4. In valuation situations involving the purchase, sale or merger of a closely held business, are you familiar with the differences between Fair Market Value, Investment Value and Liquidation Value, and with the basis for application in a given situation?

   Yes No
   

5. In valuation situations that may be challenged by an opposing party, such as those involving the Internal Revenue Service, divorce, or other litigation, are you familiar with the basic requirements to properly support the valuation conclusions and the application of accepted valuation principles?

Yes No

Please provide the following contact information:

Name
Title
Organization
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E-mail

1. In this highly competitive age of the Internet and Web sites, does your business have it's own Web site?

   Yes No
   

2. Have you determined whether or not a Web site is right for your business?

   Yes No
   

3. Have you determined how customer service could be improved through your own web site?

   Yes No
   

4. Have you determined how your marketing and advertising program could become more efficient and cost effective through your own Web site?

   Yes No
   

5. Have you determined whether or not selling on the Web would improve the profits of your business?

Yes No

Please provide the following contact information:

Name
Title
Organization
Work Phone
E-mail