Lion Business Advisors

Seller Questionnaire Form Section 3 - Products and Services

Please fill out this form to the best of your ability. Not all questions will apply to your business, the more information we have the better our team can market your business.

Please set aside approximately 60 minutes for this form

Company Name * Required

1. What exactly are you selling to your customers? This includes the value-added features, branding and packaging as well as service and warranty terms. Provide a separate attachment if more room is needed.

2. What are your major categories of products/services and the percentage of sales for the last 3 years:

3. Please specify any seasonality in the products/service and how it is managed:

4. How do you determine the way you set prices for your products and services? Be sure to attach any pricing menus/brochures.

5. Please discuss future growth opportunities, including possible new product additions and/or service expansion opportunities into current and new markets:

6. Detail any new products/services that the company is already working on for this year and when you plan to introduce it to the market:

7. Provide any insight into your industry including current trends, anticipated changes, regulations, etc. and how they may affect the company.

8. Describe the sales process from start to finish:

9. Are any products/services outsourced?

10. Do you hold any patents or product/service awards?

11. Please list suppliers and vendors and if they are critical to operations.

I certify that I am the business owner and to the best of my ability, I have answered all the questions truthfully & honestly. * Required

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