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Business Study: The Profit, Performance,Procedure and Personal Satisfaction Business Study

Business Profile

As part of the DJO Consulting Business Study we request that you complete this Business Profile of your company in order to give us an accurate overview of your organization, your goals, expectations, challenges and opportunities. Once completed save and email back to your Study Supervisor. Feel free to include any additional documents or materials that you feel will help give us a stronger overview of your organization.

Please remember to submit your updated business profile to

CLIENT OVERVIEW
Company Name:
Your Name:
Email Address:
Phone Number:
Website:
CURRENT REVENUE AND PROFITS - 2012
Annual Revenue:
Gross Margin %:
Net Profit %:
CURRENT SALES AND PROFIT PERFORMANCE

Where have your Overall Revenuesbeen trending over the last 3 years? (Place Xin box)

Revenues are Declining.
Revenues are Flat.
Revenues are Growing.

Where have your Gross Margins been trending the over last 3 years? (Place Xin box)

/ Gross Profits are Declining as a percentage of revenues.
Gross Profits are Flat as a percentage of revenues.
Gross Profits are Growing as a percentage of revenues.

Where have your Net Profits (EBITDA) beentrending over the last 3 years? (Place Xin box)

Net Profits are Declining as a percentage of revenues.
Net Profits are Flat as a percentage of revenues.
Net Profits are Growing as a percentage of revenues.
GOALS AND EXPECTATIONS

What are your expectations from this “Business Study”?

What issues, problems or challenges in your business are you hoping to address?

What impact is this having on your business?

What impact is this having on you at work?

What impact is this having on your personal life?

Additional Challenges or Frustrations that you and/or your business face?

CONSTRAINING FACTORS

A “Constraining Factor” is an issue, challenge or bottleneck that is impacting and impeding the growth and success of either you or your business.

Please state your “Top 5” constraining factors below that are keeping your business from growing and achieving the success you envision.

Rate each constraining factor on a scale of 1-10. (1 = not urgent - 10 = very urgent)

Also, briefly describe how this constraining factor impacts both your business and you.

Your
Score / Constraining
Factor / Impact on Your
Business / Impact on
You Personally
0
0
0
0
0
0
OVERVIEW OF YOUR BUSINESS

Name all Owners/Partners within your business?

Owner Name / Title / Responsibility

Total years business has existed?

Years in Business.

Total years you have owned business?

Years of Ownership.

Give an overview of the core business that we will be working with you on.

What is your Primary Industry?

Describe your Core Market?

What Category below best describes your Business? (Place Xinall boxes that apply)

Consumer Retail Product or Services – Brick and Mortar
Consumer Retail Product or Services – Internet Based
Consumer Direct Products
Consumer Direct Services
/ Consumer Financial, Mortgage or Real Estate Services
Tradesman Services (Builder, Electrician, Plumber)
Professional Services (Doctor, Lawyer, CPA, etc)
Business to Business Manufactured Products
Business to Business Services
Business to Business Software
Other:

Additional input and comments that you feel would be insightful to our call regarding your business, industry or market?

PRODUCTS AND SERVICES

What products or services represent 80% of your business volume?

Product or Service
Name / Sales Volume / Percent of Sales / Sell
Price / Gross Margin %

Information regarding sales and profitability.

What is the value of an average transaction/sale?
What is the average Gross Margin % of an average transaction/sale?
How many transactions/sales do you average per day?
How many transactions/sales do you average per week?
How many transactions/sales do you average per month?
What are your payment terms for products/services sold?
Over the last year what are your average accounts receivable days?
Do you have written controls in place to manage A/R?

Additional input and comments that you feel would be insightful to our call regarding your products / services?

MARKETING EFFORTS

Marketing is the foundation for generating new business opportunities. Please tell us what marketing efforts you focus on and what works best.

Information regarding your current marketing efforts. (Answer Yes or No)

Do you have a website used to generate and capture leads?
Do you use any brochures or marketing literature?
Do you do any market education?
Do you use direct mail marketing?
Do you use email marketing to prospects and current customers?
Have you ever used public relations?
Do you contact prospects personally via phone or cold call?
Have you done any trade shows?
Do you have an active or passive referral program?
Have you done any speaking engagements?

What do you feel has been your most successful marketing strategy and applicable marketing tactics? Why? Share results.

FINAL THOUGHTS OR COMMENTS

Thank you for answering the questions above. This information is extremely helpful understanding your business. If there is anything else you would like to share with us, please note it below.

Remember to email back your Business Profile to at least 24 hours prior to your scheduled interview.

Your Business

Marketing

Sales

Operations