Our regular clients are looking to acquire companies in the food industry. This summarizes information we need from potential sellers or their advisors. Please assist us in evaluating your company or your client's company as a candidate for purchase by providing us with the following information:

First, a snapshot paragraph that tells the key attributes (see detail below). For example:

"Bob Brenner's Healthy Breads is a wholesale baking company located in the Midwest that produces branded and private label breads that are sold by the Company and through distributors to retail stores and food service accounts. The Company specializes in [ ]. In 2003 it had revenues of $22 million and EBITDA of $2 million. The owners are interested in an outright sale and may consider staying with the company for up to 2 years"

A. Company Name [may be disclosed later if a Non disclosure agreement is not yet in place]

B. Location [may be disclosed later if a Non disclosure agreement is not yet in place]

C. Financial Summary (3 year summary):

Revenues
Gross Margin
Operating Income
Pre-tax Income
Net Income
EBITDA (please state how this is calculated)
Most recent summary balance sheet

D. Considerations leading to or affecting potential sale of company
(Any special circumstances, e.g. "This is one division of the ABC, Inc., they are spinning this off to concentrate on their other business; family wealth planning, etc. Reason for sale if known. )

E. History of any prior efforts to sell the Company in last 5 years
(e.g. "this was on the market in 2000 and attracted xyz interest, but they took it off because of xyz reasons")

F. Facilities; plants: summary information.
Real estate?

G. Products/ segments/ customer categories (not names)/ markets.
(Summary of product line(s), product(s) description, summary of sales channels and market segments for each (e.g. Wholesale, sold to food manufacturers, sold through distributors and directly to retail stores, club stores, etc.))

H. Company ownership and management situation; availability of management for continuation.

I. Any known major or special factors that would affect a sale
(pending litigation, bank debt refinancing, third party approvals required)

J. Asking price or price objectives, if known.
Also any information on preferred structure and alternatives (Sellers will hold notes for up to x% of purchase price; Sellers will take stock of public company; Seller interested in stock sale, asset sale, etc.)