Your Business Story
Where We Start
History
•Founding Date
•Mission
•Core Values
•Success Factors
Ownership
•Business Structure
•Owners & Partners
•Operating Performance
•Key Partners
Management
•Organization Structure
•Key Employees
•Compensation Plans
•CRM / BDC
Where You Finish
Market
•Competition
•Market Size
•Growth Options
•Demographics
Real Estate
•Own or Lease
•Rent Factor
•Financing Options
•Image / Location
Community
•Recognition/Reviews
•Community Image
•Social Presence
•Owner Loyalty