APPENDIX C
Management System Due Diligence List
Item |
Presale DD |
Buyer DD |
I. Customer and Product Performance |
||
A. Revenues, gross margin, and units for all customers for past five years. 1. Segmented by end-market application |
X* – Top 10 customers for past three years. – Note percentage of sales. |
X X |
B. Name of each customer: 1. Length of relationship |
|
X |
C. Schedule of historical price increases by: 1. Customer 2. Amount 3. Timing |
X Indicate most recent price increase. |
X |
D. Explanation for any and all lost customers (past five years). |
X − Three years − Major customers (not any and all). |
X |
E. Details of any material customer contracts. |
X Indicate whether a change in ownership affects these contracts. |
X |
II. Production and Supply ... | ||
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