Base data for the Target  Supplier / Organisation / Department / Agency

Key Personnel:

Chairman

Chief Executive

Directors:

Executives:

Corporate Summary:

Company / Organisation Description

Company / Organisation History

Legal Entity & Ownership

Operational Facilities

Key Assets

Mainline product / service

Product / services provided

Parent Company / Organisation

Bankers

Year established

Current employees

Issued capital

Shareholders

Last published turnover

Subsidiaries

Associated companies

Companies / Organisations represented

Agencies

Physical processing locations

Capital investment

Advertising expenditure

Advertising media

Advertising posture

Sales promotion activity

Method of selling

Distribution

Distribution network

Use of distribution channels

Corporate Observations:

Premises

Product Brands

Product Sales Channels

Products Carried & Services Offered

Consumer Features & Benefits

Current Market Analysis

Competition

Competitive Advantage

Target Markets

Target Customers

Current Strategy & Implementation

Current Management

Current Financial Plan

Investment Fund Sources & Use of Funds

Future Target Customers

Future Process  Trends

Future Market Analysis

Projected Market Size

Planned Products & Services

Development Plans

SWOT Analysis:

Strengths

Weaknesses

Opportunities

Threats

Future Strategy Planning & Implementation:

Philosophy

Product Development

Internet Strategy

Marketing Strategy

Sales Strategy

Strategic Alliances

Operations

Goals:

Renovating premises, stocking, staff hiring and marketing.

Market Penetration

Penetrate and raise awareness in the targeted markets.

Achieving a higher profit margin.

Building the customer base.

Generate repeat and referral sales.

Expansion potential.

Reputation as a quality Supplier.

Exit Strategies

Management:

Organisational Structure

Leadership

Staff Members

Financial Plans:

Finance Requirements

Use of Funds

Cash Flow

Balance Sheet Topics

Financial Assumptions

These above items are a qualitative analysis of the Target entity. This data is derived from the Surveys of Industry sources, Distribution Channels and Buyers of the products/services supplied by the target. This data is not quantified, but is presented as the qualified and subjective opinions of those responding to the surveys.

 

Financial Data for the Target Supplier / Organisation

The financial data is provided in sections:-

1. the most salient Management figures and margins, and

2. a full Balance Sheet and Management Accounts simulation.


Management Accounts

Management figures for the Target: as an Excel file:

1.     Product Revenue
2.     Product Profitability as a % of Sales
3.     Total Process Space
4.     Average Site Process Space
5.     Average Site Revenues
6.     Average Site Establishment Cost
7.     Fixed Assets: Premises
8.     Fixed Assets: Equipment
9.     Fixed Assets: Miscellaneous Items
10.   Fixed Assets
11.   Capital Expenditure on Premises
12.   Capital Expenditure on Plant
13.   Capital Expenditure on Equipment
14.   Cap. Expend. on Data Processing
15.   Capital Expenditure on Misc. Items
16.   Total Capital Expenditure
17.   Retirements:  Premises
18.   Retirements:  Plant & Equipment
19.   Retirements:  Miscellaneous Items
20.   Total Retirements

21.   Total Fixed Assets
22.   Finished Product Stocks
23.   Work in Progress as Stocks
24.   Materials as Stocks
25.   Total Stocks / Inventory
26.   Debtors
27.   Miscellaneous Current Assets
28.   Total Current Assets
29.   Total Assets
30.   Creditors
31.   Short Term Loans
32.   Miscellaneous Current Liabilities
33.   Total Current Liabilities
34.   Net Assets / Capital Employed
35.   Long Term Loans
36.   Miscellaneous Long Term Liabilities
37.   Shareholders’ Funds
38.   Process Workers
39.   Total Employees


Balance Sheet and Management Ratios

Balance Sheet and Management Accounts for the Target:  as an Excel file:

1.     Return on Capital
2.     Return on Assets
3.     Return on Shareholders' Funds
4.     Pre-tax Profit Margins
5.     Operating Profit Margin
6.     Trading Profit Margin
7.     Return on Investment
8.     Assets Utilisation (Sales to Total Assets)
9.     Sales as a ratio of Fixed Assets
10.  Stock Turnover (Sales as a ratio of Stocks)
11.  Credit Period
12.  Creditors' Ratio (Creditors / Sales times 365 days)
13.  Default Debtors / Ratio of Total Debtors
14.  Un-Recoverable Debts Ratio of Total Debts
15.  Working Capital / Sales
16.  Materials & Energy Costs as a % of Sales
17.  Added Value
18.  Investment as a Ratio of Added Value
19.  Value of Plant & Equipment % of Sales
20.  Vertical Integration (Value Added % Sales)
21.  Research & Development Investment % Sales
22.  Capital Expenditure Investment % of Sales
23.  Marketing Costs as a % of Sales
24.  Current Ratio (Current Assets/Liabilities)
25.  Quick Ratio
26.  Borrowing Ratio Total Debt ratio of Net Worth)
27.  Equity Ratio (Shareholders Funds : Total Liabilities)
28.  Income Gearing
29.  Total Debt as a ratio of Working Capital
30.  Debt Gearing Ratio (Long Term Loans: Net Worth)
31.   Average Remuneration (all employees)
32.   Profit per Employee
33.   Sales per Employee
34.   Remunerations / Sales
35.   Fixed Assets per Employee
36.   Capital Employed per Employee
37.   Total Assets per Employee
38.   Value of Average Investment per Employee
39.   Value Added per Employee
40.   Materials Costs as a % of Sales
41.   Wage Costs as a % of Sales
42.   Payroll and Wages as a Ratio to Materials
43.   Variable Costs as a % of Sales
44.   Fixed Costs as a % of Sales
45.   Fixed Costs as a Ratio of Variable Costs
46.   Distribution Costs as a % of Sales
47.   Warehousing Costs as a % of Sales
48.   Physical Costs as a % of Sales
49.   Fixed as a Ratio of Variable Distribution Costs
50.   Fixed as a Ratio of Variable Warehousing Costs
51.   Fixed as a Ratio of Variable Physical Costs
52.   Fixed Ratio of Variable Total Distribution Costs
53.   Product Returns Costs % of Sales
54.   Product Installation Costs as a % of Sales
55.   Product Breakdown Costs as a % of Sales
56.   Product Systems Costs as a % of Sales
57.   Product Service & Associated Costs % of Sales
58.   Customer & Associated Costs % Sales
59.   Work in Progress / Materials Ratio Finished Products
60.   Stock

61.  Un-recoverable Debts Ratio of Total Debt
62.  Un-recoverable Debts Ratio Within Terms
63.  Total Sales Costs as a % of Sales
64.  Total Distribution Costs as a % of Sales
65.  Total Advertising Costs as a % of Sales
66.  Total After-Sales Costs as a % of Sales
67.  Total Customer Compensation Costs
68.  Total Variable Marketing Costs % of Sales
69.  Total Fixed Marketing Costs % of Sales
70.  Total Fixed Marketing Costs : Ratio Variable Costs
71.  Variable Sales Personnel Costs: Marketing
72.  Variable Distribution Ratio Marketing Costs
73.  Variable Advertising Costs : Marketing
74.  Variable After-Sales Costs : Ratio of Marketing Costs
75.  Sales Personnel Variable Costs : Sales
76.  Sales Personnel Variable Costs : Debtors
77.  Sales Personnel Variable Costs
78.  Exports as a % of Sales
79.  $ Hourly Pay Rate
80.  $ Hourly Wage Rate
81.  Capital Employed
82.  Return on Capital
83.  Return on Assets
84.  Return on Shareholders' Funds
85.  Pre-tax Profit Margins
86.  Operating Profit Margin
87.  Trading Profit Margin
88.  Return on Investment
89.  Assets Utilisation (Sales : Total Assets)
90.  Sales / Fixed Assets Materials Ratio Work in Progress
91.   Stock Turnover (Sales as a ratio of Stocks)
92.   Credit Period
93.   Creditors' Ratio
94.   Default Debtors Ratio of Total Debtors
95.   Un-Recoverable Debts Ratio of Total Debts
96.   Working Capital / Sales
97.   Materials & Energy Costs as a % of Sales
98.   Added Value
99.   Investment as a Ratio of Added Value
100.  Value of Plant & Equipment as a % of Sales
101.  Vertical Integration Ratio
102.  Research & Development Investment as % of Sales
103.  Capital Expenditure Investment % Sales
104.  Marketing Costs as a % of Sales
105.  Current Ratio
106.  Quick Ratio
107.  Borrowing Ratio
108.  Equity Ratio
109.  Income Gearing
110.  Total Debt as a ratio of Working Capital
111.  Debt Gearing Ratio
112.  Average Remuneration (all employees)
113.  Profit per Employee
114.  Sales per Employee
115.  Remunerations / Sales
116.  Fixed Assets per Employee
117.  Capital Employed per Employee
118.  Total Assets per Employee
119.  Value of Average Investment / Employee
120.  Value Added per Employee


Additional Data

Users can also specify non-Corporate data and research, for example:-

Product Data

Distribution Data

Processes

Technologies

Macro-Economic Issues

Political Issues

National Legislation and Regulations

Product Certification and Conformity Issues

Demographic Data

Physical & Geographical data (for example, Highways, Elevations, et al)

Business Resources

Et cetera…




Financial Data


Financial Data is available on many millions of Companies, Suppliers, Organisations, and Entities, that interact with and impact the Economic and Social situation in each geographic area in the United Kingdom.

This data is also available for Government ministries, agencies, and operations at a National, Local Authority, and Local Area, City, Town, or Ward.