Initial Assessment for Existing Businesses

Owner(s) Name(s):
Business Name:
Legal form of Business Organization:
Business Address:
Business Phone No.:	(ie., xxx-xxx-xxxx)
Business Fax No.:	(ie., xxx-xxx-xxxx)
Type of Business:
Business E-mail:
Date Started/Purchased Business:	(ie., mm/dd/yyyy)
SIC/NAIC Code:
Provide a brief history and description of your business in 25 words or less: What anticipated changes do you plan to make within the next year? What are your business strengths and weaknesses with respect to marketing? What are your business strengths and weaknesses with respect to management? What are your business strengths and weaknesses with respect to finance? Is your business cash-flow positive? Yes No If no, why not? List all products or services you offer your customers: Describe your current customers including any major customers: List and describe current competitors, including their strengths and weaknesses: What is your business's competitive advantage?

	Adequate Knowledge	Counseling Needed	Training Needed
Check the option(s) that best describes you and key partners or managers in your company:
Accounting & Bookkeeping
Computer Experience
Financial Management
Marketing and Promotion
Operations
People Management
Personnel Policies
Planning
Pricing
Sales
Tax
Other 1
Other 2
Do you need financing for your business? Yes No If yes, please provide a copy of your credit report. If you do not have a credit report, please order one from one of the three national credit bureaus listed. Experian - http://www.experian.com - 888.397.3742 Transunion - http://www.transunion.com - 800.888.4213 Equifax - http://www.equifax.com - 800.685.1111 Describe your credit history: Have you had a personal or business bankruptcy in the past 5 yrs? Yes No If yes, why? Have you been or are any other organizations or resources currently assisting you? Yes No Please provide copies of the following: Year-end financial statements for the past two years Current financial statements Business tax returns for the past two years Credit report if you need financing for your business Thank you for your interest in the Kansas Small Business Development Center (KSBDC). You will be contacted by a member of the KSBDC team soon.