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The AMA Handbook of Due Diligence by Andrew J. Sherman, William M. Crilly

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ENTITY Form 10-39
257
REF.
PREPARED BY REVIEWED BY
REVISION DATE SECTION PAGE
THIRD PARTY COMMENTS REGARDING MARKETING ACTIVITIES (Continued)
COMMENTS BY DIRECT PURCHASERS
COMPANY / CONTACT COMMENTS
COMMENT BY OTHER THIRD PARTIES
COMPANY / CONTACT COMMENTS
ENTITY Form 10-40
REF.
PREPARED BY REVIEWED BY
REVISION DATE SECTION PAGE
258
SUMMARY OF MAJOR MARKETING STRENGTHS AND WEAKNESSES
MAJOR MARKETING STRENGTHS
STRENGTHS HOW TO CAPITALIZE ON THE STRENGTHS
MAJOR MARKETING WEAKNESSES
WEAKNESSES HOW TO OVERCOME THE WEAKNESSES
ENTITY Form 10-41
259
REF.
PREPARED BY REVIEWED BY
REVISION DATE SECTION PAGE
POTENTIAL IMPACT OF AN ACQUISITION ON MARKETING ORGANIZATIONS
POTENTIAL IMPACT ON CORPORATE MARKETING STAFFS
Is it currently anticipated that the corporate marketing staffs will be consolidated after the acquisition?
[ ] Yes [ ] No If so, based on the present knowledge of the qualifications of the individuals, which persons
currently appear to be redundant? Provide names and titles.
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
If the corporate marketing staffs are merged, what currently appears to be the preferred location?
_________________________________
If the corporate marketing staffs are not merged, what currently appears to be the future reporting
relationships?
Will each organization have its own “chief marketing officer?” If so, to whom will they report?
_____________________________________________________________________________________
Will one of the top marketing officers report to the other? If so, which one currently appears to be the more
qualified to hold the top position?
_____________________________________________________________________________________
Other potential arrangements?
_____________________________________________________________________________________
_____________________________________________________________________________________
Is it currently anticipated that the corporate direct sales personnel will be consolidated after the acquisition?
[ ] Yes [ ] No If so, based on the present knowledge of the qualifications of the individuals, which persons
currently appear to be redundant? Provide names and positions.
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
ENTITY Form 10-42
REF.
PREPARED BY REVIEWED BY
REVISION DATE SECTION PAGE
260
POTENTIAL IMPACT OF AN ACQUISITION ON OUTSIDE MARKETING FIRMS
POTENTIAL IMPACT ON OUTSIDE SALES ORGANIZATIONS
Is it currently anticipated that the independent distributor organizations will be consolidated after
the acquisition? [ ] Yes [ ] No If so, based on the present knowledge of the qualifications of the firms,
which distributors currently appear to be redundant? Provide names and locations.
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
Is it anticipated that the independent sales representative organizations will be consolidated after the
acquisition? [ ] Yes [ ] No If so, based on the present knowledge of the qualifications of the firms, which
representatives appear to be redundant? Provide names and locations.
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
POTENTIAL IMPACT ON ADVERTISING AGENCIES
Is it currently anticipated that the merged companies will consolidate their advertising with a single agency?
[ ] Yes [ ] No If so, which agency currently appears to be the most qualified to handle the merged
company’s account?
_____________________________________________________________________________________
What are the major reasons for this selection? _________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________

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