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

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ENTITY Form 8-03
123
REF.
PREPARED BY REVIEWED BY
REVISION DATE SECTION PAGE
COMPETITIVE PRODUCT/SERVICE ANALYSIS (Continued)
Competitor A: _____________________ . B: _____________________ . C: _____________________ .
PRODUCT LINE/SERVICE
EXPLANATION OF MAJOR PRODUCT/SERVICE RATING DIFFERENCES
ENTITY RATING HIGHER THAN COMPETITOR A ENTITY RATING LOWER THAN COMPETITOR A
ENTITY RATING HIGHER THAN COMPETITOR B ENTITY RATING LOWER THAN COMPETITOR B
ENTITY RATING HIGHER THAN COMPETITOR C ENTITY RATING LOWER THAN COMPETITOR C
ENTITY Form 8-04
REF.
PREPARED BY REVIEWED BY
REVISION DATE SECTION PAGE
124
PRODUCT LINE POSITIONING
CURRENT GROWTH/MARKET SHARE POSITION
Potential Cash Drain
Dog
Low High
Cash Cow
Bright Star
Market Share
High
Low
Rate Of
Growth
RATE OF GROWTH / MARKET SHARE MATRIX
PRODUCT LINE/SERVICE MATRIX POSITION GROSS MARGIN PERCENTAGE
MOST RECENT TWELVE MONTHS
%
ENTITY Form 8-04
125
REF.
PREPARED BY REVIEWED BY
REVISION DATE SECTION PAGE
PRODUCT LINE POSITIONING (Continued)
Note: (1) Use minus sign (-) if product/service is in the decline phase.
POSITION IN LIFE CYCLE
100%
90%
80%
70%
60%
50%Sales
40%
30%
20%
10%
0%
DeclineDeclining
Growth
Steady
Growth
Accelerating
Growth
Start Up
TYPICAL PRODUCT LIFE CYCLE
Time ---- >
PRODUCT LINE/SERVICE GROWTH POSITION
(Percent Of Peak Sales)
(1)
GROSS MARGIN PERCENTAGE
MOST RECENT TWELVE MONTHS
% %
ENTITY Form 8-05
REF.
PREPARED BY REVIEWED BY
REVISION DATE SECTION PAGE
126
IDENTIFIED PRODUCT AND SERVICE IMPROVEMENT PROJECTS
Note: (1) For example: In Process, Approved-Awaiting Funding, Approved For Planning, Proposed, etc.
PRODUCT LINE OR SERVICE
INDENTIFIED DEFICIENCY IMPROVEMENT PROJECT
STATUS
(1)
COST AND TIME TO COMPLETE CURRENTLY AUTHORIZED IMPROVEMENT PROJECTS
Cost of currently authorized improvement projects for this product/service: ($000)
Spent on authorized projects as of _______________________ : $
Estimated additional cost to complete authorized projects: $
Estimated total cost to complete authorized projects: $
Estimated time to complete currently authorized projects: Months
ENTITY Form 8-06
127
REF.
PREPARED BY REVIEWED BY
REVISION DATE SECTION PAGE
POTENTIAL FUTURE PRODUCT AND SERVICE IMPROVEMENT OPPORTUNITIES
PRODUCT LINE OR SERVICE
OPPORTUNITIES TO BROADEN ENTITY’S MARKET
Will there continue to be gaps in the entity’s existing product line or service offerings after the identified
improvement projects are completed? [ ] Yes [ ] No If so, please identify them.
Are competitors offering other products or services that are logical candidates for
development? [ ] Yes [ ] No If so, please identify them.
Have foreign markets been fully exploited? [ ] Yes [ ] No If not, what product or service
modifications are required to increase the penetration of these markets?
Are there any improvements or modifications that can be made to the existing products and/or
services that will open up entirely new markets? [ ] Yes [ ] No If so, please describe the
markets and what is required to penetrate them.
OPPORTUNITIES TO EXTEND THE SALES LIFE OF EXSTING PRODUCTS AND SERVICES
Are there any modifications or improvements that will extend the sales life of the existing products
and/or services? [ ] Yes [ ] No If so, please identify them.

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