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

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ENTITY Form 8-26
REF.
PREPARED BY REVIEWED BY
REVISION DATE SECTION PAGE
148
NEW PRODUCT/SERVICE DEVELOPMENT INFORMATION REQUEST
ITEM PERIOD REQUESTED DATE
DELIVERED
List Of Currently Active Development Projects Current
List Of Proposed Development Projects Current
Status Reports On Current Development Projects Last Twelve Months
Development Department Management Reports Last Three Years
Government Funded Development Contracts Active And Proposed
Commercially Funded Development Contracts Active And Proposed
Other Outside Funded Development Contracts Active And Proposed
List Of Major Development Facilities Current
List Of Major Development Equipment Current
List Of Surplus Development Equipment Current
List Of Consultants With Areas Of Expertise Last Three Years
Contracts For Outside Development Work Last Three Years
Competitor’s Development Activities Whatever Is Available
ENTITY Form 8-27
149
REF.
PREPARED BY REVIEWED BY
REVISION DATE SECTION PAGE
SUMMARY OF MAJOR DEVELOPMENT STRENGTHS AND WEAKNESSES
MAJOR DEVELOPMENT STRENGTHS
STRENGTHS HOW TO CAPITALIZE ON THE STRENGTHS
MAJOR DEVELOPMENT WEAKNESSES
WEAKNESSES HOW TO OVERCOME THE WEAKNESSES
ENTITY Form 8-28
REF.
PREPARED BY REVIEWED BY
REVISION DATE SECTION PAGE
150
POTENTIAL IMPACT OF AN ACQUISITION ON THE DEVELOPMENT
ORGANIZATIONS
POTENTIAL IMPACT ON DEVELOPMENT STAFFS
Is it currently anticipated that the development 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 development staffs are merged:
Which currently appears to be the preferred location? __________________________
What is the estimated expense to relocate the required equipment et al? $ ______________
What is the estimated time required to complete the move? _________ months
What are the estimated proceeds from the sale of redundant equipment et al? $ ______________
If the development staffs are not merged, what currently appear to be the future reporting relationships?
Will each organization have its own “development officer”? If so, to whom will they report?
_______________________________________________________________________________________
Will one of the current development officers report to the other? If so, which one currently appears to be the
more qualified to hold the top position?
_______________________________________________________________________________________
Other potential arrangements?
_______________________________________________________________________________________
_______________________________________________________________________________________

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