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

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ENTITY Form 9-04
REF.
PREPARED BY REVIEWED BY
REVISION DATE SECTION PAGE
166
REVENUES BY MAJOR CUSTOMER
PRODUCT LINE/SERVICE
PERIOD: _________________________
CUSTOMER TYPE REVENUES
(Thousands Of Dollars)
PERCENT OF TOTAL
REVENUES
[ 1] $ %
[ 2]
[ 3]
[ 4]
[ 5]
[ 6]
[ 7]
[ 8]
[ 9]
[10]
Total For Top Ten Customers $ %
Total For All Other Customers $ %
Total For All Customers $ 100.0%
NOTES
Type: C = Consumer, R = Retailer, OEM = Original Equipment Mfgr. D = Distributor, SR = Sales Representative.
ENTITY Form 9-05
167
REF.
PREPARED BY REVIEWED BY
REVISION DATE SECTION PAGE
TREND IN REVENUES BY CUSTOMER
PRODUCT LINE/SERVICE
CUSTOMER: _________________________
PERIOD REVENUES
(Thousands Of Dollars)
PERCENT CHANGE
FROM PREVIOUS PERIOD
PERCENT OF TOTAL
REVENUES FROM ALL
CUSTOMERS
20 $ % %
20
20
20
20
Year-To-Date
___ Months
20
___ Months
20
EXPLANATION OF SIGNIFICANT VARIATIONS IN REVENUE TRENDS
ENTITY Form 9-06
REF.
PREPARED BY REVIEWED BY
REVISION DATE SECTION PAGE
168
REVENUES - BY CHANNEL OF DISTRIBUTION
PRODUCT LINE OR SERVICE
PERIOD: _________________________
CHANNEL OF DISTRIBUTION REVENUES
(Thousands Of Dollars)
PERCENT OF TOTAL
REVENUES
Direct To Consumer
(Mail Order/Manufacturers Stores/Door-To-Door)
$ %
Direct To Retailers
(House Account)
Direct To Industrial/Government/Institutional
Customers
(House Account)
Through Company Branch Offices
(Branch Account)
Through Wholesale Distributors
(Stocking Distributors/Jobbers)
Through Independent Sales Representatives
(Non-Stocking Agents/Brokers)
Total $ 100.0%
ENTITY Form 9-07
169
REF.
PREPARED BY REVIEWED BY
REVISION DATE SECTION PAGE
REVENUES BY DISTRIBUTION CHANNEL - DIRECT SALES TO CONSUMERS
REVENUES FROM DIRECT SALES TO CONSUMERS
YEAR DOMESTIC FOREIGN TOTAL
SALES TO
CONSUMERS
TOTAL
ENTITY
SALES
SALES TO CONSUMERS AS
A PERCENT OF TOTAL
ENTITY SALES
(Thousands Of Dollars)
20 $ $ $ $ %
20 %
20 %
(Percent Of Total Direct Sales To Consumers)
20 % % 100% N.A. N.A.
20 % % 100% N.A. N.A.
20 % % 100% N.A. N.A.
REVENUES FROM DIRECT SALES TO RETAILERS
YEAR DOMESTIC FOREIGN TOTAL
SALES TO
RETAILERS
TOTAL
ENTITY
SALES
SALES TO RETAILERS AS A
PERCENT OF TOTAL
ENTITY SALES
(Thousands Of Dollars)
20 $ $ $ $ %
20 %
20 %
(Percent Of Total Direct Sales To Retailers)
20 % % 100% N.A. N.A.
20 % % 100% N.A. N.A.
20 % % 100% N.A. N.A.
REVENUES BY DISTRIBUTION CHANNEL - DIRECT SALES TO RETAILERS
ENTITY Form 9-08
REF.
PREPARED BY REVIEWED BY
REVISION DATE SECTION PAGE
170
REVENUES BY DISTRIBUTION CHANNEL - DIRECT SALES TO INDUSTRY
REVENUES FROM DIRECT SALES TO INDUSTRY
YEAR DOMESTIC FOREIGN TOTAL
SALES TO
INDUSTRY
TOTAL
ENTITY
SALES
SALES TO INDUSTRY AS
A PERCENT OF TOTAL
ENTITY SALES
(Thousands Of Dollars)
20 $ $ $ $ %
20 %
20 %
(Percent Of Total Direct Sales To Industry)
20 % % 100% N.A. N.A.
20 % % 100% N.A. N.A.
20 % % 100% N.A. N.A.
REVENUES FROM DIRECT SALES TO GOVERNMENT
YEAR DOMESTIC FOREIGN TOTAL
SALES TO
GOVERNMENT
TOTAL
ENTITY
SALES
SALES TO GOVERNMENT
AS A PERCENT OF TOTAL
ENTITY SALES
(Thousands Of Dollars)
20 $ $ $ $ %
20 %
20 %
(Percent Of Total Direct Sales To Government)
20 % % 100% N.A. N.A.
20 % % 100% N.A. N.A.
20 % % 100% N.A. N.A.
REVENUES BY DISTRIBUTION CHANNEL - DIRECT SALES TO GOVERNMENT

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