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

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ENTITY Form 9-24
REF.
PREPARED BY REVIEWED BY
REVISION DATE SECTION PAGE
186
BACKLOG BY PRODUCT LINE OR SERVICE
PRODUCT LINE/SERVICE BACKLOG AS OF
PREVIOUS
YEAREND
BACKLOG AT END OF
MOST RECENT
MONTH
(1)
BACKLOG AT END OF
SAME MONTH OF
PREVIOUS YEAR
(Thousands Of Dollars)
$ $ $
All Other Products/Services
Total $ $ $
PERCENT OF TOTAL BACKLOG
% % %
All Other Products/Services
Total 100.0% 100.0% 100.0%
Note: (1) As of _____________
ENTITY Form 9-25
187
REF.
PREPARED BY REVIEWED BY
REVISION DATE SECTION PAGE
BOOK-TO-SHIP RATIO
PRODUCT LINE OR SERVICE
THREE MONTH
PERIOD
A B C D E F G H I J K TOTAL
Book-To-Ship Ratio
7th Prior
6th Prior
5th Prior
4th Prior
3rd Prior
2nd Prior
1st Prior
Most Recent
Notes: (1) Most recent three months ending __________________________ .
(2) Product line or service:
A. ____________________________________
B. ____________________________________
C. ____________________________________
D. ____________________________________
E. ____________________________________
F. ____________________________________
G. ____________________________________
H. ____________________________________
I. ____________________________________
J. ____________________________________
K. All Other
ENTITY Form 9-26
REF.
PREPARED BY REVIEWED BY
REVISION DATE SECTION PAGE
188
SCHEDULE OF DELIVERABLE BACKLOG
PRODUCT LINE/SERVICE REMAINING MONTHS
OF CURRENT YEAR (1)
NEXT YEAR SECOND
YEAR
THIRD YEAR
AND BEYOND
(Thousands Of Dollars)
$ $ $ $
Other Products/Services
Total $ $ $ $
Note: (1) As of _____________________ .
ENTITY Form 9-27
189
REF.
PREPARED BY REVIEWED BY
REVISION DATE SECTION PAGE
LOST SALES
CUSTOMER PRODUCT
OR
SERVICE
APPROXIMATE
VALUE
($000)
REASON FOR LOSS
$
CURRENT OR POTENTIAL PROBLEM CUSTOMERS
CURRENT OR POTENTIAL
PROBLEM CUSTOMER
BASIS FOR CONCERN APPROXIMATE ANNUAL
PURCHASE VOLUME
($000)
$
ENTITY Form 9-28
REF.
PREPARED BY REVIEWED BY
REVISION DATE SECTION PAGE
190
REVENUE INFORMATION REQUEST
ITEM PERIOD REQUESTED DATE RECEIVED
Sales Reports Providing Revenues By: Last Five Years + Current (Monthly)
Product Line
Service
Customer
Channel Of Distribution
Major Distributors
Major Sales Representatives
Geographic Region
Seasonality Analyses As Available
Industry Sales Data Last Five Years + Current (Monthly)
Market Share Reports Last Five Years + Current (Monthly)
Copies Of Active Commercial Sales
Contracts
Current
Copies Of Active Government Sales
Contracts
Current
Copies Of Active Commercial Contract
Proposals
Current
Copies Of Active Government Contract
Proposals
Current
Status Reports On Contract Renegotiations Current
Backlog Reports Last Three Years + Current Monthly
Lost Sales Reports Last Three Years + Current
Major Customer Information File As Available
Major Competitor Information File As Available

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