Worksheet_Business Selection

Company Letterhead

{{company_name}}

{{company_address}}

Phone: {{phone}}

Email: {{email}}

Website: {{website}}

Worksheet Title and Date

Worksheet: Business Selection

Date: {{date}}

Investment/Venture Opportunity Details

Name of Opportunity: {{opportunity_name}}

Brief Description: {{opportunity_description}}

Proposed Acquisition/Venture Type: {{venture_type}}

Date of Initial Assessment: {{initial_assessment_date}}

Strategic Alignment

1. Does this opportunity align with our long-term strategic goals? (Score 1-5, 5=Highly Aligned): {{strategic_alignment_score}}

Comments: {{strategic_alignment_comments}}

2. Does this opportunity leverage our core competencies? (Score 1-5, 5=Strongly Leverages): {{core_competencies_score}}

Comments: {{core_competencies_comments}}

3. Does this opportunity address a market need or gap? (Score 1-5, 5=Strong Market Need): {{market_need_score}}

Comments: {{market_need_comments}}

Market Analysis

1. Target Market Size and Growth Potential: {{market_size_growth}}

2. Competitive Landscape (Key Competitors, Strengths, Weaknesses): {{competitive_landscape}}

3. Barriers to Entry and Exit: {{barriers_to_entry_exit}}

4. Regulatory Environment/Industry Trends: {{regulatory_environment}}

Financial Assessment

1. Estimated Initial Investment: {{currency}}{{estimated_initial_investment}}

2. Projected Revenue (Year 1-5): {{currency}}{{projected_revenue_year1}}, {{currency}}{{projected_revenue_year2}}, {{currency}}{{projected_revenue_year3}}, {{currency}}{{projected_revenue_year4}}, {{currency}}{{projected_revenue_year5}}

3. Projected Profitability (Year 1-5): {{currency}}{{projected_profit_year1}}, {{currency}}{{projected_profit_year2}}, {{currency}}{{projected_profit_year3}}, {{currency}}{{projected_profit_year4}}, {{currency}}{{projected_profit_year5}}

4. Return on Investment (ROI) Projections: {{roi_projections}}%

5. Break-Even Analysis: {{break_even_analysis}}

Operational Feasibility

1. Required Resources (Human, Material, Technology): {{required_resources}}

2. Operational Challenges and Mitigation Strategies: {{operational_challenges}}

3. Integration with Existing Operations (if applicable): {{integration_ease}}

4. Supply Chain and Logistics Considerations: {{supply_chain_logistics}}

Risk Assessment

1. Identify Key Risks (Financial, Operational, Market, Legal, Reputational): {{key_risks}}

2. Likelihood and Impact of Each Risk: {{risk_likelihood_impact}}

3. Mitigation Strategies for Identified Risks: {{risk_mitigation_strategies}}

SWOT Analysis Summary

Strengths: {{swot_strengths}}

Weaknesses: {{swot_weaknesses}}

Opportunities: {{swot_opportunities}}

Threats: {{swot_threats}}

Recommendation and Next Steps

Overall Recommendation (Select One): [ ] Proceed, [ ] Re-evaluate, [ ] Decline

Rationale for Recommendation: {{recommendation_rationale}}

Proposed Next Steps/Action Plan: {{next_steps}}

Recommended Due Diligence Areas: {{due_diligence_areas}}

Approval

Approved By:

Name: {{approver_name}}

Title: {{approver_title}}

Signature: _________________________ Date: {{approval_date}}

Signature Block

Prepared By:

Name: {{preparer_name}}

Title: {{preparer_title}}

Signature: _________________________

Date: {{document_date}}