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Financial Information
Contingent Liabilites
Contracts, Subcontracts, Agreements & Other Arrangements
Proprietary Rights
Sales & Marketing


Financial Information

  • Financial Statements and related reviews of Consolidated Financial Statements (Past & Present)

  • Tax Materials

  • Indebtedness

  • Accounts Payable & Receivable

  • Cash Flow Analysis

Contingent Liabilities

  • Litigation:  Pending or Threatened

  • Joint Ventures and/or Subsidiaries

  • Regulatory Compliance

  • Government Filings

  • Agreements or commitments with governmental entities regarding clean-up obligations or environmental liabilities

  • Correspondence between Federal and State Government Agencies and the Company

Contracts, Subcontracts, Agreements & Other Arrangements

  • Partnership / Corporate Agreements

  • Joint Venture Agreements

  • Existing Contracts / Subcontracts:  opened, pending, and awaiting closures

  • Tax or Environmental Agreements
  • Risk Analysis of contractual Terms and Conditions that materially affect current and long term earnings
    • Warranties
    • Consequential Damages
    • Terminations for Default
    • Outstanding Claims and/or Changes under negotiations
    • Indemnification Agreements
  • Agreements to provide goods and services below cost

  • Financial Guarantee Agreements

  • Teaming Agreements

  • Pending Lawsuits against Company

  • Pending Lawsuits initiated by the Company

  • Summary of Insurance Coverage and Exposures

Proprietary Rights

  • List and Details of the particulars regarding all existing data covered and protected in accordance with all active Agreements (Company/Joint Venture/Subsidiary) such as:
    • Non-Disclosure Agreements
    • Patents
    • Licenses
    • Trademarks
    • Trade Names
    • Domain Names
    • Copyrights
    • Royalties
  • Pending or threatened claims for infringements or other violations of proprietary rights owned or used in the business of the Company

  • List and description of any suspected or alleged infringement by third parties of intellectual property rights owned by the Company/Joint Venture/Subsidiary

  • Employee and Consultant agreements regarding the use of confidential and/or proprietary data

Sales & Marketing

  • Description of the Markets in which the Company/Joint Venture/Subsidiary perform goods and services

  • Customer and Sales Summary
    • Industry Comparison
    • Pricing policies and fluctuations
    • Pricing Lists
    • Identification of principal Competitors
    • Market Share & Strategic Relationships
    • Current Advertising Programs
    • Sales Policies and Remuneration of Sales Personnel
    • Identification of the ten largest suppliers
    • Current Research and Development Plans/Budgets
    • Listing of current and previous marketing reports performed by Consultants
  • Description of R & D organization and new product planning
          Growth Management and Constructive Changes, LLC          Tel: +1 949-885-6538