1 - Contact Information

Name
Address
City
State/Province
Zip / Postal Code
Home Telephone
Business
Cellular
Fax
E-mail Address
Web Address

2 - Business Status - Present Business/Employment

Company Name
Company Address
City
State/Province
Zip / Postal Code
Job Title
Type of Business
Are you an owner or partner in this business?	YesNo If yes, state %
Years in business
Are you Incorporated?
Do you have a Sales staff?
Marketing staff?
Operations staff?

3 - Business Status - Previous Experience

Company Name
Company Address
City
State/Province
Zip / Postal Code
Job Title
Type of Business

4 - Business Background

What type of business/construction background do you have? (please be specific)
How many years of business/construction experience do you have?
What percentage of your work	residential % Commercial %
Are you familiar with construction and how to close an estimate?
Detail how you close your job
Have you completed job estimates?
Do you have any hardscape experience?	YesNo If yes, what type?
Do you have any construction experience?	YesNo If yes, what type?
Do you have a Construction Supervisors License?	YesNo If yes, License #
Are you a Registered Contractor in your State?	YesNo If yes, Contractor Lic #
What industry is your business in?	Additional Services
What areas do you currently service?
What were your annual gross sales last year?
What are your projected annual sales this year?
Please feel free to provide additional information

5 - Sales and Marketing

How/where did you hear about StoneMakers?
How many dedicated sales staff will be utilized to market and sell the StoneMakers product/systems?
Have you ever sold a premium product?	YesNo If yes, describe:
In what marketplace would you propose to operate your StoneMakers dealership? (please be specific)
How do you currently market your company? Percentage of gross revenue? (please be specific)
Do you have a web site?	YesNo If yes, address:
What percentage of sales would you dedicate for marketing expenses?
Do you market your website?	YesNo SEO? YesNo Pay per click? YesNo
Within a 50 mile radius of where you see your StoneMakers business
How many hardscape companies are there?
How many real estate agents are there?
What is the average cost of a single family home?
Do you use a computer in your business?	YesNo
Do you use lead management software?	YesNo If yes, which one?
Based on your preliminary analysis, what percentage of your projected sales will come from
New custom home construction
New tract home construction
Commercial construction
Renovations and additions

6 - Your StoneMakers Dealership Structure

In this new business venture, what position will you hold?
Will you have partners? (please be specific and add their names)
If yes, how many, and will they participate in day to day activities, and in what capacity?
Will any family members participate in the business?	YesNo
If yes, who and in what role?
What positions will you add to operate your StoneMakers business?
If StoneMakers is an addition to an existing business, how will it compliment your current operation?
Describe your current facilities & number of locations
Size of Facility in SQFT:	Loading / Unloading Capabilities: YesNo
Who will handle the day to day operation of your StoneMakers business?
Have you begun to investigate your equipment requirements?
How will you finance the equipment purchase and dealer fees?

7 - Financial Position - General
All information will be held in the strictest confidence and will not be released to any third parties.

Available Lines of Credit:
Who will handle the day to day financial aspects of the business?
What amount of operating capital have you made available for your StoneMakers business?

8 - Financial Position - Balance Sheet
All information will be held in the strictest confidence and will not be released to any third parties.

ASSETS
Cash:
Accts Receivable:
Real Estate: (market value)
Other:
Total Assets:
LIABILITIES
Loans Payable: (including credit cards)
Accts Payable:
Mortgage Payable on Real Estate:
Other Liabilities:
Total Liabilities:
Net Worth: (Total assets minus total liabilities):
I make the above statement of assets and liabilities as of
Signature:

All information will be held in the strictest confidence and will not be released to any third parties.