Company Analysis Outline

1) Background Information:
A) History:
B) Industry Type:
C) Position with-in Industry:
D) Legal Structure (advantages & disadvantages of being an Incorporation or LLC.):

2) Management:
A) Organizational Structure:
B) Organizational Culture:
C) Management Style:
D) Mission:
E) Vision:
F) Core Competency:

3) Macro-Environment (pestle analysis)
A) Political Factors:
B) Economic Factors:
C) Social Factors:
D) Technological Factors:
E) Environmental Factors:

4) Financial Analysis:
A) Revenue Growth (last 2 years)
B) Operational Expenses (last 2 years)
C) Profit Margin (last 2 years)
D) Stock Performance (last 2 years)
E) Latest Market Value:
F) Debt: (short & long Term)
G) Cash Position (last 2 years)
H) Liquidity Measurement Ratios (current; Quick; Cash):

5) Marketing:
A) Product Offerings/Lines
B) Core Products:
C) Distribution Method/Strategy:
D) Target Audience:
E) Main Competitors:
F) Geographic reach:
G) Advertising & Promotion Strategy (IMC)
H) Pricing Method & Strategy:
I) Positioning Strategy:
J) Value Proposition:
K) Differentiation Strategy:
L) Customer Relationship Management (CRM)

6) SWOT Analysis:
7) Conclusion: