The Vant Group | Dallas Business Broker

How often, if at all, do your existing customers refer your company to their friends and colleagues

Unsure Never Rarely Sometimes Always

In the last 12 months, what proportion of your customers complained in writing (e.g. email, letter, and submission to your website)?

More than 10% 5-10% 1-5% Less than 1% None

Please estimate the percentage of your customers who are VERY SATISFIED with the products/services which your company provides:

Unsure - we don't measure customer satisfaction Less than 25% of our customers are "very satisfied" 25% - 50% of our customers are "very satisfied" 51-75% of our customers are “very satisfied” More than 75% of our customers are “very satisfied”

What percentage of your overall revenue did your largest customer represent last year?

Unsure 51%+ 26-50% 10-25% Under 10%

Which of the following best describes the potential impact of losing your largest customer? Would your business:

Unsure Suffer a lot and not survive. Suffer a lot but survive. Suffer a little but survive. Hardly suffer at all and survive.

When was the last time you took a vacation?

Never With the last 30 days Within the last 3 - 6 months Within the last 6 - 12 months It’s been over a year

How would your business perform if you were out of action for 3 months and unable to work?

Unsure Suffer a lot and not survive. Suffer a lot but survive. Suffer a little but survive. Hardly suffer at all and survive.

Which of the following best describes your personal relationship with your company’s customers?*

I know each of my customers by first name and they expect that I personally get involved when they buy from the company. I know most of my customers by first name and they usually want to deal with me rather than one of my employees. I know some of my customers by first name and a few of them prefer to deal with me rather than one of my employees. I don’t know my customers personally and rarely get involved in serving an individual customer.

Which of the following best describes your management team?*

We don’t have one. We have a couple of senior people who act as informal leaders, but their leadership roles are not clearly defined. We have managers in charge of sales/marketing and producing our services/products. We have a management team in place, and they have a compensation package that provides a long-term financial incentive to stay with our company (i.e., more than an annual bonus).

The average employee has been with the company:

Under 1 Year 1 – 5 Years 6 – 10 Years 11 – 15 Years 16+ Years

Business Name

Business Address

City, State, Zip Code

Contact Person Name

Contact Person Title

Contact Person Email

Contact Person Phone #

Website

* The contents of this form are confidential and intended solely for the purpose of the exit assessment between the user and The Vant Group, and will not be used for any other purposes.

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