a. Personal Lifestyle Objectives

 b. Personal Financial Objectives

 c. Desirable Industries

 d. Financial Ability to Buy

 e. Actions & Timetable

2. Preparation of Profile and Intermediary Documents

3. Financing Options

4. Initiate Search Programs

 a. Exclusive Sellers

 b. House Listings

 c. Databases

 d. Off-Market Opportunities

5. Identify Potential Targets

 a. Basic Assessment

 b. Detailed Assessment

 i. Financials

 ii. Associated materials

 iii. Conference calls

 iv. Showings

6. Select Target Acquisition(s)

 a. Perform Business Appraisal I, II, III

 b. Discuss Offer and Purchase options

 c. Write Offer to Purchase with contingencies

 d. Present Offer

 e. Negotiate Offer to Contract

7. Post-contract

 a. Create Action List

 b. Coordinate fulfillment with all parties

 c. Perform Due Diligence I, II, III, IV

 d. Satisfy all contingencies

 e. Prepare for Closing and coordinate all activities

 f. Set Closing date and Close the transaction

8. Post- closing

 a. Handle licensing, employee and other issues

 b. Create and Implement “Equity Development Plan”

FLORIDA BUSINESS ADVISORS
4500 140th Ave. N., #101
Clearwater FL 33762
Phone: 727-712-1222
Fax: 727-781-4645
Email: info@floridabusinessadvisors.com
Web: www.FloridaBusinessAdvisors.com

© 2000 FLORIDA BUSINESS ADVISORS INC.

Rev. 4/1/04