Assessment - Parts 5 - 8

Full Questionnaire

  

Full B-GAP participants can download the PDF fillable form here or  through our Secure Client Portal  (SCP) reserved exclusively for our B-GAP Clients. If you haven't gotten your access to your SCP yet, ask your Advisor.

Reminder: Your B-GAP Commitment

   I will:

  • Complete B-GAP Assessment Tool

  • Provide all required documentation

  • Work with B-GAP Advisor at least 6 hrs over 3 months

  • Undertake/complete identified strategic projects

  • Commit resources to expedite completion 6-8 weeks

  • Product and/or Service Lines

  • Target Markets - Customer Profiles

    • B2B, B2C

  • Branding

    • Logo

    • Brand Recognition & Use

    • Internet Presence

      • Website​(s)

      • Mobile Apps

      • Social Media

  • Advertising/Promotional/PR Campaigns

  • Pricing Strategies & Policies

  • Cash Flow

    • Bookeepping

    • Accounts Receivables/Payables

  • Financial Plan & Projections

    • Forecasting Techniques/Models

    • ​Profit, Profitability & B/E Analysis

    • Cost Containment

  • Capital Investments

    • Loan Package Development

    • Equity Prospectus Development

  • Strategic Plan

  • Mission/Vision Statement

  • SWOT Analysis

  • ​Succession/Exit Plan

  • ​Contingency Plan

  • Joint Ventures/Licensing, etc.

  • Facilities

  • Hours of Operation

  • Inventory Control/Management

  • Suppliers

  • IT Infrastructure & Cloud Solutions

  • Workforce

    • Organization Chart​

    • Job Descriptions

  • Payroll

  • Training

    • Online

    • In-house​

    • Off-site

  • Employee Protection & Benefits

Main Office

Hackettstown, NJ 07840

Call

T: 908-269-8738

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Dolores J  Stammer