Market Analysis Worksheet Template Page 13
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17Business Needs Survey – continued
3. Please rank
the three most important factors that will have a positive or negative impact on
st
nd
rd
(1
, 2
& 3
)
your company’s profitability over the next 3 years.
Positive Negative
Positive Negative
Raw Material Costs
____
____
Health Care Costs
____
____
Energy Costs
____
____
Labor Costs
____
____
Government Policies
____
____
New Technology
____
____
Domestic Competition
____
____
Foreign Competition
____
____
Export Opportunities
____
____
Domestic Market Expansion ____
____
Financing Availability
____
____
State Taxes
____
____
Labor Shortage
____
____
Supplier Shortage
____
____
Workers Compensation
____
____
Labor Skills
____
____
Transportation Costs
____
____
Other ______________
____
____
4. During the next 3 years, are you concerned with the following? Please rank your concerns
st
nd
rd
as 1
, 2
, 3
, etc.
(Please rank all that apply.)
___ Labor Supply / Skills
___ Local Code Enforcement
___ Lease Expiration
___ Declining Market
___ No Incentives to Stay
___ Capital Availability
___ No Room to Expand
___ High Crime / Vandalism
___ High Local / State Taxes
___ Environmental Regulations
___ Transportation Costs
___ Too Much Competition
___ Other: ________________________________________________________________
5. Are your current personnel, equipment and facilities adequate to meet your growth needs for the next 3
years?
Yes
No
Current level of full time employees _____
Personnel
___
___
Current level of part-time employees _____
Equipment
___
___
Facilities
___
___
If no, what changes do you need to make?
Additions: ________________________________________________________________
Deletions: ________________________________________________________________
6. If you are planning additions to your business, how will you finance them?
Company Earnings
Bank Loan
Sale of Company Assets
Outside Investors
Owner Equity
Other: __________________________
7. Does your company need any assistance to achieve your growth plans?
Yes
No
If yes, what type of assistance do you need?
(Check all that apply.)
__ Information
__ Planning
__ Organization
__ Customer Service
__ Capital
__ Budgeting
__ R&D
__ Quality Control
__ Safety
__ Cash Flow
__ Training
__ Marketing
__ Import / Export
__ Operational
__ Purchasing
__ Job Costing
__ Other: _________________________________
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