Project financial results for three years based upon marketing, sales and operating strategies.
List financial requirements (bank & other).
Compare with growth and financial objectives.
V. Gap Analysis
This is the difference between the corporate results achieved by internal growth and the corporate objectives. This gap can be filled by an acquisition or by new product development.
Develop and list criteria for acquisition. (See listing)
Potential acquisition targets (List and rank top 5 targets)
VI. Action Plans
Each department should develop action plans that meet corporate objectives, and reviews these plans with management.