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Team Cocco Financial Planning
Business Data & Information Overview
IFR Module 257 — Interactive Business Data Intake
Purpose:
Capture comprehensive business data across five key areas: legal structure, financials, ownership, key employees, and succession planning. Complete each section to build a full picture of the business and reveal health indicators.
1
Business Legal Structure
Incomplete
▼
Business Name
Entity Type
-- Select --
Sole Proprietorship
LLC - Single Member
LLC - Multi Member
S-Corporation
C-Corporation
Partnership - General
Partnership - Limited
Non-Profit
State of Incorporation
Year Established
Industry / NAICS Code
Number of Employees
Business Description
2
Financial Data
Incomplete
▼
Annual Revenue ($)
EBITDA ($)
Net Profit ($)
Total Business Debt ($)
Total Business Assets ($)
Annual Owner Compensation ($)
Revenue Growth Rate (Last 3 Yrs Avg %)
Profit Margin (%)
3
Ownership Structure
Incomplete
▼
Owner Name
Ownership %
Role
Remove
+ Add Owner/Partner
Buy-Sell Agreement in Place?
-- Select --
Yes — Current & Funded
Yes — But Not Funded
No Buy-Sell Agreement
Agreement Type
-- Select --
Cross-Purchase
Entity Redemption
Wait-and-See
Hybrid
Last Valuation Date
Agreed Business Value ($)
4
Key Employees
Incomplete
▼
Name
Title/Role
Compensation ($)
Key Person Ins.?
No
Yes
Remove
+ Add Key Employee
5
Succession Plan Status
Incomplete
▼
Succession Plan Exists?
-- Select --
Yes — Formal Written Plan
Yes — Informal/Verbal
No Plan in Place
Planned Exit Timeline
-- Select --
1-3 Years
3-5 Years
5-10 Years
10+ Years
No Plans to Exit
Identified Successor?
-- Select --
Yes — Internal
Yes — External Buyer
No Successor Identified
Owner Dependency Level
-- Select --
Low — Business runs without owner
Medium — Some key functions
High — Owner is critical daily
Additional Notes
Business Health Dashboard
?
Legal Structure
Not Set
$
Revenue Health
No Data
%
Profit Margin
No Data
!
Buy-Sell Agreement
Not Set
!
Succession Plan
Not Set
?
Owner Dependency
Not Set