Business Data & Information Overview — Team Cocco Financial Planning

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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.

Business Legal Structure

Incomplete ▼

Business Name

Entity Type

State of Incorporation

Year Established

Industry / NAICS Code

Number of Employees

Business Description

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 (%)

Ownership Structure

Incomplete ▼

Owner Name

Ownership %

Role

Buy-Sell Agreement in Place?

Agreement Type

Last Valuation Date

Agreed Business Value ($)

Key Employees

Incomplete ▼

Name

Title/Role

Compensation ($)

Key Person Ins.?

Succession Plan Status

Incomplete ▼

Succession Plan Exists?

Planned Exit Timeline

Identified Successor?

Owner Dependency Level

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

Disclaimer. Third-party product names and methodology names are the property of their respective owners. Reference does not imply endorsement or affiliation. This tool is the work product of Nate Cocco; the analysis is reviewed by Nate before any client recommendation.