The following assessment will give us information needed to decide how the TSBDC can best serve your business needs. Please answer all questions - thank you! ***Please note that this form works best in Internet Explorer and Mozilla Firefox browsers. For best results, please complete the form in one of those browsers.*** Step 1 of 8 12% Personal InformationName* First Last Email* Phone*TSBDC Specific Information:Which TSBDC Center referred you to this assessment?*Chattanooga - ChSCCClarksville - APSUCleveland - ClSCCCookeville - TTUDyersburg - DSCCGallatin - VSCCJackson - JSCCJohnson City - ETSUKingsport - ETSU AffiliateKnoxville - PSCCMartin - UTMMemphis - SWTCCMurfreesboro - MTSUNashville - TSUOak Ridge - RSCCTSBDC Representative's Email:*Please enter the email address of the TSBDC representative who referred you to this form. Enter Email Confirm Email Have you submitted a formal request for free advising from our network on our website?***Note** You would have completed this request here: https://www.tsbdc.org/request-advising/YesNoAre you completing this assessment so you can schedule an appointment?*Only select yes if you have been instructed to schedule an appointment following this assessment by a counselor.YesNo General Business InformationHow did you get into this business?*What do you feel is your greatest challenge?*Do you have a written business plan for the business?*NoYesWould you like help updating your business plan for the purposes of obtaining financing?*NoYesPlease upload the business plan you would like help updating.*Do you have a written mission/vision statement for the company?*NoYesPlease paste your current mission/vision statement here:*What legal structure is your business organized as?*Sole ProprietorshipGeneral PartnershipLLCC CorporationS CorporationDoes a written partnership agreement exist?*NoYes Employee ManagementDoes your business employ anyone besides yourself?*NoYesDoes each one of your employees have a clearly defined written job description?*NoYesDo you have a written employee manual that employees are aware of and have access to?*NoYesDo you evaluate employees on a regular basis and provide feedback based on the evaluation results?*NoYes Marketing & SalesHave you identified your niche market for this business?*YesNoAre you actively marketing to customers in your niche market?*YesNoDo you have a written marketing plan/budget for the business?*YesNoAre your sales:*IncreasingDecreasingHolding EvenDo you gather feedback from your customers?*YesNoHow do you gather the feedback?* PricingDoes your company have a consistent pricing policy?*YesNoDo you know how your prices compare to your competition's prices?*YesNoIs your pricing affected by external factors?*YesNo Accounting/Bookkeeping ProceduresDoes your company have a bookkeeping system?*YesNoDoes the owner prepare the books for the company?*YesNoDoes the company owner: Prepare Monthly Statements Understand financial statements Reconcile statements against past months Is the company current on all tax obligations?*YesNo Financial SituationDo you have an annual budget for the company?*YesNoDo you compare your actual spending against the budget?*YesNoIs the company:*Breaking EvenMaking a ProfitLosing MoneyDoes the company have adequate cash flow to pay expenses without financial help?*YesNoDo you have enough money saved the business could survive a market downturn?*YesNoDoes your company need financing?*YesNoHow much financing do you think you will need?*What do you plan to do with the extra capital?* Assistance RequestedWhat specific help would you like TSBDC to assist you with?*