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YOUR SELF-DIAGNOSTIC 2000 CHECKLIST
Our firm has provided for your review what we hope you would utilize as a checklist in diagnosing your business needs such as to highlight modifications or additions to your business plan.
It is our suggestion that you first review the materials proceeding this section of our presentation so that you might best recognize areas of your business requiring further consideration and possibly documenting problematic revisions.
As to Corporate/Limited Liability entities:
1. Updated corporate record book through 1999
____ (YES) ____ (NO)
Comments:
2. Any changes to your organization requiring
amendments to your Articles of Incorporation, etc.?
____ (YES) ____ (NO)
Comments:
3. New/Additional shareholders/equity
participants?
____ (YES) ____ (NO)
Comments:
4. Existence/Revision of shareholders/operating
agreements?
____ (YES) ____ (NO)
Comments:
5. Significant actions requiring preparation of
resolutions?
____ (YES) ____ (NO)
Comments:
6. Reissuance/Cancellation/Modification of
share/equity interests?
____ (YES) ____ (NO)
Comments:
7. Updated share/equity interest ledgers and
journals?
____ (YES) ____ (NO)
Comments:
8. Significant modifications in the business
activities as to type/scope of business?
____ (YES) ____ (NO)
Comments:
9. Completion of all required governmental
filings?
____ (YES) ____ (NO)
Comments:
CUSTOMER RELATIONS/CONTRACTS
1. Modification/Update of primary client/customer
agreements?
____ (YES) ____ (NO)
Comments:
2. Change in business operations/procedures
requiring update?
____ (YES) ____ (NO)
Comments:
3. Imposition of government regulations requiring
modifications?
____ (YES) ____ (NO)
Comments:
4. Proper reference to accounts receivable
policy?
____ (YES) ____ (NO)
Comments:
5. Proper reference to accrual of interest in the
event of non-payment?
____ (YES) ____ (NO)
Comments:
COMMERCIAL TRANSACTIONS
1. Review of financing/bank loans?
____ (YES) ____ (NO)
Comments:
2. Continued applicability of security/mortgage
interest extended?
____ (YES) ____ (NO)
Comments:
3. Sales requiring security agreements filed with
governmental authorities?
____ (YES) ____ (NO)
Comments:
INTELLECTUAL PROPERTY/TRADEMARK AND SERVICE MARK FILINGS
1. Creation of logos and marks?
____ (YES) ____ (NO)
Comments:
2. Filings undertaken with U.S. Copyright and
Trademark office?
____ (YES) ____ (NO)
Comments:
3. Filings with Secretary
of State?
____ (YES) ____ (NO)
Comments:
4. Creation and need to copyright text/graphic
creations?
____ (YES) ____ (NO)
Comments:
5. Use/Need to register tradenames in use?
____ (YES) ____ (NO)
Comments:
6. Respective use/registration of potential
tradenames?
____ (YES) ____ (NO)
Comments:
REAL ESTATE MATTERS
1. Revision/Update of primary documents?
____ (YES) ____ (NO)
Comments:
2. Recent changes in governmental
restrictions?
____ (YES) ____ (NO)
Comments:
3. Material changes to real property?
____ (YES) ____ (NO)
Comments:
4. Significant modifications as to governmental
regulations, ordinances, etc.?
____ (YES) ____ (NO)
Comments:
____ ____ JBJ to sign his name here
Joseph B. Jerome and Associates
55 Public Square
Suite 2020
Cleveland, Ohio 44113-1901
