1. What type of funding would be most beneficial to your company?
Short Term Loan
Line of Credit
Mortgage Financing
Working Capital
Other (please specify) ______________________
2. Which of the following issues creates cash flow challenges for your
company? (Check all that apply) Increase in fixed costs
Increase in fees, certification and insurance
Requirements of potential new contract
New technology
Need for more personnel
Unexpected contract cancellation
Unexpected contract renewal
Cost overruns not absorbed by contract
Need to carry workers until next job kicks in
Delay in obtaining first payment for work
performed on new contract
Other (please
specify)___________________________________
3. How often do you find yourself in need of additional capital?
Never
Once a year
Several times a year
Once a month
Once a week
Other (please specify)
______________________
4. When additional funds are needed, which of the following most closely
matches your needs?
Less than $1,000
$1,000 - $9,999
$10,000 - $49,000
$50,000 - $99,000
$100,000 - $149,000
$150,000 - $199,000
$200,000 or more
Other (please specify)
_____________________
5. If you have access to additional working capital, how would you put
it to use?
6. When you have applied for a loan, what did you like least?
Too much information requested
The amount of time to obtain a response
The location of the loan office
Too much emphasis on credit history
High interest rates
Limits on borrowing too high
Other (please specify)_____________________________
7. When you need additional resources, what do you use? (Check all that
apply)
Available cash
Line of Credit
Bank loan
Advance by client
Other (please specify)_____________________
8. What percentage of your clients do you believe would be willing to
collateralize the contract to help you obtain additional funds?
9. Who do you trust to provide advice on financial matters?
Company CFO
Accountant (External)
Financial Adviser (External)
Banker
Other (please
specify)______________________
10. What do you see as your most difficult challenge in obtaining
financial resources?
Race
Gender
Age
Poor Credit Rating
Age of Company
Service or Product
Competitors
Other (please specify) ________________________
11. Which of the following training would you be interested in
receiving? (Check all that apply) Managing cash flow
Pricing for proposals
Writing winning proposals
Recruiting and retaining employees
Joint venturing, forming partnerships
Writing business plans
Investing for the future
Knowing what type of resources you need and
when
Obtaining certification
Other (please
specify)_______________________________________
12. Please provide any additional comments:
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WEST & CO., INC.
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