Business Technical Briefs
Our team of business experts has written and compiled these business technical briefs to address common questions, concerns, and issues our clients experience across various topics.
Buying or Selling a Business
Buying or selling a business doesn’t have to be tricky. Utilize the steps outlined in this technical brief to answer the big questions: is the business worth buying, and how much should I pay for what I am getting?
Customer Discovery Checklist
The goal of this checklist is to help entrepreneurs work through the process of identifying customer personas – answering the questions, “Does my product or service actually solve a problem or pain of a potential user?” and “is my product or service marginally or dramatically better than perceived direct and indirect competition if my product or service reaches the market?”
Employee Onboarding Checklist
Whether you’re buying a business and transitioning employees to a new entity or hiring your first employee, you have two basic options. If you have chosen to do this yourself, you need this checklist.
Workforce Toolkit
The intent of the workforce material is to provide additional tools and resources to employers and potential employers.
Recruitment practices overview: DOWNLOAD PDF
Application for Employment: DOWNLOAD Word Doc.
Application and recruitment flowchart: DOWNLOAD Word Doc.
Job Requisition Form: DOWNLOAD Word Doc.
Job Description Templates 1.) DOWNLOAD Word Doc.
Job Description Template 2.) DOWNLOAD Word Doc.
Behavioral Based Interview Questions: DOWNLOAD PDF
Pre-Employment Inquiries: DOWNLOAD Word PDF
Applicant Qualification Spreadsheet: DOWNLOAD Word Doc.
Interview Guide: DOWNLOAD Word PDF
Interview Rating Sheet: DOWNLOAD Word Doc.
Background/Reference Resources: DOWNLOAD PDF
Background Check: Reference Check Form: DOWNLOAD PDF
Applicant Reject Letter: DOWNLOAD Word Doc.
Job Offer Samples: DOWNLOAD PDF
Job Offer Letter for temporary position: DOWNLOAD PDF
Financials Checklist: DOWNLOAD Word Doc.
Successful Crowdfunding Campaigns
Crowdfunding is an option for businesses who either can not or choose not to take on debt. Learn what it takes to mount a successful crowdfunding campaign.