WHAT TO PREPARE
Show what keeps customers replenishing.
Separate standard products from custom commitments
Group sales into stock packaging, custom print, customer-specific sizes, and equipment or service work. Record which items can be sold to other customers and which depend on a single account. Keep artwork approvals and specifications with the relevant customer record.
Explain who owns the stock
Document customer-held inventory, blanket orders, releases, minimum quantities, and supplier commitments. A forecast is different from an accepted purchase order. Make those distinctions clear before anyone tries to interpret inventory balances or future demand.
Map the cost of serving each account
Describe delivery frequency, storage requirements, order picking, and any equipment support included in the relationship. Show how your existing records capture these costs. Note unusual freight arrangements or rush deliveries that need explanation.
Your first-pass checklist
- Sales by standard, custom, and equipment categories
- Customer-specific inventory and written purchase commitments
- Artwork, specifications, and approval records
- Supplier minimum orders and lead times
- Delivery routes and account service requirements
What should we do with custom packaging inventory?
Identify the customer, current specification, quantity, age, and supporting agreement for each material item. Flag obsolete artwork or changed specifications separately. Discuss treatment with your advisers instead of assuming all custom inventory has the same value.
Prepared by Old Growth, the acquisitions division of Deep Forest AI. These prompts help organize a discussion with your advisers. They are not a valuation, technical instruction, or an offer.
