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Part: four More Tools > Analysis Scorecards

Appendix B. Analysis Scorecards

The value and growth analyses scorecards follow the same steps as the corresponding analysis chapters. Use the scorecards to document your conclusions while you are analyzing a candidate. You'll find both, for ease of photocopying, at the end of the appendix.

A single analysis step could involve multiple scorecard tests. For instance, Scorecard Step 4, Industry Analysis, includes two tests described in the corresponding analysis chapter: Industry Growth, and Industry Concentration. The scorecard tests award points for desirable characteristics and vice versa. Each test is worth a single point, but some tests can add or subtract the point, while others can only add points, and still others can only deduct a point. Some tests can disqualify a candidate from further consideration.


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