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• Vessel identification (name, Coast Guard number, or state registration number)
• Owner(s) (name, address, telephone, social security number)
• Ownership type (sole proprietorship, partnership, owner operator, etc.)
• Corporation name (if incorporated)
• Names and numbers of other vessels in organization (if partnership)
• Permits held
• Port of registry

Description of vessel and equipment

• Type of vessel (party or charter)
• Length
• Gross tons
• Net tons
• Hull construction material
• Passenger capacity
• Engine(s) descriptors (brand, age, horsepower, fuel type)
• Harvest gear (number and description)
• Wheelhouse electronics (number and description)
• On-board processing/refrigeration (equipment list, descriptions, capacities)
• Year built
• Purchase year and price
• Estimated market value fully equipped

Onshore facilities

• Facility type (restaurant, tackle shop, etc.)
• Estimated market value of onshore investment
• Names and numbers of other vessels within organization that also use same onshore facilities

Fixed costs

• Annual insurance (hull, health, protection and indemnity, mortgage, etc.)
• Annual haulout/overhaul
• Dockage
• Professional fees (accounting, legal, bookkeeping, tax filing, etc.)
• Loan payments (principal and interest)
• Vessel depreciation
• All other depreciation (fishing gear, electronics, etc.)
• New gear acquired list, cost (for replacement or addition)
• Repairs
• Maintenance
• Crew salary (for those not paid on a trip basis)
• Crew benefits (all crew)
• Taxes (income, property, etc.)
• Vessel improvement cost
• Vessel permit fees
• Auto/trailer
• Office
• Association(s) fees
• Onshore permit fees
• Cold storage rental
• Advertising
• Lease or mortgage of onshore facilities
• Onshore employee salaries and benefits

Firm financial status

• Current assets (list and value)
• Long-term assets (list and estimated market value)
• Current liabilities (list and amount)
• Long-term liabilities (list and amount)
• Monthly income all sources
• Monthly cash outflow all destinations

Other

• Total other annual revenue from use of vessel (e.g., sightseeing, whale watching, fireworks, transport of goods and people, SCUBA).
• Owner-owned onshore business revenue (restaurant, tackle shop, etc.)

Dependent industries

• Firm identifiers (name, address, telephone number, owner, etc.)
• Product list (quantities and prices by product type)
• Net income derived from charter and party boats
• Number of employees per firm