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Business plan

Business plan



Business Plan, strategic guide, funding, lending, executive summary, marketing strategies, marketing plan, financial summaries, mission, vision, market analysis, sales plan, pricing, operations, ...

Business Plan, strategic guide, funding, lending, executive summary, marketing strategies, marketing plan, financial summaries, mission, vision, market analysis, sales plan, pricing, operations, management, financials, jose cintron, advance business consulting, mba4help.com



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    Business plan Business plan Presentation Transcript

    • Business Plan Jose Cintron, MBA-CPC Business/Accounting Professor Josecintron.mba@gmail.com (954) 374-8298
    • www.mba4help.com Why a Business Plan? If you don't know where you're going any road will take you there
    • www.mba4help.com Why a Business Plan? to look ahead allocate resources focus on key points prepare for problems and opportunities Take business to next level
    • www.mba4help.com No Business Plan = Russian Roulette
    • www.mba4help.com Why a Business Plan? Strategic Guide Lenders- borrow money Investors-partnership
    • www.mba4help.com Strategic Guide Where Do You Want To Go? How You Get There? What is your Market? What is your Niche? How Much $ Cost? Greatest Profit opportunity! What Exit Strategy?
    • www.mba4help.com Funding Sources $$$ Savings-401k Refinance Friends and Family Financial Institutions Angel Investors
    • www.mba4help.com Lender Expectations Good Business Track Ability to Repay Staying Power Collateral
    • www.mba4help.com Investors Expect More! Competitive Advantage Huge Market Strong Management Team Strong Marketing and Sales Plan and strategies High ROI and Exit Strategy
    • www.mba4help.com What is in a Business Plan? Executive Summary Company Description Product / Services Industry Overview Market Analysis Competitors
    • www.mba4help.com What is in a Business Plan? Customers Marketing & Sale Plan Marketing Strategies Marketing Program Research & Development Operations
    • www.mba4help.com What is in a Business Plan? Management Personnel Financial Financial Summary
    • www.mba4help.com Executive Summary A mini-business plan on one/two pages Highlights the most important points … It is NOT an introduction to the plan It must grab your reader’s attention
    • www.mba4help.com Executive Summary Identify the company, its background and structure Describe what the company does, and the market it serves Describe the market potential and market trends. Competitive Advantage
    • www.mba4help.com Executive Summary Outline the backgrounds and experience of the top management team Describe the funding $ required, the purposes, collateral available and the expected outcomes
    • www.mba4help.com Company Description2 Brief Company Introduction – Mission statement – Location, size, history – Market and products – Overview of company – Start up $$$ – Objectives
    • www.mba4help.com Example Vision statement Avon: To be the company that best understands and satisfies the product, service and self-fulfillment needs of women - globally. Mission statement Google's mission is to organize the world's information and make it universally accessible and useful
    • www.mba4help.com Products or Services Products / Services – What does it do? – Uniqueness – Competitive Advantage Technology – Brief description – Applications
    • www.mba4help.com Industry Overview Legislation and Policies Driving the Industry Historical-Future Trends Industry Definition and Description Major players-industry
    • www.mba4help.com Market Analysis Market Definition – Primary Market – Secondary Markets Market Size and Trends – Current total revenues – Predicted annual growth rate
    • www.mba4help.com Competitors Direct Competitors – Who are they? – Size and product breadth – Revenues and profitability – Strengths and weaknesses – Market shares Indirect Competitors
    • www.mba4help.com Customers Customer Characteristics – Who are they? – Why do they buy? – Customers Need satisfied? – How is the need currently filled? – What are the alternatives? – Who makes the decision to buy? – How frequently do they buy?
    • www.mba4help.com Marketing Strategies Product or Service Strategy Pricing Strategy Distribution Strategy Advertising and Promotion Push and pull strategy Sales Strategy Marketing and Sales Forecasts
    • www.mba4help.com Clientele reaching your Business
    • www.mba4help.com Interruption Marketing DOES NOT WORK (Low ROI) Outbound Marketing is out • Telemarketing • Trade shows • Direct mail • Print ads TV/radio ads
    • www.mba4help.com Marketing and Sales Plans: Marketing Program Conventional marketing Internet Marketing Social Media Marketing Website and SEO Networking /PR Email campaign Marketing Budget
    • www.mba4help.com Marketing and Sales Plans: Pricing (4) Basis for targeted price (cost analysis) Margins and profitability by volume levels Add value Competitors
    • www.mba4help.com Marketing and Sales Plans: Sales Plan Sales force structure – (direct or reps) Sales expectations/quotas Margins given to intermediaries Service and warranties Sales Budget
    • www.mba4help.com Research & Development Research & Development Plan – Objectives – Milestones and current status – Difficulties and risks – R & D Budget
    • www.mba4help.com Operations: Manufacturing/Production Plan Objectives Facilities Staffing Subcontractors Quality Control Budget / Operating Expenses
    • www.mba4help.com Management Company Organization Management Team Administrative Expenses
    • www.mba4help.com Management Team President VP Finance VP Sales VP Marketing VP Manufacturing General Manager
    • www.mba4help.com Personnel Human Resource Plan – Staffing Objectives – Organizational Structure – 3-5 year growth plan – Budget
    • www.mba4help.com Summary of Financials Financial Objectives – Time to Cash Flow Positive (milestone) – Time to profitability Capital Requirements Repayment Exit Scenario
    • www.mba4help.com BEP and Contribution Margin Fixed Cost- $10,000(Rent, insurance, manager, interest…) Variable cost- $800/ea (Hourly, commission, inventory…) Sales are $1,000 per unit $1,000-$800=$200 Contribution Margin $10,000/$200=50 Units to BEP Fixed Cost/Contribution Margin. $10,000+5.000=$15,000/200=75 units to make a $5,000 profits.
    • www.mba4help.com Financials Pro-forma Cash Flow Pro-forma Profit & Loss Statements Pro-forma Balance Sheet Break Even Point Business Ratios Method of Repayment
    • www.mba4help.com Appendices Resumes of Key Photographs Patent Information Customer List Testimonials References
    • www.mba4help.com Market Research for your Business Plan Primary market Research – Existing customers – Potential customers Your competition Software Equipment Niche Strategies Secondary Market Research Trade associations* Government information – Federal, state and local government reports – Small Business Administration – SBA – Small Business Development Center – SBDC – U.S. Bureau of Census Chambers of Commerce Market research firms ($$$$$$$)
    • www.mba4help.com Conclusion With Business Plan NO Business Plan!