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How do you orally present a business plan to a bank?<br />Presented by:<br />Roman Kuvshinnikov<br />
Aims and objectives:<br />Aims:<br />To show main features of   presenting a BP to a bank<br />To distinguish the key poin...
Table of content:<br />What is the purpose of taking a loan from a bank?<br />How does the bank evaluate your company?<br ...
What is the purpose of  taking a loan from a bank ?<br />To start a new business<br />To invest money in the assets<br />T...
How does the bank evaluate your company?<br />Current sales and profits <br />Current loans and mortgages<br />Credit hist...
What does the bank need to see in your BP?<br />How much money do you exactlyneed<br />When are you going to pay back<br /...
How to submit for appointment?<br />Make an appointment by phone or by letter<br />Ask for the name of the person who woul...
How to prepare your oral presentation?<br />Make a list of the key points  you’re going to talk about<br />Choose the main...
What are the keys to  success of your presentation?<br />The presentation should be between 10 and 30 minutes<br />Keep yo...
What do you have to be ready for at your presentation?<br />Questions you have never thought about<br />Criticism on your ...
What is also very important for successful meeting?<br />Dress professionally<br />Be punctual <br />
Good luck!<br />
Thank you for your attention!<br />Roman Kuvshinnikov<br />
References:<br />Preparing to Take a Business Plan to the Bank<br />By Rod Kurtz, January 1, 2006<br />http://www.business...
References:<br />Presenting Your Plan<br />Last viewed on 25.10.2010<br />http://www.howtobooks.co.uk/business/business-pl...
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How do you orally present a business plan to a bank

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Transcript of "How do you orally present a business plan to a bank"

  1. 1. How do you orally present a business plan to a bank?<br />Presented by:<br />Roman Kuvshinnikov<br />
  2. 2. Aims and objectives:<br />Aims:<br />To show main features of presenting a BP to a bank<br />To distinguish the key points of a BP that are important to a bank <br />To explain how to present your BP at your appointment in a bank <br />Objectives:<br />The basic content of BP presentation to a bank and the main factors that affects bank decision<br />The oral presentation of BP to a bank<br />
  3. 3. Table of content:<br />What is the purpose of taking a loan from a bank?<br />How does the bank evaluate your company?<br />What does the bank need to see in your BP?<br />How to make an appointment for your presentation?<br />How to prepare your oral presentation?<br />What are the keys to success of your presentation?<br />What do you need to be ready for at your presentation?<br />References<br />
  4. 4. What is the purpose of taking a loan from a bank ?<br />To start a new business<br />To invest money in the assets<br />To pay off old debts<br />To pay for operating expenses<br />
  5. 5. How does the bank evaluate your company?<br />Current sales and profits <br />Current loans and mortgages<br />Credit history<br />Marketing strategy<br />Invested money <br />Assets for collateral<br />
  6. 6. What does the bank need to see in your BP?<br />How much money do you exactlyneed<br />When are you going to pay back<br />How are you going to use the money<br />How and whytaking a loan will improveyour business<br />Whatare you going to use as collateral and why it will not loose its value<br />How you can prove the statistics given in the BP<br />
  7. 7. How to submit for appointment?<br />Make an appointment by phone or by letter<br />Ask for the name of the person who would handle your loan request<br />Write an introductory letter at least seven days before your meeting<br />Try to personalize your BP (at least the front page)<br />
  8. 8. How to prepare your oral presentation?<br />Make a list of the key points you’re going to talk about<br />Choose the main spokesperson<br />Practice alone and with observers<br />
  9. 9. What are the keys to success of your presentation?<br />The presentation should be between 10 and 30 minutes<br />Keep your presentation simple and interesting<br />The oral presentation should be combined with slideshow<br />Illustrate your plan with charts and numbers<br />Give itemized account information<br />
  10. 10. What do you have to be ready for at your presentation?<br />Questions you have never thought about<br />Criticism on your BP<br />
  11. 11. What is also very important for successful meeting?<br />Dress professionally<br />Be punctual <br />
  12. 12. Good luck!<br />
  13. 13. Thank you for your attention!<br />Roman Kuvshinnikov<br />
  14. 14. References:<br />Preparing to Take a Business Plan to the Bank<br />By Rod Kurtz, January 1, 2006<br />http://www.businessweek.com/smallbiz/tips/archives/2006/01/preparing_to_take_a_business_plan_to_the_bank.html<br />Getting a Bank Loan<br />http://www.businesstown.com/planning/creating-bank.asp<br />Last viewed on 25.10.2010<br />How to Present a Business Plan to a Bank<br />By John Hewitt, eHowContributor, updated: December 30, 2009http://www.ehow.com/how_5808789_present-business-plan-bank.html<br />How to Write a Business Plan to Present to a BankBy DevraGartenstein, eHowContributor, updated: December 24, 2009<br />http://www.ehow.com/how_5791284_write-business-plan-present-bank.html<br />Thinking of Getting a Bank Loan? Do Your Homework First!By George Rodriguez Power Homebiz Guides Staff Write, last viewed on 25.10.2010<br />http://www.powerhomebiz.com/vol21/bankloan.htm<br />
  15. 15. References:<br />Presenting Your Plan<br />Last viewed on 25.10.2010<br />http://www.howtobooks.co.uk/business/business-plan/presenting.asp<br />
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