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Business Plan, Business strategies, marketing plan, marketing strategies, sales plan, sales strategies, executive summary, competitors, small business plan, budget, forecast, business analysis, …

Business Plan, Business strategies, marketing plan, marketing strategies, sales plan, sales strategies, executive summary, competitors, small business plan, budget, forecast, business analysis, operations, personnel, mission, vision, jose cintron mba,

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  • Time and money are the most important resources in your business. Leveraging these resources wisely is one of the most important aspects of maximizing profit in your business.By creating a professional business plan you will learn how to best use your time and money.When you know your direction, you can set goals and create plans toachieve those goals.
  • Do you have a new Idea or invention like “facebook “, Microsoft, Google or any other small like chicken recipe (Kentucky fried chicken)Do you always have a passion for something and you are good and you can sell it. Go for. Ask a business consultant.Do you like to start your own business , be your own boss and do what you like the best ( teaching and consulting in social media marketing)You realize that you will never be rich working for someone else’s dreams so you as a business consultant to start your own business.
  • How you get the money to start your business . Most of the time you will need a business plan to achieve your funding to open or expand your business.Life time savings Borrow money from friends and familyLoan money from the banks using a business plan Ask money to Angel investors –need to be able to pay higher interest rate or share management control
  • A business plan is any plan that works for a business to look ahead, allocate resources, focus on key points, and prepare for problems and opportunities.You are going to get a 360 degree view of your business – what’s right with it and what needs workYou will take that feedback and decide what the Critical Issues facingyour business You will establish Decision Making Criteria to help you and others make sound decisions about your businessYou will create a plan for the next year and create action plans to make it happen In this process you will gain a clearer perspective on your business and you will feel empowered! Because you will know exactly where you are going and exactly what it will take to get there.
  • Just as a builder uses a blueprint to ensure that a building will be strong, the process of creating and writing a blueprint for your business -- called a business plan - will help you determine whether your business will be strong from the start. W/O a business plan, you leave far too many things to chance. Business owners who want to borrow money or attract investors will be successful only if they have well-written, well-researched business plans. All of your potential lenders or investors will want to understand as much as possible about how your business will work before deciding whether to back it financially.
  • What kind of business, product or service , what business structure , How you going to reach your goals , do you have the experience or expertiseWhat is your market, local or international, younger or baby boomers, Spanish or EnglishHow much will be initial cost , inventories , rent, insurance, machinery, equipment, break even point , It is the best opportunity cost for the investment, how to maximize profits, it is the right locationAn important part of your business strategy is to design or prepare an exit strategy for your business since you don’t want to run it till you die and definite your stakeholders want to know about it.
  • Lenders want to know about your knowledge and experience to run your business , financial records for the last few years and forecast for the future.Lenders want to know how they going to get pay back, Income statement , cash flow and balance sheet. Credit history Any mayor change in policies , business direction , change in managements and any other loans. Lenders want to know is the collateral have the right value to cover the investment (deposit, inventory, equipment, real state, others)
  • What make you better, different or unique from the competition (new product, better service, more experience, better location, know politicBigger market for your product and service ( national better than local) Key employees experience in the field related to the business and their networkMost present a well done and define business and marketing plan and strategies in how to get there.The business plan most show high ROI, cash flow, and your long term plan for the business (selling, going public, adding or consolidating)
  • Include everything that you would cover in a five-minute interview.1.Explain the fundamentals of the proposed business: What will your product be? Who will your customers be? Who are the owners? What do you think the future holds for your business and your industry?2. Mission Statement, Company Goals and Objectives, Business Philosophy, Niche, Strengths, key to success and Legal form of ownership3. Describe in depth your products or services , competitive advantages or disadvantages, What are the pricing, fee for product or service4. Describe your industry. Is it a growth industry? What changes do you foresee in the industry, short term and long term?5. What is the total size of your market?-What percent share of the market will you have? (This is important only if you think you will be a major factor in the market.)-Current demand in target market.-Trends in target market—growth trends, trends in consumer preferences, and trends in product development.-Growth potential and opportunity for a business of your size.-What barriers to entry do you face in entering this market with your new company? 6. What products and companies will compete with you?List your major competitors:(Names and addresses)Will they compete with you across the board, or just for certain products, certain customers, or in certain locations?Will you have important indirect competitors? (For example, video rental stores compete with theaters, although they are different types of businesses.)How will your products or services compare with the competition?
  • 1Now that you have systematically analyzed your industry, your product, your customers, and the competition, you should have a clear picture of where your company fits into the world.2No matter how good your product and your service, the venture cannot succeed without effective marketing and sales plan. 3. Your marketing strategy involves target market focus, internet marketing , social media and seo to position your SMB.Sales close the deals that marketing opens. Sales strategies deals with how and when. Close sale prospects, compensate sales people, optimize order processing and changes in price, delivery and conditions.4.For SMB a great and cost effective marketing program ,will includes internet marketing, social media marketing and SEO5. For some business R/D are very significant part of their cost and operations for the nature of their business (laboratories)6.Operation s includes building , employees, operating budget , distributions ,process and other
  • List of manager and job responsibilities, employees, position , salary and benefits Involves human resource, employees and staffing forecast for next 5 years.3. Summary of your financial plan; how fast the business expected to growth, how you will finance this growth, Exit strategy4.Statement of cash flow, Income statement and Balance sheet 6.Appendices- Aditional pertinent info. like testimonials and others
  • Describe the market potential and market trends.for the company’s products and services
  • The product breadth is the variety of product lines offered by a retailer.
  • It is the customersneed satisfy by product or service or they have to travel or buy on internet some place else.
  • Statement of opportunity: how big is your industry, How much $$$ spend , how many , revenues and profits …
  • Direct selling is the marketing and selling products directly to consumers away from a fixed retail locationSales Representatives demonstrate their products and advise clients on how using these products can reduce costs and/or increase revenue
  • Investors will definitely expect you to explain your exit scenarios, both for them and for you. In other words, investors want to see what happens next with your business, once it is launched, once it is a success, once they have made a profit.Reiterate how investors will be able to take their profits, how long they will have to wait from the time they invest with the company, and how they will receive their profits.
  • Supporting documents used to enhance your business proposal.
  • Primary market research is research that you conduct yourself, rather than information that you find already published Customer surveys


  • 1. Business Plans for Today’s
    Jose Cintron, MBA-CPC (954) 374-8298
  • 2. Why Start a Business?
    To Capitalize on an Invention or Idea
    To Pursue a Passion
    To Be Their Own Boss
    To Get Rich $$$
  • 3. Funding Sources
    Friends and Family
    Financial Institutions
    Angel Investors
  • 4. What are the chances???
    Statistics show that 8 out of 10 new businesses fail within the first three years.
    80% of new businesses fail within their first year.
  • 5. Why business failure
    1. You start your business for the wrong reasons
    2.Poor Management
    3. InsufficientCapital
    4. Location, Location, Location
    5. Lack of Planning
    6. No Social media and internet marketing
  • 6. What is a Business Plan?
    to look ahead
    allocate resources
    focus on key points
    prepare for problems and opportunities
  • 7.
  • 8. Why a Business Plan?
    Strategic Guide
    Lenders- borrow money
  • 9. Strategic Guide
    Where Do You Want To Go?
    How You Get There?
    What Market Niches?
    How Much Cost?
    Greatest Profit opportunity!
    What Exit Strategy?
  • 10. Lender Expectations
    Good Business Track Record
    Ability to Repay
    Staying Power
  • 11. Investors Expect More!
    Competitive Advantage
    Huge Market
    Strong Management Team
    Strong Marketing and Sales Plan and strategies
    High ROI and Exit Strategy
  • 12. What is in a Business Plan?
    Executive Summary
    Company Description
    Product / Services
    Industry Overview
    Market Analysis
  • 13. What is in a Business Plan?
    Marketing & Sale Plan
    Marketing Strategies
    Marketing Program
    Research & Development
  • 14. What is in a Business Plan?
    Financial Summary
  • 15. Executive Summary
    A mini-business plan on one/two pages
    Highlights the most important points of your business plan
    It is NOT an introduction to the plan
    It must grab your reader’s attention
  • 16. Executive Summary
    Identify the company, its background, structure and location
    Describe what the company does, and the market it serves
    Describe the market potential and market trends.
  • 17. Executive Summary
    Outline the backgrounds and experience of the top management team
    Describe the funding required, the purposes, collateral available and the expected outcomes
  • 18. Company Description
    Brief Company Introduction
    Mission statement
    Location, size, history
    Market and products
    Overview of company capabilities
  • 19. Products or Services
    Products / Services
    What does it do?
    Competitive Advantage
    Brief description
  • 20. Industry Overview
    Legislation and Policies Driving the Industry
    Historical and Future Trends
    Industry Definition and Description
    Major players within the industry
    New products and developments
  • 21. Market Analysis
    Market Definition
    Primary Market
    Secondary Markets
    Market Size and Trends
    Current total revenues
    Predicted annual growth rate
  • 22. Competitors
    Direct Competitors
    Who are they?
    Size and product breadth
    Revenues and profitability
    Strengths and weaknesses
    Market shares
    Indirect Competitors
  • 23. 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 purchase?
  • 24. Marketing and Sales Plans
    Statement of Opportunity
    Marketing and Sales Objectives
    Existing Customers
    Potential Customers
    How prospects will be targeted
  • 25. Marketing Strategies
    Product or Service Strategy
    Pricing Strategy
    Distribution Strategy
    Advertising and Promotion Strategy
    Sales Strategy
    Marketing and Sales Forecasts
  • 26. Marketing and Sales Plans: Marketing Program
    Conventional marketing
    Internet Marketing
    Social Media Marketing
    Search Engine Optimization
    Networking /Public Relations/email
    Marketing Budget
  • 27. Marketing and Sales Plans: Pricing
    Basis for targeted price (cost analysis)
    Margins and profitability by volume levels
    Add value
  • 28. Marketing and Sales Plans: Sales Plan
    Sales force structure – (direct or reps)
    Sales expectations/quotas
    Margins given to intermediaries
    Service and warranties
    Sales Budget
  • 29. Research & Development
    Research & Development Plan
    Milestones and current status
    Difficulties and risks
    R & D Budget
  • 30. Operations:Manufacturing/Production Plan
    Quality Control
    Budget / Operating Expenses
  • 31. Management
    Company Organization
    Management Team
    Administrative Expenses
  • 32. Management Team
    VP Finance
    VP Sales
    VP Marketing
    VP Manufacturing
    General Manager
  • 33. Personnel
    Human Resource Plan
    Staffing Objectives
    Organizational Structure
    3-5 year growth plan
  • 34. Summary of Financials
    Financial Objectives
    Time to Cash Flow Positive
    Time to profitability
    Capital Requirements
    Exit Scenario
  • 35. Financials
    Pro-forma Cash Flow
    Pro-forma Profit & Loss Statements
    Pro-forma Balance Sheet
    Break Even Point
    Business Ratios
    Method of Repayment
  • 36. Appendices
    Resumes of Key
    Patent Information
    Customer List
  • 37. Market Research for your Business Plan
    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 ($$$$$$$)
    Primary market Research
    Existing customers
    Potential customers
    Your competition
  • 38. Personal Recommendation
  • 39. Conclusion
    Business Plan
    NO Business Plan!