This document provides guidance on preparing a business plan to obtain investment money. It stresses the importance of thorough market research, including understanding customer needs and competitors. A successful plan will include an overview of the company and project, marketing, operations, human resources, financial, and action plans, as well as an executive summary that illustrates why the idea is unique, profitable, and will work. Seeking professional guidance can help ensure a polished, organized presentation that will give investors confidence to fund the project.

1. Preparing a business plan
Key points to get investment
money
FORZA CONSULTING

2. The seduction
Presentation
Illustrate Precise
Organised Stand out
Colorful Concise

3. Your project is needed!
Market Research
Swot Analysis
Understanding the
environment
Consumers
Understanding the
needs
Competitors
Understanding the
market
If you want to be
taken seriously, you
must do your research
to understand the
market
You may have a good
idea but do consumer
need/want it?

4. Your idea
Project
Original
Unique
Profitable

5. Your idea
Plan
• Why will it work? And Why is it a great Idea
Company and project overview
• How will you market your idea?
Sales and Marketing plan
• Where will you make your project ?
Operational plan
• Who do you need to make your plan work?
HR plan
• How will you make the project work?
Action plan
• How will you make money and pay off your loan?
Financial plan
• What should they focus on?
Executive Summary

6. Your idea
Idea
You must know
where you are going
You must know how
to get organised to
make it happen
You must
have
confidence
in your idea
If you
don’t
No one will
trust you
No one will
give you
money

7. CONTACT US FOR MORE INFORMATION
Sandra Awad, Founder
(514) 947-8636
sandraawad@forzaconsultation.com
www.forzaconsultation.com