2. THE PERFECT BUSINESS PLAN
• Standing out from the rest.
• First few sentences need to
hook the reader.
• What you do
• Uniqueness
• Size of market
• Market share
• Share that you
expect to capture
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3. THE PERFECT BUSINESS PLAN
• Management Expertise needs to
be solid
• Key players need to have
experience and vision
• Team needs to prove that
they can deliver
• Work well together
• Success with other
businesses
• Industry knowledge
• Functional skills
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4. THE PERFECT BUSINESS PLAN
• Corporate and advisory
board members
• Well-respected lawyers
and accountants
• Exceptional investment
banking firm
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5. THE PERFECT BUSINESS PLAN
• Financials should capture
attention and be believable
• You need to have a handle
on ALL the numbers –
especially on how they were
calculated.
• Know break-even point and
“burn” rate.
• Discuss exit strategy of investor
(merger/acquisition, buyout, IPO)
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6. THE PERFECT BUSINESS PLAN
• Know your audience
• Venture capitalists are
looking for aggressive
numbers with extremely
demanding goals.
• Angel investor goals are not
as demanding.
• Specific financials will vary
depending on the stage of the
plan and the level of risk of the
company.
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7. THE PERFECT BUSINESS PLAN
• Investors are looking for big
opportunities
• Your business should be
serving a large market ($1B
or more).
• What are your plans for
becoming a market leader?
• How is your company
planning to exploit the
opportunity?
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8. THE PERFECT BUSINESS PLAN
• Attention to Detail
• Numbers need to be
consistent throughout.
• Footnote where appropriate.
• The lay out is important.
• Use an acceptable business
plan style.
• Use color and graphics.
• Concise 25-30 pages.
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9. THE PERFECT BUSINESS PLAN
• Well-researched market analysis
• You are a resident expert in your
target market.
• Not just size and opportunity.
• Provide full analysis
• Market’s characteristics
• Growth potential
• Relevant trends
• Competitive analysis
• Strengths and weaknesses of
competition
• Your competitive advantage
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10. THE PERFECT BUSINESS PLAN
• Create competitive barriers
• Be very clear when
articulating your sustainable
competitive advantage
• Patents
• Copyrights
• Proprietary
process/technology
• Exclusive
licenses/agreements
• Best strategic partners
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11. THE PERFECT BUSINESS PLAN
• Business Plan minimums
• Cover Page needs
• Name of company
• Company
• logo
• address
• Phone/fax numbers
• URL
• Contact with e-mail
• Table of Contents
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12. THE PERFECT BUSINESS PLAN
• Semper Cogita and their
strategic partners can help you
with the perfect business plan.
• Let us set up a confidential
meeting so that we can hear your
story.
• Call Dermot Farley
• 732-915-2191
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