1 J Shae Presentation Apr17,2009
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The document summarizes a business plan for JShae Instrumental Design to manufacture and sell the Swivel Lyre, an innovative lyre design that allows musicians to easily flip pages without removing the lyre from their instrument. It outlines the lyre solution to an existing problem, competitive advantages, target markets in schools and colleges, proof of demand from band directors, the founding team, sales and marketing strategy, positive cash flow projections beginning in the 7th month with break even by the 6th month, and opportunities for growth through distribution channels if direct sales cannot keep up with demand.
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S
iz
e
0 2 4 6 8 10 12 14 16 18 20
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Potential
Sold
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Sales
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Customer
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Satisfaction
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Profit ($1,150) $5,535 $3,945 $7,983 $3,781 $3,486 $3,930
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Bold $4.
Stanford 80410 a
Mark Leslie, founder and CEO of Veritas Software, discussed pricing strategies and building an effective revenue model. He emphasized that pricing depends on factors like bottoms-up costs, competition, proprietary advantages, and distribution channels. Building a revenue model requires considering product lifecycles, investment needs, and sales/marketing costs across channels like direct, reseller, and international sales. He provided a case study of his prior company Versant, which struggled to match its aggressive revenue projections, requiring layoffs and restructuring due to high operating expenses outpacing revenue growth.
Financial Forecast
This document contains financial projections and operating metrics for a two-year forecast of a live music venue called 2Live Venue. Key figures include:
- Year 1 net income of $512,164 and year 2 net income of $372,315, with total two-year net income of $884,479.
- Total capital raised of $500,000, with $400,000 contributed by the owner in exchange for 90% equity ownership and $100,000 from a private investor in exchange for 10% equity.
- Steady increases in quarterly net sales from $136,313 in Q1 of year 1 to $362,418 in Q4 of year 2, indicating revenue is
Financial Forecasting
1) Net income for the period was $1,305,162 with projected sales growth over two years totaling $3,464,640.
2) Expenses were projected to be $1,505,335 over two years including capital expenses, salaries, marketing costs and other operational expenses.
3) The projections showed positive cash flow and net profits increasing each period, with a starting balance of $0 and ending balance after two years of $2,579,578.
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1 J Shae Presentation Apr17,2009
- 1. JShae Instrumental Design The Swivel Lyre™ - Hassle Free “Flippage” Presented by Jeffrey Givens, President April 17, 2009
- 2. LYRE problem Invented in 1901
- 3. lyre solution 360° Swivel Anti-scratch rubber clamp
- 4. Swivel lyre Idea Ah Ha! The Swivel Lyre
- 6. Competition
- 7. The Market U.S. Market Segment Estimated # of Market Target Market Band Members Share (%) Share (Year 1) 37,100 High Schools 742,000 * 76 % 15,000 (51%) 6,463 Colleges 129,260 * 13 % 10,000 (34%) Professional 100,000 11 % 4,138 (15%) Approx. Total 971,260 100% (3%) 29,138 * 20 members per marching band (there are typically 20-200 members per marching band.
- 8. Proof of demand “I spend hundreds of thousands of dollars on high quality instruments annually…other lyres end up damaging the instruments.”
- 9. Supply Chain Product Product Manufacturing Warehousing Delivery Delivery Customer (APM) (JShae) (UPS) (UPS)
- 10. jshae team Jeffrey Givens Shae Norris Ian Campbell Allen Tackett
- 11. Sales & Marketing Tradeshows Sponsorship Donations
- 12. Financials Third Year Net Income: $217,774 Cash Flow Positive: 7th month Break Even: $137,807 (6th month) Capital: $40,000
- 13. Revenue Generations & Margins Year End Summary Revenue and Profit Model Year 1: $ 233,104 sales – expenses = $ 36,972 (15.86%) Year 2: $ 466,208 sales – expenses = $ 127,363 (27.32%) Year 3: $ 699,312 sales – expenses = $ 217,774 (31.14%) Year 5: $1.25m sales
- 14. status Started up Business 2008 Filed Trademark & Provisional Patent 2009 Beta-Testing with U.S. Navy Program 2009 Manufacturing Product Launch (Ship to U.S. Navy & Onset Music) – Sept. 2009
- 15. opportunity
- 16. - Innovative design - More cost-effective solution - Attractive acquisition target
- 17. Focus Group 3,303 Members 2,728 Members 2,537 Members
- 18. Sales contingency If we cannot keep up with the sales pace: Supply Chain Solutions If we don’t break even by the end of year 1 selling Direct Distributors: Harris-Teller, Hanser and Kaman Retailers: Guitar Center, Friends, small retailers Using distributors will cut profits in half but sales will double so the third year profit is still about $250K
- 19. Variable Cost • The cost of the lyre is estimated at $3.50 • Breakdown: • Materials: 0.50/unit based on existing lyre • Manufacturing: $2.00/unit based on what APM will charge • $1 additional fee/unit based on shipping and unknown costs • $600/1000 units for shipping and packaging • *Based on a quote from APM
- 20. Operating Cost • Total Fixed Operating Expenses Monthly $4,266 Annual $51,191 allocation is as follows Advertising, Legal/professional fees, postage, Rent, supplies and communications
- 21. Valuations Year 1: $233,000 in annual sales Year 2: $466,000 in annual sales Year 3: $700,000 in annual sales Year 4: $1 million in annual sales Year 5: $1.25 million in annual sales (that’s only taking 15% of the market with projected growth of another 15% in another five years. Year 10: $2.5 million