Knowing who you are and where you want to go as a Company is paramount to success.
The Strategic Business Plan
To grow your company you have to know where you are, where you've been and where you want to go. Sounds simple, but in most cases it's not. Typically, business owners are too involved in the day-to-day running of their companies to step back and take an objective look at where they are. I can provide you with that perspective. After initial fact-finding, evaluation and discussion, I will write, edit, or expand your business plan as a road map to get to where you want to go. I work with your CPA or financial advisor to provide financial modeling and forecasting, in addition to writing the narrative portion of the plan. Project and/or hourly fee basis.
1. Executive Summary
Clear, exciting, and effective as a stand-alone overview of the plan; includes brief description of each succeeding section of the plan; can be read in 5 minutes. Who is XYZ Company? What amount of money are we trying to raise? For what purpose and what return?
2. Company Overview
Presents a vision, history, current status, strategy, goals, mission and objectives for XYZ Company.
3. Products or Services
Describes the key features and benefits, current stage of development, proprietary position, and competitive advantages of XYZ’s products and services.
4. Market and Competitive Analysis
Presents the growth trends and key driving forces of XYZ’s industry; identifies the key characteristics and needs of the target market(s); assesses the competitive environment; demonstrates market acceptance for the product or service.
5. Management Team
Backgrounds and roles of key individuals; history and ability to work as an effective team; personnel needs; organizational structure.
6. Operating Strategies
Addresses the marketing, production, research and development, personnel, administrative, and financial strategies for the proposed firm.
7. Critical Risks
Realistically identifies the major internal and external critical risks that could threaten the business and presents viable contingency plans to address these issues.
8. Cash Flow Statement
Presents a realistic assessment of cash requirements —inflows and outflows— over a projected 5-year period; cash flows are consistent with operating and marketing strategies outlined in the body of the plan; cash flow information is detailed for first 2 years, quarterly/annually for years 3-5.
9. Income Statement
Demonstrates realistic and attractive income potential of the business; the income statement is consistent with the operating and marketing strategies outlined in the body of the plan; income statement information is detailed for first 2 years, quarterly/annually for years 3-5.
10. Balance Sheet
Presents a realistic assessment of the working capital and fixed asset requirements of the business; appropriately reflects the projected capital structure of the business — long term debt and equity positions; balance sheet information is projected annually for 5 years.
11. Funds Required/Used
Clear and concise presentation of amount, timing, type and use of funds required for venture.
12. Offering
Clearly articulates the proposal/terms to investors; identifies what entrepreneur is seeking from investors; states how much equity will be given up in return for investment capital; presents a realistic assessment of ROI potential; presents an appropriate deal structure and possible exit scenarios.
Steven B.Weintz, President
SBW Ventures, Inc. Phone: (501) 219-2961 Cell: (501) 944-0703
3012 Mossy Creek Drive E-mail: sweintz@sbwventuresinc.com
Little Rock, Arkansas 72211
