High Quality
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“Use an opening headline statement to capture the attention of the reader”
ISSUE VERSION 1. Page 1 of 2
Business Location
Industry SectorBusiness Description A simple one liner of what the business doesBusiness Size (Employees) (0; 1-9;10-49;)Stage of Business Start up or establishedInvestment Required Total amountInvestor Involvement
Summary
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Maximum of 5 bullet points featuring the main selling points contained in the BusinessPlan.
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Certainly mention profitability if it is good.
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Forget EIS till later in Bulletin.
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Most of the businesses are any way.
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Keep it punchy
Financial Information
When was company formed and with what capital? It is essential that this section containsaccurate historic information and an indication of the current value of the business.
Past Performance Forward ProjectionsIn £000s -Year2 -Year1 Year 1 Year 2 Year 3
SalesUnitsGross ProfitGP%PBTCash FlowNet asset value
Funding Required
How much investment is required? Equity, bank loans, leasing etc? What other funds areavailable? How much (if any) is the management investing? Has EIS tax relief been applied for?It is essential that the full reasons for the funding are explained and how it will be spent. What ison offer - equity, secured borrowing, quasi equity etc
The Deal
How do investors get their return? Is equity available? Is EIS tax relief available? How do youvalue the business? Is it realistic? What % equity is on offer for how much cash?
Exit
What is the preferred exit route, flotation, trade sale, management buy out or pay out.
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