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Tips for Writing a Business Plan

Tips for Writing a Business Plan

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Published by James Brent

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Published by: James Brent on Apr 10, 2013
Copyright:Attribution Non-commercial


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  • Introduction
  • OfficeReady Browser
  • What is a template?
  • Why are OfficeReady templates so useful?
  • Getting Started using OfficeReady Software
  • Locating the right template
  • Saving your work
  • Editing an OfficeReady document
  • Frequently Asked Questions
  • Is the OfficeReady browser the only access to the templates?
  • Where can I find the OfficeReady templates on my hard drive?
  • How can I get more templates for use with OfficeReady?
  • Are my existing templates overwritten when I install a template pack?
  • How can I learn more about OfficeReady?
  • Where can I find more resources?
  • Writing your Business Plan
  • Preface
  • About the author
  • Chapter One – You need a Business Plan
  • Chapter Two – Before you get started
  • Chapter Three - Business Plan Writing Tips
  • Write, edit, and re-write
  • Clarity, conciseness, and coherence
  • Writing for your reader
  • Writing for management, employees, and prospective employees
  • Writing for Investors
  • Professional writing quality
  • Making it look good
  • Points of style checklist
  • The cover page
  • Technology
  • Manufacturing
  • Service
  • Retail
  • New Venture
  • Chapter Five Executive Summary
  • Type of business
  • Business summary
  • Business summary checklist
  • Management overview
  • Products and services
  • Requesting funds
  • Exit strategy
  • One Page Executive Summary
  • Executive summary checklist
  • Chapter Six - Company Background
  • Business history
  • Growth and financial objectives
  • Legal structure and ownership
  • Company location and facilities
  • Location and facilities checklist for start-up businesses
  • Plans for financing
  • Preparing a financing proposal checklist
  • Chapter Seven - Organization
  • Team member information checklist
  • Other valuable employees
  • Principal stockholders
  • Chapter Eight - Market Analysis
  • Industry analysis
  • Industry description checklist:
  • Using a table to summarize the industry
  • Target market
  • Target market checklist
  • Customer profile
  • Market segmentation
  • Projected market growth and market share objectives
  • Chapter Nine -Products or Services
  • Product and service uniqueness
  • Product and service description checklist
  • Future products and services
  • Competitive comparisons
  • Research and development
  • Chapter Ten - Manufacturing or Production Plan
  • Production and capacity
  • Production issues
  • Chapter Eleven - Marketing Plan
  • Creating and maintaining customers
  • Pricing strategy
  • Product positioning
  • Sales and distribution plan
  • Sales force plan checklist
  • Promotional strategy
  • Chapter Twelve - Financial Plan and Analysis
  • Financial plan as a modeling tool
  • Financial plan as a control tool
  • Some basic steps
  • Income Statements
  • Cash Budgets
  • Balance Sheet
  • Financial Ratios
  • Sales Forecast
  • Estimating Start-up Capital
  • Start-up Capitalization
  • Break-even Analysis
  • More on Pro Forma Financial Statements
  • Chapter Thirteen – Other Related Communications
  • Executive Summary
  • The PowerPoint Show
  • Elevator Pitch
  • Chapter Fourteen – Financing: Seed Capital
  • Bootstrapping
  • Angel Financing
  • Small Business Innovation Research Program
  • Small Business Administration
  • Commercial Banks
  • Strategic Alliances
  • Chapter Fourteen Venture Capital
  • VC Oversight
  • VC Exit Strategy
  • VC Investment Criteria
  • Chapter Fifteen – Business Plan Appendices
  • Business plan appendix checklist
  • Appendix A - Information Resources
  • Appendix C – Excel Workbooks
  • Break-Even Analysis (Break-Even Analysis.xls)
  • Integrated Financials (Integrated Financials.xls)
  • Projected Personal Financial Condition (Personal Balance Sheet.xls)
  • Sales Forecast (Sales Forecast.xls)
  • Balance Sheet (Balance Sheet.xls)
  • Personnel Plan (Personnel Plan.xls)
  • Glossary
  • The Templates
  • A few helpful hints for editing your business plan documents
  • Inserting Excel workbooks and sheets
  • About Workbooks macros
  • A List of Templates
  • Business plan materials (Core folder)
  • Reference and other documents (Extra folder)
  • Sample business plans (Sample Plans folder)

VCs eventually leave. They are less patient than other equity investors. They seek to 'exit' an investment
within 3 to 5 years. Exiting the investment is how the VC makes its money and is usually achieved by the
company going public, being acquired, being re-capitalized, finding a substitute investor for the VC, or
buyback of the VC's investment by the firm.

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