8us|ness |ans

For The Real World For The Real World

Why a 8uslness lan?
SLraLeglc Culde
Lenders
lnvesLors
Slide 2 Deloitte Deloitte and Touche and Touche -- Qatar Qatar
SLraLeglc Culde
Where uo ?ou WanL 1o Co?
Pow Are ?ou Colng Lo CeL 1here?
WhaL MarkeL nlches?
Pow Much ls lL Colng Lo CosL? Pow Much ls lL Colng Lo CosL?
CreaLesL roflL CpporLunlLy?
Deloitte Deloitte and Touche and Touche -- Qatar Qatar Slide 3
Lender LxpecLaLlons
Cood 8uslness 1rack 8ecord
AblllLy Lo 8epay
SLaylng ower
CollaLeral CollaLeral
Deloitte Deloitte and Touche and Touche -- Qatar Qatar Slide 4
lnvesLor LxpecLaLlons
CompeLlLlve AdvanLage
Puge MarkeL
SLrong ManagemenL 1eam
SLrong MarkeLlng and Sales lan SLrong MarkeLlng and Sales lan
Some Skln ln Lhe Came
Cbscene 8eLurn
LxlL SLraLegy
Deloitte Deloitte and Touche and Touche -- Qatar Qatar Slide 5
LnLrepreneurs SLarL 8uslnesses:
1o CaplLallze on an lnvenLlon
1o ursue a asslon
1o 8e 1helr Cwn 8oss
1o CeL 8lch 1o CeL 8lch
---A|| Need an Lx|t Strategy
Deloitte Deloitte and Touche and Touche -- Qatar Qatar Slide 6
LxlL SLraLegles
Selllng Lhe 8uslness
1ransferrlng Lhe 8uslness Lo a lamlly Member
1aklng Lhe Company ubllc
8elng Acqulred by a Larger Company 8elng Acqulred by a Larger Company
Deloitte Deloitte and Touche and Touche -- Qatar Qatar Slide 7
lundlng Sources:
Savlngs
lrlends and lamlly
llnanclal lnsLlLuLlons / 8anks
Angel lnvesLors Angel lnvesLors
venLure CaplLal
Deloitte Deloitte and Touche and Touche -- Qatar Qatar Slide 8
8uslness lan ConLenL
LxecuLlve Summary
Company uescrlpLlon
roducL/Servlces uescrlpLlon
lndusLry Cvervlew lndusLry Cvervlew
MarkeL Analysls
CompeLlLors
Deloitte Deloitte and Touche and Touche -- Qatar Qatar Slide 9
8uslness lan ConLenL
CusLomers
MarkeLlng and Sales lans
uevelopmenL
CperaLlons CperaLlons
ManagemenL
Deloitte Deloitte and Touche and Touche -- Qatar Qatar Slide 10
8uslness lan ConLenL
ersonnel
llnanclal Summary
llnanclals
Cfferlng Cfferlng
Appendlces
Deloitte Deloitte and Touche and Touche -- Qatar Qatar Slide 11
LxecuLlve Summary
A mlnl-buslness plan ln one or Lwo pages
PlghllghLs Lhe mosL lmporLanL polnLs of your
buslness plan
lL ls nC1 an lnLroducLlon Lo Lhe plan lL ls nC1 an lnLroducLlon Lo Lhe plan
lL musL grab your reader, and enLlce hlm/her Lo
read furLher
Deloitte Deloitte and Touche and Touche -- Qatar Qatar Slide 12
LxecuLlve Summary
ldenLlfy Lhe company, lLs background, sLrucLure and
locaLlon
uescrlbe whaL Lhe company does, and Lhe markeL lL
serves serves
uescrlbe Lhe markeL poLenLlal for Lhe company's
producLs and servlces, markeL Lrends, eLc.
Deloitte Deloitte and Touche and Touche -- Qatar Qatar Slide 13
LxecuLlve Summary
CuLllne Lhe backgrounds and experlence of Lhe
Lop managemenL Leam
uescrlbe Lhe fundlng requlred, Lhe purposes for uescrlbe Lhe fundlng requlred, Lhe purposes for
whlch lL wlll be used, Lhe collaLeral avallable (lf for
a lender), and Lhe expecLed ouLcomes
Deloitte Deloitte and Touche and Touche -- Qatar Qatar Slide 14
Company Cvervlew
8r|ef Company Introduct|on
Mlsslon sLaLemenL
LocaLlon, slze, hlsLory
MarkeL and producLs MarkeL and producLs
Cvervlew of company capablllLles
Cb[ecLlves
Deloitte Deloitte and Touche and Touche -- Qatar Qatar Slide 15
roducts ] Serv|ces
WhaL does lL do?
unlqueness
CompeLlLlve AdvanLage
1echno|ogy
roducLs/Servlces
1echno|ogy
8rlef descrlpLlon
AppllcaLlons
Commerc|a||zat|on Status
8rlef overvlew
Deloitte Deloitte and Touche and Touche -- Qatar Qatar Slide 16
lndusLry Cvervlew
Set 1he Stage
Industry Def|n|t|on and Descr|pt|on
Ma[or players wlLhln Lhe lndusLry
lacLors drlvlng dynamlcs lacLors drlvlng dynamlcs
new producLs and developmenLs
Leg|s|at|on and o||c|es Dr|v|ng the Industry
n|stor|ca| and Iuture 1rends
Deloitte Deloitte and Touche and Touche -- Qatar Qatar Slide 17
MarkeL Analysls
Market Def|n|t|on
rlmary MarkeL
Secondary MarkeLs
Deloitte Deloitte and Touche and Touche -- Qatar Qatar Slide 18
Market S|ze and 1rends
CurrenL LoLal revenues
redlcLed annual growLh raLe
CompeLlLors
The goal of competitor analysis is to understand the strengths,
weaknesses, and strategies of the competition in order to predict their
next moves, as well as to evaluate the ease or difficulty of market
entry
Questions to be answered, relative to the proposed objective, are: Questions to be answered, relative to the proposed objective, are:
Who are Lhe ma[or compeLlLors ln Lhe lndusLry?
WhaL producLs do Lhey offer?
WhaL ls Lhelr markeL share, slze and growLh?
WhaL are Lhelr sLrengLhs and weaknesses?
Deloitte Deloitte and Touche and Touche -- Qatar Qatar
CusLomers
Customer Character|st|cs
Who are Lhey?
Why do Lhey buy?
need saLlsfled by Lhe producL/servlce need saLlsfled by Lhe producL/servlce
Pow ls Lhe need currenLly fllled?
WhaL are Lhe alLernaLlves?
Who makes Lhe declslon Lo buy?
Pow frequenLly do Lhey purchase?
The goal of customer analysis is to predict what customers
will want and need before they ask for it.
Deloitte Deloitte and Touche and Touche -- Qatar Qatar Slide 20
MarkeLlng and Sales lans
Market analysis is the gathering of data related to fundamental
industry characteristics, driving forces of change, and the
creation of value within an industry
MarkeLlng and Sales Cb[ecLlves
LxlsLlng CusLomers LxlsLlng CusLomers
oLenLlal CusLomers
rospecLs LargeLed
Pow prospecLs wlll be LargeLed and quallfled
Deloitte Deloitte and Touche and Touche -- Qatar Qatar Slide 21
MarkeLlng SLraLegles
roducL/Servlce SLraLegy
rlclng SLraLegy
ulsLrlbuLlon SLraLegy
AdverLlslng and romoLlon SLraLegy AdverLlslng and romoLlon SLraLegy
Sales SLraLegy
MarkeLlng and Sales lorecasLs
Deloitte Deloitte and Touche and Touche -- Qatar Qatar Slide 22
MarkeLlng and Sales lans
Market|ng rograms
ulrecL Mall
1rade Shows
AdverLlslng
lnLerneL lnLerneL
ubllclLy/ubllc 8elaLlons
MarkeLlng 8udgeL
r|c|ng
8asls for LargeLed prlce polnL
Marglns and proflLablllLy by volume levels
Deloitte Deloitte and Touche and Touche -- Qatar Qatar Slide 23
MarkeLlng and Sales lans
Sa|es |an
Sales force sLrucLure - (dlrecL or reps)
Sales expecLaLlons/quoLas
Marglns glven Lo lnLermedlarles Marglns glven Lo lnLermedlarles
Servlce and warranLles
Sales 8udgeL
CrganlzaLlonal charL lndlcaLlng planned growLh
Deloitte Deloitte and Touche and Touche -- Qatar Qatar Slide 24
uevelopmenL
k & D |an
Cb[ecLlves
MllesLones and currenL sLaLus
ulfflculLles and rlsks ulfflculLles and rlsks
SLafflng
8 & u 8udgeL and assumpLlons
Deloitte Deloitte and Touche and Touche -- Qatar Qatar Slide 25
CperaLlons
Manufactur|ng]roduct|on |an
Cb[ecLlves
laclllLles
SLafflng SLafflng
SubconLracLors
CuallLy ConLrol
8udgeL / CperaLlng Lxpenses
Deloitte Deloitte and Touche and Touche -- Qatar Qatar Slide 26
ManagemenL
Company CrganlzaLlon
ManagemenL 1eam
AdmlnlsLraLlve Lxpenses
Deloitte Deloitte and Touche and Touche -- Qatar Qatar Slide 27
ManagemenL 1eam
resldenL
v llnance
v Sales
v MarkeLlng v MarkeLlng
v ManufacLurlng
8oard of Advlsors
Deloitte Deloitte and Touche and Touche -- Qatar Qatar Slide 28
ersonnel
numan kesource |an
SLafflng Cb[ecLlves
CrganlzaLlonal SLrucLure
3-3 year growLh plan 3-3 year growLh plan
8udgeL
Deloitte Deloitte and Touche and Touche -- Qatar Qatar Slide 29
Summary of llnanclals
llnanclal Cb[ecLlves
1lme Lo Cash llow oslLlve
1lme Lo proflLablllLy
llnanclal AssumpLlons llnanclal AssumpLlons
CaplLal 8equlremenLs
LxlL Scenarlo
Deloitte Deloitte and Touche and Touche -- Qatar Qatar Slide 30
llnanclals
ro-forma Cash llow ro[ecLlons
ro-forma roflL & Loss SLaLemenLs
ro-forma 8alance SheeL
Deloitte Deloitte and Touche and Touche -- Qatar Qatar Slide 31
Cfferlng
lnvesLmenL 8equlremenLs
ro-forma valuaLlon of 8uslness
Cffer
Deloitte Deloitte and Touche and Touche -- Qatar Qatar Slide 32
Appendlces
8esumes of key ManagemenL
aLenL lnformaLlon
CusLomer LlsL
1esLlmonlals 1esLlmonlals
SupplemenLal llnanclal SpreadsheeLs
8eferences
Deloitte Deloitte and Touche and Touche -- Qatar Qatar Slide 33
lnvesLmenL CllmaLe
Deloitte Deloitte and Touche and Touche -- Qatar Qatar Slide 34
CuesLlons?
Deloitte Deloitte and Touche and Touche -- Qatar Qatar Slide 35