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Everything you need to produce a compelling business plan to raise the capital you want

Eventually, investors and lenders will ask a lot of questions before writing you a check. We know. And we address as many of them as possible for you. (Remember, you can build as you go, always able to come back for more if/when you need it.) See for yourself that BizPlan Builder offers more expertise, tools and connections than any other planning software tool in the world.

We include everything you'll need to for your presentation to investors, banks, the SBA and others—following all of their prescribed formats and requirements. Use as much or as little as you need, and we've already done most of the writing for you.

We’ve added new sections, made major enhancements, and incorporated a variety of new tools to help you succeed:

Pre-Planning Tools

(These are Word documents you can easily edit.)

• Business Assessment Questions
• Executive Team Bio
• Personal Assessment Questions
• Personal Mission Statement
• Start-up Checklist
• Vision Statement
• Writing About Your Business
• Email Introduction to Friends

Cover Letters to...

• an Angel Investor
• a Business Acquirer
• an Investment Banker
• a Lender (includes a Summary Letter for Loan/Line of Credit)
• a Leasing Agent
• a Venture Capitalist

Elevator Pitch Outline & Sample

20-Minute PowerPoint Presentation Template
In slide #8 (of 16) we position your solution relative to everything else... We go to the VC presentations, we've present there too, we also take in everything everyone says and add these ideas to BizPlanBuilder.

Complete Business Plans

Start with Your Choice of Five Complete Plan Prototypes. These are written from the investors and lenders point-of-view. All are complete with integrated samples.

• Concept Evaluation Plan (to test your ideas)
• Retail Store
• Service Business
• Angel/VC Plan Product / Development / Manufacturing Plan
• Internet / e-Commerce Plan (dot.com—a profitable dot.com!)

Each plan is a complete template unto itself. Choose the one most like your business, then you can select a section from any of the other plans and drag & drop it anywhere into the plan you are woking with. The BizPlan Builder document management system lets you open any section you want, add/edit/save, work on another section... assemble your entire plan, complete with formatting and page numbering... print or email the finished plan.

Cover

Title Page

Executive SummaryCompany Overview

• Business Model
• Objectives
• Financing Requirements
• Exit Strategy / ROI

Market Opportunity

• Market Size
• Customer Requirements

Purpose

• Mission / Vision
• Objectives / Goals
• Values

Company Overview

• Legal Business Structure
• Government Regulations

Business Strategy

• Revenue Model / Revenue Sources
• Purchase Options
• Sales Channels
• Strategic Alliances

Everything is available to you, but you may not need it all... click sections on/off with a click in a check box. We've integrated the best of the best sample business plans enabling you to 'cross-pollinate' from many industries to give you the biggest advantage of many ideas for building your unique business.

Product/Service Strategy

• Research & Development
• Useful Features/Benefits
• Proprietary Technology(?)
• Product/Service Life Cycles
• Product/Service Development/Selection Criteria
• Planned Products / Services
• Exhibits
• Service & Delivery
• Service Process
• Costs

Competition

• Competitor Comparison
• Competitive Advantages

Market Analysis

• Industry Analysis
• Market Segments
• Strengths
• Weaknesses
• Opportunities
• Trends
• Customer Profile
• Demographics
• Psychographics
• Customer List

Internet Strategy

• Presence
• E-Commerce
• Privacy / Security

Risk

• Competitive
• Economic
• Environmental
• Government
• Industry
• Liability
• Market

It's crucial that you think through as many possibilities for selling as possible. Leave no stone unturned, and we will help you do it efficiently — be ahead of investors, customers and competitors!

Marketing Plan

• Branding / Positioning
• Features / Benefits
• Pricing / Margin Structure
• Selling Strategy
• Sales Channels
• Executive to Executive
• Direct
• Manufacturer Representatives
• Distributors
• Retailers
• OEMs
• Direct Response Mail
• Telemarketing
• International
• Strategic Alliances
• OEM Relationships
• Joint Marketing Agreements
• Joint Development Efforts
• Direct & Indirect Campaigns

Advertising & Promotions

• Media Objectives
• Media Strategy
• Advertising Campaign
• Preliminary Media Schedule
• Promotion
• Incentives
• Direct Mail
• List Management
• Company Capabilities Brochure
• Sales Support Collateral Materials
• Advertising Budget
• Media Schedule
• Our Spending vs. Industry Average
• Outside Advertising Suppliers
• E-mail
• Roll-out Program
• Trade Incentives
• Customer Service
• Returns & Adjustments Policy
• Publicity / Public Relations

Publicity Strategy

• PR Campaign
• Press Releases
• Editorial Visitation
• Internal/External Newsletter
• Trade Shows
• Sales Support

Management Team

• Backgrounds
• Stock Allocation
• Responsibilities
• Board of Advisors
• Board of Directors
• Outside Support / Consultants
• Staffing Requirements

Operations

• Facilities
• Staff
• Production / Manufacturing
• Costs
• Service Delivery
• Product Fulfillment
• Packaging & Transportation
• Shipping Terms

Present Situation

• Management
• Products / Services
• Market Environment
• Profitability & Cashflow
• Customers
• Operations
• Priorities

Comprehensive, Flexible Financial Models in Excel Workbooks

Choose from 3 All New GAAP-Compliant Financial Models

• Basic Financial Statements
• Integrated Financial Model
• Advanced Model (outlined below)

If you are at all uncomfortable with finance — the language, concepts, meaning, anything — we have included comments within the cells to make sure you are clear about what is being asked. It won't insult your intelligence, but it will prepare you to think, plan, and speak financially. More...

Finance Plan

• Assumptions
• Start-up Costs
• Uses of Proceeds Summary
• Sales Projections
• Market Size / Demand / Growth
• Customer Acquisition
• Seasonality
• Product Mix
• Sales Channel Mix
• Staffing / Space Requirements
• Cost of Goods Sold
• Marketing & Advertising
• R & D, Equipment, Facilities
• General & Administrative
• Financing, Interest, Taxes

Automatic Financial Statements

• (Yr 1/Month, Yr 2-3/Quarter, Yr 1-5/Year)
• Gross Profit Analysis
• Income
• Cashflow: Debt, Equity, Asset Sale / Combinations
• Balance Sheet
• Break-Even Analysis
• (21) Ratio Analysis
• Combination: Past/Present/Future P&L over Balance showing Ratio Trends

Select financial projections from the buttons across the bottom of your screen. Use just what you need. First year detail by month, second & third year detail by quarters, 1-5 year summaries by the year totals... Everything adds up. You can see the math. Expert comments appear to explain every variable.

Valuation / Exit / Investor Deal Analysis

• Exclusive 1-Page Sensitivity (Best Case / Worst Case) What-If? Analysis
• Valuation & Stock Give-Up
• Capitalization Table
• Investment Analysis / 1,2,3 Financing Rounds / IPO / Sale?

There is a lot here, but when you take it one page at a time it makes total sense -- the Assumptions you fill in based upon what you know about your business, industry, and reasonable expectations for the future... take the small, believeble facts and prove-able assumptions and compound them into a what your business could really become. The financial statements fill in automatically. The exclusive one-page Sensitivity Analysis enables you to see the best and worst case scenarios by changing just a few numbers — no need to recalculate anything. How much capital will it take to build your business? When will it make a profit? What's the deal?

Conclusion & Summary

(Close the deal! Ask for the money…)

Free Video: "The Thinking Behind Your Business Plan"

Watch this 100-minute video on your computer. JIAN founder and CEO Burke Franklin talks to a group of entrepreneurs about the various aspects of business planning, and about the audience to whom you are presenting your business idea and plan.

Supporting Documents

There is more to raising money and building a business than just a business plan. We wanted you to have everything you need to get the job done — whether you need to raise money or not.

Non-Disclosure Agreements for:

• Banker
• Leasing Agent
• Investor

Business Plan Distribution

• Deal Summary Template
• Due Diligence Checklist
• Service Business Start-Up Cash Requirements
• New Resource Materials
• Believable Projections
• Business Topics of Interest w/Internet Links
• Developing Your Management Team
• Things to Think About
• What Investors Look For

Supporting Documents

• Articles of Incorporation
• Core Values & Core Practices
• Executive Résumé Template
• Executive Team Responsibilities
• General Partnership Agreement
• Investor Tracking & Follow-up Log
• Personal Financial Statement
• Press Release—Announcement
• Stock Options Tracking Worksheet

Tools to Manage Your Business

• Application for Business Credit
• Business Start-Up Checklist
• Commercial Lease
• Independent Contractor Agreement
• Investor Game Plan
• Investor Newsletter Template
• Invitation to Board of Advisors
• Invitation to Board of Directors
• Lehman Formula Finder's Fee Calculator
• Management Notebook
• Private Offering Disclaimer
• Proceeds of Sale of Business
• Product Feedback Survey
• Service Feedback Survey
• Service Invoice Log
• Services List
• Space Requirements Planning Worksheet
• Trademark Instructions
• Trademark Overview

Built-in Advice & Support

• PowerPrompt interactive guide
• Built-in Sample Plans
• Expert Explanations on Every Subject
• Book: Handbook of Business Planning
• 65 Funding Methods
• FREE Video: The Thinking Behind Your Plan

Online Advice & Support

• BizPlan Updates
• BizPlan FAQ's
• Online Business Plan Workshop
• Expert Referral Network

FREE Advice, Downloads, FAQs & Links

• Sales & Marketing
• Staffing
• Facilities
• Finance
• Legal
• Funding Sources
• Market Analysis
• Links to the most reliable business databases, libraries, and news services available.
• Technical Support
• Links to our growing worldwide database of expert mentors and consultants

Software Features

• Usability-Tested interface design
• Automated Document Management
• Automated, Integrated Spreadsheets
• Import/Export Data from Microsoft Office, Excel, Word, and more