bizbuilder step 3: business plan presentation. entrepreneurship, 11 th edition mariotti and glackin...

BizBuilder Step 3:

Business Plan Presentation

Entrepreneurship, 11th EditionMariotti and Glackin with NFTE

© 2010 Pearson Education, Upper Saddle River, NJ 07458.

All Rights Reserved.2

[Company Name] [Logo—insert below as clip art]




Executive Summary Business Definition Target Market Key Marketing Strategy Goals Ownership Financing Request Use of Funds & Exit Strategy




Overview Mission Vision Culture




Company Description Industry Type of firm (manufacturing/wholesale/service)

Strategic advantage Legal structure Physical location & geographic

reach Ownership structure




Opportunity Analysis Industry analysis

Size Trends Characteristics

Target market Size Trends Characteristics




Opportunity Analysis II Environmental Analysis

SWOT AnalysisStrengths Weaknesses

Opportunities Threats




Opportunity Analysis III Competitive Analysis

Key competitors (analysis on next slide) International competitors Competitive advantage or Unique

Selling Proposition (USP) Tactics to support the strategy Barriers to entry




Competitive AnalysisYour CompanyWeighted Rating

Competitor #1Weighted Rating



Quality

Price

Location

Selection

Service

TOTAL




Market Segmentation Strategy Geographic Scope Size of Total Market Size of Target Market Customer Profile




Marketing – Products/Services Products/services to be sold Customer needs to be met Features and benefits Product life cycle stage(s) Intellectual property protection




Marketing - Pricing Strategy Structure Profit margins Discounts (Optional – Economics of One Unit Slide)




Economics of One UnitDefinition of one unitSelling price per unit $Direct labor $Materials $Total COGS per unit $Other variable costs $Total variable costs $Gross profit per unit $




Marketing - Promotion Advertising Branding Marketing materials Publicity Customer service




Marketing - Place Location

Advantages Disadvantages Surrounding businesses & access

routes Vehicular traffic Work force availability




Marketing - Philanthropy Philanthropic strategy Organizations to support Rationale




Management Team

President/CEO

Marketing Operations Finance




Employees/AssociatesFull-time employees Present needs Future needs Benefits Training

Part-time employees

Present needs Future needs




Research & Development Types of research in which

engaged Industry research in progress Intellectual property protection




Location & Facilities Type of building and equipment Technological tools Access to technology




Inventory & Production Supply chain (illustrate) Manufacturing process Economies of scale Innovations in production, inventory

management, or distribution Production-distribution channel(s) Lead times




Quality Assurance Methods of defining & ensuring

product/service quality Critical components of quality

assurance Value of quality assurance to

customers and the organization




Sources & Uses of Capital Amount of capital required

Funds from personal resources Funds committed

Type of funds and terms Uses of funds raised with timeline Start-up costs Payback period




Cash Flow ProjectionsQ1 Q2 Q3 Q4 YR1 YR2 YR3

Starting Cash +

Cash in from Operations

+

Cash out from Operations

-

Cash in from Investing

+

Cash out from Investing

-

Cash in from Financing

+

Cash out from Financing

- _______ _______ _______ _______ _______ _______ _______

Ending Cash Balance




Balance Sheet ProjectionsASSETS Current Assets

CashAccounts ReceivableInventoryOther Current Assets

Total Current AssetsProperty and Equipment, at cost

Furniture and EquipmentLess Depreciation

Net Property and EquipmentOther Long-Term Assets

Total AssetsLIABILITIES AND OWNER’S EQUITYCurrent Liabilities

Accounts PayableOther Liabilities

Total Current LiabilitiesLong-Term Liabilities

Long-Term DebtOther Long-Term Liabilities

Owner’s EquityTOTAL LIABILITIES AND OWNER’S EQUITY

After start-up costs and before first saleASSETS Current Assets

CashAccounts ReceivableInventoryOther Current Assets

Total Current AssetsProperty and Equipment, at cost

Furniture and EquipmentLess Depreciation

Net Property and EquipmentOther Long-Term Assets

Total AssetsLIABILITIES AND OWNER’S EQUITYCurrent Liabilities

Accounts PayableOther Liabilities

Total Current LiabilitiesLong-Term Liabilities

Long-Term DebtOther Long-Term Liabilities

Owner’s EquityTOTAL LIABILITIES AND OWNER’S EQUITY

After first year

25




Income Statement Projections1Q 2Q 3Q 4Q YR1 YR2 YR3

Net Sales Revenue

Cost of Goods Sold ________ _______ _______ _______ _______ _______ _______

Gross Profit

Operating ExpensesGeneral Expenses

Other Expenses ________ _______ _______ _______ _______ _______ _______

Net Income Before TaxesTaxes ________ _______ _______ _______ _______ _______ _______

Net Income




Return on SalesReturn on Sales (ROS)Yearly Net Profit ÷ Total Sales × 100 %

$0.00

$0.20

$0.40

$0.60

$0.80

$1.00

ROS

$1 of sales

Amount of $gained/lost bysales

(Double click on chart to add information)

27




Breakeven AnalysisNumber of units that must be sold to

break even:

per month: __________ units per year: ____________ units




Ratio AnalysisRatio Company Industry VarianceCurrent

Quick

Debt

Debt to EquityTimes Interest Earned




Ratio Analysis IIAve. Inventory TurnoverReceivables TurnoverAverage Collection PeriodAverage Payable PeriodTotal Assets TurnoverNet Profit on SalesNet Profit to Equity




Plan for Use of Funds

Working capital $Equipment $Fixtures $Furnishings $Real estate $Other $TOTAL $




Funding Request Amount Type Terms




Risks & Barriers Key risks and assessment of

impact Barriers to plan success Plans to mitigate risks and reduce

barriers




Exit Plan Options

Option 1 Option 2 Option 3

Time frame




Milestones Critical milestones listed with

dates PERT chart




Opportunity Summary Highlight 1 Highlight 2 Highlight 3 Highlight 4 Highlight 5




[Company Name]Thank you!

bizbuilder step 3: business plan presentation. entrepreneurship, 11 th edition mariotti and glackin...

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