Business Plans Sales Training BizCentral USA Business Plan Packages, Pricing and Policies Business Plan Sales Training HBIF Meeting 12-09 Presentation By: BizCentral USA

Agenda What is a business plan? Why do clients buy a business plan? Selling A Business Plan SBA Business Plan Sections BizCentral USA Business Plan Offerings Terms of Service Business Plan Steps Conclusion

What is a Business Plan? A business plan is a written document that describes all the relevant internal and external elements and strategies for starting a new venture by an entrepreneur. It is a integration of functional plans such as marketing, finance, manufacturing, sales and human resources.

Why do clients buy Business Plans? It is a requirement by banks and investors for funding. Professional writers can serve as a sounding board to help clients fine tune ideas. Clients want to become better organized and see if their concept is financially viable.

Selling A Business Plan Ask why the client needs the business plan, the industry, and financial goals. Clients that are engaged in new, hybrid, international, or complex industries need to be directed to correct packages. We do not offer discounts for clients with existing business plans. We use the SBA’s preferred format and include industry and demographic research from the U.S. Census or free resources.

SBA Business Plan Sections Executive Summary Objectives Mission Keys to Success Company Summary Start up summary Services/Products

SBA Business Plan Sections, cont. Market Analysis summary Market Segmentation Service Business Analysis Demographics Competitive Edge Marketing strategy Sales Strategy Sales Forecasts

SBA Business Plan Sections, cont. Management Summary Personnel plan Milestones Financial plan Start up funding Important assumptions Break even analysis Projected profit and loss Projected cash flow Projected balance sheet Business ratios

Business Plan Packages 8(a) Business Plan Package $629 Basic Business Plan Package (Start-up) $629 Business Plan Package Plus $849 Business Plan Premium Package $1,599 Business Plan Investor Package $2,599

8(a) Business Plan Pkg. 8(a) Business Plan Basic Package is $629 Client responsible for providing answers to a series of questions and financial data Make sure client understands that all clients accepted into the 8(a) program must complete the 8(a) Business Plan in order to be eligible 1 Revision (7 days) and 48-hour courtesy review

Business Plan Basic Pkg. Business Plan Basic Package is $629 It includes the following options Standard Business Plan 3 Years Financials (sales ≤ $300K) Research & Writing (2 hours) Basic Market Segmentation/Demographics Start-up toolkit 1 Revision (7 days) and 48-hour courtesy review

Business Plan Pkg. Plus Business Plan Package Plus is $849 It includes the following options Standard Business Plan 3 Years Financials (sales ≤ $500K) Research & Writing (3 hours) Basic Market Segmentation/Demographics Basic PowerPoint 1 Revision (7 days) and 48-hour courtesy review

Business Plan Premium Business Plan Works is $1,599 It includes the following options Standard Business Plan 5 Year Financials (sales ≤ $1 Million) Advanced Market Segmentation/ Demographics Research & Writing (6 hours) Basic PowerPoint Past Performance Review Basic Logo 2 Samples / 2 Revisions 1 Revision (7 days) and 48-hour courtesy review 2 hour revision retainer (must be used in 6 months)

Business Plan Investor Package Business Plan Investor Package is $2,599 It includes the following options Standard Business Plan 5 Year Financials (sales ≥ $1 Million) Advanced Market Segmentation/ Demographics Research & Writing(8 hours) Exit Strategy Themed PowerPoint (includes 5 Free Pictures Professional Pictures) Cover Letter 2 to 3 Page Executive Summary Custom Logo 3 Samples / 3 Revisions 1 Revision (7 days) and 48-hour courtesy review 4 hour revision retainer (must be used in 6 months)

Terms of Service We will prepare the initial draft only when content for all sections of the order have been received. Business grant services are not customized or targeted toward any specific funding program. We can recommend a package upgrade if the business plan is not a good fit based on client communication

Terms of Service, cont. Extra content, new sections, or modifications have an hourly charge of $50, paid in advance. We cannot guarantee funding! Financial projections will be created based upon the information provided by the client. We will create your projections based on similarly structured businesses if client does not know.

Terms of Service, cont. Post-draft revisions are due in writing no later than 7 calendar days after the email draft. All requested post-draft revisions must be submitted at the same time. Revisions received after this 7 day period are subject to a $50 per hour quote and only will be completed after the remaining balance and the revision quote has been paid in full. Post-draft revisions are normally completed 2-5 business days after receipt.

Business Plan Steps Sales Confirms order, payment, & emails terms. Customer Care emails General Questionnaire Customer Care explains the process & scheduling Interview with Production Rep to discuss telephone agenda and financials. Production emails the business plan draft within 10 to 15 business days of receiving all information. Client has 7 calendar days to make all revisions. Feedback or revisions of initial draft must be in writing and limited to a single email. Traditionally, clearly described revisions are completed within 5 business days.

Business Plan Steps Production Rep emails the final business plan draft as it will be forwarded to printing department. We provide a courtesy 48-hour review period for client to email us a print ready version (if desired). Customer Care confirms shipping address and collects balance (if any) prior to shipping. Customer Care prints the final copy of Business plan in color and binds it in a "report cover“ Mailed via USPS priority mail

Conclusion Business Plans are a critical document for staying organized. We use the SBA’s preferred business plan format. Banks and investors need to see a business plan before giving any money to start/grow a business. BizCentral USA cannot guarantee funding.