FOUR WEEK PROCESS DESCRIBED
Educational Topic: Planning For A Successful Business
Implementation Step: Create a lender-compliant business plan with financial projections using an easy to use, state of the art, cloud-based platform.
Educational Topic: Building Business Credit
Implementation Step: Develop an optimized Personal Financial Statement and credit profiles for optimization (including the creation of a strong business credit profile, i.e, Dun & Bradstreet PAYDEX score allowing the business to access credit under the EIN versus SSN of the owner(s)).
Educational Topic: Financial Management
Implementation Step: Complete a Financial Needs Analysis and establish a long-term financial plan.
Educational Topic: Banking & Money
Implementation Step: Create a “Capital Match” to identify the best source(s) of capital based upon each participant’s unique circumstances. Examples of available capital include affordable SBA loans, investment capital (money that doesn’t have to be paid back like loans do), and hundreds of other options.
At the end of the thirty day program, participants are rewarded with:
1. A Certificate of Completion acknowledging their diligence and new knowledge.
2. A lender/investor-compliant business plan* package for both internal use and, if desired, to access funding.
3. Improved knowledge and access to capital resulting in a more profitable and better positioned business, i.e., stronger Dun & Bradstreet PAYDEX score, improved bank rating, funding needed to start/grow a business, etc.
*Business plan includes a one page “pitch sheet”, executive summary, opportunity description (problem, solution, target market, competitive analysis), execution plan (marketing plan, sales plan, operations plan, key milestones), company information (ownership team, management bios, advisors), financial plan (key assumptions, revenue, expenses, profitability, use of funds, source of funds), financial statements (income statement, balance sheet, and cash flow statement), industry specific benchmarking, etc. We can also link your accounting software, like QuickBooks, to create and maintain a virtual dashboard as an on-going management tool.
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