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a) Company name, address, and phone number.
b) Name of key personnel.
c) Brief description of the business, its products and services,
and the customers problems they solve.
d) Brief overview of the market for your products and
services.
e) Brief overview of the strategies that will make your firm a
success.
f) Brief description of managerial and technical experience
of key people.
g) Brief statement of the financial request and how the money
will be used.
h) Charts and tables showing highlights of financial forecast.
|





 
a) Entrepreneur vision for the company.
b) ³what business we are in´?
c) Values and principles on which the
business stands.
d) What makes the business unique?
What is the source of competitive
advantage.
 










a) Company founding.
b) Financial and operational highlights.
c) Significance achievements.
è›





ÿ) Industry analysis
a) Industry background and overview
b) Significant trends.
c) Growth rate.
d) Key success factors in the
industry.
B) [ 


 




 

a) Operational
b) Financial
c) others
‰›



 
ÿ. Desired image and position in market.
B. SWOT analysis
C. Competitive strategy
a) Cost leadership
b) Differentiation
c) focus
Î

 



 
 

a) Product and services features
b) Customer benefits
c) Warranties and guaranties
d) Uniqueness
›  
 
 


 


  



a) Raw material
b) Costs
c) Key suppliers
 
  




 
 
  
a) Complete demographic profile
b) Other significant customer
characteristics
›



 

 
 
  

a) How large is the market?
b) Is it growing or shrinking? How fast?
 




ÿ. Media used- reader, viewer, listener
profiles
B. Media costs
C. Frequency of usages
D. Plans for generating publicity
o
ÿ. Cost structure
a) Fixed
b) Variable
B. Desired image in market
C. Comparison against competitors price.

 

 
ÿ. Channel of distribution
B. Sales techniques and incentives
!
 


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a) Demographic analysis of location versus target
customer profile
b) Traffic count
c) Lease/ rent rates
d) Labor needs and supply
e) Wage rate
›!

a) Size requirement
b) ÿmerican with disability acts
c) Layout plan
|
 



ÿ. Existing competitors
a) Who are they/ profile
b) Strengths
c) Weaknesses
B. Potential competitors
 
 

  
ÿ. Key managers and employees
a) Their backgrounds
b) Experience, skills and know how they
bring
è

 

ÿ. Form of ownership
B. Company structure
C. Decision making authority
D. Compensation and benefits analysis
‰ 


ÿ. Financial statements
a) Income statement
b) Balance sheet
c) Cash flow statement
B. Break even analysis
C. Ratio analysis
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