Business Plan Preparation Financial Plan

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Business Plan PreparationFinancial Plan
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• Frank MoyesLeeds School of Business
• University of ColoradoBoulder, Colorado

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Tonight

• Management Plan
• In the Fire - Marketing plan
• Prepare 6 slides
• 2 sessions with outside visitors
• Hand-in
• Marketing Plan
• Customer surveys
• Financial Model workshop
• Monday April 10 and/or April 11 at 600

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Next Week

• Funding Plan
• Offering Valuation
• Executive Summary
• In the Fire (4 slides)
• Operations Plan
• Development Plan
• Hand-in
• Operations Plan
• Development Plan
• Management Plan
• Income Statement 5 yr

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(No Transcript)
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Management Plan

• Management Team
• Key roles
• Brief description of experience
• Compensation
• Org chart

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Company Organization

• Describe how your company will be organized
• Prepare an organization chart
• Will you have a board of directors?  
• Will you have a board of advisors?

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Company Organization II

• What is the ownership structure of your company?
• What percent of the company do each of the
  founders own?
• Do you plan to have a stock option plan?
  Incentive plan?

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Management Team

• Describe the founders and principal managers who
  will run your firm.
• Write a short paragraph on each of the key
  managers?  (Include resumes in the Appendix)
• What will be their duties and responsibilities?
• What unique skills do they bring to the venture?
• How will they be compensated?
• Is there a significant hole in the team? How do
  you propose to fill it?