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Business Plan Financials: Reading and Understanding Your Balance Sheet What is a Balance Sheet? More importantly, what do investors look for within the Balance Sheet? Let’s talk about what’s needed to create, read, interpret, and defend the balance sheet within your business plan. Creating the Balance Sheet […]

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Business Plan Financials: Reading and Understanding Your Profit & Loss Statement The heart of your business plan is your projected financial statements. After the Executive Summary, banks and investors come to this area. But did you know that banks and investors are looking for different items within […]

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Top 7 Things Angel Investors Look For Within Your Financial Forecasts When an investor reads your business plan, they usually pay special attention to the financial forecast. Your financial forecast is comprised of your Profit & Loss Statement, Balance Sheet, Cash Flow Forecast, and Break Even Analysis. […]

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Most become unnerved when they are at the stage in their business development when they have to present their business plan to a bank.  This is because banks are very meticulous when it comes to lending out big bucks for a business.  Some of the greatest concerns […]

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Does Your Executive Summary Serve Its Purpose? If you are the owner of a small business looking for capital to expand the business, you know how important Executive Summaries can be. The purpose of the Executive Summary is to excite the angel investor enough that he or […]

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What Investors Really Look For Before Funding Your Business Plan – Pro Tips! Communicating your business’ plan to investors can be very intimidating but it is crucial to be well prepared if you want to hit the bull’s eye. Here are 5 questions most investors ask while […]

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So you’re an entrepreneur who has been working their fingers to the bone for quite some time.  Now that you have established yourself, it is the perfect time for you should strongly consider growing your business.  But how does one go about doing so?  This article is […]

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The Market Opportunity Section of Your Business Plan The first section of your investable business plan is the Market Opportunity section. Let’s start with the bad news. The chances of obtaining all the market opportunity information being in one single database waiting to be extracted and used […]

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Business Plan Tip: Don’t Fear FOMO (Fear of Missing Out) FOMO, or Fear of Missing Out, is a great concern for many small business owners. We are concerned about missing the next big trend and how that will affect us 2, 5, 10 years from now. However, […]

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The Real Reason No One’s Giving You Money Here’s an excerpt from my book, Creating Business Plans that Actually Get Financed. Enjoy! Most entrepreneurs are unsuccessful in their pursuit of business financing for one of the following reasons: 1. Their idea won’t be profitable enough to interest […]

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