A full 1- DAY Program - Building & Funding Your Business Plan: Yes, you need to create a business plan! No, someone else should not write it! And you also need to understand how to finance your plan! So we put it all together into a successful one-day program.

Morning Session: Your business plan is an organizing tool and a sales tool. It is a logical sequence, factual and concise! It is inspirational...but cool and clear. Without a business plan you risk losing your investment! This workshop gives you all the tools needed to plan your new business. How to demonstrate the need for the product or service, show your chances of success, balance marketing & operations plan, fixed expenses and capital purchases. Prepare a realistic, working Cash Flow forecast.

Included: Subway Box Lunch

Afternoon Session: Learn the facts about making a good first impression with your Banker. It’s not easy during your first loan request meeting. Many people are turned down because they’re not prepared! But if you answer our 7 basic questions, you’ll present what every Banker wants to hear. Preparation starts by checking your credit score. Then, learn the latest, updated Banker’s “5-C” checklist. Guide your Cash Flow and capital purchase decisions using the Leasing Broker’s Buy/Lease Rule. Learn SBA’s six basic requirements for a loan guarantee. Check your loan request against accepted loan criteria scoring parameters. Beware the most common “Red Flags.” Work out the details you need to know during the workshop Q&A session.