BizPlanBuilder 10 QuickTour - Business Power Tools

BizPlanBuilder 10 QuickTour - Business Power Tools

Welcome to BizPlanBuilder Powered x BizPlanBuilder The easiest, fastest way to raise $50,000 to $50,000,000 Create the ultimate brochure for investors, lenders and everyone else whose support you need! Intuitive & logical makes sense along the way, helps you explain your concepts to bankers and investors

20+ years of refinement with real projects of all kinds! What lenders & investors want to know Building a business requires more than just an idea and a plan. For a moment (and you may need to refer to this moment often), put yourself in an investor's shoes... What would YOU want to know about a business before you invested in it? We often recommend investing (or imagine investing) in a friend's business just to get the mental, physical, emotional, and spiritual experience of investing your precious CASH in someone elses business. Now, more than ever, you must be convincing to the bone. And, expect that intelligent people with money will feel comfortable with you and your answers. You will find that, no matter who you are and what you are doing, youre going to need answers to these basic questions (Next slide): Powered x BizPlanBuilder Your business plan must make sense!

Powered x BizPlanBuilder Who are you and why are you in business? What is the situation/pain/need in the world and how big is the market? What is the opportunity here and what are you selling? How is your business structured and how will you make money? Who are your most important customers?

How will you reach and inspire them to buy from you? Who else is doing the same thing and how do you compare? Do you have any strategic partners who will help? Who are the people running your business and what experience do you/they have? Who are your advisors and who is (will be) on your board? Where are you today and what have you accomplished so far? How much money do you need and what will you do with it? Getting Started with BizPlanBuilder 1. BizPlanBuilder provides a secure 128-bit system for developing and managing your business plan(s). Enter a 6-15 character username and password. 2. We install the application in your programs folder, but the data/document files can be moved and shared. Default location: 1. XP/2000 - C:\Documents and Settings\All Users\Documents\JIAN Documents\

(While browsing Folder name Documents will be displayed as Shared Documents) 2. VISTA - C:\Users\Public\Documents\JIAN Documents\ 3. Click the Change button, then browse to the folder where you can access your shared plan(s). 4. Collaboration is easy You can add as many users as you like. Other Biz Plan Builder users can easily browse to the same folder on the server or your PC. Powered x BizPlanBuilder Access all of your JIAN projects here If you are just getting started, click here. Click on an active project. These can also include your Employee Policies Manual, Marketing Plan, Stock Options, and other projects developed using JIAN software. You can use previous projects as

templates for future projects (perfect for consultants). If you have BizPlanBuilder v8.x-v9.x, click here to browse in the JIAN folder in the Programs folder on your C: drive. (Click the .ini file to automatically upgrade to v10) To see the ideal sample plan that provides the most options and ideas for your business, we recommend the Angel/Investor plan. Powered x BizPlanBuilder Choose the tools that you want. BizPlanBuilders progressive business planning system lets you start small and use what you need when you need it. All products and variations include descriptions enabling you to choose which one is best for you. All of our plan prototypes have

been thoroughly updated. Choose the JIAN tool and plan type you want Click on the sections you want to include (you can easily add or remove them later). Or Select All Powered x BizPlanBuilder Next, Fill in Global, Company Variables Enter basic business variables. You can either share this plan with your team or clients for collaboration or keep it private. These will automatically fill-in throughout your plan. You can come back to this page and make changes anytime you want variables will automatically change in your plan when you reopen sections. Create multiple plans based upon previously developed plans.

Powered x BizPlanBuilder Accessing & Working with the Content The sections for your business plan are listed on the left. This is a Microsoft Word document. These are Word menu icons you already know how to use this tool! Double-click the document title to open the section for editing. Start at the top and work your way down, or jump in anywhere you want. Drag & drop to change the order of the sections. To Change the Name of the section, RIGHT-click on it for a prompt Include / Exclude sections to be printed and assembled into final plan Click and drag vertical bar to expand your workspace. Powered x BizPlanBuilder

You can easily open any section and paste text from previous plans into BizPlanBuilder. Editing the Text Using MS Word Turn Expert Comments ON/OFF* Click to the next variable. Link to online User Manual. Link to online resources. Preformatted documents use Style Sheets making it easy to control formatting throughout your plan. *Expert comments throughout offer suggestions, explain issues, and give direction. Its easier to edit than to write from scratch actual, usable text is already written for you add, edit, and customize using Word. Choose the financial model you want here. Powered x BizPlanBuilder Index of All the Tools Youll Need

You can add a copy of any component from the light gray area to your Current Plan. Plan components from other plans will go into the white area, and will be included in your assembled plan as long as they are checked in the item list. If you decide you dont want to use it in your final plan, simply uncheck the box to the right of the component name. White: Current Plan Areathe elements youve already selected Gray: Masters Areaall the plan elements, additional tools and files. To Add a Section: Scroll down into the Gray area, click the [+] to open the sub-headings. RIGHT-click the SUB-heading to Add the section/document to your active plan. Powered x BizPlanBuilder Flexible document assembly system Theres more you can do with this system. Add any other document to your plan easier than cutting & pasting.

Add a blank documentmakes it easier for customization and format/style control. Move or copy entire plans move a plan from your private folder to your shared folder. Export to HTML Using Word, you can also save your plan as HTML/ Web Page for posting to your website! Automatically select specific financial model pages to include with your assembled plan. Powered x BizPlanBuilder Save, Assemble & Export Your Plan Click here to assemble and export your completed plan Click here to SAVE your working document. (Use Save vs. Save-As let the system manage the filing of you

documents. I f you use save-As your docs will be put into another folder that BizPlanBuilder cannot locate on its own.) Automatic Format BizPlanBuilder will automatically assemble your document and include page #s and a table of contents. Powered x BizPlanBuilder Choose Your Financial Model First click on the [+], then RIGHT-click the sub-heading to choose and add to your plan. Basic Financial Statements Perfect for creating great-looking presentation quality statements. Financial Model - Intermediate This is a workbook with the financial statements linked together. Perfect for bank loan applications, etc.

Financial Model - Comprehensive This is the model you want if you are putting together numbers for Venture Capital. Build it from the bottom-up (add the costs) and/or from the top-down (costs as a % of sales). This model rivals many financial forecasting and cash-flow models costing upwards of $500! Powered x BizPlanBuilder Set Up Your Financial Model All sections of the model are fully linked. Unlike many Input->Black Box->Output financial models, here you will be see the math, understand how your financials are constructed and be able to explain (Bankers & investors will understand and have fewer questions for you!) Enter basic info here. Expert comments in the cells ( ) clarify what is needed and make suggestions. Choose how you will set-up your profit centers these show throughout your entire model. (They can be changed.)

Click bottom tabs to view each page. Fill in your assumptions (1 page for each set these automatically calculate and display throughout the model. Powered x BizPlanBuilder We use Excel so you enjoy complete flexibilityyou can change and adjust everything to suit your business! To unprotect a page, pull-down under Tools. Let go on Protection Project the Future Building Upon the Past If you have the historical financial information, you can easily enter your Income & Balance Sheet info for the past 3 years, BizPlanBuilder enables you seamlessly project future revenue & costs. These numbers are available in the Assumptions pages to show that you are projecting reasonable numbers based on some historical trend. You can create statements integrating the past with the future. (We do not yet download the data from QuickBooks or Peachtree, but given how few numbers are required, this is fairly easily done by

hand for now.) These numbers also contribute to your overall picture showing where youve been and where you are going. Powered x BizPlanBuilder Prove Your Potential This Revenue/Demand Model page enables you to demonstrate the growth your business can achieve given a set of believable assumptions (It is more believable when you build from a set of smaller, reasonable assumptions.) First, enter your market segments and total market Project the response by category Calculates the number of customers Enter your planned prices Project response to additional products & services Calculates total revenue (this feeds the entire model) Factor in a few additional revenue sources (if anywe prompt you to think about them!) Enter overall expense budgets Calculates a rough projection of future profits. (These are used on this page only, the rest of the model

enable you to refine and improve your results. Notice how you can show where your sales come from! Powered x BizPlanBuilder Plan for People + Space Now & Later Enter # of square feet to allocate per person (150 -250 commercial realtors will want you to be generous!) Estimate the cost/sq ft. Enter the number of people who will work in each job. (Often it will be just 1, yet some jobs will have many people doing the same thing no need to have a separate line for each one!) Allows for projecting salaries for current management team and employees, as well as those who will be hired using investment / loan proceeds (green shaded area). All numbers are carried through to the Capital Requirements page as well as each respective Assumptions page.

Powered x BizPlanBuilder HR-Plan page multiplies the number of people by their salary. (You can also include a % for benefits.) How Much Money Do You Want? Fill in your capital requirements using this handy, integrated worksheet. You can change all headings to suit your needs. You can add additional lines as needed. (The system pulls from the total line at the bottom of the category, so your additions will be included.) Capital needed to hire the people (from your HR Plan page) automatically appears here. Capital required for each business area automatically carries forward to the respective Assumptions page. For example, Total Additional capital for

Marketing will be included on the Assumptions-Marketing page. Powered x BizPlanBuilder Fill in %s or Overwrite the Formulas This table enables you to project (intend/drive/budget) the mix of sales by product line or channel in the future. Revenue, based upon your overall revenue from the Revenue Model page X the Sales Mix table appears here. Use this table to project seasonal revenue by month (and by quarter for years 2-3) You can simply type in a number over the formula anywhere you like. Goof? Just copy the formula from another cell to immediately repair the mistake! Other Assumptions pages are easily accessed via the tabs. Powered x BizPlanBuilder

Automatically Generates Statements Looks are important (without overdoing it) BizPlanBuilders statements are good-looking and easy to read and understand. If you dont need all of the rows available, just pull-down under the Format heading and let go on Rows, then Hide them. Negative numbers appear in red. All Statements include Year 1 x Months Years 2 & 3 x Quarters Years 1-5 x Years Powered x BizPlanBuilder More Ratios than Most Business Plans! Measure the performance of your business using all of the standard metrics, plus a few

extras. These are automatically calculated from other statements in the BizPlanBuilder system. Like most statements, just click on the tab at the bottom of the chart to see an automatically completed page. Print the entire model with the click of a single button Or, you can print each page individually. Make any changes to the assumptions and the entire system recalculates! Links to BizStats.com are included enabling you to compare with other businesses in your industry. Powered x BizPlanBuilder Exclusive 1-Page Sensitivity Analysis Easily show a best / worst case analysis side by side with your planned projections Without having to reenter or recalculate and explain your entire financial model! Notice that these categories carry throughout from your original set-up.

Just enter % for each category as they relate to your planned estimates. For example: Worst Case Sales = 70% of plan Best Case Sales = 120% of plan At the bottom, you can enter the % probability of each scenario and the worksheet will calculate the weighted projected profit. Powered x BizPlanBuilder Valuation & Stock Give-Up Answers to the question everyone asks: Whats your business wort h? Here is a glimpse of the worksheets that help you calculate the value of your deal through 3 rounds of funding. We use several proven and acceptable methods: Harvard Model First Chicago

Discounted Future Cash-flow Typical VC method Weighted Average of the above You plug in a few basic assumptions and BizPlanBuilder calculates it out for you. Powered x BizPlanBuilder Thoroughly Understand Your Deal! The Investor Analysis worksheet helps you to understand the mechanics of your deal. It is linked within the system and will enable you to project multiple rounds of financing with the ROI for each. You can easily compare several scenarios at the same time. We recommend that you do not include these pages with your business plan presentation this model is designed to help you

understand the value of your project and be prepared to negotiate a good deal with investors. Powered x BizPlanBuilder Cap Table Demonstrates Growth Investors always ask, How much of the company do I get for my investment? This is the best way to show them as well as show them how their shares will appreciate Enter you proposed share price for each round (and sale or IPO). BizPlanBuilder calculates the IRR, Dilution and investment return (10X, 20X) Everything in your plan builds your case for this page! Powered x BizPlanBuilder

Intuitive User Management Add an unlimited number of users to enable collaboration share your projects with your team and distribute the work! Pull-down under User to easily add as many other users as you would like. Edit Permissions for each plan separately. (The same user list will appear, but you can set the access permissions per each individual plan.) If a user has No Access, the plan will be hidden from their view. Powered x BizPlanBuilder Easy Check-Out & Check-In Check-Out & Check-In enables

controlled collaboration. If a file is checked-out, other users will be able to access it in readonly mode until is has been checked back in. When a document is checked-out it is automatically deposited into your local folder. Checking it back in is automatic just return it to the local folder with the name unchanged and click the Check-In link Powered x BizPlanBuilder More Documents Get You Funded! Non-Disclosure Agreements Business Plan Distribution Deal Summary Template Due-Diligence Checklist

Service Business Start-Up Cash Requirements New Resource Materials Believable Projections Business Topics of Interest w/Internet Links Developing Your Management Team Things to Think About What Investors Look For Supporting Documents Articles of Incorporation Core Values & Core Practices Executive Rsum Template Executive Team Responsibilities General Partnership Agreement Investor Tracking & Follow-up Log Personal Financial Statement Press ReleaseAnnouncement Stock Options Tracking Worksheet Powered x BizPlanBuilder Tools to Manage Your Business Application for Business Credit Business Start-Up Checklist

Commercial Lease Independent Contractor Agreement Investor Game Plan Investor Newsletter Template Invitation to Board of Advisors Invitation to Board of Directors Lehman Formula Finder's Fee Calculator Management Notebook Private Offering Disclaimer Proceeds of Sale of Business Product Feedback Survey Service Feedback Survey Service Invoice Log Services List Space Requirements Planning Worksheet Trademark Instructions Trademark Overview More Than Stationery Store Forms! Invitation to Join Board of Advisors

You can buy forms almost anywhere, but if you want a letter intended to attract an intelligent, aware and conscious human being of means, you will have to do better than that. Here is a sample of just one letter we have included to help you attract the people who can help you. For example, having a strong Board of Advisors tells investors that you have done your homework and have people around you who can open doors as well as help prevent mistakes. The major difference between an Advisor and a Director is that a director usually has a fiduciary, therefore legal, responsibility to shareholders. Advisors are there to offer free advice and expertise on matters often concerning marketing, product development, planning and organizing, etc. A good board of advisors adds significant comfort and validation to investors. [Date] [Advisors Name]

[Advisors Company] [Address] [City], [State], [Zip/postal code] Dear [First Name], I am writing to invite you to become an advisor to [Company formal name here] ([Company]). I feel that your experience in business as well as your knowledge of the [your industry] industry, plus your knowledge of [Company] would be a tremendous asset to our success. The purpose of this letter is to set forth our understanding of the terms of your participation with [Company], including your role and compensation. It is important to us that your involvement makes a tangible, measurable and profitable contribution. It is also important that you are inspired to support [Company] over time, and to focus your energies on successfully and efficiently contributing to our company goals. Ideally, your start date would be [Starting Date]. We propose the following: Participation/advice regarding: Monthly meetings to review the course and direction of [Company]. Planning and organizing. Product development, production, marketing. Compensation Upon acceptance of this offer you will be granted an option to purchase [100] shares of [Company] common stock, fully vested, and otherwise under the terms and conditions of the [Company] incentive stock option plan, for [each Advisory Board meeting, or per month, or ] . In addition, you will receive 1 Option for each Net Income Before Tax (NIBT) dollar earned, up to a maximum of [12,000] shares per year to a total maximum of [Thirty-six Thousand] Share

Options (36,000). In the event of an acquisition or public offering, [Company] shall pay your option exercise. Hold Harmless We understand that your primary concern is that you be retained as an advisor only by [Company], and that all decisions reached be reached as a result of the independent judgment of the executives of [Company]. Accordingly, should any action against [Company] in law, equity, or government regulation result from any action or decision made in whole or in part as a result of your advice, [Company] shall indemnify you and hold you harmless from any claim. By signing this offer as your acceptance, and returning it by [Date], you acknowledge and agree that the terms set forth in this letter constitute our entire understanding and agreement regarding your advisorship. Powered x BizPlanBuilder Requires Recent Microsoft Updates Since BizPlanBuilder uses Excel & Word (or Office), please be sure to visit Microsofts website to download all of the latest service packs! Theyre FREE so please be sure to install them. Anti-Virus You may need to temporarily deactivate your virus protection programs when installing BizPlanBuilder. More info on our homepage:

www.JIAN.com Click here for answers to FAQs Powered x BizPlanBuilder Your Recipe for a Successful Business The easiest, fastest way to raise $50,000 to $50,000,000 Intuitive & logical makes sense along the way, helps you explain (sell) your concepts to bankers, investors and others! Easy to re-enter any time to edit and update. (You will!) Click Here for Technical Support Click Here to Order $149.77 Powered x BizPlanBuilder

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