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Getting Financed

Getting Financed. Writing a Successful Financing-Focused Executive Summary 1. Investors/Lenders 2. Questions 3. Equity 4. Debt/Loans 5. Executive Summaries. Financing Perspective Innovative Approach. View Your Business As A marketable asset

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Getting Financed

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  1. Getting Financed Writing a Successful Financing-Focused Executive Summary 1. Investors/Lenders 2. Questions 3. Equity 4.Debt/Loans 5.Executive Summaries

  2. Financing PerspectiveInnovative Approach View Your Business As • A marketable asset • A source of long-term wealth • A creator of jobs • A source of investment income • Yourself • Others who believe www.Cash4Impact.com

  3. What Investors Want • A strong return on investment • Ranges from 8% (friendly, debt) to 40% • A clear pay-off date (exit strategy) • Typically, 3-7 years • A strong management team • A base valuation of company • A plan to accomplish goals www.Cash4Impact.com

  4. Ask These Questions First!Avoid limiting your options • How much money do I need? • What is the money for? • Need working capital? Want to expand sales and marketing efforts? • Need funds for software development? Or to expand company across all areas. • What are your near, mid-range, and long term goals for the company? • Do you intend to sell the company soon? Do you intend to grow through partnerships? Asking the right questions 1st is key to deciding source and amount. Better questions = better decisions. www.Cash4Impact.com

  5. Equity Pursuit • Investor profile sheet • Introduces company and piques interest • Executive Summary • Provides more details to further interest • Business Plan • Full details including financials and projections after signing a conf. agmt & LOI • Supporting material • All material requested after LOI or agmt. www.Cash4Impact.com

  6. Bank FinancingWhat You Need for Access • Abbreviated business plan /Executive Summary • Pro-forma business financials (3 yrs) • Financial statements (2 yrs) • Audited (best), reviewed (good), compiled • Tax returns • Company • Personal • Aged receivables, aged payables • Explanation of any negative business items www.Cash4Impact.com

  7. Equity FinancingWhat You Need to Finalize • Business plan • Pro-forma business financials (5 yrs) • Financial statements (3 yrs) • Audited (best), reviewed (good), compiled • Tax returns for company if no reviewed • Contracts, agreements, other due diligence-requested items • Explanation of any negative business or personal items www.Cash4Impact.com

  8. Abbrev. Business Plan Components -1 • Company Overview / Business Description • Type, location, industry, sales • Products/Services – Description • What company provides • Market Overview / Opportunity • Industry and market background www.Cash4Impact.com

  9. Abbrev. Business Plan Components-2 • Competitive Advantages • What makes you stand out from your competitors • Strategy • What you will accomplish, when, & how • Management • Management team bios, Advisory Board www.Cash4Impact.com

  10. Abbrev. Business Plan Components-3 • Investment or Financing Considerations • Information pertinent to lenders or investors • Summary of Financial Information / Financial Analysis • Snapshot of financials including customer concentration • Sources and Uses of Funds or Proposed Financing www.Cash4Impact.com

  11. Getting Started Additional Information: Solving the Capital Equation: Financing Solutions for Small Businesses Available on Amazon Or get the ebook Help! I Need Money for My Business Now!! www.Cash4Impact.com

  12. Contact Us Thank You! Tiffany C. Wright The Resourceful CEO twright@tocafamilyservices.com Follow my blog, Small Business Finance Forum: www.Cash4Impact formerly http://blog.smallbusinessgrowthcapital.com Toca Family Business Services

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