Welcome to BizPlanBuilder®
• The fastest easiest way to
raise $50,000 to $50,000,000
• Create the ultimate ‘brochure’
for investors, lenders and
everyone else whose support
• Intuitive & logical – makes
sense along the way, helps
you explain your concepts to
bankers and investors.
• 20+ years of refinement with
real business projects of all
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 position... What would YOU want to
know about a business before you invested in it? We often
recommend investing an amount of money in a friend's business
just to get the mental, physical, emotional, and spiritual
experience of investing your precious CASH in someone else's
business. Now, more than ever, you must be convincing to the
bone. And, expect that intelligent people with money will want to
feel comfortable with you and your answers. You will find that,
no matter who you are and what you are doing, you‘re going to
need answers to these basic questions (Next slide):
Your business plan must make sense
Who are you?
Why are you in business?
What is the opportunity here?
What is the current situation in the world?
How big is the market?
What will you sell?
How is your business structured?
How will you make money?
Who else is doing the same thing?
How do you compare?
Who are your most important customers?
How will you reach and inspire them to buy from you?
Do you have any strategic partners who will help?
Who are the people running your business?
What experience do you/they have?
Who else are you working with?
Who are your advisors? Who is on your board?
Where are you today?
What have you accomplished?
How much money do you need to start / grow?
What will you do with the money?
What’s the deal?
How much money will investors make?
When & how will investors make their money back?
Let‘s Get Started With BizPlanBuilder
1. The main part of your business plan will consist of
the narrative text – choose one of these Word
templates to get started. (Rename it as you like.)
2. The ‗Angel/VC‘ plan is the most recent revision of
BizPlanBuilder ‗Classic‘ and is the best choice for
presenting to Venture Capital and Angel investors.
The Concept Plan is good for a quick overview of
your business idea–it is the same as the Executive
Summary in the Angel Plan, but can be added later as
the intro to any of the plans types. Use the Internet
Plan if your business is predominantly on the web. If
you are starting or developing a retail store, we
recommend the Retail Plan. The Service/Bank is
perfect for a personal type service business and is
ideal for seeking a bank loan. You can always add
elements from the other other plan models as well as
supporting documents in the folders below.
You can customize your plan for your industry as fast as any other business plan software promoting
‗hundreds of samples‘ in just a few seconds and have a better plan when you are done! (You‘ll see why by the
end of this presentation.)
Expert Comments Throughout
We have added expert
comments to help you
understand what to do and
why. These appear as green
text between the paragraphs
that you will edit.
If you cannot see them, please
pull-down under Edit to
Click on the View tab (as
Click on the Hidden text box.
Click on the Print tab, repeat
this procedure if you [don‘t]
want to print the expert
comments as well.
Customizing Your Plan
The first thing you likely will want to do is
insert your company name throughout your
Pull-down under Edit to Replace.
Type in ‗[Company]‘ in the upper box, then
type in your company name as you want it to
appear throughout your plan. (Although our
company is officially ‗JIAN Tools For Sales,
Inc.,‘ we would use just ‗JIAN‘ here.
When you click OK, your company name will
automatically replace ‗[Company]‘
throughout your plan.
Go ahead and edit the business plan template
to suit your business.
Choosing Your Financial Plan
The Comprehensive Financial
model is likely your best bet
for a complete budget and/or
forecast. Especially if your
company or product is new.
Use the Bank/Service model
to calculate costs for a service
business as well as to present
your numbers to a bank for a
The additional (basic
financials) pages will suffice if
you just need a good-looking
financial statement to fill-in
for a presentation.
All JIAN spreadsheets use an Excel workbook – tab from page to page by
clicking the tabs at the bottom of your Excel window.
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… (Better
yet, 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 will show throughout your
entire model. (They can be changed.)
Click tabs at the bottom to view each page.
Fill in your assumptions (1 page for each set We used Excel so you enjoy complete flexibility—you
– these are used to automatically calculate can change and adjust anything to suit your business!
and display throughout the model. To Unprotect a page, pull-down under ‘Tools’.
Let go on ‘Protection’
Project the Future Using the Past
If you have the 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
These numbers also contribute to your
overall picture showing
BusinessPowerTools Revenue Model Conservative Version
Prove Your Potential A New Business Start-Ups - USA
(in whole dollars unless otherwise noted)
Market Size (000's omitted)
Existing Small Businesses - USA
Internationally Available Customers
Compounding effect of numbers you can believe…
Wednesday, January 22, 2003 1:04 PM
Total Projected World Market 30,800 31,590 32,495 33,530 34,717
D Market Share (% )
C New Business Start-Ups - USA 1.00% 2.00% 3.00% 4.00% 6.00%
Existing Small Businesses - USA 0.03% 0.10% 0.30% 0.60% 1.00%
Internationally Available Customers 0.01% 0.10% 0.30% 0.50% 0.70%
This Revenue Model page enables you to demonstrate Projected New Customers
New Business Start-Ups - USA A xC 8 17 26 37 58
the growth our business can achieve given a set of Existing Small Businesses - USA
Internationally Available Customers
Total Projected New Customers
reasonable assumptions (It is more believable when you Total Projected Customer Base
Projected World Market Share (%)
Product Pricing ($) Annual Growth
build from a set of smaller, believable numbers…) E
Initial Product - New Customers
Basic Hosted Online Service (Annual Basis)
5.0% $ 60.00
$ 19.95 / mo $ 239.40
• First, enter your market segments G
Advanced Hosted Online Service (Annual Basis)
Add-on Tools/Modules (Purchased separately)
Probability of Product Purchase (% )
$49.95 / mo $ 599.40
10% $ 30.00
• Project the response by category H Initial Product - New Customers
Basic Hosted Online Service (Annual Basis)
0.0% 1.0% 3.0% 5.0% 10.0%
• Calculate the number of customers
Advanced Hosted Online Service (Annual Basis)
Add-on Tools/Modules (Purchased separately) 5.0% 5.0% 10.0% 10.0% 15.0%
I Units of Product Sold
• Enter your planned prices
Initial Product - New Customers 17 48 121 225 369
Basic Hosted Online Service (Annual Basis) 0 2 10 28 93
Advanced Hosted Online Service (Annual Basis) 0 2 10 28 93
• Project response to additional products & services Add-on Tools/Modules (Purchased separately)
Projected Product Revenue (000's omitted)
Initial Product - New Customers $
3,024 $ 8,004
% Total Re
• Calculate total revenue (this feeds the entire model) Basic Hosted Online Service (Annual Basis)
Advanced Hosted Online Service (Annual Basis)
• Factor in a few additional revenue sources (if any-- we
Add-on Tools/Modules (Purchased separately) 240 374 1,306 2,421 6,799 6%
Total Projected Product Revenue (214% average growth) $ 1,260 $ 5,076 $ 17,698 $ 41,536 $ 111,719 100%
J Service/Other Revenue Annual Growth
Commissions on Sales of 3rd Party Products 100% 10 20 40 80 160 0%
prompt you to think about them!) Expert Referral Network
• Enter overall expense budgets Advertising
Total Projected Services Revenue (91% average growth)
K Total Gross Revenue (211% average growth)
• Calculate a rough projection of future profits. (These are Less: Returns and Allowances 5% $ 65 $ 258 $ 892 $ 2,090 $ 5,612
Net Revenue $ 1,235 $ 4,893 $ 16,948 $ 39,719 $ 106,637
used on this page only, the rest of the model enable you to Annual Total Revenue Growth Rate 296% 246% 134% 168%
refine and improve your results. Average Total Revenue per Customer ($) $ 7 $ 23 $ 50 $ 71 $ 115
Expenses % Revenue
Notice how you can show where your sales come from! Cost of Goods Sold
Average Gross Profit per Customer ($) $ 6 $ 19 $ 42 $ 60 $ 97 Cost per
Research & Development 15.0% $ 195 $ 773 $ 2,676 $ 6,271 $ 16,837 $ 18.10
Marketing 30.0% 390 1,545 5,352 12,543 33,675 $ 36.21
G&A 12.0% 156 618 2,141 5,017 13,470 $ 14.48
Other 5.0% 65 258 892 2,090 5,612 $ 6.03
Operating Income 18.0% $ 234 $ 927 $ 3,211 $ 7,526 $ 20,205 $ 21.73
Taxes 40% $ 94 $ 371 $ 1,284 $ 3,010 $ 8,082 $ 8.69
Net Income $ 140 $ 556 $ 1,927 $ 4,515 $ 12,123
Annual Net Income Growth Rate (211% average growth) 296% 246% 134% 168%
A We've taken our top 3 market segments with their total potential customers and projected our market share.
B The new IMBOSS system enables easy global reach through local partners -- Capitalism online (and on a CD)
C JIAN could mail each new business -- direct response rate would grow as brand continues to build.
Plan for People + Space… Now & Later
Answer the questions, ―Based upon our
growth and hiring, how much space should
we lease now?‖ ―How much will we need in
the future and by when?‖
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
Allows for projecting salaries for current
management team and employees, as well as
those who will be hired using investment /
All numbers are carried through to the
Capital Requirements page as well as each HR-Plan page multiplies the number of
respective Assumptions page. people by their salary. (You can also include
a % for benefits.)
How Much Money Do You Need?
Fill in your capital requirements
You can change the headings to suit
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
Fill in % Or Overwrite 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
Other Assumptions pages are
easily accessed via the tabs.
Automatically Generated Statements
Looks are important
(without overdoing it)
statements are good-
looking and easy to
read and understand
If you don‘t need all
of the rows available,
just pull-down under
the ‗Format heading
and let go on ‗Rows‘,
then ‗Hide‘ them.
show in red
All expenses include
a % of Sales
calculation Yr 1 x Months * Yrs 2/3 x Qtrs * Yrs 1-5 x Yrs
More Ratios Than Most Business Plans!
These are automatically calculated
from other statements in the
Like most statements, just click on the
tab at the bottom of the chart to see an
already completed page.
You can 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.
Exclusive 1-Page Sensitivity Analysis
Easily show a best / worst case
analysis side by side with your
planned projections — Without
having to re-enter 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
Worst Case Sales = 50% of plan
Best Case Sales = 120% of plan
Valuation & Stock Give-Up
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
Discounted Future Cashflow
a typical VC method
Weighted Average of the above
You plug in a few basic
assumptions and BizPlanBuilder
calculates it out for you.
The Investor Analysis
worksheet is also linked within
the system and will enable you
to project multiple rounds of
financing with 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 and be
prepared to negotiate a deal
More Documents Get You Funded!
Non-Disclosure Agreements Tools to Manage Your Business
Business Plan Distribution · Application for Business Credit
· Deal Summary Template · Business Start-Up Checklist
· Due Diligence Checklist · Commercial Lease
· Service Business Start-Up Cash · Independent Contractor Agreement
Requirements · Investor Game Plan
· New Resource Materials
· Believable Projections · Investor Newsletter Template
· Business Topics of Interest w/Internet Links · Invitation to Board of Advisors
· Developing Your Management Team · Invitation to Board of Directors
· Things to Think About · Lehman Formula Finder's Fee Calculator
· What Investors Look For · Management Notebook
Supporting Documents · Private Offering Disclaimer
· Articles of Incorporation · Proceeds of Sale of Business
· Core Values & Core Practices · Product Feedback Survey
· Executive Résumé Template · Service Feedback Survey
· Executive Team Responsibilities · Service Invoice Log
· General Partnership Agreement · Services List
· Investor Tracking & Follow-up Log
· Personal Financial Statement · Space Requirements Planning Worksheet
· Press Release—Announcement · Trademark Instructions
· Stock Options Tracking Worksheet · Trademark Overview
More Than Stationery Store Forms!
Invitation to Join Board of Advisors
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
You can buy forms almost
matters often concerning marketing, product development, planning and organizing, etc.
A good board of advisors adds significant comfort and validation to investors.
anywhere, but if you want a letter [Date]
intended to attract an intelligent, [Advisor’s Company]
aware and conscious human being of [City], [State], [Zip/postal code]
Dear [First Name],
means, you will have to do better 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]
than that. 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
Here is a sample of just one letter 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 have included to help you attract We propose the following:
the people who can help you. Participation/advice regarding:
Monthly meetings to review the course and direction of [Company].
Planning and organizing.
Product development, production, marketing.
For example, having a strong Board Compensation
of Advisors tells investors that you Upon acceptance of this offer you will be granted an option to purchase  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 …] .
have done your homework and have 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
people around you who can open option exercise.
doors as well as help prevent 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
mistakes. 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
Requires Recent Microsoft Updates
Since BizPlanBuilder uses Excel & Word (or
Office), please be sure to visit Microsoft‘s website
to download all of the latest service packs!
They are FREE so please be sure to install them.
Norton Utilities / SystemWorks
You may need to temporarily deactivate Norton
and other virus protection programs when
More info on our homepage:
Click here for answers to FAQs
Your Ticket to Capital!
The fastest easiest way to raise
$50,000 to $50,000,000
Intuitive & logical – makes sense
all along the way
Helps you present your business
to bankers, investors and others!
Easy to re-enter any time to edit
Click Here for Technical Support
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