There are many business plan templates and examples online, but they often fail to provide the info that banks are looking for in order to process a loan request.
This presentation is focused on how to prepare a streamlined business plan, specifically for bankers, that will help you eliminate fluff, and present essential information in their preferred format.
This workshop will cover:
What documents need to be provided.
How to write a comprehensive but concise Executive Summary.
What constitutes a credible marketing plan.
Shortcuts to a winning competitive analysis.
A suggested format for financial projections.
How to wow them with “Key Metrics”.
Presenter: Rob Gay has over 15 years of financial structuring and management experience as a banker and corporate finance specialist, including eight years in international and emerging markets. He has acted as a financial advisor to numerous joint ventures and consortiums for acquisitions, international competitive bids, and structuring agreements for developmental stage projects.
Rob is a certified SCORE mentor. He has helped many clients to develop business plans, obtain financing and manage the business