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Main Office (714) 210-3979
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Masari, Inc.
Mortgage Division
600 W. Santa Ana Blvd, Suite 525
Santa
Ana, CA 92701
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Effective Business Plan
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A business plan
outlines exactly what your company does and
how it will succeed. Our Business Plan solution
can help you manage your company better, test the
financial viability of your projects, and help your bank
better evaluate your financing needs. A business plan is
not a simple undertaking, and your BDC business advisor
can help you create one that is effective and complete.
The average plan is from 25 to 40 pages long, should be
updated yearly, and includes the following:
Executive
Summary
A summary of the
other sections and gives a brief overview of your
business or project:
Mission
Statement
Two or three sentences
that summarize your company's mission, vision, and
values. It should include what you do, for whom, and
why
Key
Business Activities
Details on
what your company sells or the services you offer. What
is your specialty? How do you fit into your market?
Products
& Services
Demonstrates the
advantages of your products, how they add value, and why
customers will choose you over others
Management
Who
the top management team is, their experience, skills,
and how they help the business succeed
Business
Environment
Describes the
nature of your industry, your markets, trends, and your
competition. Show that you understand your industry, why
you will succeed, and how you will adapt to changes
Sales
& Marketing
Gives your
sales projections, pricing scheme, customer analysis and
marketing/advertising plan. Prepare 3 sets of annual
forecasts: optimistic, pessimistic, and expected. Be
sure to show that your business can handle the expected
growth
Operating
Plan
Outlines the
facilities, resources, and processes you use to run your
business (premises, equipment, technology, suppliers,
advisors…) Support any budgeted costs with price
quotations
Human
Resources
Describes who
does what. Show that you have the people and the
structure to operate efficiently and mention your
compensation and benefits costs. If you are in a
high-demand industry where employee retention, expertise
and creativity are crucial, show any pertinent policies
that will guarantee a competent workforce.
Financial
Plan
This section is of most
interest to potential investors. It must include sound,
credible projections to show your financing needs. It
includes your personal investment & balance sheet,
the business' projected income, expenses, profits, and
break-even point, and your cash flow budget.
Future
Growth
Demonstrates how you
expect your company to grow in the next 3 to 5 years.
Position your company with industry-specific statistics:
growth rates, sales levels, cost ratios, and expense
levels. Include performance indicators and potential
problem analysis and your long-range goals. Will you
become certified by a trade association? Will you
export? Diversify?
Masari, Inc. also offers
consulting services for creating financial
planning, and its unique
management
coaching program provides you
your own experienced business consultant.
To have our
business plan professionals write a business plan for
you click
here |
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Disclaimer
Masari,
Inc. is a corporation Licensed by the
California Department
of Real Estate. License # 01357965
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