1. THE BUSINESS PLAN
March 2015

2. RICARDO WEISZ
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3. 3

4. ARE YOU AN ENTREPRENEUR OR A
SME OWNER?
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5. Why is this important?
Entrepreneur
• To build and sell biz
• Business as a series
• Growth preempts profits
• Alternative financing
SME
• To build legacy
• Reliable profits
• Stability
• Traditional financing
Overarching goal will drive strategy!
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6. OVERARCHING STRATEGY
Today
5 years

7. WHY A PLAN?
• Define success
• Focus
• Understand meaningful steps
• Roadmap

8. TYPES
• Internal
• Capital raise
• Banking / loans
• SBA
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9. PLAN
• Company Overview
• Management
• Addressable Market
• Product or Service
• Sales & Marketing Strategy
• Competition & Competitive Advantage
• Business Model
• Financial Projections
• Funding Needs
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10. TEAM
• Team that can develop the company
• Deep-rooted expertise in intended market
• Team that exudes confidence
• Why would I trust you with my $$$

11. COMPETITIVE ADVANTAGE
• Competition
• Sustainable competitive advantage
• Barriers to entry

12. The Cronut™

13. BUSINESS MODEL
• How do you make money
• Who are your paying customers
• How do you know they will buy
• Risks clearly identified

14. FINANCIAL PROJECTIONS
• Start here
• Historical (if any) plus 3-5 years
• Cash flow estimates 3-5 years

15. MYTHS
My idea is so obvious that…
• I don’t have to include a marketing
and sales strategy
• I don’t have to include financials
• I don’t need management
• I need to be creative and not
follow convention
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16. https://miamidade.score.org/
http://sbdc.fiu.edu/
https://www.10ksbapply.com/
http://hbiffl.com/
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17. Building Fans instead of customers.
Customers is about transactions.
Fans is about relationships.
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18. MUCHAS GRACIAS!
RICARDO WEISZ
RICARDO@NORTHVEST.NET