EXECUTIVE SUMMARY – No more than 1 page, hitting
all the key points.
DESCRIPTION OF PRODUCT/SERVICE BEING OFFERED –
Self-explanatory.
THE MARKET – A quick sizing of the local market
for the product/service being offered.
THE COMPETION – Identify major competitors, and
how your business is differentiated from these competitors?
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SALES AND MARKETING PLAN – Please describe
in detail your distribution channels, sales and marketing
methods, and an approximate marketing budget.
MANAGEMENT – This is the most critical element.
Please include resumes of all the founders and key personnel,
and the degree of their involvement in the business ie. full-time,
part-time.
FINANCIALS – The principals of WestEgg Partners
have extensive experience in corporate finance. We will work
with you to create pro-forma financials including a cash flow
statement, income statement, and balance sheet. That being
said, it is critical that you have thought through all of
the expenses associated with building your business, have
some insights into product/service pricing, and have some
defensible method for predicting sales volume. If you have
done these steps correctly, we will easily be able to build a complete financial model for your company.
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