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[Company Name or Logo] Business Plan Highlights Copy # __ for _________________________________ Property of [Company Name]; not authorized for distribution. - CONFIDENTIAL - Courtesy of

[Company Name or Logo] Business Plan Highlights Copy # __ for _________________________________ Property of [Company Name]; not authorized for distribution

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Page 1: [Company Name or Logo] Business Plan Highlights Copy # __ for _________________________________ Property of [Company Name]; not authorized for distribution

[Company Name or Logo]

Business Plan

Highlights

Copy # __ for _________________________________Property of [Company Name]; not authorized for distribution.

- CONFIDENTIAL -

Courtesy of

Page 2: [Company Name or Logo] Business Plan Highlights Copy # __ for _________________________________ Property of [Company Name]; not authorized for distribution

This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.

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04/21/232

Agenda

Introduction– Overview– The Team– Business Highlights

The Opportunity– The Problem & Pain– The Solution– Market Summary– Customer Profile– Competition

The Company– Products and Services– Summary of Goals– Milestones– Marketing Plan– Financial Plan

Conclusion– Risks and Responses– Expansion Potential– Next Steps– Q & A

Page 3: [Company Name or Logo] Business Plan Highlights Copy # __ for _________________________________ Property of [Company Name]; not authorized for distribution

This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.

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04/21/233

Overview

[Elevator pitch.]

Page 4: [Company Name or Logo] Business Plan Highlights Copy # __ for _________________________________ Property of [Company Name]; not authorized for distribution

This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.

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04/21/234

The Team (1)

President & CEO: [Name]– [Years & nature of experience]– [Accomplishments]

VP Sales: [Name]– [Years & nature of experience]– [Accomplishments]

VP Marketing: [Name]– [Years & nature of experience]– [Accomplishments]

Page 5: [Company Name or Logo] Business Plan Highlights Copy # __ for _________________________________ Property of [Company Name]; not authorized for distribution

This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.

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04/21/235

The Team (2)

CTO/VP Product: [Name]– [Years & nature of experience]– [Accomplishments]

VP Services: [Name]– [Years & nature of experience]– [Accomplishments]

TBH– CFO: ~[mm/yy]– President or COO: ~[mm/yy]– Management will adjust if the need arises

Page 6: [Company Name or Logo] Business Plan Highlights Copy # __ for _________________________________ Property of [Company Name]; not authorized for distribution

This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.

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04/21/236

The Team (3)

Board of Directors([#] planned)– Chairman: [Name]

[Title]– [Name]

[Title]– TBD– TBD– TBD

Board of Advisors(~[#] planned)– [Name]

[Title]

Page 7: [Company Name or Logo] Business Plan Highlights Copy # __ for _________________________________ Property of [Company Name]; not authorized for distribution

This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.

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04/21/237

Business Highlights

Core competency Market Segment: [Commonly known name for it] Customer base: [Businesses/Consumers/Both

Businesses & Consumers] Primary revenue source: [Product Sales/Service/etc.] ROI for customers: [Formula based on current costs] Are the dogs eating the dog food? Scalability? Strategic or nice-to-have?

Page 8: [Company Name or Logo] Business Plan Highlights Copy # __ for _________________________________ Property of [Company Name]; not authorized for distribution

This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.

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04/21/238

Business Highlights (2)

Secondary revenue sources– [Source]

Overhead: [Low/Medium/High] Profitability expected ~[#] months from

incorporation Exit strategy: [IPO/Buyout/Remain Private

& Profitable]

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This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.

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04/21/239

The Pain

“[Quote from prospect in pain]” – [Source]

“[Quote from analyst regarding the need in or size of market]” – [Source]

“[Quote from analyst regarding the need in or size of market]” – [Source]

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THIS IS ONLY A PARTIAL VIEW OF THE FULL DOCUMENT. THE REMAINING PAGES ARE INTENTIONALLY NOT SHOWN. THEY ARE SHOWN ONLY IN THE MEMBERS DOWNLOAD AREA.

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ADDITIONAL TEMPLATE PREVIEWS

Business Plan Development Workbook - 1

Business Plan Development Workbook - 2

Sample Business Plans

MARKET, INDUSTRY, AND COMPANY,

RESEARCH

ADDITIONAL TEMPLATES

Business Plan Presentation - 1

Business Plan Presentation - 2

New Business, Product, and Startup Ideas

Presentation and Report Charts and Graphics - Big

Time Saver!

Industry & Market Intelligence

Page 13: [Company Name or Logo] Business Plan Highlights Copy # __ for _________________________________ Property of [Company Name]; not authorized for distribution

Develop Winning Business Plans & Investor Presentations

Develop Insightful Marketing Plans & Competitive Analyses

Develop Creative Sales and New Product Launch Plans

Build Breakout & Game Changing Strategic Plans

Execute Productive Joint Ventures & Strategic Alliances

Create Winning Business Asset and Stock Purchase and Joint Venture Agreements

Build Creative Change Management Plans

Plan, Manage & Execute Successful Trade Shows

Investigate Business Funding Sources

Use Comprehensive Business Valuation Models

Execute Solid Mergers, Acquisitions, & Divestitures

Develop Great Term Sheets, MOUs, & Letters of Interest

Conduct Effective Due Diligence

Build Effective Results Driven Post Merger Integration Plans

Develop Creative Budget & Financial Statement Forecasts

Tackle Complex Project Management Issues

Use Creative Thinking Guidelines & Models

Set up Effective Alternate Distribution Channels

Download Productivity Tools - Doc Mgmt, Info Mgmt, and more...

Develop Newsletters, Brochures, & Flyers collateral

Customize 600+ Business and Sales Letters, Forms, and Announcements

Page 16: [Company Name or Logo] Business Plan Highlights Copy # __ for _________________________________ Property of [Company Name]; not authorized for distribution