Transcript BizPlanBuilder 10 QuickTour

Welcome to BizPlanBuilder®
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The easiest, fastest way to
raise $50,000 to $50,000,000
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Create the ultimate
‘brochure’ for investors,
lenders and everyone else
whose support you need!
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Intuitive & logical – makes
sense along the way, helps
you explain your concepts to
bankers and investors
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20+ years of refinement with
real projects of all kinds!
What lenders & investors want to know
Building a business requires more than just an idea and a plan.
For a moment (and you may need to refer to this moment often),
put yourself in an investor's shoes... What would YOU want to
know about a business before you invested in it? We often
recommend investing (or imagine investing) in a friend's business
just to get the mental, physical, emotional, and spiritual
experience of investing your precious CASH in someone else’s
business.
Now, more than ever, you must be convincing to the bone. And,
expect that intelligent people with money will feel comfortable
with you and your answers. You will find that, no matter who you
are and what you are doing, you’re going to need answers to these
basic questions (Next slide):
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Your business plan must make sense!
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Who are you and why are you in business?
What is the situation/pain/need in the world and how big is the
market?
What is the opportunity here and what are you selling?
How is your business structured and how will you make money?
Who are your most important customers?
How will you reach and inspire them to buy from you?
Who else is doing the same thing and how do you compare?
Do you have any strategic partners who will help?
Who are the people running your business and what experience
do you/they have?
Who are your advisors and who is (will be) on your board?
Where are you today and what have you accomplished so far?
How much money do you need and what will you do with it?
What’s the deal for investors and how much of your company will
they get?
When & how will investors or lenders make their money back?
Getting Started with BizPlanBuilder
1. BizPlanBuilder provides a secure 128-bit
system for developing and managing your
business plan(s). Enter a 6-15 character
username and password.
2. We install the application in your programs
folder, but the data/document files can be
moved and shared. Default location:
1. XP/2000 - C:\Documents and Settings\All
Users\Documents\JIAN Documents\
(While browsing Folder name –Documents will be
displayed as Shared Documents)
2. VISTA - C:\Users\Public\Documents\JIAN
Documents\
3. Click the Change button, then browse to the
folder where you can access your shared
plan(s).
4. Collaboration is easy… You can add as
many users as you like. Other Biz Plan
Builder users can easily browse to the same
folder on the server or your PC.
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Access all of your JIAN projects here
If you are just getting started, click
here.
Click on an active project. These can
also include your Employee Policies
Manual, Marketing Plan, Stock
Options, and other projects developed
using JIAN software.
You can use previous projects as
templates for future projects (perfect
for consultants).
If you have BizPlanBuilder v8.x-v9.x,
click here to browse in the JIAN folder
in the Programs folder on your C:
drive. (Click the .ini file to
automatically upgrade to v10)
To see the ideal sample plan that
provides the most options and ideas
for your business, we recommend the
Angel/Investor plan.
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Choose the tools that you want.
BizPlanBuilder’s progressive
business planning system let’s
you start small and use what you
need when you need it.
All products and variations
include descriptions enabling you
to choose which one is best for
you.
All of our plan prototypes have
been thoroughly updated.
Choose the JIAN tool and
plan type you want
Click on the sections you want to
include (you can easily add or
remove them later).
Or “Select All”
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Next, Fill in Global, Company Variables
Enter basic business variables.
You can either share this plan with
your team or clients for
collaboration or keep it private.
These will automatically fill-in
throughout your plan.
You can come back to this page and
make changes anytime you want –
variables will automatically change
in your plan when you reopen
sections.
Create multiple plans based upon
previously developed plans.
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Accessing & Working with the Content
The sections for your business plan are
listed on the left.
This is a Microsoft Word document.
These are Word menu icons – you
already know how to use this tool!
Double-click the document title to
open the section for editing. Start at
the top and work your way down, or
jump in anywhere you want.
Drag & drop to change the order of
the sections.
To Change the Name of the section,
RIGHT-click on it for a prompt
Include / Exclude sections to be
printed and assembled into final plan
Click and drag vertical bar to
expand your workspace.
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You can easily open any section and paste text from previous plans into BizPlanBuilder.
Editing the Text Using MS Word
Turn Expert Comments ON/OFF*
Click to the next variable.
Link to online User Manual.
Link to online resources.
Preformatted documents use Style
Sheets making it easy to control
formatting throughout your plan.
*Expert comments throughout
offer suggestions, explain issues,
and give direction.
It’s easier to edit than to write
from scratch – actual, usable text
is already written for you – add,
edit, and customize using Word.
Choose the financial model you
want here.
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Index of All the Tools You’ll Need
You can add a copy of any component from the light
gray area to your Current Plan. Plan components
from other plans will go into the white area, and will
be included in your assembled plan as long as they
are checked in the item list. If you decide you don’t
want to use it in your final plan, simply uncheck the
box to the right of the component name.
White: Current Plan Area—the elements you’ve
already selected
Gray: Masters Area—all the plan elements,
additional tools and files.
To Add a Section: Scroll down into the Gray area,
click the [+] to open the sub-headings. RIGHT-click
the SUB-heading to Add the section/document to
your active plan.
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Flexible document assembly system
There’s more you can do with this
system.
Add any other document to your plan —
easier than cutting & pasting.
Add a blank document—makes it easier
for customization and format/style
control.
Move or copy entire plans – move a plan
from your private folder to your shared
folder.
Export to HTML
Using Word, you can also save your plan
as HTML/ Web Page for posting to your
website!
Automatically select specific financial
model pages to include with your
assembled plan.
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Save, Assemble & Export Your Plan
Click here to assemble and export
your completed plan
Click here to SAVE your working
document.
(Use Save vs. Save-As – let the
system manage the filing of you
documents. I f you use save-As
your docs will be put into another
folder that BizPlanBuilder cannot
locate on its own.)
Automatic Format
BizPlanBuilder will automatically
assemble your document and
include page #s and a table of
contents.
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Choose Your Financial Model
First click on the [+], then RIGHT-click
the sub-heading to choose and add to
your plan.
Basic Financial Statements
Perfect for creating great-looking presentation
quality statements.
Financial Model - Intermediate
This is a workbook with the financial
statements linked together. Perfect for bank
loan applications, etc.
Financial Model - Comprehensive
This is the model you want if you are putting
together numbers for Venture Capital. Build it
from the bottom-up (add the costs…) and/or
from the top-down (costs as a % of sales). This
model rivals many financial forecasting and
cash-flow models costing upwards of $500!
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Set Up Your Financial Model
All sections of the model are fully linked.
Unlike many ‘Input->Black Box->Output’
financial models, here you will be see the
math, understand how your financials are
constructed and be able to explain…
(Bankers & investors will understand and
have fewer questions for you!)
Enter basic info here.
Expert comments in the cells ( ) clarify what
is needed and make suggestions.
Choose how you will set-up your profit
centers – these show throughout your entire
model. (They can be changed.)
Click bottom tabs to view each page.
Fill in your assumptions (1 page for each set
– these automatically calculate and display
throughout the model.
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We use Excel so you enjoy complete flexibility—you can
change and adjust anything to suit your business!
To unprotect a page, pull-down under ‘Tools’.
Let go on ‘Protection’
Project the Future Building Upon the Past
If you have the historical financial information,
you can easily enter your Income & Balance Sheet
info for the past 3 years, BizPlanBuilder enables
you seamlessly project future revenue & costs.
These numbers are available in the Assumptions
pages to show that you are projecting reasonable
numbers based on some historical trend.
You can create statements integrating the past with
the future. (We do not yet download the data from
QuickBooks or Peachtree, but given how few
numbers are required, this is fairly easily done by
hand for now.)
These numbers also contribute to your overall picture
showing where you’ve been and where you are going.
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Prove Your Potential
BusinessPowerTools
Market Size (000's omitted)
Annual Growth
5.0%
0.0%
15.0%
B
E
F
G
• First, enter your market segments
• Project the response by category
• Calculate the number of customers
• Enter your planned prices
• Project response to additional products & services
• Calculate total revenue (this feeds the entire model)
• Factor in a few additional revenue sources
(if any-- we prompt you to think about them!)
• Enter overall expense budgets
• Calculate a rough projection of future profits.
(These are used on this page only, the rest of the model
enable you to refine and improve your results.
Notice how you can show where your sales come from!
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Conservative Version
Compounding effect of numbers you can believe…
Wednesday, January 22, 2003 1:04 PM
A New Business Start-Ups - USA
D
C
This Revenue/Demand Model page enables you to
demonstrate the growth your business can achieve given a
set of believable assumptions (It is more believable when
you build from a set of smaller, reasonable assumptions.)
Revenue Model
(in whole dollars unless otherwise noted)
Existing Small Businesses - USA
Internationally Available Customers
Total Projected World Market
Market Share (% )
New Business Start-Ups - USA
Existing Small Businesses - USA
Internationally Available Customers
Projected New Customers
New Business Start-Ups - USA
Existing Small Businesses - USA
Internationally Available Customers
Total Projected New Customers
Total Projected Customer Base
Projected World Market Share (%)
Product Pricing ($)
Initial Product - New Customers
Basic Hosted Online Service (Annual Basis)
Advanced Hosted Online Service (Annual Basis)
Add-on Tools/Modules (Purchased separately)
Probability of Product Purchase (% )
2003
800
25,000
5,000
30,800
2004
840
25,000
5,750
31,590
2005
882
25,000
6,613
32,495
2006
926
25,000
7,604
33,530
2007
972
25,000
8,745
34,717
1.00%
0.03%
0.01%
2.00%
0.10%
0.10%
3.00%
0.30%
0.30%
4.00%
0.60%
0.50%
6.00%
1.00%
0.70%
8
8
1
17
167
0.5%
17
25
6
48
215
0.7%
26
75
20
121
336
1.0%
37
150
38
225
561
1.7%
58
250
61
369
930
2.7%
5.0%
$ 60.00
$ 19.95 / mo $ 239.40
$49.95 / mo $ 599.40
$ 63.00
$ 239.40
$ 599.40
$ 34.00
A xC
150
Annual Growth
10%
$
100.0%
0.0%
0.0%
5.0%
H Initial Product - New Customers
Basic Hosted Online Service (Annual Basis)
Advanced Hosted Online Service (Annual Basis)
Add-on Tools/Modules (Purchased separately)
I Units of Product Sold
Initial Product - New Customers
Basic Hosted Online Service (Annual Basis)
Advanced Hosted Online Service (Annual Basis)
Add-on Tools/Modules (Purchased separately)
Projected Product Revenue (000's omitted)
Initial Product - New Customers
$
Basic Hosted Online Service (Annual Basis)
Advanced Hosted Online Service (Annual Basis)
Add-on Tools/Modules (Purchased separately)
Total Projected Product Revenue (214% average growth)
$
J Service/Other Revenue
Annual Growth
Commissions on Sales of 3rd Party Products
100%
Expert Referral Network
100%
Strategic Alliances
100%
Advertising
50%
Total Projected Services Revenue (91% average growth)
K Total Gross Revenue (211% average growth)
$
Less: Returns and Allowances
Net Revenue
30.00
5%
Annual Total Revenue Growth Rate
Average Total Revenue per Customer ($)
Expenses
% Revenue
Cost of Goods Sold
15.0%
Gross Profit
80.0%
Average Gross Profit per Customer ($)
Expenses
Research & Development
15.0%
Marketing
30.0%
G&A
12.0%
Other
5.0%
Operating Income
18.0%
Taxes
40%
Net Income
Annual Net Income Growth Rate (211% average growth)
100.0%
1.0%
1.0%
5.0%
17
0
0
8
66.15
239.40
599.40
38.40
100.0%
3.0%
3.0%
10.0%
48
2
2
11
$
$
$
$
$
$
$
$
$
100.0%
5.0%
5.0%
10.0%
121
10
10
34
100.0%
10.0%
10.0%
15.0%
225
28
28
56
369
93
93
140
$
$
$
15,628
6,703
16,783
2,421
41,536
10
10
10
10
40
1,300
$
20
20
20
15
75
5,151
$
40
40
40
23
143
17,840
$
80
80
80
34
274
41,810
160
160
160
51
531
$ 112,249
$
$
65
1,235
$
$
258
4,893
$
$
892
16,948
$
$
2,090
39,719
$
5,612
$ 106,637
$
7
$
296%
23 $
$
$
$
195
1,040
6
$
$
$
773
4,120
19
$
$
$
2,676
14,272
42
$
$
$
6,271
33,448
60
$
$
$
16,837
89,799
97
$
195
390
156
65
234
94
140
$
773
1,545
618
258
927
371
556
296%
$
2,676
5,352
2,141
892
3,211
1,284
1,927
246%
$
6,271
12,543
5,017
2,090
7,526
3,010
4,515
134%
$
16,837
33,675
13,470
5,612
20,205
8,082
12,123
168%
$
$
$
$
72.93
239.40
599.40
48.56
8,004
2,394
5,994
1,306
17,698
$
$
$
$
69.46
239.40
599.40
43.24
3,024
479
1,199
374
5,076
$
$
$
1,020
0
0
240
1,260
$
$
$
$
246%
50 $
Notes:
A We've taken our top 3 market segments with their total potential customers and projected our market share.
B The new IMBOSS system enables easy global reach through local partners -- Capitalism online (and on a CD)
C JIAN could mail each new business -- direct response rate would grow as brand continues to build.
$
$
$
$
26,911
22,264
55,744
6,799
$ 111,719
134%
71 $
$
$
$
% Total Re
24%
20%
50%
6%
100%
0%
0%
0%
0%
0%
168%
115
Cost per
Customer
$ 18.10
$ 36.21
$ 14.48
$
6.03
$ 21.73
$
8.69
Plan for People + Space… Now & Later
Enter # of square feet to allocate per person (150
-250… commercial realtors will want you to be
generous!) Estimate the cost/sq ft.
Enter the number of people who will work in
each job. (Often it will be just 1, yet some jobs
will have many people doing the same thing –
no need to have a separate line for each one!)
Allows for projecting salaries for current
management team and employees, as well as
those who will be hired using investment / loan
proceeds.
All numbers are carried through to the Capital
Requirements page as well as each respective
Assumptions page.
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HR-Plan page multiplies the number
of people by their salary.
(You can also include a % for benefits.)
How Much Money Do You Want?
Fill in your capital requirements
using this handy, integrated
worksheet.
You can change all headings to suit
your needs.
You can add additional lines as
needed. (The system pulls from the
total line at the bottom of the category,
so your additions will be included.)
Capital needed to hire the people
(from your HR Plan page)
automatically appears here.
Capital required for each business area
automatically carries forward to the
respective Assumptions page. For
example, Total Additional capital for
Marketing will be included on the
Assumptions-Marketing page.
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Fill in %s or Overwrite the Formulas
This table enables you to project
(intend/drive/budget) the mix of sales
by product line or channel in the
future.
Revenue, based upon your overall
revenue from the revenue Model page,
X the Sales Mix table appears here.
Use this table to project seasonal
revenue by month (and by quarter for
years 2-3)
You can simply type in a number over
the formula anywhere you like -goof? Just copy the formula from
another cell to immediately repair the
mistake!
Other Assumptions pages are easily
accessed via the tabs.
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Automatically Generates Statements
Looks are important…
(without overdoing it)
BizPlanBuilder’s statements
are good-looking and easy to
read and understand.
If you don’t need all of the
rows available, just pull-down
under the ‘Format heading and
let go on ‘Rows’, then ‘Hide’
them.
Negative numbers
appear in red.
All expenses include a
% of Sales calculation.
Yr 1 x Months * Yrs 2/3 x Qtrs * Yrs 1-5 x Yrs
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More Ratios than Most Business Plans!
Measure the performance of your business
using all of the standard metrics, plus a few
extras.
These are automatically calculated from other
statements in the BizPlanBuilder system.
Like most statements, just click on the tab at the
bottom of the chart to see an automatically
completed page.
Print the entire model with the click of a single
button… Or, you can print each page individually.
Make any changes to the assumptions and the
entire system recalculates!
Links to BizStats.com are included enabling you
to compare with other businesses in your industry.
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Exclusive 1-Page Sensitivity Analysis
Easily show a best / worst case analysis
side by side with your planned
projections — Without having to re-enter
or recalculate and explain your entire
financial model!
Notice that these categories carry
throughout from your original set-up.
Just enter % for each category as they
relate to your planned estimates. For
example:
Worst Case Sales = 50% of plan
Best Case Sales = 120% of plan
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Valuation & Stock Give-Up
Answers to the question everyone
asks…
Here is a glimpse of the worksheets that
help you calculate the value of your deal
through 3 rounds of funding.
We use several proven and acceptable
methods:
 Harvard Model
 First Chicago
 Discounted Future Cash-flow
 Typical VC method
 Weighted Average of the above
You plug in a few basic assumptions and
BizPlanBuilder calculates it out for you.
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Thoroughly Understand Your Deal!
The Investor Analysis worksheet
is also linked within the system
and will enable you to project
multiple rounds of financing with
the ROI for each.
You can easily compare several
scenarios at the same time.
We recommend that you do not
include these pages with your
business plan presentation -- this
model is designed to help you
understand the value of yoru
project and be prepared to
negotiate a good deal with
investors.
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Cap Table Demonstrates Growth
Investors always ask, “How
much of the company do I get
for my investment?”
This is the best way to show
them – as well as show them
how their shares will appreciate
Enter you proposed share price
for each round (and sale or
IPO).
BizPlanBuilder calculates the
IRR, Dilution and investment
return (10X, 20X)
Everything in your plan builds
your case for this page!
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Intuitive User Management
Add an unlimited number of
users to enable collaboration
– share your projects with
your team and distribute the
work!
Pull-down under ‘User’ to
easily add as many other users
as you would like.
‘Edit Permissions’ for each
plan separately.
(The same user list will appear,
but you can set the access
permissions per each
individual plan.)
If a user has ‘No Access,’ the
plan will be hidden from their
view.
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Easy Check-Out & Check-In
Check-Out & Check-In enables
controlled collaboration.
If a file is checked-out, other users
will be able to access it in readonly mode until is has been
checked back in.
When a document is checked-out
it is automatically deposited into
your local folder.
Checking it back in is automatic—
just return it to the local folder
with the name unchanged and
click the Check-In link
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More Documents Get You Funded!


Non-Disclosure Agreements
Business Plan Distribution
· Deal Summary Template
· Due-Diligence Checklist
· Service Business Start-Up Cash
Requirements
· New Resource Materials
· Believable Projections
· Business Topics of Interest w/Internet Links
· Developing Your Management Team
· Things to Think About
· What Investors Look For
Supporting Documents
· Articles of Incorporation
· Core Values & Core Practices
· Executive Résumé Template
· Executive Team Responsibilities
· General Partnership Agreement
· Investor Tracking & Follow-up Log
· Personal Financial Statement
· Press Release—Announcement
· Stock Options Tracking Worksheet
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Tools to Manage Your Business
· Application for Business Credit
· Business Start-Up Checklist
· Commercial Lease
· Independent Contractor Agreement
· Investor Game Plan
· Investor Newsletter Template
· Invitation to Board of Advisors
· Invitation to Board of Directors
· Lehman Formula Finder's Fee Calculator
· Management Notebook
· Private Offering Disclaimer
· Proceeds of Sale of Business
· Product Feedback Survey
· Service Feedback Survey
· Service Invoice Log
· Services List
· Space Requirements Planning Worksheet
· Trademark Instructions
· Trademark Overview

More Than Stationery Store Forms!
Invitation to Join Board of Advisors


You can buy forms almost anywhere, but
if you want a letter intended to attract an
intelligent, aware and conscious human
being of means, you will have to do better
than that.
Here is a sample of just one letter we
have included to help you attract the
people who can help you.
For example, having a strong Board of
Advisors tells investors that you have
done your homework and have people
around you who can open doors as well as
help prevent mistakes.
The major difference between an ‘Advisor’ and a ‘Director’ is that a director usually has a fiduciary,
therefore legal, responsibility to shareholders. Advisors are there to offer free advice and expertise on
matters often concerning marketing, product development, planning and organizing, etc.
A good board of advisors adds significant comfort and validation to investors.
[Date]
[Advisor’s Name]
[Advisor’s Company]
[Address]
[City], [State], [Zip/postal code]
Dear [First Name],
I am writing to invite you to become an advisor to [Company formal name here] ([Company]).
I feel that your experience in business as well as your knowledge of the [your industry]
industry, plus your knowledge of [Company] would be a tremendous asset to our success.
The purpose of this letter is to set forth our understanding of the terms of your participation with
[Company], including your role and compensation. It is important to us that your involvement
makes a tangible, measurable and profitable contribution. It is also important that you are
inspired to support [Company] over time, and to focus your energies on successfully and
efficiently contributing to our company goals. Ideally, your start date would be [Starting Date].
We propose the following:
Participation/advice regarding:
Monthly meetings to review the course and direction of [Company].
Planning and organizing.
Product development, production, marketing.
Compensation
Upon acceptance of this offer you will be granted an option to purchase [100] shares of
[Company] common stock, fully vested, and otherwise under the terms and conditions of the
[Company] incentive stock option plan, for [each Advisory Board meeting, or per month, or …] .
In addition, you will receive 1 Option for each Net Income Before Tax (NIBT) dollar earned, up
to a maximum of [12,000] shares per year to a total maximum of [Thirty-six Thousand] Share
Options (36,000). In the event of an acquisition or public offering, [Company] shall pay your
option exercise.
Hold Harmless
We understand that your primary concern is that you be retained as an advisor only by
[Company], and that all decisions reached be reached as a result of the independent judgment of
the executives of [Company]. Accordingly, should any action against [Company] in law, equity,
or government regulation result from any action or decision made in whole or in part as a result
of your advice, [Company] shall indemnify you and hold you harmless from any claim.
By signing this offer as your acceptance, and returning it by [Date], you acknowledge and agree
that the terms set forth in this letter constitute our entire understanding and agreement regarding
your advisorship.
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Requires Recent Microsoft Updates
Since BizPlanBuilder uses Excel & Word (or Office), please be
sure to visit Microsoft’s website to download all of the latest
service packs!
They are FREE so please be sure to install them.
Norton Utilities / SystemWorks
You may need to temporarily deactivate Norton and other virus
protection programs when installing BizPlanBuilder.
More info on our homepage:
www.JIAN.com
Click here for answers to FAQs
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Your Recipe for a Successful Business
The easiest, fastest way to
raise $50,000 to $50,000,000
Intuitive & logical – makes
sense along the way, helps
you explain (‘sell’) your
concepts to bankers, investors
and others!
Easy to re-enter any time to
edit and update. (You will!)
Click Here for Technical Support
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