http://www.Cash4Impact.com. Presentation explains how to write abbreviated business plans and executive summaries for the purpose of obtaining financing and funding. It provides a top-down, strategic view to enhance understanding. info@tocafamilyservices.com, 404-642-0609

1. Getting Financed
Perspective Writing a Successful Financing-
Investors Wants
Questions to Ask
Focused Executive Summary
Equity Pursuit
Bank Financing 1. Investors/Lenders
Executive
Summary
2. Questions
Samples 3. Equity
Getting Started
4. Debt/Loans
5. Executive Summaries
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2. Financing Perspective
Innovative Approach
View Your Business As
Perspective
Investors Wants
Questions to Ask • A marketable asset
Equity Pursuit
• A source of long-term wealth
Bank Financing
Executive • A creator of jobs
Summary
Samples
• A source of investment income
Getting Started – Yourself
– Others who believe
2

3. What Investors Want
• A strong return on investment
Perspective
Investors Wants
– Ranges from 8% (friendly, debt) to
Questions to Ask
40%
Equity Pursuit • A clear pay-off date (exit strategy)
Bank Financing
– Typically, 3-7 years
Executive
Summary • A strong management team
Samples
Getting Started
• A base valuation of company
• A plan to accomplish goals
3

4. Ask These Questions First!
Avoid limiting your options
1. How much money do I need?
Perspective 2. What is the money for?
Investors Wants 1. Need working capital? Want to expand sales and
Questions to Ask marketing efforts?
Equity Pursuit
2. Need funds for software development? Or to
expand company across all areas.
Bank Financing
3. What are your near, mid-range, and long
Executive
Summary term goals for the company?
Samples
– Do you intend to sell the company soon? Do you
intend to grow through partnerships?
Getting Started
Asking the right questions 1st is key to deciding source
and amount. Better questions = better decisions.
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5. Equity Pursuit
• Investor profile sheet
Perspective
Investors Wants
– Introduces company and piques interest
Questions to Ask • Executive Summary
Equity Pursuit – Provides more details to further interest
Bank Financing
Executive
• Business Plan
Summary – Full details including financials and
Samples projections after signing a conf. agmt & LOI
• Supporting material
Getting Started
– All material requested after LOI or agmt.
5

6. Bank Financing
What You Need for Access
• Abbreviated business plan /Executive
Perspective Summary
Investors Wants
• Pro-forma business financials (3 yrs)
Questions to Ask
Equity Pursuit
• Financial statements (2 yrs)
Bank Financing – Audited (best), reviewed (good), compiled
Executive • Tax returns
Summary
– Company
Samples
– Personal
Getting Started
• Aged receivables, aged payables
• Explanation of any negative business items
6

7. Equity Financing
What You Need to Finalize
• Business plan
Perspective
• Pro-forma business financials (5 yrs)
Investors Wants
Questions to Ask
• Financial statements (3 yrs)
Equity Pursuit – Audited (best), reviewed (good), compiled
Bank Financing – Tax returns for company if no reviewed
Executive • Contracts, agreements, other due
Summary
diligence-requested items
Samples
• Explanation of any negative business or
Getting Started
personal items
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8. Abbrev. Business Plan
Components -1
• Company Overview / Business
Perspective Description
Investors Wants
– Type, location, industry, sales
Questions to Ask
Equity Pursuit • Products/Services – Description
Bank Financing – What company provides
Executive
Summary
• Market Overview / Opportunity
Samples – Industry and market background
Getting Started
8

9. Abbrev. Business Plan
Components-2
• Competitive Advantages
Perspective
– What makes you stand out from your
Investors Wants
competitors
Questions to Ask
Equity Pursuit • Strategy
Bank Financing – What you will accomplish, when, & how
Executive
Summary • Management
Samples – Management team bios, Advisory Board
Getting Started
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10. Abbrev. Business Plan
Components-3
• Investment or Financing Considerations
Perspective
– Information pertinent to lenders or investors
Investors Wants
Questions to Ask • Summary of Financial Information /
Equity Pursuit Financial Analysis
Bank Financing – Snapshot of financials including customer
Executive concentration
Summary
Samples
• Sources and Uses of Funds or
Getting Started
Proposed Financing
10

11. Getting Started
Additional Information:
Perspective
Investors Wants Solving the Capital
Questions to Ask Equation: Financing Solutions
Equity Pursuit
for Small Businesses
Bank Financing
Available on Amazon
Executive
Summary Or get the ebook
Samples
Getting Started
Help! I Need Money for
My Business Now!!
www.financeyourcompany.com
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12. Contact Us
Thank You!
Perspective
Investors Wants Toca Family Business Services
Questions to Ask
Equity Pursuit
Tiffany C. Wright
Bank Financing twright@tocafamilyservices.com
Executive
Summary Follow my blog,
Samples
Small Business Finance Forum:
Getting Started
http://blog.smallbusinessgrowthcapital.com
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