Download presentation
Presentation is loading. Please wait.
Published byClementine Atkins Modified over 9 years ago
2
Section 1 Company Description
3
Description of Business Where located Previous owner/business information Product suppliers
4
Legal Form of Business Type of Business format
5
Company Governance Who owns what percentages of the business
6
Company Location Exact address Describe area located (city information)
7
Goals Short Term (six months or less) List two Explanation of how will be accomplished Long Term (6 months or more) List two Explanation of how will be accomplished
8
Section 2 Operations & Management
9
Business Facilities Described Basic description Areas of Business Describe each area and changes Examples Sales Floor Stock Room Office Restrooms
10
Management Personnel Identified Introduction Sentence Each person or partner must be listed as management List position Describe duties
11
Workforce Described Introduction Sentence Current Workforce List employee positions Working hours Training Wages Projected Workforce Changes in hours Changes in pay Additional positions Manager roles/duties
12
Section 3 Target Market
13
Target Market Defined Define the current market and traffic flow of customers Who customers are, where come from, etc. Create a chart identifying 6 popular items that are sold at other competitor stores
14
Target Market Define Size Local college enrollments Trends of the college target market Growth Potential Look at projected college enrollments Make an educated guess on your business’ potential growth due to college enrollments Need Discuss the needs of the colleges, regular people, and local school districts
15
Effective Analysis Market Potential What potential will your store have for succeeding based on current market trends? Current Market Patterns What is the current market pattern? Sensitivities What might be the risks (sensitivities) of opening and maintaining this type of business?
16
Section 4 Financial Institution
17
Select a financial institution to apply for a loan and line of credit Provide a brief history of the financial institution List where they are located
18
Section 5 Loan Request
19
Purpose of the Loan Request and Amount requested Explain what loan will cover How much of a loan will needed and at what percentage rate? How much will each owner invest? How much of a credit line be needed and at what percentage rate?
20
Itemized Planned Expenditures Copy this table and fill in the necessary pieces New EquipmentCost Clothing Fixtures$ Shelving Units$ Hangers$ Cash Registers$ Total$ AdvertisingCost (approximate) (#) Billboards$ Signs /Radio$ Total$ Persons Employed (per month)Wage per Hour (#) Part-Time Employees$ (#) Managers$ Total$ Additional ItemsCost Desks$ Computer$ Wi-Fi (6 months)$ Insurance$ Trash Collection$ Total$ Property (Address)6,500 sq ft Total per month$
21
Section 6 Works Cited/Synopsis
22
Synopsis ONE (1) page Description of business, detailed Type of business Where located New look Assumptions Previous owner Current look Loan Information Loan details Strategies to obtain loan Operating profits assumptions
23
Works Cited List each website by copying and pasting the URL
Similar presentations
© 2025 SlidePlayer.com. Inc.
All rights reserved.