• The fastest easiest way to raise $50,000 to $50,000,000

• Create the ultimate ‘brochure’ for investors, lenders and everyone else whose support you need!

• Intuitive & logical – makes sense along the way, helps you explain your concepts to bankers and investors.

• 20+ years of refinement with real business projects of all kinds!

Welcome to BizPlanBuilder®

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 position... What would YOU want to know about a business before you invested in it? We often recommend investing an amount of money 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 want to 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):

Who are you? Why are you in business? What is the opportunity here? What is the current situation in the world? How big is the market? What will you sell? How is your business structured? How will you make money? Who else is doing the same thing? How do you compare? Who are your most important customers? How will you reach and inspire them to buy from you? Do you have any strategic partners who will help? Who are the people running your business? What experience do you/they have? Who else are you working with? Who are your advisors? Who is on your board? Where are you today? What have you accomplished? How much money do you need to start / grow? What will you do with the money? What’s the deal? How much money will investors make? When & how will investors make their money back?

Your business plan must make sense

Let’s Get Started With BizPlanBuilder1. The main part of your business plan will consist of

the narrative text – choose one of these Word templates to get started. (Rename it as you like.)

2. The ‘Angel/VC’ plan is the most recent revision of BizPlanBuilder ‘Classic’ and is the best choice for presenting to Venture Capital and Angel investors. The Concept Plan is good for a quick overview of your business idea–it is the same as the Executive Summary in the Angel Plan, but can be added later as the intro to any of the plans types. Use the Internet Plan if your business is predominantly on the web. If you are starting or developing a retail store, we recommend the Retail Plan. The Service/Bank is perfect for a personal type service business and is ideal for seeking a bank loan. You can always add elements from the other other plan models as well as supporting documents in the folders below.

You can customize your plan for your industry as fast as any other business plan software promoting ‘hundreds of samples’ in just a few seconds and have a better plan when you are done! (You’ll see why by the end of this presentation.)

Expert Comments Throughout

We have added expert comments to help you understand what to do and why. These appear as green text between the paragraphs that you will edit.

If you cannot see them, please pull-down under Edit to Preferences.

Click on the View tab (as shown).

Click on the Hidden text box. Click on the Print tab, repeat

this procedure if you [don’t] want to print the expert comments as well.

Click OK.

Customizing Your Plan

The first thing you likely will want to do is insert your company name throughout your plan.

Pull-down under Edit to Replace. Type in ‘[Company]’ in the upper box, then

type in your company name as you want it to appear throughout your plan. (Although our company is officially ‘JIAN Tools For Sales, Inc.,’ we would use just ‘JIAN’ here.

When you click OK, your company name will automatically replace ‘[Company]’ throughout your plan.

Go ahead and edit the business plan template to suit your business.

Choosing Your Financial Plan

The Comprehensive Financial model is likely your best bet for a complete budget and/or forecast. Especially if your company or product is new.

Use the Bank/Service model to calculate costs for a service business as well as to present your numbers to a bank for a loan.

The additional (basic financials) pages will suffice if you just need a good-looking financial statement to fill-in for a presentation.

All JIAN spreadsheets use an Excel workbook – tab from page to page by clicking the tabs at the bottom of your Excel window.

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… (Better yet, 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 will show throughout your entire model. (They can be changed.)

Click tabs at the bottom to view each page.

Fill in your assumptions (1 page for each set – these are used to automatically calculate and display throughout the model.

We used 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 Using the Past

If you have the 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

Prove Your Potential

This Revenue Model page enables you to demonstrate the growth our business can achieve given a set of reasonable assumptions (It is more believable when you build from a set of smaller, believable numbers…) • 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!

Plan for People + Space… Now & Later

Answer the questions, “Based upon our growth and hiring, how much space should we lease now?” “How much will we need in the future and by when?”

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.

HR-Plan page multiplies the number of people by their salary. (You can also include

a % for benefits.)

How Much Money Do You Need?Fill in your capital requirements

You can change the 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

Fill in % Or Overwrite FormulasThis 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.

Automatically Generated 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 show in red

All expenses include a % of Sales calculation

Yr 1 x Months * Yrs 2/3 x Qtrs * Yrs 1-5 x Yrs

More Ratios Than Most Business Plans!

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

already completed page.

You can 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.

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

Valuation & Stock Give-Up

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 ModelFirst ChicagoDiscounted Future Cashflowa typical VC methodWeighted Average of the above

You plug in a few basic assumptions and BizPlanBuilder calculates it out for you.

Investor Analysis

The Investor Analysis worksheet is also linked within the system and will enable you to project multiple rounds of financing with 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 and be prepared to negotiate a deal with investors.

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

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!

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.

IInnvviittaattiioonn ttoo JJooiinn BBooaarrdd ooff AAddvviissoorrss 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.

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

The fastest easiest way to raise $50,000 to $50,000,000

Intuitive & logical – makes sense all along the way

Helps you present your business to bankers, investors and others!

Easy to re-enter any time to edit and update.

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Your Ticket to Capital!