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Transcript of Wilson Investment Properties
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www.TomWilsonProperties.com
Wilson Investment Properties
Tom WilsonPresident / Founder
Wilson Investment Properties
Saratoga, Ca408-867-1867
Highest Cash Flow Quality Turnkey Investments in the USA
Opening the Door toPlanning Your Business
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I Survived 2012
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The Panel at I Survived 2012
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Sean O’Toole, Rick Sharga & Bruce Norris
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Weegi Wilson and Bruce Norris
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David Granzella & Tom Wilson
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Sacramento Distressed Sales
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Federal Government New Influences on Housing
1.The refinancing push continues.Refinancing for more borrowers but
No extended help for distressed loans
2. Continued Low Interest Rates
3. New mortgage standards Jan 2013. The Consumer Financial Protection Bureau per Dodd-Frank Act
Will define which mortgages are judged to be beyond a borrower’s ability to repay and would therefore trigger
legal and financial implications for lenders.
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Federal Government New Influences on Housing
4. The mortgage interest deduction lives to fight another day.
President Obama open to reducing mortgage interest deduction only for the wealthy. Will likely resist cutting for middle-income taxpayers. Why? The ten states that benefit most from the mortgage-interest-deduction ALL voted for
Obama.
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Wilson Investment PropertiesPlanning Your Business
Presentation Agenda
Why Plan? Fundamentals A Look at each Key Element Experience Tips Resources
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"Would you tell me which way I ought to go from here?" asked Alice.
"That depends a good deal on where you want to get," said the Cat.
"I really don't care where" replied Alice."Then it doesn't much matter which way
you go," said the Cat.- Lewis Carroll, Alice's Adventures in Wonderland (1865), novelist and poet (1832-
1898).
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Good plans shape good decisions. That's why good
planning helps to make elusive dreams come true.
- Lester Robert Bittel (b. 1918), writer
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Percent Employers Small Businesses?99%
Number of US Small Businesses 27 million
Net New Jobs Created by Small Bus 64%
Want a Small Business?
You aren’t alone!
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Why Plan?
Maximize Probability of Success
Failure Rate New Businesses US
30% Fail within 2 years50% Fail within 5 years
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Business Planning Values
Forces you to “Think it Through”Get Specific with Goals,
Strategies, PrioritiesSets Financial Goals & RoadmapProvides a Vehicle for Obtaining
Financing
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Product or Service
Financing
Management
Marketing
All Legs Are Essential for Success
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Business Plan Fundamentals
Vision & Mission Statements Products and Services Market Analysis Marketing Strategy Operations Financials
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Business PlanVision & Mission Statements
Vision Statement – What will it look like in 3yrs. Size, location, employees, product areas, general market
Mission Statement – products, product differentiation, market strategy…
Write it for a lay person, not a specialist in
your industry. Keep it simple.
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Business PlanProducts & Services
Define specifically Price Targets Product Differentiation details Volume and growth Future products & services
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Business PlanMarket Analysis
Overview of Your Market Sector Market Characteristics &
Direction Target Market & Demographics Competitive Analysis
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Business PlanMarketing
Branding Marketing & Sales Channels Advertising Promotions & Incentives
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Business PlanStrategy
Product Development Product Strengths & Weaknesses Company Strengths & Weaknesses Opportunity Basis Threat Defense Market Positioning Exit Plan
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Business PlanOperations
Organizational Structure Organization Legal Entity Key Personnel, Partners,
Resources Facilities Execution Details of Plan Production Control
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Business PlanFinancials
Sales Objectives (over time) Profit Objectives Cash Flow Plan Create Best, Worse, & Likely Plans Financing & Capital Requirements Metrics – Accounting,
measurements of performance
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Experience Tips
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Experience Tips
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Business Plan value is primarily in the process of creating it,
Not the end plan, except for presenting to lenders &
partners
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Experience Tips
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Written Plan doesn’t have to be long to have value
Never outsource your Business Plan
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Experience Tips
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Create Board of Directors
Doesn’t have to be formalUtilize friends & mentors
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Experience Tips
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Secure Employees, Partners & Resources
with direct experience in your area of business.
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Experience Tips
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Use Focus GroupsTo Test Product and Service
Ideas(get some friends together)
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Experience Tips
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Use NDAsNon Disclosure
Agreements
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Experience Tips
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More businesses fail for negative cash flow than for
lack of profit.Manage CF & Capital carefully
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Experience Tips
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Most Financial Goals Take Twice as Long &
Twice as much capital as forecasted.
Plan for the potential.
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Experience Tips
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PassionPersistenceHard Work
Over Half of Success
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Experience Tips
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PersistenceMany Successful Si-Valley Hi-Tech
Companies took a long time to get financing and partners to
believe in them
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Experience Tips
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Talk to Your Competition!You’d be amazed at what ego will allow your
competitors to tell you. Start off with a compliment & sharing
something about your businessSharing info is usually a win-win
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Experience Tips
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Keep Honing Your BusinessYou don’t have to do it all
Network & Utilize Mastermind Groups
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Experience Tips
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Mastermind GroupNapoleon Hill's 1937 book Think and Grow Rich.
A small club of like-minded advanced talents who meet periodically for mutual brainstorming/accountability
sessions.
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Whatever failures I have known, whatever errors I have committed, whatever follies I have witnessed in private and public life have been the
consequence of action without thought.
- Bernard Baruch, stock broker, advisor to presidents Woodrow Wilson, Harry S. Truman, (1870-1965)
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"All of our Dreams come true if we have the
courage to pursue them.“
Walt Disney
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WIP Investment Conclusions
The Good News………!Shadow Inventory &
Government Intervention Are Giving the
Well Educated & Careful Investor
Great Opportunities
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“A crisis is a terrible thing to waste.”
Paul Romer, Senior Fellow at Stanford University
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Business Planning Recommended Resources
US Small Business Administrationwww.sba.gov
Small Business Development Centers (SBDCs)
www.asbdc-us.org
SCORE www.score.org
Women's Business Centers (WBCs)www.awbc.biz
The Art of the Start UpGuy Kawasaki
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Wilson Investment Properties
Investor Education Resourcestomwilsonproperties.com
1.WIP Website Investor Info2.WIP Weekly Newsletter3.Report: How to Select the Best
Investment Region & Property4.Real Estate 360 Wed 3pm - KDOW 1220am
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