THE
BUSINESS PLAN
Presentation
is Key
The importance these days of having a
really well presented and totally professional
business plan incorporating a fully integrated
financial model is absolutely paramount.
An investor does not have time to second
guess what you meant or wade through irrelevant,
un-realistic or totally useless information.
Remember that investors have a choice
and you have one chance to get it right.
If the executive summary
does not catch an investor's interest
with hard hitting positive key facts within
two minutes of reading you can be sure
the rest of the plan will not get read.
A General
Guide
A
business plan ideally should consist of
an executive summary (1-4 pages), a clearly
indexed complete marketing and strategy
plan (this is usually about 30-40 pages
and depending upon the project complexity),
key management CV's, a brief action plan
(immediate post investment period if a
start up business or project) and the
financial model.
Also attached should be an indexed appendices
of all supporting documents and any graphics
relevant to the plan. Usually a management
and staffing plan will also reside here.
All documents should be in electronic
format (either MS word or PDF) and all
appendices documents should be clearly
scanned to PDF or compressed graphics
files.
The Financial
Model
The financial model should consist of
a variable assumptions sheet, profit and
loss forecast, integrated cash flow and
balance sheet and should cover 5 years.
The model should be fully integrated -
that is to say that by altering any assumption
the effects are displayed automatically
throughout the model, and; that by altering
any figure in the profit and loss forecast;
the effects are also similarly displayed.
Additionally there should be provision
in the cash flow to enter or change any
proposed investment amount so that the
positive or negative effects can be seen
in the cash line.
This can only be done using spreadsheet
software such as
Microsoft
Excel and that is the format
that we and almost all banks, investors
and investment institutions without exception
require.
Ideally
the whole plan (eg: all of the files submitted)
including the financial model should be
placed into a compressed ZIP folder and
which carries the title of the project
as its folder name.
What
is an investor looking for in an executive
summary?
Essentially that
you have an excellent or fairly unique
idea or business with potential, that
it is viable, you hold some key cards
for its success (such as licenses, key
assets, patents etc), that you have proven
management experience, that you are not
seeking 100% of the total capital required
from the investor and that the expected
return either meets or exceeds the investor's
acceptable investment criteria.
What can
CWC Gulf do for you?
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We
can evaluate your business proposal/plan
and (if required) write your business
plan and financial model to the
format preferred and accepted
by international banks and investors
incorporating our strategy, advice
and recommendations. This will
maximise your chance of success.
A good project
is often ruined for its best chances
of financial investment by presenting
irrelevant, un-realistic, unprofessional
or non integrated information.
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We
can undertake complex tax efficient
corporate structures including
the formation of new companies
(UK and offshore) and trusts.
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We
can present the entire project
proposal to our partner investors
(private & institutional)
for consideration of equity investment,
loan and other types of capital
injection. CWC Gulf only consider
proposals that we ourselves believe
to be viable.
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We
are able to undertake BOT, BOOT,
BLOT and alternative structures
together with feasibility studies;
plus CAPEX, EPC, EPCL, FEED evaluation.
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We
can undertake a complete project
risk analysis, risk management
and structure the complete underwriting
solution for up to 100% risk dilution.
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CWC
Gulf International also have the
financial ability to take direct
equity shareholdings in ventures.
We manage several private funds.
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CWC
Gulf have a comprehensive legal
section which specialise in international
contracts and agreements. |
and we also do much more ..
see
services
CWC
Gulf is the solution |
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CWC
GULF
INTERNATIONAL |
