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Prior to Face-to-Face Meeting |
Step 2: Prior to Face-to-Face Meeting
Prior to the first meeting an executive summary addressing the points outlined below should be prepared for our team. The purpose is to provide us with a few crisp but important pages of information to better understand your business and why it would be a good addition to our family.
Executive Summary/ High Level Business Plan
Company Overview
- An expanded version of the company description in Step 1
- Define your business and industry
- The Market & Opportunity
- Size of the opportunity & growth rate
- Target Market and current share
- Target Market & Strategy
- Explicit Market Niche & Your Solution
- Proprietary or Strategic Advantage
- Strategic Plan Overview
Management Team – Alliances - Partnerships
Financial Projections
- 3 Years of historical financial statements
- 3 Years of Tax returns
- 3 year forecast with supporting assumptions
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