SCORE: Writing an Effective Business Plan

Saturday, October 22, 2016 – 9:00 am – 12:00 pm

Workshop Title: Writing an Effective Business Plan

Workshop Presenter Name: Roy Johnston

Presenter’s Current Affiliation and Brief Bio:

Roy Johnston is in his 20th year of business law, real estate law and estate planning. He advises businesses from startup through stock distribution to investors. Roy is active in the business law sections of the California Bar Association and the Sonoma County Bar Association, and has a Bachelor of Science degree in Business Administration from the University of Wyoming. Most importantly, Roy is a small business owner who puts into practice the principles he teaches.

Workshop overview:

There are three purposes for business plans, each requiring a unique plan: 1) internal use; 2) bank financing; and 3) investor solicitation. In this hands-on workshop, you will not only understand the purpose and design of each type, but will actually create your business plan during the workshop! If you currently have a business plan, bring it on your laptop. Also bring your 1-year, 3-year and 5-year goals, and if you are a going concern, bring your company’s financial statements with you. But most importantly of all, be ready to write or update your business plan right in the workshop!

At the end of this workshop, participants should be able to:

1. Understand what a business plan is;

2. Understand the three unique purposes of a business plan, and how the plan is different for each purpose;

3. Have an initial draft of a business plan by the end of the workshop.

Participants may want to bring:

Current business plan, if any

Calculator and/or Laptop

Current financial statements