A Business Plan is an important document for raising start-up capital, helping you to monitor progress and achieving your goals. When done correctly, it is a “living” document and tool that will help you manage the business beyond start-up. We will help you prepare a realistic plan that will document your vision, goals and strategy. No business should be started or maintained without a Plan. The key is an understanding of what should be included and how to capture the reader’s interest in a concise but interesting way. Having a difficult time with the financial section? Your presenter will help you understand the three financial statements and how they relate to risk and performance. He will take the mystery out of forecasting.
Jim Chamberlain of SCORE presents this workshop. Jim has an MBA and is a CMA (Certified Management Accountant). Jim has held financial positions with Dexter, General Dynamics and Statek Corporation, as well as an environmental start-up. For ten years he was part owner, director, and CFO of Consolidated Reprographics, an Orange County leading reprographics company. He also helped manage a privately held high technology company awarded as one of the top 50 fastest growing private companies in Orange County. During his career, Jim has had extensive experience in merger and acquisition activity as both buyer and seller. He has prepared Business Plans, sold and purchased businesses and has helped entrepreneurs improve their cash flow. Management Accounting is his specialty. Jim has been active in various volunteer organizations, such as SCORE and United Way. He is also a past president and director of the Certified Management Accounting Society of Southern California (CMASSC).