Writing a Professional Business & Financial Plan

e3 Wealth - Sunset Hills

A well written and accurate business plan is a necessity in obtaining investment/loan funds and also as a strategy for growing your business.

Learn:

The Basic Components of a Business Plan

Mechanics of Writing the Plan

Key Elements of Sales and Marketing Plans

The Five Most Common Marketing Mistakes

Importance of an Accurate Financial Plan

Keys to a Successful Financial Plan

How to create a Sales Forecast

Cash Flow and Balance Sheet Overview

Speakers:

Paul Greenberger, Paul was President of his own small business for over 30 years and has extensive experience writing, reviewing and analyzing business plans. During the course of his career he has written numerous business plans, served as a business plan judge for several regional competitions and has reviewed 100 plus plans as a SCORE counselor. He has served as Chair of several SCORE committees and is a regular presenter at business plan seminars and workshops. He also continues to offer advice and guidance to start-ups and existing small businesses.

Robert Gatesh, Bob is an Investment Advisor Representative and a Registered Representative with Transamerica Financial Advisors. As an active volunteer with SCORE, Bob has been able to bring over 50 years of business experience to help others avoid or minimize the challenges that face startup businesses. Bob was a Division Vice President with a top five retail optical company and heavily involved with strategic planning, business development, budget and P&L responsibility for over 200 retail locations, developing and opening new locations, mergers and acquisitions and with hire/fire responsibility for over 600 employees across the country.

Now he specializes in financial education and the tools needed for individuals and small to mid-sized business to grow and keep more of what they earn.

Cost: All SCORE Workshops are $35 Pre-register - Pre-pay; $45 At the door

Payment Methods

Pay By Credit Card (through PayPal)

While PayPal is our payment processor, you do not need a PayPal account to make your payment. PayPal accepts payments from all Visa, Mastercard, Discover and American Express cards, as well as some other localized payment types.

Pay at the Door, Cash or Check Only, if workshop is not closed