The Why and How to Write a Business Plan 

Looking to start a business or obtain additional financing for a current business? This workshop is for you since a business plan is essential for both. We will discuss topics which should be included in a Business Plan from the market to the financial analysis and we will explore the content of and explain the reasons for examining each subject.

This is a hands on workshop where you will start working through you plan with SCORE counselors.  In addition to the presentation material, additional worksheets and supplemental data on select subjects will be included in the attendees packets.

 Specific Topics that will be addressed include:

• The Market
• The Business
• The Marketing Plan
• The Operational Plan
• The Management Plan
• The Business Support Plan
•  Financials
•  Executive Summary

Speaker:  Lee Dunn joined SCORE in 2016.  A retired Captain in the US Navy, Lee also has 40 years of experience in banking holding various positions in retail, commercial lending, marketing, corporate support and management and was President of Charter One's Western Ohio Division, President of Genoa Savings and President of Bank of Maumee and founded the Bank of Maumee in 2006, retiring in 2011.  Lee worked with many business customers involving startup entities and small and large businesses. He served twenty-five years in the Navy Reserves, serving as commanding officer of 2 line unites and retired with the rank of Captain. Lee also served on several non-profit boards serving as Chairman of the YMCA of Greater Toledo, Toledo Regional Chamber of Commerce, Toledo Hospital, Paramount Healthcare.  He has a BBA from Kent State University and a graduate degree from Stonier Graduate School of Banking.   Lee counsels’ clients with for profit and non profit businesses in the areas of enhancing customer service through the development of strategic plans, operations and finance and accounting to accomplish their goals and objectives and attain desired results. 

Parking is free.  There is a $10.00 preregistration fee for registration and handouts.  Select PayPal payment option to pay with regular credit card or PayPal account.  Registration at the door will be $35.00. 

The workshop is open to all Keiser University students, faculty, and staff.  All students in Fort Myers and Lee and Hendry counties with a school ID and Veterans may attend free.  When registering students should simply enter the discount code STUDENT and Veterans should enter the discount code VETERAN.  A valid ID may be required at the door.

The Southwest Florida SCORE Chapter provides FREE Counseling and Low Cost Workshops to new and existing businesses in Fort Myers, Cape Coral, Bonita Springs, Lehigh Acres, Labelle and surrounding areas in Lee and Hendry Counties.  Visit us today at southwestflorida.score.org