| Foreword | i |
| How to Use This Manual | i |
| About the Author | ii |
| Introduction | iii |
| 1. Getting Started with BPSR | 1 |
| First Stop: Reality Check | 1 |
| Why Even Use a Business Plan? | 2 |
| Know Your Investor | 5 |
| Your Single Biggest Challenge | 7 |
| Three Steps to Bridge the Investor Confidence Gap | 7 |
| The Villains of Effective Communication and How to Stop Them | 10 |
| Identify Your Team | 11 |
| Organize Now and Save Time! | 12 |
| 2. Gathering Evidence and Picking Out Talking Points | 16 |
| First, Sell Yourself on Your Idea | 16 |
| What to Gather? | 17 |
| Do Your Own Due Diligence | 18 |
| Classifying Your Material | 19 |
| Sources of Evidence | 20 |
| Web Evidence | 22 |
| Selecting Your Arguments | 24 |
| 3. Show Me the Numbers | 29 |
| Start from a High-Level | 30 |
| Financial Statement Basics | 33 |
| The Statement of Earnings | 33 |
| Statement of Financial Position | 37 |
| Statement of Cash Flows | 40 |
| General Suggestions | 43 |
| Compiling Your Financial Statements | 44 |
| Valuing Your Business | 46 |
| 4. Drafting Your Document | 50 |
| Take Action | 50 |
| Outline Your Plan | 50 |
| Formulate Interrupting and Engaging Openers | 57 |
| Pack in the Information | 57 |
| Incorporate Your Evidence | 57 |
| Seven Remedies When Your Writing Stalls | 57 |
| Check Your Work with Everything Together | 58 |
| Principles of Good Organization | 63 |
| 5. Writing in Plain English | 66 |
| Nine Common Writing Mistakes | 66 |
| Use the Active Voice with Strong Verbs | 67 |
| Try Personal Pronouns | 70 |
| Bring Abstractions Down to Earth | 71 |
| Omit Superfluous Words | 72 |
| Write in the Positive | 73 |
| Use Short Sentences | 74 |
| 6. Designing Your Document | 80 |
| Beginning the Design Process | 80 |
| Hierarchy | 81; |
| Typography | 81 |
| Layout | 84 |
| Graphics | 88 |
| Color | 92 |
| 7. Finalizing Your Document | 94 |
| Get a Fresh Set of Eyes | 94 |
| The Second Draft | 94 |
| The Third Draft | 95 |
| Final Proofing | 95 |
| 8. Time to Go to Press | 97 |
| Hard Copies | 97 |
| Electronic Copies | 99 |
| Congratulations! | 100 |
| 9. Preparing Your Oral | 101 |
| Arguments | 101 |
| Six Steps to Your ?Elevator Pitch? | 101 |
| What to Expect in Your First Investor Meeting | 103 |
| 10. How to Find Investor Addresses | 106 |
| Use a Consulting Firm | 106 |
| Buy an Investor Database | 106 |
| Create Your Own List Off the Web | 107 |
| Use Resources at the Public Library | 108 |
| Capturing and Storing Address Information | 108 |
| 11. Getting the Word Out! | 109 |
| Pitfalls to Avoid When Using E-mail | 109 |
| Utilizing the Web | 110 |
| Making Your Investor Relations Web Page Powerful | 111 |
| Press Releases & Publicity ? Overlooked Investor Relations Tools | 113 |
| Appendix A. Due Diligence Sample Request List | 116 |
| Appendix B. Companies & Resources Referred to in This Manual | 123 |
| Books/Ebooks | 123 |
| Understanding Investors | 124 |
| General Economic and Reference Information | 124 |
| Competitive, Market & Industry Research | 124 |
| Business Plan Software | 125 |
| Business Valuations | 125 |
| Writing and Layout Aids | 125 |
| Printing and Binding Tools & Information | 125 |
| Business Plan-related Services | 126 |
| Investor Databases | 126 |
| Database Programs | 127 |
| Creating a Web Site | 127 |
| Investor Relations | 127 |