The Art of Business Planning: by David Solomon 5 2013

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1 The Art of Business Planning, By: David Solomon WWW.SOLOMON-CAPITAL.COM [email protected] SOLOMONCAPITAL

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Transcript of The Art of Business Planning: by David Solomon 5 2013

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The Art of Business Planning, By: David Solomon

[email protected]

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SOLOMONCAPITAL is a leading Israeli based  Investment House, providing investment banking as well as corporate finance services that include; Fundraising, M&A, Financial Restructuring and Business Strategic Consulting to Israeli, and International companies.

David Solomon Group CEO

With over 20 years of experience, David Solomon, is one of Israel's leading experts in the field of Corporate Finance. David, is the  former Managing Partner of Cukierman & Co. Consulting Ltd, the founder and the CEO of B-PLAN, 4HIGHTECH [Investment Bank], and Micromedic Technologies [Listed on the Tel Aviv Stock Exchange].

Mr. Solomon has worked with high profile clients in the global market such as IBM, Scitex, Bezeq, Bank Discount, Bank Hapoalim, Bank Leumi, Israel Airospace Industries [IAI], QUALCOMM, Dor Energy, RAPAK and others.

Mr. Solomon lectures in Courses in academic and other institutes. David is the author of various books including: "From Seed to IPO", "Business Planning in the Post Bubble Era", and "Biomedical - from Research to Market, The Business Challenge". He has successfully worked with dozens of emerging companies and is accredited with over a hundred winning business plans

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David Solomon Books : [Sold out]

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Business Plans, Firm ValuationM&A/Fundraising

[email protected]

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The Art of Business Planning

Presentation

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“Do not ask who ever reads business plans… ask who should read a business plan”

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Start with The Reality Check

The Reality Test

The Competitive Test

The Value Test

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The BusinessExecutive

SummaryThe Plans

FinancialProjection

The Business Plan :The Basic

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The Business Plan

• Executive Summary• The Business Profile• The Products/Services• The Market • Marketing Strategy• Operational R&D Plan• Financial Projections

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Value Proposition

“What the business thinks it produces is not of first importance, what the customer thinks he is buying, what he considers value, is decisive.  And what the customer buys and considers value, is never a product.  It is always utility, that is what a product does

for him.” 

economic

ease of use

quality of lifeclinical efficacy

price

Benefit Values by Customer

Administration Clinician PatientValue Proposition

• For Patients: improving esthetics results and providing better fitting of the bridge.

• For Dentists: patient satisfaction and encouragement for more dentists to perform dental bridges

Value Proposition

• For Patients: improving esthetics results and providing better fitting of the bridge.

• For Dentists: patient satisfaction and encouragement for more dentists to perform dental bridges

SAMPLE

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Final Development stage

• The reader• Tumor Biomarker Panel [Early Detection]• Cardiac Biomarker Panel [Acute Care]

RUO Market

• Early Adaptors [Researcher]

• Trials and Data Collection• FDA/CE-Approval Target Market :

Bioresearch Lab : Worldwide –About 60,000,US about 25,000 Bioresearch Lab]

Healthcare Market

• Tumor Panel [Early Detection]• Cardiac Panel [Acute Care] Target Market :

• Hospitals :Worldwide - About 17,000 hospitals , US about 795 hospitals.

• Tests : 300-500 million tests per annum]

2011 2012 2013 2014

Time

HealthcareMarket

RUO Market

$$$ SAMPLE

Roadmap

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ABC TECH

SAMPLE

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The Product & Technology

• The Product Description• Who need it ? Why ? How desperate? ”• Competitive & Positioning Analysis• Product Policy

While great devices are invented in the Lab great products are invented in the Market

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The Basic Financial Projections

• Projected P&L• Sales Plan• Sensitivity analysis

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SAMPLE

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SAMPLE

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FACT!:Main Causes for Unsuccessful Fundraising are:  

Lack of clear  STRATEGYPoor PREPARATION -

Broken COMMUNICATIONBAD LUCK…

Contact me today for :

BUSINESS PLAN - FIRM VALUATION - FUNDRAISING - M&[email protected]