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Live Webinar

60-minute live streaming program
  • July 27
  • 1:00 - 2:00 pm EST

Writing Effective Business Proposals

July 27

Learn how to write a business proposal and take your idea from concept to a tangible plan, to execution.

A business proposal simply is a blueprint of the goals, projections, financing and other particularly important elements of a new business venture or the revamping of a current business. We will cover those topics and you will be able to create your own business plan.

You will use your business proposal to present a summary of your new project, product, or service to potential investors, bankers, and customers. The business proposal will include your marketing and implementation strategy, and your financial plan.

Any potential investor with cash to put into a startup will want to know that you have a solid plan in place. A formal plan or proposal will give them a good idea of how your new business will run, succeed, and be profitable.

Learning Objectives

  • You will be able to define business proposals.
  • You will be able to describe how to use a business proposal.
  • You will be able to identify what is included in a business proposal.
  • You will be able to explain how business proposals can be useful to find investors.

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Why Lorman?

Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Executive Summary
  • Name of Business, etc.
  • Business Description and What Do You Want to Do?
  • Is It a New Product?
  • Funding Request – Going for a Bank Loan, Grant, SBA Loan
    • Internal Funding
    • Marketing
    • Staffing
    • Administration
  • Start up?
    • What Are You Providing Your Customers With?
    • Fulfilling Their Needs and Wants
  • Industry Overview
  • Seasonal Factors
  • Position in the Industry
  • Legal Issues
    • Patents
    • Trademarks
  • Target Market – Main Market for the Business (Internal/External)
    • Secondary Markets
    • Foreign Markets
  • Competition
    • Competitive Advantage
  • SWOT Analysis
Business Summary
Marketing Summary
Strategy and Implementation
  • Tactics of Sales Promotion
  • Maintaining Quality of Product
  • Marketing Campaigns
Financial
  • How Are You Going to Pay for All of This?
  • Expected Return on Investment
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More Program Information

Why Lorman?

Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

Live Webinar Registration

  • AIPB 1.0
     
  • This program is acceptable for 1.0 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
     
  • ASAP PACE 0.1
     
  • This course is pre-approved through the American Society of Administrative Professionals (ASAP) for 0.1 CEU(s) towards your PACE Recertification.
     
  • IAAP 1.0
     
  • All education that aligns with the CAP Body of Knowledge can be used toward recertification. Lorman Education Services believes this course does align and should be counted toward recertification. Please visit IAAP's certification webpage to review recertification details and requirements. https://www.iaap-hq.org/page/CAP_Recertification. Course Length: 1.0.
     
  • CPE 1.2 including Business Management and Organization 1.2
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.2 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Business Management and Organization for 1.2 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     

Who should attend?

This live webinar is designed for business owners and managers, supervisors, associates, accountants, controllers, bookkeepers, CPAs, directors, and administrative professionals.

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Why Lorman?

Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Mel Coe, Ph.D.

Mel Coe, Ph.D.

Mel Coe and Partners

  • Small business consultant based in Atlanta
  • Retired Professor of International Business at the graduate and post-graduate level
  • Published author (John Wiley & Sons)
  • Research interests are in critical thinking and problem-solving
  • Lifetime member Sigma Beta Delta & Delta Mu Delta
  • Ph.D. degree in education, Colorado State University
  • Can be contacted at 770-314-7243 or [email protected]
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More Program Information

Why Lorman?

Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 409017
Published 2021
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