This course is designed for entrepreneurs and business owners. You will learn how to tell your story through a business plan, including the various components that need to be presented. This includes the executive summary, business plan structure, presenting financial and non-financial information, and addressing risk. Examples of funding analysis including estimating start up costs, as well as monthly operating projections are explained in detail.

Learning Objectives

  1. Describe who the audience is for your business plan and how information should be presented to satisfy their needs. 
  2. Identify the components of a business plan and the sequence in which it should be presented.
  3. Demonstrate how to structure and present financial and non-financial information in a business plan.
  4. Explain how to address risk and assumptions in a business plan.

Topics Covered

  • Different stakeholders that will read your business plan 
  • Structure of a business plan
  • Executive summary
  • Market analysis, marketing plan and competitive advantage 
  • Start up funds and budgeting information 
  • Financial projections and assumptions
  • Break even analysis and risk 

Instructor

Founder and Lead Instructor, UltimQuest Knowledge Inc. Arun Mathur, FCPA, FCA

Arun is a retired Partner at Gerald Duthie & Co. LLP, where he provided professional services to a diverse group of clients. Arun is also Founder and Lead Instructor at UltimQuest Knowledge Inc. He has been delivering corporate training on improving governance, ethics, internal control, performance measurement and related topics. He provides live and online training through CPA bodies across Canada and Bermuda. Arun served for several years on the Board for HealthForce Ontario Marketing and Recruitment Agency, and was also Chair of the Finance and Audit Committee there and for the Trillium Gift of Life Network. He has served on the CMA Ontario's Review Committee prior to the merger.