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iBOSS 30-Hour Business Planning Intensive: From Start-up through Seed Capital

Intensive Weekend. Focused on helping entrepreneurs complete their capitalization packages with no distractions and full expert support. Closing the loop for each participant’s stage of “kind-of-ready”.

Business Plan, Executive Summary, Pitch Deck—Done Start-up Capital Loan—Application Processed

Long Range Capital Formation Strategy—Identified

The weekend is designed for participants to collaborate within facilitated peer advisory group formats. Join in sessions with subject matter experts and smaller focus groups. Practice your Pitch Deck for valuable input.

Who should attend? Entrepreneurs, start-ups and small business owners With non-performing business plans, and Requiring start-up capital, or Seeking investors for their projects.

What should they expect? Come Monday morning they will have a completed Investor-grade business plan Roadmap for early stage capital Tools to raise $1,000,000+

Facilitators

Cory Wilburn, CIO at iBOSS, Inc: program & application specific computer set-up for capital raising processes (management of contacts, databases, social networks and capitalization tables).

Bernard Williams, Attorney at Legis Group LLC: business formation - traditional and creative structures (C and S Corps, LLCs, Shelf Corporations and Capitalization Structuring) .

Jack Wilson, Owner, Liquid Capital of Greater Philadelphia: start-up capital, use of funds and loan packaging (up to $150k) for traditional and alternative lending.

Dr. Ray Charles, CEO at The KIIP Group, LLC: perfecting your banker or investor-grade business plan and engagement documents and packaging (writing to your audience)..

Don Moragne, Managing Principal at The WealthZone: building banker and/or investor credible projections and cash flow (translating what your marketing plan says about your revenues).

Dr. Joyce Pinkney, Independent Consultant: ensuring your industry focused marketing plans stand up to sophisticated investor scrutiny (translating market research & trends into credible data).

Pierre Walters, Director at Blue Artists, LLC: building strong public relations, branding and marketing programs (investors need to know that you can attract your intended customers).

John N. Marshall, Managing Partner of Ace-Gnosis International: identify strong staff, management, advisory and director boards ()building teams investors can believe in).

Lorette Farris, Business Strategist at iBOSS, Inc: marketing to accredited and unaccredited investors legally—(selecting your capital raising vehicle of choice to to raise $1,000,000+).

A business planning marathon designed to take your business plan off the sidelines and get it qualified for the Investor Race to Capital.

When: Friday November 21st 8am – 8pm Saturday November 22nd 8am – 8pm Sunday November 23rd 10am – 4pm

For More Information or to Register

Where: CEO CoLabs, 8101 Sandy Spring Rd, Suite 290, Laurel, MD 20707

Cost: $1,599 per person Ask About Our Client Discount

Scan for More Information or to Register Today

Hear an Angel Investors’ Take on Quality Business Plans

Weekend Overview

Your Laptop and LivePlan Subscription* is Required for Full Participation

Opens with a panel of investors and lenders for guidance on business plans that get their attention

Technology Investor

Services Investor

Business Structure Breakout Session – onsite setup of company legal structure**

Business Credit Profile (credit score) Breakout Session– onsite setup of business profile**

Signup for 30 minute consultation and instructions for processing

Business Credit Breakout Session – onsite application for business credit from $10k - $150k**

Signup for 30 minute consultation and instructions for processing

Business Loan Breakout Session – onsite application for business loan from $50k - $500k**

Signup for 30 minute consultation and instructions for processing

Close with an investor/lender-grade business plan, a road-map for capitalization and resources

What Track / Stage of Capital Are You Seeking? Track 1: Start-up Capital—Business Loans and Business Credit In business 6+ months, min $4,500/month revenue and 600+ credit score. Track 2: Seed Capital—Debt or Equity Investments Start-up or early stage operations seeking capital to start operations, marketing programs, or funding next steps. Track 3: Early Stage Capital—Series A Investment High growth companies seeking investment capital to shift the business into its next phase of growth.

iBOSS CAB—Capital Access Blvd

Attendees spend 80% of the time working in their business plans within Facilitator-led groups. By pre-populating your LivePlan file you significantly increase the efficient use of your time and the likelihood of completion. Breakout sessions are built-in to provide participants direct assistance where required.

Alternative Lender

Traditional Lender

Determine Your Track

Tracks are designed to efficiently deliver information and assistance relevant to attendee needs. Your time is valuable and we understand that participation in this intensive planning event is much more than just completing your business plan. It’s really about finding the capital you need to move your business idea to the next level.

Traveling in the iBOSS CAB accelerates your trip with the journey beginning upon registration where you will select a track, complete your profile and receive a checklist to help you prepare for the weekend.

Hear How iBOSS Delivers

www.iBOSSinc.com | P 240.645.0993 x112 | F 877.753.3048

www.ThroughtheLensofSmallBusiness.com

Subscribe for Updates: iBOSS CAB Updates

www.iBOSSinc.com | P 240.645.0993 x112 | F 877.753.3048

www.ThroughtheLensofSmallBusiness.com

Subscribe for Updates: iBOSS CAB Updates

For Investors—Good Deal Flow Starts with a

Quality Business plan If you’re looking to fund your company’s development or growth a quality business plan is the required tool for all capital resources - debt or equity. The iBOSS 30-Hour Business Planning Intensive is all about the deliverable, a quality Business Plan.

Be prepared to roll-up your sleeves, wear your thinking cap and work through the post-registration assignments. Throughout the weekend you will be working in LivePlan (laptop required) – the #1 business planning system with experienced professionals guiding you through each section. Completing your post-registration checklist, profile and document request prepares you to get answers to any final questions you may have all in one place and at one time. Accelerate the completion of your quality business plan.

The Weekend Opens with an Investor and Lender Panel for Guidance on Business Plans That Get Their Attention

Facilitator Led Business Plan Sections

Bernard Williams, Attorney at Legis Group LLC - Business Formation. Covering C, S & Shelf Corporations, Capitalization Tables, and Intellectual Property.

Jack Wilson, Owner, Liquid Capital of Greater Philadelphia - Alternative Lending. Covering Key Customers, Loans & Investments, Exit Strategies.

Dr. Ray Charles, CEO at the KIIP Group, LLC - Perfecting Your Story. Covering Who We Are, What We Sell, Who We Sell To, Company Overview, Mission Statement and Company History.

Donald Carrol Moragne, Managing Principal at The WealthZone – Outsourced CFO. Covering Revenue Forecasts, Budgets, and Cash Flow Assumptions.

Pierre Walters, Director at Blue Artists, LLC - Branding Building. Covering Market, Overview, Needs, Trends, Growth, Competitors and Industry Analysis.

John N. Marshall, Managing Partner of Ace-Gnosis International – Corporate Strategy Solutions. Management Teams, Strategic Alliances and Personnel Plans.

Sponsors

Facilitator Companies Click Each Item for More Information

Breakout Sessions

Business Structure - Company legal structures

Business Credit Profile (credit score) – onsite setup of business profile

Business Credit– onsite application for business credit from $10k-$150k

Business Loan – onsite application for business loan from $50k-$500k

Equity Capital Roadmap – customized roadmaps to raise $1,000,000

Technology Platforms – tools and applications to manage capital campaigns