A “Things to do”
check list
Targeting & Presenting to Potential Investors
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Sign Investor's Agreement
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Purchase & Transfer funds for Shares
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Design, Produce & Issue Share Certificate(s)
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Sign Shareholders' Register and appoint Directors
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Design/Execute Market Research
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Add Strategies/Products to improve Efficiency
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Calculate Financial Feasibility
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Write/Update Strategic Plan (Amended & Restated)
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Write/Update Prospectus
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Company Registration: Name Search
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Company Registration: Articles of Incorporation
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Company Registration: Registered Office
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Company Registration: Directors
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Company Registration: Secretary
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Certificate of Incorporation BUSINESS NAME
Computer ID No.:_________ Company No.: R___(__) dated Month dd, yyyy.
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Design Corporate Logo
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Order Corporate Seal/Stamp
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Produce Corporate Stationery
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Letter to open Bank Account(s)
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Open Bank Foreign$ Account
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Open Bank Local$ Account
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Purchase Keyman Insurance
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Implement CONTROL Management System
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Produce Promotional Printed Materials
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Produce Corporate Website
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Present & Negotiate with Venders & Suppliers
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Adjust Administration
Cost
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Adjust Production Cost
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Calculate Product Sale
Price
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Business Name
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Completed (√) Pending (?) Incomplete (
)
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Strategic Plan - Dated
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The Vision
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Mission Statement
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Objectives
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Financial Highlights
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Executive Summary
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The Marketing Plan
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Market Intelligence
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The Present Market Conditions
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Global Economic Outlook
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Growth of Gross Domestic Product
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Comparison of Base Scenario
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About The Conference Board
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Methodological Notes
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Caribbean Economy (Semi-Annually)
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The Targeted Market
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The Market Opportunities
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Benchmarking Analysis
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SWOT Analysis
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Force Field Analysis
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Cost Benefit Analysis
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Impact Analysis
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Marketing Strategies
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The Marketing Objective
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Targeting
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Pricing
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Communications
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Branding
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Promoting
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Distribution
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Distributing
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Negotiating
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Marketing Decisions
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Rationale
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Understand how Wealth is
transferred
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Factors for
Sustainability
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Essential parts of the
Home Budget
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Measured by Money
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Work and Invest
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Knowledge and Resources
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Management Role
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The Investor
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Governments’ Role
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Benefits Directly &
Indirectly
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The Market
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Tourism Sector
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Transportation Sector
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Energy Sector
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Business Services Sector
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Targeted Audience
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The Organization Design
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Best Economic Operating Scale
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Business Model
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Employees Share Ownership Program
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The Organization Structure
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Legal & Sector Regulatory Framework
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Company Registration
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Company Seal or Stamp
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Company Contracts (All
Existing)
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Company Litigations (All
Existing)
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Board of Directors Profile
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Executive Management
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Organizational Chart
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The Human Resource Plan
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The Resources
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Human Resources requirements
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Research Contract
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Production Contract
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Sales Contracts
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Technical Resources requirements
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Entry Level Requirements
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Promotion & Upper Levels Entry
Requirements
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Management Training & Assessment
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Job Description & Employment Contract
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Remuneration & Pension Plan
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The Fixed Asset Plan
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Fixed Assets & Physical Layout
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List of Moveable Equipment
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Maintenance Schedule
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Security (Prevention & Detection)
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The Product Plan
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Structural Design
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Description of Product Categories
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Sample
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Product Price List
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Research & Production Work Flow
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Financial Viability
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Customer Support Services
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Efficiency & Productivity Tools
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Audited Accounts
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Historical 5 or 10 years Financials
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Financial Projections
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Five Year Financials
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Balance Sheet
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Current Assets
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Fixed Assets
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Liabilities
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Shareholders' Equity
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Cash Flow Statement
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Operating Activities
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Investing Activities
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Financing Activities
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Income Statement
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Total Sales & Services Income
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Total Cost of Sales
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Gross Income
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Total Admin Expenses
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Net Income before Financial Cost
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Net Income Surplus/(Deficit)
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Equity
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Share Value Growth
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Declared Dividends
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Notes on Financials
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Conclusion (Offer/Bid)
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