small business plan and documentation

Upload: bhuvnesh-kumar

Post on 07-Apr-2018

224 views

Category:

Documents


0 download

TRANSCRIPT

  • 8/3/2019 Small Business Plan and Documentation

    1/13

    Presented by:

    Bhuvnesh

    Sarat

  • 8/3/2019 Small Business Plan and Documentation

    2/13

    Textile Business plan

    -Executive Summary

    -Company Description

    -Marketing & Sales

    -Operations

    -Management-Financials

    Export documentation

    HDFC trade service

    Overview

  • 8/3/2019 Small Business Plan and Documentation

    3/13

    overview of most important points of business planand selling your business. e.g.:

    Mission: Prepare a quality garment with fashion

    Object : Consistency to produce quality garment

    Executive Summary

  • 8/3/2019 Small Business Plan and Documentation

    4/13

    Company ownership

    legal structure

    e.g. Research and Development , essential rent etc.

    Company location & facilities

    e.g. complete adders

    Company Description

  • 8/3/2019 Small Business Plan and Documentation

    5/13

    segmentation,

    targeting,

    market definition,

    competitive & SWOT analysis,

    sales & promotion,

    market growth analysis

    Marketing & Sales

  • 8/3/2019 Small Business Plan and Documentation

    6/13

    Legal & government issues

    staffing

    suppliers

    alliances

    policies risk assessment

    insurance

    Operations

  • 8/3/2019 Small Business Plan and Documentation

    7/13

    key job descriptions

    responsibilities

    management team

    organizational chart

    advisors

    Management

  • 8/3/2019 Small Business Plan and Documentation

    8/13

    Profit & loss

    cash flow

    balance sheet

    debt schedule

    use of funds and assumptions

    break-even analysis

    Financials

  • 8/3/2019 Small Business Plan and Documentation

    9/13

    Some factor determine documentation:

    Country of origin and destination, as well as

    transshipmentMode of transportation truck, rail, ocean, air, pipeline

    Commodity agriculture, livestock, safety/security,end-use, intangible- software, service

    Size value, volume, weight, dimensions

    Parties to the transaction shipper, consignee, agents,brokers, banks

    Export Documentation

  • 8/3/2019 Small Business Plan and Documentation

    10/13

    Invoices Commercial, Pro-forma, Consular Packing Lists Dock, or Warehouse, Receipt Bills of Lading (B/L) Ocean B/L, or Motor/Truck or Air Bill,

    or Way Bill Electronic Export Information (formerly the Shippers Export

    Declaration, or SED) is not an actual document but still a veryimportant part of the export process

    Certificates of Origin (C/O), sometimes country-specific NAFTA C/O, Israel C/O

    Declaration of Dangerous Goods (DGD) Hazmat, placards Certificates Insurance, Free Sale, Inspection, Phytosanitary,

    Authentication (Apostille) Miscellaneous: Letters of Credit, ATA Carnet, Duty Drawback

    cont...

  • 8/3/2019 Small Business Plan and Documentation

    11/13

    Import services:-

    Advance Remittance

    Direct Remittance

    Import Collection

    Letters of Credit

    HDFC trade policy

  • 8/3/2019 Small Business Plan and Documentation

    12/13

    Export service :

    Export Collection

    Export Advance Payment

    HDFC trade policy

  • 8/3/2019 Small Business Plan and Documentation

    13/13

    THANK

    YOU