1. business and industrial

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The plan should include a description of the business; the business' objectives; a market analysis
including names of competing businesses and their relative strengths and weaknesses; a
comparison of the competition's products and pricing structures; a description of the target
market and prospective customers; a description of any manufacturing or production processes,
materials required and supply sources; details of any contracts executed; marketing strategy
including pricing, advertising, and servicing; organizational structure; and sales, cost and income
projections and details of the bases therefore. In addition, specifically with respect to
employment, the business plan must set forth the company's personnel experience, staffing
requirements, job descriptions for all positions, and a timetable for hiring within the next two
years.
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Description of the business – provide full narrative. 2-3 paragraphs
o When founded, matched up with incorporation documents; where incorporated
o Company website; brochure – include
o Products/services
o Market – whether local (specify boundaries), regional, national, international
o End-users

Business objectives
o Avoid “empty” marketing language like “high quality at low prices”
o Include specific objectives –
 Ex 1: Expanding market into Northern California, from Sacramento to
Redding
 Ex 2: To build on our relationship as “preferred builder” with national
developer, X, with joint marketing initiatives, such as ___
 Ex 3: To expand our product line to include tobacco accessories, in
addition to our core tobacco product lines, such as lighters, pipes, cigarette
cases.

Market analysis including – be sure to include each of the below:
o Names of competing businesses, base of operation (where located)
o Relative strengths and weaknesses – what are your competitors’ strengths &
weaknesses as compared with yours?
o Comparison of the competition’s products and pricing structures – include
competitors’ prices for like products/services
o Description of the target market and prospective customers

Description of any manufacturing or production processes
o If your business involves manufacturing, building, putting together any products,
include a full description. The reader must be able to picture the process from
beginning to the end.
o Ex 1 manufacturing power tools: Parts are purchased at the lowest available prices
from international markets. The Company has a full-time sales researcher for the
purpose of locating the lowest priced parts, negotiating bulk prices, acquiring
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EB5 Business Plan Matter of Ho Checklist
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them, and liaising with our plant supervisor to ready the production team for an
influx of parts. Once the parts are received after clearing customs, they arrive at
our main assembly plant in Reno. They are checked against the lading slip and
then forwarded to the assembly intake supervisor, who directs the various parts to
be placed in the appropriate lines. The new products are merged with parts
already in the lines. Our assembly line workers, currently numbering 23, assemble
the parts according to specifications. The final product is packaged in the packing
room and placed in inventory. The inventory manager then responds to the
sales/marketing department’s demand for specific items. Demanded items are
shipped directly to customers from the inventory department via UPS. All items
are insured.
Materials required and supply sources
o Include a full list of materials required for your product or service
o Include a full list of your vendors, and precisely what they supply
o Include sample invoices from your vendors
o The materials and vendors should match the “Description of the Manufacturing
or Production Process,” fully described above. In other words, the reader must be
able to map the steps to the materials and suppliers you describe here.

Details of any contracts executed
o Major sales contracts with customers – include copy along with a brief description
of the transaction
o Major supply agreements – include copy along with a brief description of the
transaction
o Any other contract of significance to your particular business – include copy
along with a brief description of the transaction

Marketing strategy including pricing, advertising, and servicing
o How do you intend to expand your business in the next 2 years
o Be specific –
 Ex 1: The Company intends to launch a web-based marketing initiative,
allowing our customers to place orders directly online rather than
telephoning our customer service
 Ex 2: Because the Company is expanding its business to a national level,
we intend to advertise our services in national trade journals such as _____
 Ex 3: Our core marketing strategy involves providing unique customer
service, above and beyond what our competitors offer. We custom tailor
our product to customer specifications. We intend to offer full on-site
training, 3 month follow-up, and then 6 month follow-up, all as a part of
our initial pricing package.

Organizational structure – provide 3 versions:
o Version 1: Org structure before EB5 investment; day before EB5 investment –
provide date
o Version 2: Org structure now
o Version 3: Org structure 2 years after investment - projected
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Sales, cost and income projections, and details of the bases therefore
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Employment
o Company’s personnel experience – include names of key managers and their
experience
o Job descriptions for all positions – current and projected
 First section: Provide current jobs
 Job titles
 Brief description of tasks/ requirements
 Names of who currently hold position
 Date hired
 Second section: Provide projected jobs for the hires contemplated in next
2 years
 Job titles
 Brief description of tasks/ requirements
 Brief description of WHY this position is needed - important
 Date to be hired – month and year
o Staffing requirements
o Timetable for hiring within the next 2 years
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