Wilson Investment Properties

www.TomWilsonProperties.com

Wilson Investment Properties

Tom WilsonPresident / Founder


Saratoga, Ca408-867-1867

[email protected]

Highest Cash Flow Quality Turnkey Investments in the USA

Opening the Door toPlanning Your Business

mailto:[email protected]

I Survived 2012

The Panel at I Survived 2012

Sean O’Toole, Rick Sharga & Bruce Norris

Weegi Wilson and Bruce Norris

David Granzella & Tom Wilson

www.tomwilsonproperties.com

Sacramento Distressed Sales

Federal Government New Influences on Housing

1.The refinancing push continues.Refinancing for more borrowers but

No extended help for distressed loans

2. Continued Low Interest Rates

3. New mortgage standards Jan 2013. The Consumer Financial Protection Bureau per Dodd-Frank Act

Will define which mortgages are judged to be beyond a borrower’s ability to repay and would therefore trigger

legal and financial implications for lenders.


Federal Government New Influences on Housing

4. The mortgage interest deduction lives to fight another day.

President Obama open to reducing mortgage interest deduction only for the wealthy. Will likely resist cutting for middle-income taxpayers. Why? The ten states that benefit most from the mortgage-interest-deduction ALL voted for

Obama.


Wilson Investment PropertiesPlanning Your Business

Presentation Agenda

Why Plan? Fundamentals A Look at each Key Element Experience Tips Resources



"Would you tell me which way I ought to go from here?" asked Alice.

"That depends a good deal on where you want to get," said the Cat.

"I really don't care where" replied Alice."Then it doesn't much matter which way

you go," said the Cat.- Lewis Carroll, Alice's Adventures in Wonderland (1865), novelist and poet (1832-

1898).


Good plans shape good decisions. That's why good

planning helps to make elusive dreams come true.

- Lester Robert Bittel (b. 1918), writer


Percent Employers Small Businesses?99%

Number of US Small Businesses 27 million

Net New Jobs Created by Small Bus 64%

Want a Small Business?

You aren’t alone!


Why Plan?

Maximize Probability of Success

Failure Rate New Businesses US

30% Fail within 2 years50% Fail within 5 years


Business Planning Values

Forces you to “Think it Through”Get Specific with Goals,

Strategies, PrioritiesSets Financial Goals & RoadmapProvides a Vehicle for Obtaining

Financing



Product or Service

Financing

Management

Marketing

All Legs Are Essential for Success

Business Plan Fundamentals

Vision & Mission Statements Products and Services Market Analysis Marketing Strategy Operations Financials


Business PlanVision & Mission Statements

Vision Statement – What will it look like in 3yrs. Size, location, employees, product areas, general market

Mission Statement – products, product differentiation, market strategy…

Write it for a lay person, not a specialist in

your industry. Keep it simple.


Business PlanProducts & Services

Define specifically Price Targets Product Differentiation details Volume and growth Future products & services


Business PlanMarket Analysis

Overview of Your Market Sector Market Characteristics &

Direction Target Market & Demographics Competitive Analysis


Business PlanMarketing

Branding Marketing & Sales Channels Advertising Promotions & Incentives


Business PlanStrategy

Product Development Product Strengths & Weaknesses Company Strengths & Weaknesses Opportunity Basis Threat Defense Market Positioning Exit Plan


Business PlanOperations

Organizational Structure Organization Legal Entity Key Personnel, Partners,

Resources Facilities Execution Details of Plan Production Control


Business PlanFinancials

Sales Objectives (over time) Profit Objectives Cash Flow Plan Create Best, Worse, & Likely Plans Financing & Capital Requirements Metrics – Accounting,

measurements of performance


Experience Tips


Experience Tips


Business Plan value is primarily in the process of creating it,

Not the end plan, except for presenting to lenders &

partners

Experience Tips


Written Plan doesn’t have to be long to have value

Never outsource your Business Plan

Experience Tips


Create Board of Directors

Doesn’t have to be formalUtilize friends & mentors

Experience Tips


Secure Employees, Partners & Resources

with direct experience in your area of business.

Experience Tips


Use Focus GroupsTo Test Product and Service

Ideas(get some friends together)

Experience Tips


Use NDAsNon Disclosure

Agreements

Experience Tips


More businesses fail for negative cash flow than for

lack of profit.Manage CF & Capital carefully

Experience Tips


Most Financial Goals Take Twice as Long &

Twice as much capital as forecasted.

Plan for the potential.

Experience Tips


PassionPersistenceHard Work

Over Half of Success

Experience Tips


PersistenceMany Successful Si-Valley Hi-Tech

Companies took a long time to get financing and partners to

believe in them

Experience Tips


Talk to Your Competition!You’d be amazed at what ego will allow your

competitors to tell you. Start off with a compliment & sharing

something about your businessSharing info is usually a win-win

Experience Tips


Keep Honing Your BusinessYou don’t have to do it all

Network & Utilize Mastermind Groups

Experience Tips


Mastermind GroupNapoleon Hill's 1937 book Think and Grow Rich.

A small club of like-minded advanced talents who meet periodically for mutual brainstorming/accountability

sessions.


Whatever failures I have known, whatever errors I have committed, whatever follies I have witnessed in private and public life have been the

consequence of action without thought.

- Bernard Baruch, stock broker, advisor to presidents Woodrow Wilson, Harry S. Truman, (1870-1965)

"All of our Dreams come true if we have the

courage to pursue them.“

Walt Disney


WIP Investment Conclusions

The Good News………!Shadow Inventory &

Government Intervention Are Giving the

Well Educated & Careful Investor

Great Opportunities



“A crisis is a terrible thing to waste.”

Paul Romer, Senior Fellow at Stanford University


Business Planning Recommended Resources

US Small Business Administrationwww.sba.gov

Small Business Development Centers (SBDCs)

www.asbdc-us.org

SCORE www.score.org

Women's Business Centers (WBCs)www.awbc.biz

The Art of the Start UpGuy Kawasaki

http://www.awbc.biz/


Investor Education Resourcestomwilsonproperties.com

1.WIP Website Investor Info2.WIP Weekly Newsletter3.Report: How to Select the Best

Investment Region & Property4.Real Estate 360 Wed 3pm - KDOW 1220am


Documents

Wilson Investment Properties