"Business Plan" Rough Draft - Fix and Flip

[Patrick Soukup]

I'm creating a packet for potential cash lenders.  I have a stable of interested cash lenders, but would like to provide them with a hard copy of our plans.  I was curious if anyone would like to look it over and offer up suggestions as to what I should include/take out/add/subtract??  THANK YOU for your help!  I'm not sure as to the best way to share what I have so far, but if you would be willing to look over the 4-5 pages that I have so far, that would be great, and I can send it your way.

[Shannon K.]

My potential plan for investors contains 10-11 pages. I begin with a summary of the deal opportunity including numbers and payment the lender can expect to receive. I forecast a 6 month total holding period/utilities/insurance/interest and include pics of the property and surrounding neighborhood.

I include myself, my biz partner construction guy, and my realtor with our background, pictures, and descriptions of our roles in the deal. I include the scope of the project as far as what repairs need to be done, itemized budget for the repairs in Excel table format, and 3 neighborhood comps with pictures of those houses and descriptions talking about granite/ss appliances/tile floors/new roof, etc just like my project house will have.

Everything is done in Powerpoint so I can make an excellent presentation using pictures and laying it out where I want it. I then convert the Powerpoint presentation to .pdf file for prospective investors to see. I've only seen 2 properties so far this year (which turned out to be blahhh), but those who have seen the packet remarked how amazing and thorough it was, so I think I'm on the right track. I'd rather investors have too much info rather than too little and think I didn't put in enough effort!