Business Name: DIAMOND CUTTS MG LLC
Address: 531 Garfield Avenue, Jersey City
New Jersey 07305
County: Hudson County
Home Based: Yes
Rents Space: No
Industry Type: Services
Other:
Years in Business: 1 to 3 years
Business Registered: Yes
Legal Structure: LLC
Has Team: Yes
Size of Team: 4
Team Members: Myself and independent contractors (1099)
Top Challenges: 1. Contract evaluation 2. No Certifications required but client expects them. 3. Legal Structure.
Status of Concept: Product or Service Already Launched

Service/Product Description
Mentoring and motivational group, they do keynote speeches, seminars, support groups, or individual mentoring sessions.
on the following topics.
Gang prevention
Drug awareness
gender identify crisis.

Intellectual Property: No
Type of IP:
IP Registered:

Business Name: Las Maria Restaurant
Address: 515 Livingston Avenue, New Brunswick
New Jersey 08901
County: Middlesex County
Home Based: No
Rents Space: Yes
Industry Type: Services
Other:
Years in Business: 1 to 3 years
Business Registered: Yes
Legal Structure: LLC
Has Team: Yes
Size of Team: 5
Team Members: Myself and full-time employees (W-2)
Top Challenges: 1. How to pitch to the correct target. 2. Digital Marketing. 3. market reseach
Status of Concept: Product or Service Already Launched

Service/Product Description
She has a full service restaurant, specializing in authentic meals from Puebla. She is looking to get a liquor license and will be needing a business loan.

Coaching Plan

1. Business Strategy with Valeria Aloe (1.5 hour)
2. Business plan with Reina Valenzuela (2 hours)
3. Accounting System with Martha Naranjo (2 hours)
4. Loan application (TBD)

Intellectual Property: No
Type of IP:
IP Registered:

Business Name: Henry Picado
Address: 362 Lazy Drive, New Mildford
New Jersey 07646
County: Bergen County
Home Based: Yes
Rents Space: No
Industry Type: Services
Other:
Years in Business: 3 to 5 years
Business Registered: Yes
Legal Structure: LLC
Has Team: Yes
Size of Team: 2
Team Members: Myself and independent contractors (1099)
Top Challenges: 1. Certifications. 2. Government Contracting. 3. Bidding and proposals
Status of Concept: Product or Service Already Launched

Service/Product Description
Henry has been in business as a fashion designer, working for brands and private labels designs. He says that he just came to the class because he was looking for loans. Since the start of HETP he has started a new company called III Star Group Corp with two partners that have invested $1.3 Million. He also has Henry Picado as a brand and Este & Chlo LLC which is main business for the men and women clothing lines.

He is interested in government contracting for uniforms such as Department of Corrections and branches of the government. For the purpose of HETP he will focus on Government procurement.

1. Certifications: Minority Owned
2. Government Contracts
3. Brand Trademark Registration for Este and Chloe LLC.

Intellectual Property: Yes
Type of IP: Trademark
IP Registered: No

Business Name: Gonzlaez Construction and Builder Services, LLC
Address: 58 Brittney Drive, Bayville
New Jersey 08721
County: Hudson County
Home Based: Yes
Rents Space: Yes
Industry Type: Construction
Other:
Years in Business: More than 10 years
Business Registered: Yes
Legal Structure: LLC
Has Team: Yes
Size of Team: 3
Team Members: Myself and independent contractors (1099)
Top Challenges: Have an office, get commercial clients, sales flow
Status of Concept: Product or Service Already Launched

Service/Product Description
Framing
Painting
SheetRock
General Construction - Interior to residential clients

Coaching Plan:
__________________
1. Market Research
2.Develop a sales strategy
3. Include a referral program with current clients

Intellectual Property: No
Type of IP:
IP Registered:

Business Name: Ayuda Financial and Accounting
Address: 76 Garden Street, Newark
New Jersey 07105
County: Essex County
Home Based: No
Rents Space: Yes
Industry Type: Services
Other:
Years in Business: Less than 1 year
Business Registered: Yes
Legal Structure: LLC
Has Team: No
Size of Team:
Team Members:
Top Challenges: Constant sales pipeline, Level Revenue streams and Time Management
Status of Concept: Product or Service Already Launched

Service/Product Description
Accounting
Payroll
Taxes
Financial Advisor
Notary

Coaching Plan
_____________________

1. Conduct a Market Research
2. Develop Sales tactics plan

Intellectual Property: No
Type of IP:
IP Registered:

Business Name: One Eleven Skin and Body Solutions
Address: 10 E Moonachie Road, Hackensack
New Jersey 07601
County: Bergen County
Home Based: No
Rents Space: Yes
Industry Type: Services
Other:
Years in Business: Less than 1 year
Business Registered: Yes
Legal Structure: LLC
Has Team: Yes
Size of Team: 3
Team Members: Myself and full-time employees (W-2)
Top Challenges: 1. Accounting, 2. Complete business plan 3. Will need a loan
Status of Concept: Idea Under Research

Service/Product Description
William and his wife have invested $80,000 into the opening a new spa, currently renovating space, they expect to launch first week of June. Services to be provided: Massages, skin care, rejuvenation, and body contouring, cold sculpting, laser, etc.

He has quickbooks set up, but he needs to understand depreciation of machines for his current business and his new location. He also would like to have help with the business plan and obtaining a loan.

Intellectual Property: No
Type of IP:
IP Registered:

Business Name: Ay Chihuahua!
Address: 83 Broadway, Passaic
New Jersey 07055
County: Passaic County
Home Based: No
Rents Space: Yes
Industry Type: Services
Other:
Years in Business: 1 to 3 years
Business Registered: Yes
Legal Structure: Corporation
Has Team: Yes
Size of Team: 7
Team Members: Myself and full-time employees (W-2)
Top Challenges: 1. Access to Capital, 2. Buy Equipment to make space more functional. 3. Accounting practices.
Status of Concept: Product or Service Already Launched

Service/Product Description
The business was set up for franchising in mind. They invested approx. $100K but it has not been enough to complete the work needed. They generate $5,500/week but spend $3,000 in payroll alone, they have another $3,500 in monthly fixed expenses. It has been difficult for them to leave their full time jobs and to focus on the business. While Alfonso feels that access to capital is his biggest hurdle, prior to applying for a loan he must do a strategic analysis of this business operations.

COACHING PLAN:

1. Business Analysis and Strategic Plan (Valeria and Reina 2 hours)
2. Marketing and Sales
3. Accounting

Intellectual Property: No
Type of IP:
IP Registered:

Business Name: Zelian Italian Designs, LLC
Address: 1275 Bloomfield, Fairfield
New Jersey 07004
County: Passaic County
Home Based: No
Rents Space: Yes
Industry Type: Manufacturing
Other:
Years in Business: 1 to 3 years
Business Registered: Yes
Legal Structure: LLC
Has Team: Yes
Size of Team: 3
Team Members: Myself and my partner(s)
Top Challenges: Promoción de marca, access to capital, General Management
Status of Concept: Product or Service Already Launched

Service/Product Description
Design and manufacture unique furniture

Coaching Plan

1. Develop a Biz Plan to access capital
Also, it might help understand his biz, goals and action plan.
He knows how to manufacture and produce his product but he is not clear on his overall strategy.

Intellectual Property: No
Type of IP:
IP Registered:

Business Name: 3AHillstole, LLC
Address: 13 New Brooklyn Road, Edison
New Jersey 07022
County: Middlesex County
Home Based: No
Rents Space: Yes
Industry Type: Construction
Other:
Years in Business: 1 to 3 years
Business Registered: Yes
Legal Structure: LLC
Has Team: Yes
Size of Team: 6
Team Members: Myself and full-time employees (W-2)
Top Challenges: Obtain commercial contracts, Administrative and Technology
Status of Concept: Product or Service Already Launched

Service/Product Description
Create and install kitchen countertops

Coaching Plan:

1. Sales /Proposal Plan
2. Web site Creation
3. Accounting System

Notes: Lack of knowledge in general management.
They have a lot of clients and product is in high demand. They need help with internal procedures and working capital for new machinery. They get all clients by referrals. They are seeking to get their direct clients. Urgent and immediate needs on the coaching plan.

Intellectual Property: No
Type of IP:
IP Registered:

Business Name: Incredible Cleanning , LLC
Address: 275 Hollywood Ave, Hillside
New Jersey 07205
County: Union County
Home Based: Yes
Rents Space: No
Industry Type: Services
Other:
Years in Business: 1 to 3 years
Business Registered: Yes
Legal Structure: LLC
Has Team: Yes
Size of Team: 3
Team Members: Myself and independent contractors (1099)
Top Challenges: Client retention, Pricing Strategy with clients and employees, Sales (because she is shy), Confidentiality Agreement
Status of Concept: Product or Service Already Launched

Service/Product Description
Cleaning Services (residential)
Small Offices
______________________

Coaching Plan:

1. Needs a website
2. Work on Elevator Pitch
3. General Management mostly HR

Intellectual Property: No
Type of IP:
IP Registered:

Business Name: Glamourosa Events and Wedding Planning , LLC
Address: 1611 Springfield Ave Unidad D, Mapelwood
New Jersey 07040
County: Essex County
Home Based: No
Rents Space: No
Industry Type: Retail
Other:
Years in Business: 1 to 3 years
Business Registered: Yes
Legal Structure: LLC
Has Team: No
Size of Team:
Team Members:
Top Challenges: Lack of human power (soloprenuer), Marketing plan, Working Capital
Status of Concept: Product or Service Already Launched

Service/Product Description
Professional Flower Designers

Coaching Plan
1. Mini-marketing plan
2. Business plan to get capital

Intellectual Property: No
Type of IP:
IP Registered:

Business Name: Martinez martials arts and family fitness center, LLC
Address: 147 Groove street, Bloomfield
New Jersey 07003
County: Essex County
Home Based: No
Rents Space: Yes
Industry Type: Services
Other:
Years in Business: 1 to 3 years
Business Registered: Yes
Legal Structure: LLC
Has Team: Yes
Size of Team: 6
Team Members: Myself and independent contractors (1099)
Top Challenges: New Location, Need Income, Organization (management system)
Status of Concept: Product or Service Already Launched

Service/Product Description
Martial Arts for children, teens and adults
Fitness Packages
After Care and Summer Camps

Coaching Plan
_____________________
1. Develop a business plan (Review with Reina/Valeria 1 hrs)
2. Get Capital $20K (Myriam Cruz for Loan application)
3. Include Time management (Tatiana)

Intellectual Property: No
Type of IP:
IP Registered:

Business Name: Allesig Group, LLC
Address: 16 say street, Edison
New Jersey 08837
County: Middlesex County
Home Based: Yes
Rents Space: No
Industry Type: Services
Other:
Years in Business: 3 to 5 years
Business Registered: Yes
Legal Structure: LLC
Has Team: Yes
Size of Team: 3
Team Members: Myself and full-time employees (W-2)
Top Challenges: Admin Assistant, Create Accounting System, Financial (line of credit)
Status of Concept: Product or Service Already Launched

Service/Product Description
Printing (all types)
Graphic Design

Coaching Plan:

1. Develop an accounting system (2 hour with Martha Naranjo)
2. Create business plan (Reina/LivePlan (3 hours)
3. obtain a line of credit (TBD)

Intellectual Property: No
Type of IP:
IP Registered:

Business Name: IsamoEvents, LLC
Address: 58 Britanny Drive, Bayville
New Jersey 08721
County: Hudson County
Home Based: Yes
Rents Space: No
Industry Type: Services
Other:
Years in Business: 5 to 10 years
Business Registered: Yes
Legal Structure: LLC
Has Team: Yes
Size of Team: 3-7
Team Members: Myself and independent contractors (1099)
Top Challenges: New Clients, Brand awareness, Budget for a retail space
Status of Concept: Product or Service Already Launched

Service/Product Description
Event Decoration

Coaching Plan:

1. Review Business Canvas
2. Create a marketing plan

Intellectual Property: No
Type of IP:
IP Registered:

Business Name: Evoke Events by Jiovannie
Address: 23 Summer St, Passaic
New Jersey 07055
County: Passaic County
Home Based: No
Rents Space: No
Industry Type: Services
Other:
Years in Business: Less than 1 year
Business Registered: Yes
Legal Structure: LLC
Has Team: No
Size of Team:
Team Members:
Top Challenges: 1. Time management 2. Pricing. 3. Licensing and Insurance
Status of Concept: Product or Service Already Launched

Service/Product Description
Event management, finding venue, theme of event, execution, set up and break down of the event.

COACHING PLAN: (high potential)
1. Business Model Canvas
2. Marketing plan
3. Accounting

Intellectual Property: No
Type of IP:
IP Registered:

Business Name: No name yet
Address: 53 Walnut Drive, Spring Lake
New Jersey 07762
County: Monmouth County
Home Based: Yes
Rents Space: No
Industry Type: Services
Other:
Years in Business: Less than 1 year
Business Registered: No
Legal Structure:
Has Team: No
Size of Team:
Team Members:
Top Challenges: 1. transition from full time employee to full time business owner. 2. Register LLC launch office. 3. Branding & Marketing
Status of Concept: Idea Under Research

Service/Product Description
She serves people who are facing foreclosures through a community organization, she wants to expand her business from financial counseling to personal counseling.

1. Business Model Canvas (2 hours with Reina)
2. LLC registration. (1 hour with Ines)
3. Marketing and Branding (2 hours with Tatiana)

Intellectual Property: No
Type of IP:
IP Registered:

Business Name: Ronaldo Linares
Address: 1526 Dogwood Drive, Piscataway
New Jersey 08854
County: Middlesex County
Home Based: Yes
Rents Space: No
Industry Type: Services
Other:
Years in Business: Less than 1 year
Business Registered: Yes
Legal Structure: LLC
Has Team: No
Size of Team:
Team Members:
Top Challenges: 1. Understanding the public speaking landscape, getting noticed as a speaker and presenter. 2. Pricing structure for Consulting side
Status of Concept: Idea Under Research

Service/Product Description
Ronaldo wants establish himself as a Speaker and workshop presenter on "health and wellness" through healthy cooking. He wants to apply the Marine Mindset in Leadership. He wants to be a Consultant in the Restaurant industry offering new/future restaurant owners guidance to set up their operations.

COACHING PLAN:

1. Overall Business Strategy (1 hour with Valeria)
2. Public Speaking and Presentations (1-2 hours with Minue Yoshida)
3. Marketing Strategies (Reina or Tatiana)

Intellectual Property: Yes
Type of IP: Trademark
IP Registered: No

Business Name: Rosel and Robert Event Planners
Address: 714 Warren Street, Harrison
New Jersey 07029
County: Hudson County
Home Based: Yes
Rents Space: No
Industry Type: Services
Other:
Years in Business: Less than 1 year
Business Registered: No
Legal Structure:
Has Team: Yes
Size of Team: 2
Team Members: Myself and my family
Top Challenges: 1. Registrations for the business 2. Credit score. 3. Financing.
Status of Concept: Product or Service Already Launched

Service/Product Description
She does party decorations, flower arrangements, and other party planning services. she wants to target a new segment, americans, not just latinos.

Intellectual Property: No
Type of IP:
IP Registered:

Business Name: Wintia Memoirs
Address: 146 Grand Avenue, Leonia
New Jersey 07605
County: Bergen County
Home Based: Yes
Rents Space: No
Industry Type: Services
Other:
Years in Business: Less than 1 year
Business Registered: Yes
Legal Structure: LLC
Has Team: Yes
Size of Team: 5
Team Members: Myself and independent contractors (1099)
Top Challenges: 1. Marketing Plans, 2. Trademark
Status of Concept: Idea Under Research

Service/Product Description
Her idea is to develop printed book of memoirs for children or to be gifted for special occasions and milestones. The business is still in development stage. She has tested the market and has some clients. She is planning to launch by the end of the year.

COACHING PLAN (high potential)
1. Business Strategy (1.5 hour with Valeria)
2. Market Research (1-2 hours with Reina)
3. Marketing Plan (3 hours with Tatiana)

Intellectual Property: No
Type of IP:
IP Registered:

Business Name: Fit4abetterme, LLC
Address: 527 Teal Plaza, Seacacus
New Jersey 07094
County: Hudson County
Home Based: Yes
Rents Space: No
Industry Type: Services
Other:
Years in Business: 1 to 3 years
Business Registered: Yes
Legal Structure: LLC
Has Team: No
Size of Team:
Team Members:
Top Challenges: Increase Sales, Marketing Strategy, Pricing Strategy
Status of Concept: Product or Service Already Launched

Service/Product Description
Virtual Fitness Class
Nutritional Coaching
Monthly Fitness Challenges

Coaching Plan:
_____________________

1. Pricing Strategy
2. Marketing Strategy (target market, social media)

Intellectual Property: No
Type of IP:
IP Registered:

Business Name: Geomil Group
Address: 307 Harrison Ave, Harrison
New Jersey 07029
County: Hudson County
Home Based: No
Rents Space: Yes
Industry Type: Services
Other:
Years in Business: 5 to 10 years
Business Registered: Yes
Legal Structure: LLC
Has Team: Yes
Size of Team: 5
Team Members: Myself and my partner(s)
Top Challenges: 1. Increase sales, double shipping volume to 15-20 mil kilos. 2. Increase Sales online. 3. Get more agencies
Status of Concept: Product or Service Already Launched

Service/Product Description
Francisco and his wife, Liliana, own and manage the business. They ship packages to Ecuador, Spain, Peru. They collect packages at their location, and ship by air. They use third parties for other countries and are looking to build relationships with other reputable carriers and freight forwarders. They want to expand into new markets and increase their agencies. They are highly focused and organized. They would like to obtain a commercial credit in the future.

COACHING PLAN: (High Potential, hours and coaches to be assigned)
1. Create long-term strategy to increase their reach and boost sales.
2. Create a digital and traditional marketing plan to increase online sales (Tatiana 2-3 hours)
3. Website review and SEO (1 hour with Oscar)
4. Introduce them to the Export Promotion Program. (May 31st presentation.)

Intellectual Property: No
Type of IP:
IP Registered:

Business Name: Sugar Crafts
Address: 51 Clifton Avenue, Newark
New Jersey 07104
County: Essex County
Home Based: Yes
Rents Space: No
Industry Type: Services
Other:
Years in Business: 1 to 3 years
Business Registered: Yes
Legal Structure: LLC
Has Team: No
Size of Team:
Team Members:
Top Challenges: 1. Establish presence in the Digital space. 2. Reach a steady income of $1000 per week. 3. Target new segments.
Status of Concept: Product or Service Already Launched

Service/Product Description
Produces custom candies and candy buffet for parties and social events. Wants to target a new market segment so she can be more profitable. Should operate from a Commercial kitchen. Needs to collect sales taxes.

COACHING PLAN
1. Marketing Plan (2 hours with Tatiana)
2. Accounting (2 hours with Martha)

Intellectual Property: No
Type of IP:
IP Registered:

Business Name: Daniela Events Designs and Party Rentals, LLC
Address: 2 Camner Ave, Somerset
New Jersey 08873
County: Sommerset County
Home Based: Yes
Rents Space: Yes
Industry Type: Services
Other:
Years in Business: 3 to 5 years
Business Registered: Yes
Legal Structure: LLC
Has Team: Yes
Size of Team: 4
Team Members: Myself and part-time employees (W-2)
Top Challenges: New Sales including commercial sales, Improve Vendors contact, Marketing
Status of Concept: Product or Service Already Launched

Service/Product Description
Event Decoration (social or corporate)
Event items rentals

Intellectual Property: No
Type of IP:
IP Registered:

Business Name: Casseiro Gourmet House, LLC
Address: 70 Pacific street, Newark
New Jersey 07105
County: Essex County
Home Based: Yes
Rents Space: Yes
Industry Type: Retail
Other:
Years in Business: 5 to 10 years
Business Registered: Yes
Legal Structure: LLC
Has Team: Yes
Size of Team: 7
Team Members: Myself and full-time employees (W-2)
Top Challenges: General Management including HR, Financial Structure, Marketing (media to bring customers)
Status of Concept: Product or Service Already Launched

Service/Product Description
Selling:
Hams
Cured and fresh meats
Organic meats
Vegetables

Coaching Plan:
___________________

1. Create and implement an accounting system
2. Work on price strategy
3. Financials

Intellectual Property: No
Type of IP:
IP Registered:

Business Name: Joyeria Minor
Address: 173 French street, New Brunswick
New Jersey 08901
County: Middlesex County
Home Based: No
Rents Space: Yes
Industry Type: Retail
Other:
Years in Business: 1 to 3 years
Business Registered: Yes
Legal Structure: LLC
Has Team: Yes
Size of Team: 3
Team Members: Myself and my family
Top Challenges: Tasks Management, Marketing strategy to attract visitors, Designing Website.
Status of Concept: Product or Service Already Launched

Service/Product Description
Jewelry Sale (gold and silver)
Repair service
Personalized design

Coaching Plan:
______________________

1. Marketing PLan
2. Website Creation
3. Define Team's positions (manual creation)

Intellectual Property: No
Type of IP:
IP Registered:

Account System in Place: No
Record Keeping: Manual, paper files
Available Reports: Balance Sheet, Sales Projections
Needs a Business Loan: No
How Much:
Purpose of the Loan: {Purpose of the loan?:70}

Account System in Place: Yes
Record Keeping: Through a web service
Available Reports: Profit and Loss Statement, Balance Sheet, Sales Projections
Needs a Business Loan: Yes
How Much: $50,000
Purpose of the Loan: {Purpose of the loan?:70}

Account System in Place: Yes
Record Keeping: Through a web service
Available Reports: Profit and Loss Statement, Balance Sheet, Sales Projections, Break-Even Analysis
Needs a Business Loan: No
How Much:
Purpose of the Loan: {Purpose of the loan?:70}

Account System in Place: Yes
Record Keeping: I don't know, my account keeps my records
Available Reports: None of the Above
Needs a Business Loan: No
How Much:
Purpose of the Loan: {Purpose of the loan?:70}

Account System in Place: Yes
Record Keeping: Electronically using a software package
Available Reports: Startup Budget, Profit and Loss Statement, Balance Sheet, Sales Projections
Needs a Business Loan: No
How Much:
Purpose of the Loan: {Purpose of the loan?:70}

Account System in Place: Yes
Record Keeping: Through a web service
Available Reports: Profit and Loss Statement, Balance Sheet, Sales Projections, Break-Even Analysis
Needs a Business Loan: Yes
How Much: $200,000
Purpose of the Loan: {Purpose of the loan?:70}

Account System in Place: Yes
Record Keeping: I don't know, my account keeps my records
Available Reports: None of the Above
Needs a Business Loan: Yes
How Much: $30,000.00
Purpose of the Loan: {Purpose of the loan?:70}

Account System in Place: Yes
Record Keeping: Electronically using a software package
Available Reports: Profit and Loss Statement, Balance Sheet
Needs a Business Loan: Yes
How Much: 50k
Purpose of the Loan: {Purpose of the loan?:70}

Account System in Place: No
Record Keeping: I don't know, my account keeps my records
Available Reports: None of the Above
Needs a Business Loan: Yes
How Much: 100-150K
Purpose of the Loan: {Purpose of the loan?:70}

Account System in Place: Yes
Record Keeping: I don't know, my account keeps my records
Available Reports: None of the Above
Needs a Business Loan: No
How Much:
Purpose of the Loan: {Purpose of the loan?:70}

Account System in Place: Yes
Record Keeping: I don't know, my account keeps my records
Available Reports: Startup Budget
Needs a Business Loan: Yes
How Much: 15-20K
Purpose of the Loan: {Purpose of the loan?:70}

Account System in Place: Yes
Record Keeping: Electronically using a software package
Available Reports: Startup Budget, Profit and Loss Statement, Balance Sheet, Sales Projections, Break-Even Analysis
Needs a Business Loan: Yes
How Much: 20K
Purpose of the Loan: {Purpose of the loan?:70}

Account System in Place: No
Record Keeping: I don't know, my account keeps my records
Available Reports: None of the Above
Needs a Business Loan: Yes
How Much: 25K
Purpose of the Loan: {Purpose of the loan?:70}

Account System in Place: No
Record Keeping: Manual, paper files
Available Reports: None of the Above
Needs a Business Loan: No
How Much:
Purpose of the Loan: {Purpose of the loan?:70}

Account System in Place: Yes
Record Keeping: Electronically in spreadsheets
Available Reports: None of the Above
Needs a Business Loan: Yes
How Much: $5,000 or more
Purpose of the Loan: {Purpose of the loan?:70}

Account System in Place: Yes
Record Keeping: Electronically using a software package
Available Reports: Profit and Loss Statement, Balance Sheet, Sales Projections
Needs a Business Loan: No
How Much:
Purpose of the Loan: {Purpose of the loan?:70}

Account System in Place: Yes
Record Keeping: Electronically using a software package
Available Reports: Profit and Loss Statement, Balance Sheet, Sales Projections
Needs a Business Loan: No
How Much:
Purpose of the Loan: {Purpose of the loan?:70}

Account System in Place: No
Record Keeping: Manual, paper files
Available Reports: None of the Above
Needs a Business Loan: No
How Much:
Purpose of the Loan: {Purpose of the loan?:70}

Account System in Place: Yes
Record Keeping: Through a web service
Available Reports: Profit and Loss Statement, Balance Sheet, Sales Projections, Break-Even Analysis
Needs a Business Loan: No
How Much:
Purpose of the Loan: {Purpose of the loan?:70}

Account System in Place: No
Record Keeping: Through a web service
Available Reports: Profit and Loss Statement
Needs a Business Loan: No
How Much:
Purpose of the Loan: {Purpose of the loan?:70}

Account System in Place: Yes
Record Keeping: Electronically using a software package
Available Reports: Profit and Loss Statement, Balance Sheet, Sales Projections
Needs a Business Loan: No
How Much:
Purpose of the Loan: {Purpose of the loan?:70}

Account System in Place: No
Record Keeping: Manual, paper files
Available Reports: None of the Above
Needs a Business Loan: Yes
How Much: $5,000
Purpose of the Loan: {Purpose of the loan?:70}

Account System in Place: Yes
Record Keeping: Electronically using a software package
Available Reports: Startup Budget, Profit and Loss Statement, Balance Sheet, Sales Projections, Break-Even Analysis
Needs a Business Loan: No
How Much:
Purpose of the Loan: {Purpose of the loan?:70}

Account System in Place: Yes
Record Keeping: Electronically using a software package
Available Reports: Profit and Loss Statement, Break-Even Analysis
Needs a Business Loan: Yes
How Much: 100-200K
Purpose of the Loan: {Purpose of the loan?:70}

Account System in Place: Yes
Record Keeping: I don't know, my account keeps my records
Available Reports: Profit and Loss Statement
Needs a Business Loan: No
How Much:
Purpose of the Loan: {Purpose of the loan?:70}

Business Plan: Yes
Plan Completion: Executive Summary, Company Description, Organization and Management, Service/Product Line and Pricing, Marketing and Sales, Financial Projections
Plans to Expand: Yes
Expansion: Hire more employees, Branch out, Move from home-based to retail space

BUSINESS MODEL CANVAS
Business Model Canvas: No
Business Canvas Docs: N/A
Tested Hypothesis: No
Exercises to Test:

VALUE PROPOSITION CANVAS
Value Proposition Canvas: No
Value Canvas Docs: N/A
Customer Validation Exercises: No
How Many Exercises:
Customer-Validated Assumptions: No
Are They Buying: No

Business Plan: No
Plan Completion:
Plans to Expand: Yes
Expansion: Target new segments, Add new products or services

BUSINESS MODEL CANVAS
Business Model Canvas: Yes
Business Canvas Docs: N/A
Tested Hypothesis: Yes
Exercises to Test: Client interviews

VALUE PROPOSITION CANVAS
Value Proposition Canvas: No
Value Canvas Docs: N/A
Customer Validation Exercises: No
How Many Exercises:
Customer-Validated Assumptions: Yes
Are They Buying: Yes

Business Plan: No
Plan Completion:
Plans to Expand: No
Expansion:

BUSINESS MODEL CANVAS
Business Model Canvas: No
Business Canvas Docs: N/A
Tested Hypothesis: No
Exercises to Test:

VALUE PROPOSITION CANVAS
Value Proposition Canvas: No
Value Canvas Docs: N/A
Customer Validation Exercises: No
How Many Exercises:
Customer-Validated Assumptions: No
Are They Buying: No

Business Plan: No
Plan Completion:
Plans to Expand: Yes
Expansion: Target new segments

BUSINESS MODEL CANVAS
Business Model Canvas: Yes
Business Canvas Docs: N/A
Tested Hypothesis: No
Exercises to Test:

VALUE PROPOSITION CANVAS
Value Proposition Canvas: No
Value Canvas Docs: N/A
Customer Validation Exercises: No
How Many Exercises:
Customer-Validated Assumptions: No
Are They Buying: Yes

Business Plan: No
Plan Completion:
Plans to Expand: Yes
Expansion: Target new segments

BUSINESS MODEL CANVAS
Business Model Canvas: Yes
Business Canvas Docs: N/A
Tested Hypothesis: No
Exercises to Test:

VALUE PROPOSITION CANVAS
Value Proposition Canvas: Yes
Value Canvas Docs: N/A
Customer Validation Exercises: No
How Many Exercises:
Customer-Validated Assumptions: No
Are They Buying: Yes

Business Plan: No
Plan Completion:
Plans to Expand: Yes
Expansion: Hire more employees, Target new segments, Branch out, Add new products or services

BUSINESS MODEL CANVAS
Business Model Canvas: Yes
Business Canvas Docs: N/A
Tested Hypothesis: Yes
Exercises to Test: facebook ads

VALUE PROPOSITION CANVAS
Value Proposition Canvas: No
Value Canvas Docs: N/A
Customer Validation Exercises:
How Many Exercises:
Customer-Validated Assumptions:
Are They Buying:

Business Plan: No
Plan Completion:
Plans to Expand: Yes
Expansion: Target new segments

BUSINESS MODEL CANVAS
Business Model Canvas: No
Business Canvas Docs: N/A
Tested Hypothesis: No
Exercises to Test:

VALUE PROPOSITION CANVAS
Value Proposition Canvas: No
Value Canvas Docs: N/A
Customer Validation Exercises: No
How Many Exercises:
Customer-Validated Assumptions: No
Are They Buying: No

Business Plan: No
Plan Completion:
Plans to Expand: No
Expansion:

BUSINESS MODEL CANVAS
Business Model Canvas: Yes
Business Canvas Docs: N/A
Tested Hypothesis: No
Exercises to Test:

VALUE PROPOSITION CANVAS
Value Proposition Canvas: Yes
Value Canvas Docs: N/A
Customer Validation Exercises: No
How Many Exercises:
Customer-Validated Assumptions: No
Are They Buying: Yes

Business Plan: No
Plan Completion:
Plans to Expand: Yes
Expansion: Target new segments

BUSINESS MODEL CANVAS
Business Model Canvas: No
Business Canvas Docs: N/A
Tested Hypothesis: No
Exercises to Test:

VALUE PROPOSITION CANVAS
Value Proposition Canvas: No
Value Canvas Docs: N/A
Customer Validation Exercises: No
How Many Exercises:
Customer-Validated Assumptions: No
Are They Buying: Yes

Business Plan: No
Plan Completion:
Plans to Expand: Yes
Expansion: Hire more employees, Target new segments

BUSINESS MODEL CANVAS
Business Model Canvas: Yes
Business Canvas Docs: N/A
Tested Hypothesis: No
Exercises to Test:

VALUE PROPOSITION CANVAS
Value Proposition Canvas: No
Value Canvas Docs: N/A
Customer Validation Exercises: Yes
How Many Exercises: Interviews (3 current clients)
Customer-Validated Assumptions: Yes
Are They Buying: Yes

Business Plan: No
Plan Completion:
Plans to Expand: Yes
Expansion: Branch out

BUSINESS MODEL CANVAS
Business Model Canvas: Yes
Business Canvas Docs: N/A
Tested Hypothesis: No
Exercises to Test:

VALUE PROPOSITION CANVAS
Value Proposition Canvas: Yes
Value Canvas Docs: N/A
Customer Validation Exercises: No
How Many Exercises:
Customer-Validated Assumptions: No
Are They Buying: Yes

Business Plan: Yes
Plan Completion: Executive Summary, Company Description, Market Analysis, Organization and Management, Service/Product Line and Pricing, Marketing and Sales, Financial Projections
Plans to Expand: Yes
Expansion: Hire more employees, Branch out

BUSINESS MODEL CANVAS
Business Model Canvas: Yes
Business Canvas Docs: N/A
Tested Hypothesis: No
Exercises to Test:

VALUE PROPOSITION CANVAS
Value Proposition Canvas: Yes
Value Canvas Docs: N/A
Customer Validation Exercises: Yes
How Many Exercises: Survey
Customer-Validated Assumptions: No
Are They Buying: Yes

Business Plan: Yes
Plan Completion: Company Description, Service/Product Line and Pricing, Marketing and Sales
Plans to Expand: Yes
Expansion: Hire more employees, Target new segments

BUSINESS MODEL CANVAS
Business Model Canvas: Yes
Business Canvas Docs: N/A
Tested Hypothesis: No
Exercises to Test:

VALUE PROPOSITION CANVAS
Value Proposition Canvas: No
Value Canvas Docs: N/A
Customer Validation Exercises: No
How Many Exercises:
Customer-Validated Assumptions: No
Are They Buying: Yes

Business Plan: No
Plan Completion:
Plans to Expand: Yes
Expansion: Target new segments, Branch out

BUSINESS MODEL CANVAS
Business Model Canvas: No
Business Canvas Docs: N/A
Tested Hypothesis: No
Exercises to Test:

VALUE PROPOSITION CANVAS
Value Proposition Canvas: No
Value Canvas Docs: N/A
Customer Validation Exercises: No
How Many Exercises:
Customer-Validated Assumptions: No
Are They Buying: Yes

Business Plan: No
Plan Completion:
Plans to Expand: Yes
Expansion: Hire more employees, Add new products or services

BUSINESS MODEL CANVAS
Business Model Canvas: No
Business Canvas Docs: N/A
Tested Hypothesis: No
Exercises to Test:

VALUE PROPOSITION CANVAS
Value Proposition Canvas: No
Value Canvas Docs: N/A
Customer Validation Exercises: No
How Many Exercises:
Customer-Validated Assumptions: Yes
Are They Buying: Yes

Business Plan: No
Plan Completion:
Plans to Expand: Yes
Expansion: Branch out

BUSINESS MODEL CANVAS
Business Model Canvas: No
Business Canvas Docs: N/A
Tested Hypothesis:
Exercises to Test:

VALUE PROPOSITION CANVAS
Value Proposition Canvas:
Value Canvas Docs: N/A
Customer Validation Exercises:
How Many Exercises:
Customer-Validated Assumptions:
Are They Buying:

Business Plan: Yes
Plan Completion: Executive Summary, Company Description, Organization and Management, Financial Projections
Plans to Expand: Yes
Expansion: Add new products or services

BUSINESS MODEL CANVAS
Business Model Canvas: No
Business Canvas Docs: N/A
Tested Hypothesis:
Exercises to Test:

VALUE PROPOSITION CANVAS
Value Proposition Canvas:
Value Canvas Docs: N/A
Customer Validation Exercises:
How Many Exercises:
Customer-Validated Assumptions:
Are They Buying:

Business Plan: No
Plan Completion:
Plans to Expand: Yes
Expansion: Target new segments

BUSINESS MODEL CANVAS
Business Model Canvas: Yes
Business Canvas Docs: N/A
Tested Hypothesis: No
Exercises to Test:

VALUE PROPOSITION CANVAS
Value Proposition Canvas: No
Value Canvas Docs: N/A
Customer Validation Exercises: No
How Many Exercises:
Customer-Validated Assumptions: Yes
Are They Buying: Yes

Business Plan: No
Plan Completion:
Plans to Expand: Yes
Expansion: Add new products or services

BUSINESS MODEL CANVAS
Business Model Canvas: Yes
Business Canvas Docs: N/A
Tested Hypothesis: Yes
Exercises to Test: Interviews, prototipo, encuesta, questionnaires

VALUE PROPOSITION CANVAS
Value Proposition Canvas: Yes
Value Canvas Docs: N/A
Customer Validation Exercises: Yes
How Many Exercises: interviews, surveys
Customer-Validated Assumptions: Yes
Are They Buying: Yes

Business Plan: No
Plan Completion:
Plans to Expand: Yes
Expansion: Hire more employees, Target new segments

BUSINESS MODEL CANVAS
Business Model Canvas: Yes
Business Canvas Docs: N/A
Tested Hypothesis: Yes
Exercises to Test: Not sure - IDK

VALUE PROPOSITION CANVAS
Value Proposition Canvas: Yes
Value Canvas Docs: N/A
Customer Validation Exercises: Yes
How Many Exercises: Surveys
Customer-Validated Assumptions: Yes
Are They Buying: Yes

Business Plan: No
Plan Completion:
Plans to Expand: Yes
Expansion: Target new segments

BUSINESS MODEL CANVAS
Business Model Canvas: Yes
Business Canvas Docs: N/A
Tested Hypothesis: No
Exercises to Test:

VALUE PROPOSITION CANVAS
Value Proposition Canvas:
Value Canvas Docs: N/A
Customer Validation Exercises:
How Many Exercises:
Customer-Validated Assumptions: Yes
Are They Buying: Yes

Business Plan: No
Plan Completion:
Plans to Expand: Yes
Expansion: Target new segments

BUSINESS MODEL CANVAS
Business Model Canvas: Yes
Business Canvas Docs: N/A
Tested Hypothesis: No
Exercises to Test:

VALUE PROPOSITION CANVAS
Value Proposition Canvas:
Value Canvas Docs: N/A
Customer Validation Exercises:
How Many Exercises:
Customer-Validated Assumptions:
Are They Buying:

Business Plan: Yes
Plan Completion: Executive Summary, Company Description
Plans to Expand: Yes
Expansion: Target new segments

BUSINESS MODEL CANVAS
Business Model Canvas: Yes
Business Canvas Docs: N/A
Tested Hypothesis: No
Exercises to Test:

VALUE PROPOSITION CANVAS
Value Proposition Canvas: No
Value Canvas Docs: N/A
Customer Validation Exercises: No
How Many Exercises:
Customer-Validated Assumptions: No
Are They Buying: Yes

Business Plan: Yes
Plan Completion: Executive Summary, Company Description, Market Analysis, Organization and Management, Service/Product Line and Pricing, Marketing and Sales
Plans to Expand: Yes
Expansion: Branch out

BUSINESS MODEL CANVAS
Business Model Canvas: No
Business Canvas Docs: N/A
Tested Hypothesis: No
Exercises to Test:

VALUE PROPOSITION CANVAS
Value Proposition Canvas: No
Value Canvas Docs: N/A
Customer Validation Exercises:
How Many Exercises:
Customer-Validated Assumptions:
Are They Buying:

Business Plan: No
Plan Completion:
Plans to Expand: Yes
Expansion: Add new products or services

BUSINESS MODEL CANVAS
Business Model Canvas: Yes
Business Canvas Docs: N/A
Tested Hypothesis: No
Exercises to Test:

VALUE PROPOSITION CANVAS
Value Proposition Canvas: Yes
Value Canvas Docs: N/A
Customer Validation Exercises: No
How Many Exercises:
Customer-Validated Assumptions: No
Are They Buying: Yes