Wilson Investment Properties

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Wilson Investment Properties
Highest Cash Flow Quality Turnkey Investments in
the USA
Opening the Door to Planning Your Business
Tom Wilson President / Founder Wilson Investment
Properties Saratoga, Ca 408-867-1867 tomkwilson_at_e
arthlink.net www.tomwilsonproperties.com
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I Survived 2012
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The Panel at I Survived 2012
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Sean OToole, Rick Sharga Bruce Norris
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Weegi Wilson and Bruce Norris
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David Granzella Tom Wilson
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Sacramento Distressed Sales
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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 borrowers ability to repay
and would therefore trigger legal and financial
implications for lenders.
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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.
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Wilson Investment PropertiesPlanning Your
BusinessPresentation Agenda

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

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"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).
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Good plans shape good decisions. That's why good
planning helps to make elusive dreams come
true. - Lester Robert Bittel (b. 1918), writer
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Want a Small Business? You arent alone!
Percent Employers Small Businesses? 99 Number of
US Small Businesses 27 million Net New Jobs
Created by Small Bus 64
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• Why Plan?
• Maximize Probability of Success
• Failure Rate New Businesses US
• 30 Fail within 2 years
• 50 Fail within 5 years

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Business Planning Values

• Forces you to Think it Through
• Get Specific with Goals, Strategies, Priorities
• Sets Financial Goals Roadmap
• Provides a Vehicle for Obtaining Financing

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All Legs Are Essential for Success
Financing
Marketing
Product or Service
Management
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Business Plan Fundamentals

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

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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.

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Business PlanProducts Services

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

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Business PlanMarket Analysis

• Overview of Your Market Sector
• Market Characteristics Direction
• Target Market Demographics
• Competitive Analysis

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Business PlanMarketing

• Branding
• Marketing Sales Channels
• Advertising
• Promotions Incentives

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Business PlanStrategy

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

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Business PlanOperations

• Organizational Structure
• Organization Legal Entity
• Key Personnel, Partners, Resources
• Facilities
• Execution Details of Plan
• Production Control

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Business PlanFinancials

• Sales Objectives (over time)
• Profit Objectives
• Cash Flow Plan
• Create Best, Worse, Likely Plans
• Financing Capital Requirements
• Metrics Accounting, measurements of performance

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Experience Tips
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Experience Tips

• Business Plan value is primarily in the process
  of creating it,
• Not the end plan,
• except for presenting to lenders partners

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Experience Tips

• Written Plan doesnt have to be long to have
  value
• Never outsource your Business Plan

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Experience Tips

• Create Board of Directors
• Doesnt have to be formal
• Utilize friends mentors

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Experience Tips

• Secure Employees, Partners Resources with
  direct experience in your area of business.

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Experience Tips

• Use Focus Groups
• To Test Product and Service Ideas
• (get some friends together)

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Experience Tips

• Use NDAs
• Non Disclosure Agreements

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Experience Tips

• More businesses fail for negative cash flow than
  for lack of profit.
• Manage CF Capital carefully

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Experience Tips

• Most Financial Goals Take Twice as Long
• Twice as much capital
• as forecasted.
• Plan for the potential.

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Experience Tips

• Passion
• Persistence
• Hard Work
• Over Half of Success

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Experience Tips

• Persistence
• Many Successful Si-Valley Hi-Tech Companies took
  a long time to get financing and partners to
  believe in them

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Experience Tips

• Talk to Your Competition!
• Youd be amazed at what ego will allow your
  competitors to tell you.
• Start off with a compliment sharing something
  about your business
• Sharing info is usually a win-win

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Experience Tips

• Keep Honing Your Business
• You dont have to do it all
• Network Utilize Mastermind Groups

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Experience Tips

• Mastermind Group
• Napoleon Hill's 1937 book Think and Grow Rich.
• A small club of like-minded advanced talents who
  meet periodically for mutual brainstorming/account
  ability sessions.

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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)
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• "All of our Dreams come true if we have the
  courage to pursue them.
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• Walt Disney

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WIP Investment Conclusions

• The Good News!
• Shadow Inventory
• Government Intervention
• Are Giving the
• Well Educated
• Careful Investor
• Great Opportunities

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• A crisis is a terrible
• thing to waste.
• Paul Romer, Senior Fellow at Stanford University

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Business Planning Recommended Resources
US Small Business Administration www.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 Up Guy Kawasaki
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Wilson Investment Properties
 
 

• Investor Education Resources
• tomwilsonproperties.com
• WIP Website Investor Info
• WIP Weekly Newsletter
• Report How to Select the Best Investment Region
  Property
• Real Estate 360 Wed 3pm - KDOW 1220am

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