Everything you need to know
about Owning a Business, and the
path to Financial Freedom
[FAQ — Buy](FAQ-Buy.html) | [FAQ — Sell](FAQ-Sell.html) | [Andrew's Website](http://www.andrew-rogerson.com) | [Affiliates](affiliates.html) | [Contact us](http://www.andrew-rogerson.com/contact/)
Successfully Buy Your Business $44.95
Thinking of owning your own business? This book will help answer the question if business ownership is for you, explains your options, and a detailed step by step process on the type of business you can buy, what you will need, how to evaluate a business for sale and so much more. the Table of Contents
Table of ContentsWelcome 3Your Goals 4Idea Tracker 5Section One: General InformationBusiness Ownership . What are My Options? 9How do I know if Starting a Business is Right for Me? 116 Personality Traits of an Entrepreneur 147 Stages of the Business Life Cycle15Expectations: Seller vs. Buyer 177 "Musts" before Buying Your Business 18No Dream, No Story, No Song - 8 Dream Killers20Passion - Good or Bad?23Section Two: EducationLegal Entity Options 27Fictitious Business Name or DBA 30Federal Employer Identification Number 31Business License and Other Licenses and Permits 32Sales and Use Taxes 33Insurance Options 34Patents/Trademarks/Copyright 38Finance Planning Tools 40Start-up Expense Planner 41Sales Forecast - Year One Planner 42Profit and Loss Projection 43Other Finance Planning Tools 44Risk Management 45Finance Options 46Transaction Documents 48Stock Sale vs. Asset Sale 50Agency 52Business Valuations 54Other Types of Valuations 57Professionals You can Hire 58Section Three: Assess Your QualificationsCreate and Understand Your Buyer Profile 67Determine Your Down payment and Borrowing Ability 76Determine Your Business Experience 76What You will Need to Buy Your Business 77Identify Licensing Requirements 78Understand Lifestyle Changes 80Personal Budget Planner 82Identify Geographic Location 83Assemble Your Team 83Section Four: Search for the Best BusinessSearch for the Best Business 88Do I have the Qualifications & Finance to Enter this Industry? 91Review Blind Business Summary 93Complete and Return the NDA 95Determine Your Interest 101Review Confidential Business Information 101Section Five: Make a DealMeet Seller 106Tour Business 106Do a Gut Check to Analyze Your Interest Level 107Make an Offer 107Letter of Intent, Asset Purchase Agreement or Stock Offer 108Negotiate if Necessary- Counter Offers 109Section Six: Close the DealOpen Due Diligence 115Due Diligence Checklist 116Secure Finance 119Obtain Lender Instructions 120Close Due Diligence and Open Escrow 121Lease - New, Assign or Sub-lease 122License requirements - franchisor/liquor etc 122Start the Bulk Sale Process 123Purchase Price Allocation 124Sign Final Documents - Close Escrow 125Create Your Legal Entity 125Section Seven: Your First 100 DaysGrand Opening 128Business Plan 1308 Important Functions of a Business Plan 133Sales and Marketing Plan 135Elevator Speech 138Productivity Plan 139Value of a Mentor 141Tax Planning 142Section Eight: Additional Information and ToolsSBA Program and Other Finance Options 146Recasting Financial Statements 148Final Checklist 152Associations of Interest 154Additional sources of information 156Glossary 159About the Author 167
Successfully Buy Your Franchise $44.95
Are you considering buying a franchise? There are endless questions such as what type of franchises are available, what are the initial cost, how much are the royalties and ongoing costs, what legal entity do I use, how do I get a loan, what does the franchisor do, what is my role and much more. This guide covers all these questions and many more. the Table of Contents
Table of ContentsWelcome 3Your Goals And Tasks 4Idea Tracker 5Your Feedback 6Section One: General InformationIntroduction 8Business Ownership - What Are My Options? 9 How Do I Know If Business Ownership Is Right For Me? 11How Do I Decide Which Franchise Is Right For Me? 14Franchising Is Not For Everyone 15No Dream, No Story, No Song - 8 Dream Killers. 16Passion - Good Or Bad? 20Jargon And Buzzwords 21End Of Chapter Notes 22Section Two: EducationIntroduction 24What Is Franchising? 24Franchise Facts 26Brief History Of Franchising 27US Laws And How They Regulate Franchising 28Ethics And Culture 29Who Buys A Franchise? 30Why Buy A Franchise? 31What Types Of Franchises Are Available? 32FDD And Other Transaction Documents 33Franchise Ownership Formats: Unit, Area Developer & Master 37Benefits Of Franchising 39Downsides Of Franchising 40How Much Does A Franchise Cost? 41Finance Options 42Professionals You Can Hire 43Types Of Professionals To Hire 45Section Three: PlanningIntroduction 52Importance Of A Business Plan 52Importance Of Your Business Plan 53Finance Planning Tools 54Start Up Expense Planner 55Personal Budget Planner 56Profit And Loss Projection 57Other Finance Planning Tools 58Establish Your Preferences - The Consultative Approach 59What You Will Need To Buy Your Franchise68How Do I Know Which Franchise To Buy—And Why? 70How To Properly Investigate Franchise Opportunities 72Section Four: Let's Get StartedIntroduction 78Assemble Your Team 78First Contact With Your Business Broker Or Consultant 80Completing The Questionnaire 80Face To Face Consultation 80The 5-Step Research Plan 82Receive, Read And Review The FDD 86First Main Contact With Your Franchisor 87Fact Questions For The Franchisor 88Questions To Ask Franchisors On The First Call 90Section Five: ValidationsIntroduction 96Validations 96Your Questions For The Franchisees 98Updating Your Business Plan 101Discovery Day 101Serious Advice For Serious Buyers 102Section Six: Review Your OptionsIntroduction 106Review Your Options 106Refresh Your Business Plan 108Reality Check 109Top 11 Things To Do When Buying Your Franchise 110Franchising Myth - The More You Spend 113Section Seven: Final StepsIntroduction 118Secure Finance 118Obtain Lender Instructions 119Sign The Franchise Agreement 120Create Your Legal Entity 120Attend Corporate Training 120Attend Local Training 121Final Checklist 122Section Eight: Additional InformationIntroduction 126SBA Programs 126Other Finance Options 127Additional Sources Of Information 128Glossary 131About The Author 139
Successfully Start Your Business $44.95
Are you considering business ownership and not sure where to start? This book answers questions such as how to decide which industry is right for you, how to create your legal entity, obtain business permits and licenses, business insurance, build your dream business with a business plan, sales and marketing plan and much more. the Table of Contents
Table of ContentsWelcome 3Your Goals 4Idea Tracker 5Section One: General InformationBusiness Ownership - What Are My Options?9 How Do I Know If Starting A Business Is Right For Me? 116 Personality Traits Of An Entrepreneur 14What Sort Of Business Should I Start And When 1510 "Musts" Before Starting Your Business 19Follow Your Dream - No Dream, No Story, No Son 22Passion - Good Or Bad 25Section Two: EducationLeadership 29Ethics And Culture 30Vision Statement/Mission Statement/Confidentiality Policy/Privacy Policy 31Legal Entity Options 33Fictitious Business Name Or DBA 36Federal Employer Identification Number 37Business License And Other Licenses And Permits 37Sales And Use Taxes 39Insurance Options 39Operations Manual 43Organization Chart 45Job Description 45Interview Techniques 46Employee Manual 46Training Manua 48Patents/Trademarks/Copyright 51Finance Planning Tool 53Start Up Expense Planner 54Sales Forecast - Year One Planner 55Personal Budget Planner 56Profit And Loss Projection 57Risk Management 59Finance Options 60Site Assessment 62Professionals You Can Hire 65Jargon And Buzzwords 73Section Three: Research & PlanningResearch: The Foundation For Success 76Define And Understand Your Market 77Market Research 79Price And Your Competition 82Outsell Your Competition With Your USP 84Interview Business Owners 88Life Plan 92Business Plan 938 Important Functions Of A Business Plan 96Creating And Building Your Sales And Marketing Foundations 98Brand 9810 Steps To A Good Business Name 99Business Logo/Trademark 100Elevator Speech 102Other Sales And Marketing Strategies, Tools And Ideas 1035 Components Of A Successful Sales And Marketing Plan 104Sales And Marketing Plan 105Productivity Plan 108Technology Plan 110Tax Minimization Plan 111Finance Plan 112What You Will Need To Get A Loan To Start Your Business 114Tasks Template 117Section Four: Let's Get StartedAssemble Your Team 122Value Of A Mentor 1247 Stages Of The Business Life Cycle 125Test The Market 127Kaizen - Continuous Improvement 128It's All About Focus And Planning 12910 Tips For A Successful Business Startup 131Grand Opening 133Section Five: Getting And Staying Buyer ReadyUnderstanding The Valuation Process 138Types Of Buyer 141Transaction Documents 142SDE Or SDC 144Due Diligence 146Due Diligence Checklist 147What's Great About My Business 150Review Your Options 151Refresh Your Business Pla 1555 Pitfalls To Avoid When Selling Your Business 156Serious Advice For Serious Sellers 157Section Six: Addendum/ Addition Resources/ ToolsSBA Program And Other Finance Options 162Associations Of Interest 164Additional Sources Of Information 166Glossary 169About The Author 177
Successfully Sell Your Business $44.95
If you want to sell your business, this book helps you understand the many complexities and decisions you have to make. It includes reasons why you need to plan ahead for taxes, how to avoid potential legal, accounting, and other roadblocks, how to value your business and other assets, and much more. the Table of Contents
Table of ContentsWelcome 3Let's Get Started: Your Goals4Idea Tracker 5Your Feedback 6Section One: General InformationJargon and Buzzwords 9Privately Held Companies and Gross Sales 10Ethics and Confidentiality11Reasons for Selling 12Expectations: Seller vs. Buyer 13Disclose, Disclose, Disclose 13Types of Buyer14Types of Buyer Personalities 15Franchises 18Section Two: EducationTax Planning 22Legal Planning 23Agency 25Potential Roadblocks 26Accounting 27Transaction Documents 29Financing the Sale 30Business Valuations 32Seller "Phantom" Assets 35Other Types of Valuations 36Hiring Professionals 37Typical Checklist Used by a Business Broker 42More Resources 45Section Three: Research Selling Your BusinessFranchises 51Tax Planning 53Legal Planning 56Legal Questions to Research57Business Brokers58Financing the Sale 59Research by Interview62Review Your Options 67What's Great About My Business 71Section Four: PlanningAssemble Your Team 74Plan for Selling 76Business Pre-Listing Assessment Report80Other Pre-listing Items to Review81Gather Your Data 82Recast Your Financial Statements 84Determine Value and Assets for Sale 85Prepare an Executive Summary 86Prepare a Confidential Business Review 87Section Five: Finding a BuyerActivate Buyer Search Plan 90Buyer Inquiry Tracker91Distribute the Executive Summary 92Qualify the Buyer93Confidentiality/Non-Disclosure Agreement 94Determine Buyer Interest 95Present Confidential Business Review 96Section Six: Forming a DealBuyer Visit and First Meeting100Tour of the Business 101Establish Buyer Interest 102Motivating the Buyer to Act: Offer to Purchase 103Facilitate Negotiations 104Letter Of Intent, Asset Purchase Agreement or Stock Offer 105Section Seven: Closing the DealOpen Due Diligence109Due Diligence Checklist 110Secure Finance.if necessary 113Obtain Lender Instructions 114Open Escrow 115Start Bulk Sale Process 116Purchase Price Allocation 117Sign Final Documents 118Section Eight: Final StepsSeller Proceeds from the Sale 122Final Checklist 122Section Nine: Financial Statements: Recasting ExerciseInstructions127Worksheet 128Example 129Section Ten: Additional InformationSBA Programs 132Other Financing Options 133Sample Ethics Agreement 134Sample Confidentiality Agreement135Glossary 137About the Author 145
3 Books - Entrepreneur $101.95
4 Books - Expert $124.95
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If you have ever dreamed of being a business owner but were not sure where to start, these are THE books for you. Not only will you understand the ins and outs of the different business ownership options, you will have the tools to exceed and succeed in all your current and future ventures.
Why You Absolutely Need These Books!
Business Ownership can be a complex and confusing endeavour. You MUST educate yourself and be prepared for present or future "unknowns". These books take all the guess work and mystery out of business ownership.
Each book includes dozens of worksheets, checklists, and charts to help you prepare and track each step of buying your business. Plus, this guide shows you the steps to narrow your business search to the opportunity that meets your interest, professional and business skills. This guide will help make that process quicker and easier for you so you successfully move into the exciting world of a business owner.
If you have ever dreamed of being a business owner but were not sure where to start, these are THE books for you. Not only will you understand the ins and outs of the different business ownership options, you will have the tools to exceed and succeed in all your current and future ventures.
Save Yourself Time, Money and Worry!
With these e-books you can get all the answers you have been thinking and worrying about. These books are filled with a thorough examination of all the factors in business ownership: Answers to questions include:
Financing Licenses and Permits Insurance Legalities Logos, Trademarks and Copyrights Taxes Business, Sales and Marketing Plans Risk Management Budgets & Profitability Market Research Evaluating a Business Operations (Employees, Location, Assets)
Incredible facts about the recession
Global Financial Market Losses Reach $50 Trillion [Source: [Asian Development Bank](http://www.adb.org/media/Articles/2009/12818-global-financial-crisis)] Fifty-one million jobs lost worldwide. [Source: [BBC](http://news.bbc.co.uk/2/hi/7855661.stm)] There are many benefits to starting a business during a recession! [Source: [Entrepreneur](http://www.entrepreneur.com/startingabusiness/startupbasics/startupbasicscolumnistbradsugars/article200342.html)] ------
Wouldn't you like to take control of your life and finances into your OWN hands? With this e-book series you can get yourself started on the path to Financial Freedom and Self-Reliance.
According to Thomas J. Stanley, the author of 'The Millionaire Next Door', "5 out of 6 millionaires made their money through owning a business."
Have you lost your job? Are you worried about your career? Why not make money and work for yourself instead?
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About The Author:
Andrew Rogerson CBI CBB CMEA CSBA is a 5-time business owner and currently works in Sacramento, CA as a business broker helping new business owners find their ideal new business or current business owners that wish to sell and move on to the next phase of their life. As a seasoned business owner and current franchise owner himself, Andrew educates and assists his clients using his extensive education and qualifications. These include:
Certified Business Intermediary (CBI) designation from the International Business Brokers Association (IBBA), the highest designation awarded by the IBBA. Certified Business Broker (CBB) designation from the California Association of Business Brokers. Certified Machinery and Equipment designation (CMEA) from the National Business and Builders Institute He is a Certified Senior Business Analyst (CSBA) with the Society of Business Analysts. He also holds a Broker's License with the California Department of Real Estate. Andrew is the local chair of the Sacramento Chapter of the California Association of Business Brokers (CABB). CABB is a professional trade association whose members are actively involved with assisting their clients in selling, buying and evaluating businesses.
His expertise is unchallenged and unrivalled. His advice is easy to understand and put into practice. Let Andrew make your business and business ideas better.
[FAQ — Buy](FAQ-Buy.html) | [FAQ — Sell](FAQ-Sell.html) | [Andrew's Website](http://www.andrew-rogerson.com) | [Affiliates](affiliates.html) | [Privacy Policy](http://www.andrew-rogerson.com/about-andrew-rogerson-sacramento-business-broker/privacy-policy/) | [Contact us](http://www.andrew-rogerson.com/contact/)
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