Top Banner
www.TomWilsonProperties.com Wilson Investment Properties Tom Wilson President / Founder Wilson Investment Properties Saratoga, Ca 408-867-1867 [email protected] www.tomwilsonproperties. com Highest Cash Flow Quality Turnkey Investments in the USA Opening the Door to Planning Your Business
45

Www.TomWilsonProperties.com Tom Wilson President / Founder Wilson Investment Properties Saratoga, Ca 408-867-1867 [email protected] .

Dec 25, 2015

Download

Documents

Alban Johnson
Welcome message from author
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
Page 1: Www.TomWilsonProperties.com Tom Wilson President / Founder Wilson Investment Properties Saratoga, Ca 408-867-1867 tomkwilson@earthlink.net .

www.TomWilsonProperties.com

Wilson Investment Properties

Tom WilsonPresident / Founder

Wilson Investment Properties

Saratoga, Ca408-867-1867

[email protected]

Highest Cash Flow Quality Turnkey Investments in the USA

Opening the Door toPlanning Your Business

Page 2: Www.TomWilsonProperties.com Tom Wilson President / Founder Wilson Investment Properties Saratoga, Ca 408-867-1867 tomkwilson@earthlink.net .

I Survived 2012

Page 3: Www.TomWilsonProperties.com Tom Wilson President / Founder Wilson Investment Properties Saratoga, Ca 408-867-1867 tomkwilson@earthlink.net .

The Panel at I Survived 2012

Page 4: Www.TomWilsonProperties.com Tom Wilson President / Founder Wilson Investment Properties Saratoga, Ca 408-867-1867 tomkwilson@earthlink.net .

Sean O’Toole, Rick Sharga & Bruce Norris

Page 5: Www.TomWilsonProperties.com Tom Wilson President / Founder Wilson Investment Properties Saratoga, Ca 408-867-1867 tomkwilson@earthlink.net .

Weegi Wilson and Bruce Norris

Page 6: Www.TomWilsonProperties.com Tom Wilson President / Founder Wilson Investment Properties Saratoga, Ca 408-867-1867 tomkwilson@earthlink.net .

David Granzella & Tom Wilson

Page 7: Www.TomWilsonProperties.com Tom Wilson President / Founder Wilson Investment Properties Saratoga, Ca 408-867-1867 tomkwilson@earthlink.net .

www.tomwilsonproperties.com

Sacramento Distressed Sales

Page 8: Www.TomWilsonProperties.com Tom Wilson President / Founder Wilson Investment Properties Saratoga, Ca 408-867-1867 tomkwilson@earthlink.net .

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.

www.tomwilsonproperties.com

Page 9: Www.TomWilsonProperties.com Tom Wilson President / Founder Wilson Investment Properties Saratoga, Ca 408-867-1867 tomkwilson@earthlink.net .

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.

www.tomwilsonproperties.com

Page 10: Www.TomWilsonProperties.com Tom Wilson President / Founder Wilson Investment Properties Saratoga, Ca 408-867-1867 tomkwilson@earthlink.net .

Wilson Investment PropertiesPlanning Your Business

Presentation Agenda

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

www.tomwilsonproperties.com

Page 11: Www.TomWilsonProperties.com Tom Wilson President / Founder Wilson Investment Properties Saratoga, Ca 408-867-1867 tomkwilson@earthlink.net .

www.tomwilsonproperties.com

"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).

Page 12: Www.TomWilsonProperties.com Tom Wilson President / Founder Wilson Investment Properties Saratoga, Ca 408-867-1867 tomkwilson@earthlink.net .

www.tomwilsonproperties.com

Good plans shape good decisions. That's why good

planning helps to make elusive dreams come true.

- Lester Robert Bittel (b. 1918), writer

Page 13: Www.TomWilsonProperties.com Tom Wilson President / Founder Wilson Investment Properties Saratoga, Ca 408-867-1867 tomkwilson@earthlink.net .

www.tomwilsonproperties.com

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!

Page 14: Www.TomWilsonProperties.com Tom Wilson President / Founder Wilson Investment Properties Saratoga, Ca 408-867-1867 tomkwilson@earthlink.net .

www.tomwilsonproperties.com

Page 15: Www.TomWilsonProperties.com Tom Wilson President / Founder Wilson Investment Properties Saratoga, Ca 408-867-1867 tomkwilson@earthlink.net .

Why Plan?

Maximize Probability of Success

Failure Rate New Businesses US

30% Fail within 2 years50% Fail within 5 years

www.tomwilsonproperties.com

Page 16: Www.TomWilsonProperties.com Tom Wilson President / Founder Wilson Investment Properties Saratoga, Ca 408-867-1867 tomkwilson@earthlink.net .

Business Planning Values

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

Strategies, PrioritiesSets Financial Goals & RoadmapProvides a Vehicle for Obtaining

Financing

www.tomwilsonproperties.com

Page 17: Www.TomWilsonProperties.com Tom Wilson President / Founder Wilson Investment Properties Saratoga, Ca 408-867-1867 tomkwilson@earthlink.net .

www.tomwilsonproperties.com

Product or Service

Financing

Management

Marketing

All Legs Are Essential for Success

Page 18: Www.TomWilsonProperties.com Tom Wilson President / Founder Wilson Investment Properties Saratoga, Ca 408-867-1867 tomkwilson@earthlink.net .

Business Plan Fundamentals

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

www.tomwilsonproperties.com

Page 19: Www.TomWilsonProperties.com Tom Wilson President / Founder Wilson Investment Properties Saratoga, Ca 408-867-1867 tomkwilson@earthlink.net .

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.

www.tomwilsonproperties.com

Page 20: Www.TomWilsonProperties.com Tom Wilson President / Founder Wilson Investment Properties Saratoga, Ca 408-867-1867 tomkwilson@earthlink.net .

Business PlanProducts & Services

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

www.tomwilsonproperties.com

Page 21: Www.TomWilsonProperties.com Tom Wilson President / Founder Wilson Investment Properties Saratoga, Ca 408-867-1867 tomkwilson@earthlink.net .

Business PlanMarket Analysis

Overview of Your Market Sector Market Characteristics &

Direction Target Market & Demographics Competitive Analysis

www.tomwilsonproperties.com

Page 22: Www.TomWilsonProperties.com Tom Wilson President / Founder Wilson Investment Properties Saratoga, Ca 408-867-1867 tomkwilson@earthlink.net .

Business PlanMarketing

Branding Marketing & Sales Channels Advertising Promotions & Incentives

www.tomwilsonproperties.com

Page 23: Www.TomWilsonProperties.com Tom Wilson President / Founder Wilson Investment Properties Saratoga, Ca 408-867-1867 tomkwilson@earthlink.net .

Business PlanStrategy

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

www.tomwilsonproperties.com

Page 24: Www.TomWilsonProperties.com Tom Wilson President / Founder Wilson Investment Properties Saratoga, Ca 408-867-1867 tomkwilson@earthlink.net .

Business PlanOperations

Organizational Structure Organization Legal Entity Key Personnel, Partners,

Resources Facilities Execution Details of Plan Production Control

www.tomwilsonproperties.com

Page 25: Www.TomWilsonProperties.com Tom Wilson President / Founder Wilson Investment Properties Saratoga, Ca 408-867-1867 tomkwilson@earthlink.net .

Business PlanFinancials

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

measurements of performance

www.tomwilsonproperties.com

Page 26: Www.TomWilsonProperties.com Tom Wilson President / Founder Wilson Investment Properties Saratoga, Ca 408-867-1867 tomkwilson@earthlink.net .

Experience Tips

www.tomwilsonproperties.com

Page 27: Www.TomWilsonProperties.com Tom Wilson President / Founder Wilson Investment Properties Saratoga, Ca 408-867-1867 tomkwilson@earthlink.net .

Experience Tips

www.tomwilsonproperties.com

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

Not the end plan, except for presenting to lenders &

partners

Page 28: Www.TomWilsonProperties.com Tom Wilson President / Founder Wilson Investment Properties Saratoga, Ca 408-867-1867 tomkwilson@earthlink.net .

Experience Tips

www.tomwilsonproperties.com

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

Never outsource your Business Plan

Page 29: Www.TomWilsonProperties.com Tom Wilson President / Founder Wilson Investment Properties Saratoga, Ca 408-867-1867 tomkwilson@earthlink.net .

Experience Tips

www.tomwilsonproperties.com

Create Board of Directors

Doesn’t have to be formalUtilize friends & mentors

Page 30: Www.TomWilsonProperties.com Tom Wilson President / Founder Wilson Investment Properties Saratoga, Ca 408-867-1867 tomkwilson@earthlink.net .

Experience Tips

www.tomwilsonproperties.com

Secure Employees, Partners & Resources

with direct experience in your area of business.

Page 31: Www.TomWilsonProperties.com Tom Wilson President / Founder Wilson Investment Properties Saratoga, Ca 408-867-1867 tomkwilson@earthlink.net .

Experience Tips

www.tomwilsonproperties.com

Use Focus GroupsTo Test Product and Service

Ideas(get some friends together)

Page 32: Www.TomWilsonProperties.com Tom Wilson President / Founder Wilson Investment Properties Saratoga, Ca 408-867-1867 tomkwilson@earthlink.net .

Experience Tips

www.tomwilsonproperties.com

Use NDAsNon Disclosure

Agreements

Page 33: Www.TomWilsonProperties.com Tom Wilson President / Founder Wilson Investment Properties Saratoga, Ca 408-867-1867 tomkwilson@earthlink.net .

Experience Tips

www.tomwilsonproperties.com

More businesses fail for negative cash flow than for

lack of profit.Manage CF & Capital carefully

Page 34: Www.TomWilsonProperties.com Tom Wilson President / Founder Wilson Investment Properties Saratoga, Ca 408-867-1867 tomkwilson@earthlink.net .

Experience Tips

www.tomwilsonproperties.com

Most Financial Goals Take Twice as Long &

Twice as much capital as forecasted.

Plan for the potential.

Page 35: Www.TomWilsonProperties.com Tom Wilson President / Founder Wilson Investment Properties Saratoga, Ca 408-867-1867 tomkwilson@earthlink.net .

Experience Tips

www.tomwilsonproperties.com

PassionPersistenceHard Work

Over Half of Success

Page 36: Www.TomWilsonProperties.com Tom Wilson President / Founder Wilson Investment Properties Saratoga, Ca 408-867-1867 tomkwilson@earthlink.net .

Experience Tips

www.tomwilsonproperties.com

PersistenceMany Successful Si-Valley Hi-Tech

Companies took a long time to get financing and partners to

believe in them

Page 37: Www.TomWilsonProperties.com Tom Wilson President / Founder Wilson Investment Properties Saratoga, Ca 408-867-1867 tomkwilson@earthlink.net .

Experience Tips

www.tomwilsonproperties.com

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

Page 38: Www.TomWilsonProperties.com Tom Wilson President / Founder Wilson Investment Properties Saratoga, Ca 408-867-1867 tomkwilson@earthlink.net .

Experience Tips

www.tomwilsonproperties.com

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

Network & Utilize Mastermind Groups

Page 39: Www.TomWilsonProperties.com Tom Wilson President / Founder Wilson Investment Properties Saratoga, Ca 408-867-1867 tomkwilson@earthlink.net .

Experience Tips

www.tomwilsonproperties.com

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.

Page 40: Www.TomWilsonProperties.com Tom Wilson President / Founder Wilson Investment Properties Saratoga, Ca 408-867-1867 tomkwilson@earthlink.net .

www.tomwilsonproperties.com

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)

Page 41: Www.TomWilsonProperties.com Tom Wilson President / Founder Wilson Investment Properties Saratoga, Ca 408-867-1867 tomkwilson@earthlink.net .

"All of our Dreams come true if we have the

courage to pursue them.“ 

Walt Disney

www.tomwilsonproperties.com

Page 42: Www.TomWilsonProperties.com Tom Wilson President / Founder Wilson Investment Properties Saratoga, Ca 408-867-1867 tomkwilson@earthlink.net .

WIP Investment Conclusions

The Good News………!Shadow Inventory &

Government Intervention Are Giving the

Well Educated & Careful Investor

Great Opportunities

www.tomwilsonproperties.com

Page 43: Www.TomWilsonProperties.com Tom Wilson President / Founder Wilson Investment Properties Saratoga, Ca 408-867-1867 tomkwilson@earthlink.net .

www.tomwilsonproperties.com

“A crisis is a terrible thing to waste.”

Paul Romer, Senior Fellow at Stanford University

Page 44: Www.TomWilsonProperties.com Tom Wilson President / Founder Wilson Investment Properties Saratoga, Ca 408-867-1867 tomkwilson@earthlink.net .

www.tomwilsonproperties.com

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

Page 45: Www.TomWilsonProperties.com Tom Wilson President / Founder Wilson Investment Properties Saratoga, Ca 408-867-1867 tomkwilson@earthlink.net .

Wilson Investment Properties

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

www.tomwilsonproperties.com