Wilson Investment Properties

1. Highest Cash Flow Quality Turnkey Investments in the USA WilsonInvestment Properties Opening the Door to Planning Your Business Tom Wilson President / Founder Wilson Investment Properties Saratoga, Ca 408-867-1867 tomkwilson@earthlink.net www.tomwilsonproperties.com

2. I Survived 2012

3. The Panel at I Survived 2012

4. Sean O’Toole, Rick Sharga & Bruce Norris

5. Weegi Wilson and Bruce Norris

6. David Granzella & Tom Wilson

7. Sacramento Distressed Sales www.tomwilsonproperties.com

8. 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

9. 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

10. WilsonInvestment PropertiesPlanning Your BusinessPresentation Agenda • Why Plan? • Fundamentals • A Look at each Key Element • Experience Tips • Resources www.tomwilsonproperties.com

11. "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). www.tomwilsonproperties.com

12. Good plans shape good decisions. That's why good planning helps to make elusive dreams come true. - Lester Robert Bittel (b. 1918), writer www.tomwilsonproperties.com

13. Want a Small Business? You aren’t alone! Percent Employers Small Businesses? 99% Number of US Small Businesses 27 million Net New Jobs Created by Small Bus 64% www.tomwilsonproperties.com

14. www.tomwilsonproperties.com

15. Why Plan? Maximize Probability of Success Failure Rate New Businesses US 30% Fail within 2 years 50% Fail within 5 years www.tomwilsonproperties.com

16. 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 www.tomwilsonproperties.com

17. All Legs Are Essential for Success Financing Marketing Product or Service Management www.tomwilsonproperties.com

18. Business Plan Fundamentals • Vision & Mission Statements • Products and Services • Market Analysis • Marketing • Strategy • Operations • Financials www.tomwilsonproperties.com

19. Business PlanVision & Mission Statements • Vision Statement – What will it look like in 3yrs. Size, location, employees, product areas, general market • MissionStatement – products, product differentiation, market strategy… Write it for a lay person, not a specialist in your industry. Keep it simple. www.tomwilsonproperties.com

20. Business PlanProducts & Services • Define specifically • Price Targets • Product Differentiation details • Volume and growth • Future products & services www.tomwilsonproperties.com

21. Business PlanMarket Analysis • Overview of Your Market Sector • Market Characteristics & Direction • Target Market & Demographics • Competitive Analysis www.tomwilsonproperties.com

22. Business PlanMarketing • Branding • Marketing & Sales Channels • Advertising • Promotions & Incentives www.tomwilsonproperties.com

23. Business PlanStrategy • Product Development • Product Strengths & Weaknesses • Company Strengths & Weaknesses • Opportunity Basis • Threat Defense • Market Positioning • Exit Plan www.tomwilsonproperties.com

24. Business PlanOperations • Organizational Structure • Organization Legal Entity • Key Personnel, Partners, Resources • Facilities • Execution Details of Plan • Production Control www.tomwilsonproperties.com

25. 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

26. Experience Tips www.tomwilsonproperties.com

27. Experience Tips Business Plan value is primarily in the process of creating it, Not the end plan, except for presenting to lenders & partners www.tomwilsonproperties.com

28. Experience Tips Written Plan doesn’t have to be long to have value Never outsource your Business Plan www.tomwilsonproperties.com

29. Experience Tips Create Board of Directors Doesn’t have to be formal Utilize friends & mentors www.tomwilsonproperties.com

30. Experience Tips Secure Employees, Partners & Resources with direct experience in your area of business. www.tomwilsonproperties.com

31. Experience Tips Use Focus Groups To Test Product and Service Ideas (get some friends together) www.tomwilsonproperties.com

32. Experience Tips Use NDAs Non Disclosure Agreements www.tomwilsonproperties.com

33. Experience Tips More businesses fail for negative cash flow than for lack of profit. Manage CF & Capital carefully www.tomwilsonproperties.com

34. Experience Tips Most Financial Goals Take Twice as Long & Twice as much capital as forecasted. Plan for the potential. www.tomwilsonproperties.com

35. Experience Tips Passion Persistence Hard Work Over Half of Success www.tomwilsonproperties.com

36. Experience Tips Persistence Many Successful Si-Valley Hi-Tech Companies took a long time to get financing and partners to believe in them www.tomwilsonproperties.com

37. Experience Tips 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 business Sharing info is usually a win-win www.tomwilsonproperties.com

38. Experience Tips Keep Honing Your Business You don’t have to do it all Network & Utilize Mastermind Groups www.tomwilsonproperties.com

39. 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/accountability sessions. www.tomwilsonproperties.com

40. 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) www.tomwilsonproperties.com

41. "All of our Dreams come true if we have the courage to pursue them.“ Walt Disney www.tomwilsonproperties.com

42. WIP Investment Conclusions The Good News………! Shadow Inventory & Government Intervention Are Giving the Well Educated & Careful Investor Great Opportunities www.tomwilsonproperties.com

43. “A crisis is a terrible thing to waste.” Paul Romer, Senior Fellow at Stanford University www.tomwilsonproperties.com

44. 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 www.tomwilsonproperties.com

45. 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 www.tomwilsonproperties.com