ndom Excess, Inc.  He has had experience in the widget field with his own firm, John Doe Co., of Oshkosh (Wisconsin), from 1980 to 1987.  This firm was sold to FatCat Widgets, Inc.  in 1987.  Mr.  Doe has held a sales position with U S West Inc.  since then.  Mr.  Doe graduated from the University of Colorado in 1981 with a bachelor’s degree in philosophy.  Mr.  Doe is employed by the Company on a full-time basis.

Chief Financial Officer
Richard Roe, CPA, Chief Financial Officer, Treasurer and Director.  Mr.  Roe joined Random Excess, Inc.  in December 1988 as a corporate controller and was named Chief Financial Officer in July 1989.  Mr.  Roe was appointed Treasurer and a Director in July 1990.  He served as corporate controller of XYZ Lumber Company from August 1981 to December 1988.  Mr.  Roe graduated from Metropolitan State College in Denver, Colorado in 1976 with a bachelor’s degree in accounting.  Since 1979 he has been licensed as a Certified Public Accountant in the State of Colorado and is a member of the American Institute of Certified Public Accountants.  Mr.  Roe is employed by the Company on a full-time basis.

Vice President
Joe Dokes, Secretary, Executive Vice President and Director.  Mr. Dokes supervises the company’s sales and implementations to its largest corporate customers, including US West, Great West Life Insurance, etc.  Mr. Dokes has served as Secretary and a Director since February 1988, Vice President of Operations from February 1988 to December 1988, President of the Company from December 1988 to January 1990 and Vice President of Contract Sales since January 1990.  He has been involved since 1986 with the private company originally formed as Random Excess, Inc., where his duties included managing the purchasing and sales department.  From November 1984 to May 1986 he managed the sales department at Integrated Management Systems, Inc.  From June 1983 to October 1984 he was a buyer for Adams County, Colorado, School District 50.  Mr.  Dokes attended Oklahoma State University in 1980 and 1981 and Trinidad State College in Trinidad, Colorado in 1981 and 1982.  He did not receive a degree from either university.  Mr.  Dokes is employed by the Company on a full-time basis.

Vice President
Sally Seaugh Vice President of Marketing.  Ms.  Seaugh has been the Company’s Vice President of Marketing since November 1988.  From September 1986 to October 1988 she was involved in business development and marketing for United Bank of Aurora (Colorado).  From February 1980 to August 1986 she was self-employed as an independent oil and gas landman.  Ms.  Seaugh graduated from the University of Denver in 1974 with a bachelor’s degree in Education.  She is employed by the Company on a full-time basis.


Responsibilities
John Q. Doe, Chief Executive Officer - Responsible for entire operation.  Oversees management function and all other executives.

Salary - $60,000.

Richard Roe, CPA, Chief Financial Officer - Responsible for financial operations, accounts payable, accounts receivable, interaction with auditors, investor relations.  Salary - $40,000

Joe Dokes, Executive Vice President - Responsible primarily for sales and sales support.

Salary - $35,000

Sally Seaugh Vice President of Marketing.  Responsible for marketing, human resources and training.  

Salary - $30,000.

Total Executive Compensation
$165,000.

[This Page is for an Organization Chart, if applicable.]  

[Company] History
In [Month, Year] [I/we] formed a [Product/Service] company that manufactured start-of-the-art complex widgetry.  This company was located in [City, State].  [I/we] formed this company as a [proprietorship, partnership, corporation].  Others involved in this business were: [names].

The main goal of this company was to [explain].

Financing was arranged through [home equity loans, savings, venture capital, friends and family, etc.] [Explain terms, rates and ability to repay.]

This venture was very successful in generating and increasing sales, but was not effective in achieving profitability.  The main reason for this was the amount of actual overhead experienced.  This overhead was not initially anticipated by me at the beginning of that venture.  Items including credit checking, warranty program management, extensive travel, maintaining warehouse stock and the management and expense of a national sales force were expenses not originally forecast or expected.  With this level of overhead, it was mathematically impossible to achieve profitability.

or:

This venture was very successful in generating and increasing sales, as well as effective in achieving profitability.  This was due to the following reasons:

[Reason 1}

[Reason 2]

[Reason 3]  

OR:
[My Company] was recently conceived and is still in the beginning stages.  To this point the following has been accomplished:

§  A team consisting of [list names and primary responsibility. (i.e John Doe - Marketing) has been formed.

§  A prospective [customer/client] list has been drawn up.

§  Strategy meetings are being held every Monday, Wednesday and Friday evenings.

§  This business plan has been drawn up.  

[Now link the past to the future - why a former company will lead into this one or how your present company and history will lead into any future plans.  A short paragraph should suffice.]

We are now able to adequately address the markets we have targeted.  We have adjusted our staff, redirected our advertising and sales force, and have added the products necessary to meet the needs and expectations of our customers.  

[Product/Service] Description
[My Company] intends to offer [product/service].  This [product/service] offers our customers the best possible solution as it:

<Product>

§  Offers the lowest price on the market

§  Is the most technically adv

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