Tasks

Clear
#13 Draft executive summary and business plan document ✏️
1-page summary + 10-15 page plan. Use SBA template.
📁 Business Plan & Financials high
#14 Build 3-year P&L and cash flow projection ✏️
Monthly for year 1, quarterly for years 2-3. Include ballroom revenue share.
📁 Business Plan & Financials high
#15 Calculate break-even membership count ✏️
Fixed costs / contribution margin per member. Stress-test ±20%.
📁 Business Plan & Financials high
#16 Build detailed startup cost spreadsheet ✏️
Equipment + build-out + permits + insurance + working capital (6 months).
📁 Business Plan & Financials high
#17 Get CPA review of the plan and projections ✏️
Find a CPA with small business / recreation experience. Budget $500-1500.
📁 Business Plan & Financials normal
#18 Research SBA loan eligibility and grant opportunities ✏️
SBA 7(a), 504, microloans; state small business grants; women/minority owned programs.
📁 Business Plan & Financials normal