SBDC Services and Success Stories Society of Petroleum

SBDC Services and Success Stories Society of Petroleum Engineers August 5, 2016 Presented by: George Amanzio, Director – Business Advising

UH-Bauer College SBDC began in 1984 Part of a national network of over 1, 000 SBDCs Resource partner of U. S. Small Business Administration Economic development for UH and C. T. Bauer College of Business Fifteen full-time service centers in lower Gulf Coast in partnership with universities, colleges and EDCs

SBDC Core Programs and Services Ø Free professional, confidential Business Advising Services Ø Low-cost (or free) Business Training Ø Business Research Services

Business Advising Services Business strategy/business plan Marketing plans Preparing loan proposals Financial analyses Social Media Plans

Assistance for Early Stage Companies Individual Feasibility and Business Plan Development Industry and Market Research Budgeting and Forecasting Models Marketing Plans Financing Proposals

Assistance for Growth Companies Individual Strategy New Markets to Deliver Products/Services Market Research Financing Proposals for Expansion Capital Targeted Business Training – SBDC Grow. Smart™ Program

Financing Assistance Individual Evaluate Financing Needs and Identify Strategies Develop financial projections Financial Health Checkup using Financial Analytical Software Prepare Funding Proposals - Debt & Equity Trends Analysis against Benchmarks

Financing Proposal Assistance Minimum at the Banks Request • Detailed Business Plan • 3 -Years Cash-Flow Projections (1 st Year, Month-To-Month – Year 2 & 3 Annualized)

Full Loan Proposal Assistance SBA 7(a) / SBA 504 Loan • • • Transaction Proposal 3 - years business tax returns with all supporting schedules 3 - years cash-flow projections with supporting assumptions Detailed Business Plan Proof of Equity contribution (3 -months bank statements with all pages) 3 -years personal tax returns with all supporting schedules Personal Financial Statement Management Resume SBA Documentation

Full Loan Proposal Assistance Conventional Loan • • Transaction Proposal 3 - years business tax returns with all supporting schedules 3 - years cash-flow projections with supporting assumptions Proof of Equity contribution (3 -months bank statements with all pages) • 3 -years personal tax returns with all supporting schedules • Personal Financial Statement • Management Resume

Specialized Business Advisory Services Ø Business Start and Growth - Growth. Wheel™ Certified Advisors. A decision making and action planning process using practical business tools Ø Quick. Books Checkup - Quick. Books Pro Advisor Ø Financial Analysis - Profit. Cents Trained Advisors Ø Export Trade Assistance - Certified Global Business Professionals Ø Technology Innovation - Advisors certified in Technology Commercialization

Business Training Ø Writing business plans Ø Budgeting Ø Accessing capital Ø Marketing plans Ø Digital marketing Ø Buying a Franchise / Business Ø Exporting / International trade Ø Specialized topics - Grow. Smart™

Business Research Services Ø Professional Business Research Specialist Ø Specialized Databases & Print Reference Sources Ø One-on-one Meetings by Appointment for Targeted Research Assistance

Business Research Assistance Industry & market trends Market share data Competitor information Industry performance benchmarks Demographics

Accessing the SBDC Services For Financing Assistance George Amanzio Director, Business Advising 713. 752. 8409 gaamanzio@uh. edu

Accessing the SBDC Services www. SBDC. uh. edu General Contact Information Business Advising Business Training Business Research Services 713. 752. 8400 713. 752. 8488 713. 752. 8415

Thank you for your attention! Questions