Business Plan Checklist

by

Jeffrey Taylor

Overview of Business Plan Format

(1) Investor Cover Letter
(2) Project One Sheet
(3) Offering Summary
(4) Executive One Sheet
(5) Project Information Form
(6) Budget Top Sheet
(7) Cash Flow Schedule
(8) Market Projections
(9) Market Comparables
(10) Talent Sheet
(11) Producer Term Sheet
(12) Developmental Budget
(13) Summary of Flow of Funds
(14) Industry Risk Factors
(15) Distribution Models
(16) Manager/Producer and Key Personnel Biographies
(17) Company Operating Agreement of LLC
(18) Single Purpose Producing Entity Formation Documents
(19) Investor Subscription Booklet
(20) Investor Side-letter to Subscription Agreement
(21) Defined Proceeds Definition
(22) Executive Producer Agreement
(23) Sales Agency Agreement
(24) Filming Incentive Estimates
(25) Escrow Agreement
(26) Producer Draw Down Schedule


Timelines of Producer, Directors, Actors and Distribution

(1) The Development Timeline and Production Schedule
(2) Attaching a Producer
(3) Producer Agreements
(4) Producer Guild of America
(5) The Director Agreement
(6) Casting and Agency Relations
(7) The Proposed Cast List
(8) The Casting Director
(9) Identifying the Principal and Major Supporting Cast Members
(10) Cast Offers and What the Market Will Bear
(11) Casting Directors
(12) Cast Escrow Financing Agreements
(13) Talent Services Agreements, Client Escrows and Pay or Play Offers
(14) Prepping the Agent, their Client Actor and Making the Cast Offer
(15) Attaching the Actor


Prepping Your Project for Financing the Production Budget

(1) Budgeting and Schedules
(2) Bankers and Bank Lender Models and Requirements
(3) Film Incentives and Estimating the Soft Money Recoupments
(4) Foreign Estimates and Pre-selling
(5) Collateralizing the Marketplace
(6) Determining the Equity Financing Requirement
(7) Budget Financing Scenarios
(8) Choosing the Filming Locations
(9) State Incentive Applications
(10) Mortgage and Assignment of Copyright Agreements
(11) Bonding the Production
(12) Circulating the Executive One Sheet
(13) US Distributor Tracking
(14) Prepping Your Production Funding and Your Equity Investors
(15) Determining the Principal Photography Start Date and Final Production Schedule
(16) Production Draw Down and Schedule


The Final Information Package & Financing Your Project

(1) The Final Production “Information Package”
(2) The Final Development Budget
(3) The Final Production Budget and Financing Plan
(4) Press Announcements
(5) Executive Producer Agreements
(6) Confidentiality and Non Disclosure Agreements
(7) Investor Relations
(8) Like Minded Investors
(9) Sharing Information with Investors and Timing
(10) General Rules of Raising Money
(11) Conflicts of Interest
(12) Financial Legal Affairs
(13) The Production Funding Timeline and Equity Offering Period
(14) Securing Production Funds and Funding Operations

Note : Not all sections need to be completed for all films