Executive Summary and Business Plan Submission Instructions

Executive Summary and Business Plan Submission Instructions
We have assigned your team a team number. If you don’t know your team number, contact Yan Chen at
umkcventurechallenge@umkc.edu.
The executive summary judging criteria can be downloaded here
http://www.entrepreneurship.bloch.umkc.edu/outside_classroom/judging_criteria.asp
The business plan judging criteria can be downloaded here
http://www.entrepreneurship.bloch.umkc.edu/outside_classroom/judging_criteria.asp
Submission Guidelines:
• Deadline: 5:00 pm, April 16, 2013. Late submissions will not be reviewed.
• Submit to: umkcventurechallenge@umkc.edu
• Email subject line: Team Number-2013 VCC Executive Summary-Business Plan Submission
o For example: TN001_The Community_BusinessPlanSubmission
• File name: Team Number-Venture Name.
o For example: TN001_The Community_ExecutiveSummary_BusinessPlan.pdf
• File format: Everything must be in ONE file using the Word or PDF format (no other formats will
be accepted).
• Files Organized as follows:
o Cover Page:
• Team Number
• Venture Name
• Team Members
• Contact Information (email and phone number of the contact person)
• Venture Description (a maximum 100-word description of the venture)
• The Confidentiality Notice (see page 2)
o Disclaimer Page:
• The page following the cover page must include the Disclaimer (see page 2).
• This disclaimer is intended to satisfy the requirements of U.S. securities law.
You want to be very clear, in this context, that you are not making anything that
can be construed as an offer to sell securities.
o Executive Summary:
• The executive summary should be no more than 4 single-spaced pages. Please
use Times New Roman 12-point font, 8 ½ X 11 page settings, and a 1-inch
margin all around. The text should be aligned to the left. Tables, figures, and
exhibits should be included within the 4-page limit.
o Business Plan:
• Please use Times New Roman 12-point font, 8 ½ X 11 page settings, and a 1-inch
margin all around. The text should be aligned to the left.

CONFIDENTIALITY NOTICE
THIS BUSINESS PLAN CONTAINS TRADE SECRETS AND OTHER CONFIDENTIAL AND PROPRIETARY
INFORMATION OF [COMPANY NAME]. ACCORDINGLY, THIS BUSINESS PLAN IS CONFIDENTIAL AND IS
INTENDED SOLELY FOR THE INFORMATION OF THE INDIVIDUAL OR ENTITY TO WHICH IT IS DELIVERED BY
OR ON BEHALF OF [COMPANY NAME]. BY ACCEPTING A COPY OF THIS BUSINESS PLAN, THE RECIPIENT
AGREES NOT TO COPY, DISTRIBUTE OR OTHERWISE DISCLOSE THIS BUSINESS PLAN OR ITS CONTENTS OR
ANY OTHER RELATED INFORMATION TO ANY OTHER INDIVIDUAL OR ENTITY WITHOUT THE PRIOR
WRITTEN CONSENT OF [COMPANY NAME], AND TO RETURN THIS BUSINESS PLAN TO [COMPANY NAME]
UPON REQUEST.
Insert in business plans after cover page
NOTHING IN THIS BUSINESS PLAN, OR IN ANY MATERIALS OR PRESENTATIONS RELATING TO SUCH BUSINESS PLAN IS
INTENDED, NOR SHOULD BE CONSTRUED AS, AN OFFER TO SELL ANY ACTUAL SECURITIES OR ANY OTHER INTEREST OR
INVESTMENT OPPORTUNITY IN THE BUSINESS VENTURE DESCRIBED IN SUCH BUSINESS PLAN. THE BUSINESS PLAN AND ALL
SUCH MATERIALS AND PRESENTATIONS HAVE BEEN DEVELOPED FOR EDUCATIONAL PURPOSES BY ONE OR MORE STUDENTS IN
A UMKC COURSE OR OTHER PROGRAM OF INSTRUCTION AND WILL BE ENTERED IN A VENTURE CHALLENGE COMPETITION
(“COMPETITION”) WHICH ENHANCES THE EDUCATIONAL EXPERIENCE FOR THE STUDENTS THROUGH AVENUES FOR FEEDBACK
BY JUDGES ON THE STUDENTS’ WORK.
AS PART OF THE OPPORTUNITY FOR INSTRUCTIVE FEEDBACK FROM INSTRUCTORS AND FROM JUDGES AT THE COMPETITION,
THE STUDENTS HAVE PREPARED VARIOUS TYPES OF HYPOTHETICAL FINANCIAL PRESENTATIONS AND PROJECTIONS AND
BUSINESS VALUATION CALCULATIONS AS PART OF THE DEVELOPMENT OF THIS BUSINESS PLAN. TERMS SUCH AS “BELIEVE,”
“ESTIMATE” AND “PROJECT” AS USED IN THIS BUSINESS PLAN AND IN RELATED MATERIALS AND PRESENTATIONS ARE
FORWARD-LOOKING STATEMENTS AND ILLUSTRATIONS BASED ON VARIOUS ASSUMPTIONS AND PERFORMANCE
ESTIMATES. ALTHOUGH THE STUDENTS HAVE BASED SUCH FINANCIAL PRESENTATIONS AND PROJECTIONS ON ASSUMPTIONS
AND CALCULATIONS THEY DEEM REASONABLE, THEY COULD PROVE TO BE INACCURATE DUE TO ECONOMIC CLIMATE,
COMPETITIVE AND MARKET CHANGES AND CONDITIONS, RISK FACTORS AND EVOLVING BUSINESS DECISIONS, OR OTHER
FACTORS WHICH ARE DIFFICULT OR IMPOSSIBLE TO PREDICT. THERE IS NO ASSURANCE THAT THE FINANCIAL CIRCUMSTANCES
OR RESULTS ILLUSTRATED OR CONTEMPLATED BY SUCH STATEMENTS AND PROJECTIONS COULD OR WOULD BE REALIZED,
AND, AGAIN, THE PURPOSE IN PREPARING THEM WAS EDUCATIONAL AND NOT TO CREATE ANY OFFER OF AN INVESTMENT
OPPORTUNITY.