Resources
Contact a Mentor
Daniel P. Daly
Regional President
Busey Bank
6699 N. Sheridan Road
Peoria, Illinois 61614
ddaly@busey.com
(309) 683-2310 (direct)
(309) 683-2312 (assistant, Jean Wade)
Dan is a certified public accountant; he has focused his career on the financial services industry, beginning as an auditor and consultant. Dan is a Bradley University graduate, and has been actively involved in the community having served on various boards.
David Drake
Fidelity On Call, Ltd.
Controller
691-1500
Julie Drake
Jewel Technology Services, Inc.
Co-owner
243-8100
julie@jewelteam.com
Katharine Francis
Founder and Chief Clinical Officer
InformMed
kfrancis@informMed.com
www.informMed.com
309.243.8553
InformMed, a Peoria area start-up company, is focused on developing, patenting and commercializing innovative product and service-based solutions for the medication error solution space. InformMed’s patented flagship product, pac2™, is a performance-support system designed to help nurses prevent Wrong Dose Errors at the point of care, a major healthcare problem. Kathy is the original inventor and chief clinical visionary of InformMed’s patented technology.
Dean A. Heinzmann
Senior Vice President / Division Head
Commercial Banking
LaSalle Bank, N.A.
230 S.W. Adams, Suite 501
Peoria, IL 61602
Phone: (309) 680-4399
Fax: (309) 680-4381
dean.heinzmann@abnamro.com
Ken Klotz
Director, Illinois Small Business Development Center at Bradley University
141 Jobst Hall
(309) 677-2992
sbdc@bradley.edu
Areas of expertise: business start up advice; business plans
Ross Miller
Assistant Director
Illinois Small Business Development Center at Bradley University
Turner Center for Entrepreneurship
309-677-2992
rmiller@bradley.edu
Areas of expertise:
Start-up Business Development
Marketing
eBusiness
Greg Shaheen
Business Development Manager
Clifton Gunderson Technology Solutions
Phone: 309-495-8878
Email: greg.shaheen@cliftoncpa.com
Area of expertise: Identify technology solutions to meet business needs.
Mickey Scheffki, CPA, CISA, CITP
Partner, Director of Technology Consulting
Clifton Gunderson Technology Solutions
301 SW Adams - Suite 900
Peoria, IL 61602
309.671.4500 x58840 / FAX 309.671.1812
DID: 309.495.8840
Mickey.Scheffki@cliftoncpa.com
Matt Smutz, CPA
Senior Manager
Clifton Gunderson LLP
301 SW Adams Suite 900
Peoria, IL 61602
309.495.8782 / FAX 309.671.4519
Matt.Smutz@cliftoncpa.com
Business Plan Outline
Key Parts of Business Plan:
• Executive Summary
• Nature of the business
• The target market
• Describe the product or service
• Competitive advantage
• Will you build or buy your product
• How will you market the product or service
• The management team
• Objectives and goals
• Time line
• Financial data
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