Instruction Page
1. On the cover page
a. Replace ‘Your Company Name’ with your company name, city and state
b. Replace ‘Date’ with the date of the plan
c. Consider inserting graphics:
i. Company logo
ii. Insert a picture or graphic of your product or service
iii. Photo of your facilities
iv. Photo of your location
2. Replace ‘ENTER YOUR COMPANY NAME HERE’ with your company name on the page with the Statement of Confidentiality & Non-Disclosure
3. Open the document header and enter your company name and your name
4. Update the table of contents as you build your business plan.
Delete this page before submitting your business plan.
Business Plan
Your Company Name Here
City, State
Date
Statement of Confidentiality & Non-Disclosure
THIS BUSINESS PLAN CONTAINS PROPRIETARY AND CONFIDENTIAL INFORMATION.
All data submitted to the receiver is provided in reliance upon its consent not to use or disclose any information contained herein except in the context of its business dealings with ENTER YOUR COMPANY NAME HERE (Company). The recipient of this document agrees to inform its present and future employees and partners who view or have access to the document’s content of its confidential nature.
The recipient agrees to instruct each employee that they must not disclose any information concerning this document to others except to the extent such matters are generally known to, and are available for use by, the public. The recipient also agrees not duplicate or distribute or permit others to duplicate or distribute any material contained herein without the Company’s express written consent.
The Company retains all title, ownership and intellectual property rights to the material and trademarks contained herein, including all supporting documentation, files, marketing material, and multimedia.
Disclaimer Notice
THIS BUSINESS PLAN IS FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSTITUTE AN OFFER TO SELL OR THE SOLICITATION OF AN OFFER TO BUY ANY SECURITIES.
The Company reserves the right, in its sole discretion, to reject any and all proposals made by or on behalf of any recipient, to accept any such proposals, to negotiate with one or more recipients at any time, and to enter into a definitive agreement without prior notice to other recipients. The company also reserves the right to terminate, at any time, further participation in the investigation and proposal process by, or discussions or negotiations with, any recipient without reason.
BY ACCEPTANCE OF THIS DOCUMENT, THE RECIPIENT AGREES TO BE BOUND BY THE AFOREMENTIONED STATEMENT.
Table of Contents
Introduction and Overview 6
Executive Summary 6
Objectives 6
Mission 6
Keys to Success 6
Company Summary 6
Company Ownership 6
Start-up 6
What We Sell 7
Summary 7
Our products 7
Our services 7
Market Analysis and Sales Forecast 8
Market and Sales Forecast Summary 8
Total Market 8
Target Market Summary 8
Success Strategy and Implementation Plan 9
SWOT Analysis 9
Our Competitive Edge 9
Website Plan 9
Marketing Strategy 9
Sales Strategy 9
Key Implementation Milestones 9
Company Resources 10
Our People 10
Business Structure 10
Start-up Capital 10
Financial Statements 11
Statement of Operations 11
Balance Sheet 11
Statement of Cash Flows 11
Breakeven Analysis 11
Key Ratios 11
Important Assumptions 11
Introduction and Overview
Executive Summary
Objectives
Mission
Keys to Success
Company Summary
Company Ownership
Start-up
What We Sell
Summary
Our products
Our services
Market Analysis and Sales Forecast
Market and Sales Forecast Summary
Total Market
Target Market Summary
Target Market Segmentation Analysis
Target Market Segment Strategy
Sales Forecast
Business Context Analysis
The Competition and Customer Buying Patterns
Success Strategy and Implementation Plan
SWOT Analysis
Our Competitive Edge
Website Plan
Website Marketing Strategy
Website Development Requirements
Marketing Strategy
Sales Strategy
Key Implementation Milestones
Company Resources
Our People
Existing management
Future management
Organization Structure
Business Structure
Start-up Capital
Summary
Use of Funds
Source of Funds
Financial Statements
Statement of Operations
Balance Sheet
Statement of Cash Flows
Breakeven Analysis
Key Ratios
Important Assumptions
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