Business

Plan
Your business slogan here.

Prepared By:

Your Name
Job Title
Phone 555.555.5555
Email [email protected]
www.yourbusiness.com

Confidential Information
 Statement of Confidentiality
& Non-Disclosure

This document contains proprietary and confidential information. All data submitted to
[RECEIVING PARTY] 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 [YOUR
COMPANY NAME]. 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 that such matters are
generally known to, and are available for use by, the public. The recipient also agrees not
to duplicate or distribute or permit others to duplicate or distribute any material contained
herein without [YOUR COMPANY NAME]'s express written consent.

[YOUR COMPANY NAME] retains all title, ownership and intellectual property rights to the
material and trademarks contained herein, including all supporting documentation, files,
marketing material, and multimedia.

BY ACCEPTANCE OF THIS DOCUMENT, THE RECIPIENT AGREES TO BE BOUND

BY THE AFOREMENTIONED STATEMENT.
 Table of Content
Executive Summary 5
Business Description 5
Management & Ownership 5
Problem & Solution 5
Products/Services 5
Market 5
Competition 6
Marketing Strategies 6
Fundraising 6
Financial Forecast 6
1. Business Description 8
1.1 Company Description 8
1.2 Mission Statement 8
1.3 History and Current Status 8
1.4 Goals & Objectives 8
2. Management & Ownership 9
2.1 Management Team 9
2.2 Ownership 9
3. Problem & Solution 10
3.1 Problem 10
3.2 Solution 10
4. Product/Service 11
4.1 Product/Service Description 11
4.2 Uniqueness and Competitive Advantage 11
4.3 Pricing Strategy 11
5. The Market 12
5.1 Industry & Market Analysis 12
5.2 Customer Analysis 12
6. Competition 13
6.1 Competition Analysis 13
6.2 Competitors Analysis 14
7. Marketing Strategies 15
7.1 Introduction 15
7.2 Marketing Mix 15
7.3 Distribution Channels 15

[YOUR COMPANY NAME] // BUSINESS PLAN 3

 8. Fundraising 16
8.1 Capital Requirements 16
8.2 Risk / Opportunity 16
9. Financial Forecast 17
9.1 Forecast 17

[YOUR COMPANY NAME] // BUSINESS PLAN 4

 EXECUTIVE SUMMARY

Executive Summary
Business Description

Provide a brief description of your company (ex: name, type of operation, etc.,). The opening
paragraphs should introduce what you do and where.

Management & Ownership

Who's the management team? What's their background and skills?

Problem & Solution

Briefly describe the problem in your market and the solution you offer to solve this problem.

Products/Services

Give a very brief overview and description of your products and services, with emphasis on
distinguishing features.

Market

Provide a brief description of the market you will be competing in. Define your market, how
large it is, and how much of the market share you expect to capture.

[YOUR COMPANY NAME] // BUSINESS PLAN 5

 EXECUTIVE SUMMARY

Competition

Identify the direct and indirect competitors, with analysis of their pricing and promotional
strategies, as well as an assessment of their competitive advantage.

Main Competitors

NAME \ ADDRESS SALES MARKET SHARE NATURE/TYPE

Marketing Strategies

Briefly indicate the marketing strategies to sell and promote your products/ services.

Fundraising

Clearly state the capital needed to start or expand your business.

Financial Forecast

With the new financing or capital, add a short financial forecast for the next five years

[YOUR COMPANY NAME] // BUSINESS PLAN 6

 EXECUTIVE SUMMARY

Income Statement Summary

Year 1 Year 2 Year 3 Year 4 Year 5

Revenue

Cost of Goods Sold

Gross Profit

Operating Costs

Finance & Admin

Sales & Marketing

Total Expenses

Net Income Before Tax

Less: Income Tax

Net Income

Balance Sheet Summary

Year 1 Year 2 Year 3 Year 4 Year 5

Assets

Liabilities

Equity

[YOUR COMPANY NAME] // BUSINESS PLAN 7

 BUSINESS DESCRIPTION

1. Business Description
1.1 Company Description

Start with the legal name of your business and state the legal form. State whether the business
is a new business, expanding business etc. Next, explain the actual business you are in and
what your company does

1.2 Mission Statement

Your mission statement is a short inspirational statement of the vision and goals you have for
your company.

1.3 History and Current Status

Explain the history of your business and what you have accomplished; explain were you are
right now.

1.4 Goals & Objectives

Explain the goals and objectives that you follow. They must be measurable with a timeframe.

[YOUR COMPANY NAME] // BUSINESS PLAN 8

 MANAGEMENT & OWNERSHIP

2. Management & Ownership

2.1 Management Team

Identify the management team. Write their names and backgrounds and also their respective
responsibilities. Finally, complete the table below if applicable.

OFFICERS AND KEYS EMPLOYEES AGE PERCENTAGE OF OWNERSHIP

President

Vice President of Sales & Marketing

Vice President of Finance

Vice President of Operations

Vice President of R & D

Controller

Corporate Attorney

2.2 Ownership

Ownership of Company

As of [Date]
Number of
Name Title (if Applicable) Percentage
Shares

TOTAL

[YOUR COMPANY NAME] // BUSINESS PLAN 9

 PROBLEM & SOLUTION

3. Problem & Solution

3.1 Problem

State the problem clearly. Also outline how the customer is managing to solve the problem at
present.

3.2 Solution

Explain why your product/service if the solution for the problem stated before. Your solution
must be different and unique. To differentiate yourself, you need to have a very good idea of
what your customers need or will need in the future.

[YOUR COMPANY NAME] // BUSINESS PLAN 10

 PRODUCT/SERVICE

4. Product/Service
4.1 Product/Service Description

Provide a list of product / service offered. Provide as many details as possible. For each
product/service, describe the main features and benefits. State at what stage of growth your
product/service is in.

4.2 Uniqueness and Competitive Advantage

Explain the unique value-added characteristics of your product line or service and how these
value-added characteristics will in turn give your business a competitive advantage.

4.3 Pricing Strategy

How do you plan to set prices? Upon examining the pricing strategy your competition is
currently using, explain your pricing strategy and why it will be effective with your target
customers.

[YOUR COMPANY NAME] // BUSINESS PLAN 11

 THE MARKET

5. The Market
5.1 Industry & Market Analysis

Describe the industry in which you will compete. Potential investors and loan officers should
understand the dynamics, problems, and opportunities driving your industry.

Also, describe the total size of your industry, the trends in the industry (is it growing or
shrinking) and the size of your target market, and what share is realistic for you to obtain.

5.2 Customer Analysis

Identify (age, gender, education, income level, social status, lifestyles, activities, values,
interests or opinions) and segment the customers in your marketplace.

[YOUR COMPANY NAME] // BUSINESS PLAN 12

 COMPETITION

6. Competition
6.1 Competition Analysis

Explain how the competition is structured (level of competition, market distribution, barriers to
market entry etc.).

[YOUR COMPANY NAME] // BUSINESS PLAN 13

 COMPETITION

6.2 Competitors Analysis

List your top 3 competitors in your market (name, location, address etc.). Explain the strategies
that they pursue. Also, state the competitive advantages and disadvantages for you and your
competitors. Finally, complete the table below.

Competitive Analysis Table

Importance
FACTOR Company Strength Weakness Comp. A Comp. B Comp. C
to Customer

Products

Price

Quality

Selection

Service

Reliability

Stability

Expertise

Company
Reputation

Location

Appearance

Sales Method

Credit Policies

Advertising

Image

[YOUR COMPANY NAME] // BUSINESS PLAN 14

 MARKETING STRATEGIES

7. Marketing Strategies
7.1 Introduction

Explain your marketing plan. State target market segments you wish to penetrate; how you plan
to achieve this the time horizon to get there.

7.2 Marketing Mix

Explain the activities that you will do to reach your customers. Use the 7P's (product, price,
place, promotion, people, process and physical environment.

7.3 Distribution Channels

Explain how you will distribute your product to your customer (Direct, internet, by using
middlemen, stores etc.).

[YOUR COMPANY NAME] // BUSINESS PLAN 15

 FUNDRAISING

8. Fundraising
8.1 Capital Requirements

Clearly state the capital needed to start or expand your business. Summarize how much money
has been invested in the business to date and how it is being used.

Source of Funds:

SOURCES AMOUNT PERCENTAGE

OWNER’S CONTRIBUTION

TERM LOAN

NEW EQUITY FINANCING

TOTAL

Use of Funds:

CATEGORY AMOUNT PERCENTAGE

SALES & MARKETING

CAPITAL EXPENDITURES

G & A EXPENSES

OTHER

TOTAL

8.2 Risk / Opportunity

Describe and quantify the opportunity. Explain why you are in business along with the reasons
why you will be able to take advantage of this opportunity.

[YOUR COMPANY NAME] // BUSINESS PLAN 16

 FINANCIALS FORECAST

9. Financial Forecast
9.1 Forecast

Prepare a month-by-month sales forecast for a projected twelve-month period. The

forecast should be based upon your historical sales, the marketing strategies that you
have just described market research, and industry data if available.

It is preferable to do three forecasts: 1) "best case", 2) ”expected case”, and 3) "worst

case" (a low estimate that you are confident you can reach no matter what happen.

[YOUR COMPANY NAME] // BUSINESS PLAN 17