A 40 Pages Business Plan

[company logo]

[the company name]

Established [date]

[name, address, phone and fax numbers of contact person]

A Business Plan

Table of Contents

Cover page

Table of Contents

I. Executive Summary

A. Mission Statement

B. Company Information

C. Market Opportunity

D. Financial Date

II. Description of Your Company and Industry

A. Company Background and History

B. The Industry

III. Description of the Product or Service

A. Description of the Product or Service

B. Competitive Advantages

IV. Market Research and Evaluation

A. Markets

B. Market Trends

C. Competition

D. Market Share

V. Marketing Plan

A. Market Strategy

B. Product

C. Pricing

D. Promotion

E. Place

F. Service Policies

VI. Manufacturing and Operations Plan

A. Production

B. Geographic Location

C. Facilities

D. Make or Buy Policy

E. Control Systems

F. Labor Force

G. Training

H. Staffing Plan

VII. The Management Team

A. Identification of Key People

B. Succession Plan

C. Management Philosophy

D. Business/Organization Structure

E. Identification of Firms Assisting the Company

VIII. Timeline

A. Key Events

IX. Critical Risks and Assumptions

A. Risk Management Strategies

X. Benefits to Community

A. Economic Development

B. Community Development

C. Human Development

XI. Financial Plan

A. Sources and Uses of Funds

B. Financial Practices

C. Cash Flow Statement

D. Cash Budget

E. Profit and Loss Statement

F. Breakeven Analysis

G. Financial Ratios

H. Intangibles-Intellectual Property

Summary and Conclusions

Appendices (as needed)

A. Resumes/Biographies of Key Personnel

B. Advertising Samples

C. Organizational Chart

D. Customer Profiles

E. Competitor Profiles

F. Product Profiles

G. Site Study and Store Layout

H. Financial Statements

I. Global Issues

SECTION I—EXECUTIVE SUMMARY

Mission Statement

[Type here]

Business Objective(s)

[Type here]

Company Information

[Type here]

Market Opportunity

[Type here]

The Financials

Summary of 3 years actual, 3 years projectd. [Insert your summary financial tables here. The data is easiest to read if in table rather than narrative format.]

Actual 20__ Projected 20__Etc.

· Revenue

· Net Income

· Assets

· Liabilities

· Net Worth

Summary of Financing

Current Amount Amount Needed

Debt

Debt with Warrants

Convertible Debentures

Stock—Preferred and Common

SECTION II – DESCRIPTION OF THE BUSINESS AND INDUSTRY

Company Background and History

[If this is a startup, all the elements of question #1 won’t apply to you.]

The Industry

[Type here]

SECTION III – DESCRIPTION OF THE PRODUCT OR SERVICE

Description of the Product or Service

[Type here]

[Reference the appropriate appendix where your detailed product profile is located with accompanying diagrams, etc.]

Competitive Advantages

[Type here]

[Frame in terms of your customers’ desire benefits. Consider referencing your customer profile in the appropriate appendix as supports for your competitive advantages.]

SECTION IV – MARKET RESEARCH AND EVALUATION

Markets

[Type here]

[Reference the appropriate appendix where your customer profiles are.]

Market Trends

[Type here]

Competition

[Type here]

Market Share

[Type hare]

[Sales Summary Forecast Table]

SECTION V – MARKETING PLAN

Market Strategy

[Type here]

Product

[Type here]

Pricing

[Type here]

Promotion

[Type here]

Place

[Type here]

Service Policies

[Type here]

SECTION VI – MANUFACTURING AND OPERATIONS PLAN

Production

[Type here]

Geographic Location

[Type here]

Facilities

[Type here]

Make or Buy Policy

[Type here]

Control Systems

[Type here]

Labor Force

[Type here]

Training

[Type here]

Staffing Plan

[Type here]

SECTION VII – THE MANAGEMENT TEAM

Identification of Key People

[Type here]

[Reference the appropriate appendix where key peoples’ resumes and biographies are located.]

Succession Plan

[Type here]

Management Philosophy

[Type here]

Business/Organizational Structure

[Type here]

[Include the organizational chart here or provide a narrative description and reference the appropriate appendix.]

Identification of Firms Assisting the Company

[Type here]

SECTION VIII – TIMELINE

Key Events

[Type here]

SECTION IX – CRITICAL RISKS AND ASSUMPTIONS

Risk Management Strategies

[Type here]

SECTION X – BENEFITS TO THE COMMUNITY

Economic Development

[Type here]

Community Development

[Type here]

Human Development

[Type here]

SECTION XI – FINANCIAL PLAN

Source and Uses of Funds

[Type here]

Financial Practices

[Type here]

Cash Flow Statement

[Type here]

[You may include it here or reference the appropriate appendix.]

Cash Budget

[Type here]

[You may include it here or reference the appropriate appendix.]

Profit and Loss Statement

[Type here]

[You may include it here or reference the appropriate appendix.]

Breakeven Analysis

[Type here]

Financial Rations

[Type here]

[Refer to your textbook for the formulas to calculate these rations.]

Intangibles-Intellectual Property

[Type here]

SUMMARY AND CONCLUSION

[Type here]

Appendix A

Resumes and Biographies of Key Personnel

[Type here]

Appendix B

Advertising Samples

[Type here]

Appendix C

Organizational Chart

[If not included in body of the plan.]

[Type here]

Appendix D

Customer Profiles

[Type here]

Appendix E

Competitor Profiles

[Type here]

Appendix F

Product Profiles

[Type here]

Appendix G

Site Study and/or Store Layout

Site Study

[Type here]

Store Layout

[Type here]

25

Appendix I

Global Issues

[Type here]

Appendix F1

Sales Forecast – Most Likely Forecast

[Use this chart to complete your Most Likely Forecast. These forms use the Calendar year as the financial year. Adjust as appropriate to fit your financial year.]

Appendix F2

Cash Flow Statement – Most Likely

[Use this chart to complete your Most Likely Cash Flow Statement. These forms use the calendar year as the financial year. Adjust as appropriate to fit your financial year.]

Appendix F3

Table of Startup Costs – Retail Store

Appendix F4

Current and Projected Profit and Loss Statement

Appendix F5

Current and Projected Balance Sheet