Business Plan Template (2)
Content
Thanks for downloading this business plan template from Bplans.com This template is a simplified business plan outline. It’s a good way to get started, but as you know, you can’t just type in your details, print it, and turn it in to the bank. Every business is unique, and your business plan should reflect that. ive!lan can help. "ith ive!lan, you can easily create a unique business plan, with all the financial tables and graphs to go with it . #ou’ll also be able to$ • %iew over 500 complete sample business plans • &ave time with linked financial tables 'the formulas are built in, so you don’t have to do the calculations!( • )enefit from tons of help, advice, and resources • Collaborate with a partner or a team • Work on your plan from anywhere and on any computer • Customi e every aspect so it’s right for your business
Click here and receive 50% off your first month of LivePlan!
Cover Page
INSTR CTI!NS" The Cover Pa#e should include the follo$in#" %lan name& com%any name& com%any address& com%any %hone and fa'& an email address and %ossi(ly a revision num(er or co%y num(er)
Ty%e your Cover Pa#e te't here)
Legal Page
Confidentiality Agreement
The undersi#ned reader ackno$led#es that the information %rovided (y *************** in this (usiness %lan is confidential+ therefore& reader a#rees not to disclose it $ithout the e'%ress $ritten %ermission of ***************) It is ackno$led#ed (y reader that information to (e furnished in this (usiness %lan is in all res%ects confidential in nature& other than information $hich is in the %u(lic domain throu#h other means and that any disclosure or use of same (y reader& may cause serious harm or dama#e to ***************) %on re,uest& this document is to (e immediately returned to ***************) ******************* Si#nature
******************* Name -ty%ed or %rinted.
******************* /ate
This is a (usiness %lan) It does not im%ly an offerin# of securities)
Table of Contents
0)0 1'ecutive Summary 2)0 Com%any Summary 0) 2)0 Start3u% Summary a) Ta(le" Start3u% 4)0 Services 5)0 6arket 7nalysis Summary a) Ta(le" 6arket 7nalysis 5)0 Strate#y and Im%lementation Summary 0) 5)0 Sales 8orecast a) Ta(le" Sales 8orecast 2) 5)2 6ilestones a) Ta(le" 6ilestones 9)0 6ana#ement Summary :)0 8inancial Plan 0) :)0 Start3u% 8undin# a) Ta(le" Start3u% 8undin# 2) :)2 Pro;ected Profit and Loss a) Ta(le" Profit and Loss
1.
!"ecutive #ummary
$%#T&'CT$(%#) Summari<e the key %oints of your (usiness %lan)
Ty%e your to%ic te't here)
*.
Company #ummary
INSTR CTI!NS" /escri(e your com%any& $ho you are& $here you o%erate)
Ty%e your to%ic te't here)
2.1 Start-up Summary
INSTR CTI!NS" Summari<e your Start3u% ta(le num(ers& (oth e'%enses and assets)
Ty%e your to%ic te't here)
Table) #tart+up
&e,uirements #tart+up !"penses 1'%ense 0 1'%ense 2 1'%ense 4 1'%ense 5 1'%ense 5 1'%ense 9 Total #tart+up !"penses #tart+up Assets Cash 7ssets !ther Current 7ssets Lon#3term 7ssets Total Assets Total &e,uirements =0 =0 =0 =0 =0 =0 =0 =0 =0 -
..
#ervices
INSTR CTI!NS" /escri(e the %roducts and>or services you offer& ho$ they are %rovided and (y $hom& and %lans for future service offerin#s)
Ty%e your to%ic te't here)
/.
0arket Analysis #ummary
INSTR CTI!NS" /escri(e the different #rou%s of tar#et customers included in your market analysis and e'%lain $hy you are selectin# these as tar#ets)
Ty%e your to%ic te't here)
Table) 0arket Analysis
Potential Customers Se#ment Name Se#ment Name Se#ment Name Total ?ear 0 1rowth 0% 0% 0% . 2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ?ear 2 ?ear 4 ?ear 5 ?ear 5 CA1& 0)00% 0)00% 0)00% . 2
3. #trategy and $mplementation #ummary
INSTR CTI!NS" Summari<e the or#ani<ational strate#y for tar#et marketin#& sales and marketin# activities& and %roduct>service develo%ment) @uild a focused& consistent sales and marketin# strate#y)
Ty%e your to%ic te't here)
5.1 Sales Forecast
INSTR CTI!NS" se this to%ic to e'%lain the Sales 8orecast ta(le)
Ty%e your to%ic te't here)
Table) #ales 4orecast
#ales Ro$ 0 Ro$ 2 Ro$ 4 Total #ales 5irect Cost of #ales Ro$ 0 Ro$ 2 Ro$ 4 #ubtotal 5irect Cost of #ales ?ear 0 =0 =0 =0 ?ear 0 =0 =0 =0 ?ear 2 =0 =0 =0 ?ear 2 =0 =0 =0 ?ear 4 =0 =0 =0 ?ear 4 =0 =0 =0 -
5.2 Milestones
INSTR CTI!NS" /escri(e the milestones -measura(le activities. laid out in the 6ilestones ta(le) Ty%e your to%ic te't here)
Table) 0ilestones
0ilestone Name me Name me Name me Name me Name me Name me Name me Name me Name me Name me Totals #tart 5ate 0>0>00 0>0>00 0>0>00 0>0>00 0>0>00 0>0>00 0>0>00 0>0>00 0>0>00 0>0>00 !nd 5ate 0>0>00 0>0>00 0>0>00 0>0>00 0>0>00 0>0>00 0>0>00 0>0>00 0>0>00 0>0>00 Budget =0 =0 =0 =0 =0 =0 =0 =0 =0 =0 0anager 7@C 7@C 7@C 7@C 7@C 7@C 7@C 7@C 7@C 7@C 5epartment /e%artment /e%artment /e%artment /e%artment /e%artment /e%artment /e%artment /e%artment /e%artment /e%artment
6.
0anagement #ummary
INSTR CTI!NS" /escri(e the mana#ement and %ersonnel structure of the com%any& includin# any #a%s that need to (e filled)
Ty%e your to%ic te't here)
7.
4inancial Plan
INSTR CTI!NS" Summari<e the financial as%ects of your (usiness %lan) Ty%e your to%ic te't here)
7.1 Start-up Funding
INSTR CTI!NS" 1'%lain $here your fundin# $ill come from& in $hat form -as investments and>or loans.& and ho$ this fundin# $ill cover the start3u% re,uirements outlined in the Start3u% ta(le)
Ty%e your to%ic te't here)
Table) #tart+up 4unding
Start3u% 1'%enses to 8und Start3u% 7ssets to 8und Total 8undin# Re,uired Assets Non3cash 7ssets from Start3u% Cash Re,uirements from Start3u% 7dditional Cash Raised Cash @alance on Startin# /ate Total Assets Liabilities and Capital Liabilities Current @orro$in# Lon#3term Lia(ilities 7ccounts Paya(le -!utstandin# @ills. !ther Current Lia(ilities -interest3 free. Total Liabilities Capital Planned $nvestment !$ner Investor 7dditional Investment Re,uirement Total Planned $nvestment Loss at Start3u% -Start3u% 1'%enses. =0 =0 =0 =0 =0 =0 =0 =0 =0 =0 =0 =0 =0 =0 =0 -
Total Ca%ital Total Capital and Liabilities Total 4unding
=0 -
7.2 Projected Profit and Loss
INSTR CTI!NS" 1'%lain the im%ortant %oints of your Profit and Loss %ro;ections& such as %ercenta#e increase in sales and %rofits& your #ross mar#ins& and key (ud#et items)
Ty%e your to%ic te't here)
Table) Profit and Loss
Sales /irect Cost of Sales !ther Costs of Sales Total Cost of Sales Aross 6ar#in Aross 6ar#in % !"penses 1'%ense 0 1'%ense 2 /e%reciation Rent tilities Insurance Payroll Ta'es !ther Total (perating !"penses Profit @efore Interest and Ta'es 1@IT/7 Interest 1'%ense Ta'es Incurred %et Profit %et Profit8#ales . ?ear 0 =0 =0 =0 =0 =0 0)00% ?ear 2 =0 =0 =0 =0 =0 0)00% ?ear 4 =0 =0 =0 =0 =0 0)00%
=0 =0 =0 =0 =0 =0 =0 =0 =0 =0 =0 =0 2 .
=0 =0 =0 =0 =0 =0 =0 =0 =0 =0 =0 =0 2 .
=0 =0 =0 =0 =0 =0 =0 =0 =0 =0 =0 =0 2
Click here and receive 50% off your first month of LivePlan!
Cover Page
INSTR CTI!NS" The Cover Pa#e should include the follo$in#" %lan name& com%any name& com%any address& com%any %hone and fa'& an email address and %ossi(ly a revision num(er or co%y num(er)
Ty%e your Cover Pa#e te't here)
Legal Page
Confidentiality Agreement
The undersi#ned reader ackno$led#es that the information %rovided (y *************** in this (usiness %lan is confidential+ therefore& reader a#rees not to disclose it $ithout the e'%ress $ritten %ermission of ***************) It is ackno$led#ed (y reader that information to (e furnished in this (usiness %lan is in all res%ects confidential in nature& other than information $hich is in the %u(lic domain throu#h other means and that any disclosure or use of same (y reader& may cause serious harm or dama#e to ***************) %on re,uest& this document is to (e immediately returned to ***************) ******************* Si#nature
******************* Name -ty%ed or %rinted.
******************* /ate
This is a (usiness %lan) It does not im%ly an offerin# of securities)
Table of Contents
0)0 1'ecutive Summary 2)0 Com%any Summary 0) 2)0 Start3u% Summary a) Ta(le" Start3u% 4)0 Services 5)0 6arket 7nalysis Summary a) Ta(le" 6arket 7nalysis 5)0 Strate#y and Im%lementation Summary 0) 5)0 Sales 8orecast a) Ta(le" Sales 8orecast 2) 5)2 6ilestones a) Ta(le" 6ilestones 9)0 6ana#ement Summary :)0 8inancial Plan 0) :)0 Start3u% 8undin# a) Ta(le" Start3u% 8undin# 2) :)2 Pro;ected Profit and Loss a) Ta(le" Profit and Loss
1.
!"ecutive #ummary
$%#T&'CT$(%#) Summari<e the key %oints of your (usiness %lan)
Ty%e your to%ic te't here)
*.
Company #ummary
INSTR CTI!NS" /escri(e your com%any& $ho you are& $here you o%erate)
Ty%e your to%ic te't here)
2.1 Start-up Summary
INSTR CTI!NS" Summari<e your Start3u% ta(le num(ers& (oth e'%enses and assets)
Ty%e your to%ic te't here)
Table) #tart+up
&e,uirements #tart+up !"penses 1'%ense 0 1'%ense 2 1'%ense 4 1'%ense 5 1'%ense 5 1'%ense 9 Total #tart+up !"penses #tart+up Assets Cash 7ssets !ther Current 7ssets Lon#3term 7ssets Total Assets Total &e,uirements =0 =0 =0 =0 =0 =0 =0 =0 =0 -
..
#ervices
INSTR CTI!NS" /escri(e the %roducts and>or services you offer& ho$ they are %rovided and (y $hom& and %lans for future service offerin#s)
Ty%e your to%ic te't here)
/.
0arket Analysis #ummary
INSTR CTI!NS" /escri(e the different #rou%s of tar#et customers included in your market analysis and e'%lain $hy you are selectin# these as tar#ets)
Ty%e your to%ic te't here)
Table) 0arket Analysis
Potential Customers Se#ment Name Se#ment Name Se#ment Name Total ?ear 0 1rowth 0% 0% 0% . 2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ?ear 2 ?ear 4 ?ear 5 ?ear 5 CA1& 0)00% 0)00% 0)00% . 2
3. #trategy and $mplementation #ummary
INSTR CTI!NS" Summari<e the or#ani<ational strate#y for tar#et marketin#& sales and marketin# activities& and %roduct>service develo%ment) @uild a focused& consistent sales and marketin# strate#y)
Ty%e your to%ic te't here)
5.1 Sales Forecast
INSTR CTI!NS" se this to%ic to e'%lain the Sales 8orecast ta(le)
Ty%e your to%ic te't here)
Table) #ales 4orecast
#ales Ro$ 0 Ro$ 2 Ro$ 4 Total #ales 5irect Cost of #ales Ro$ 0 Ro$ 2 Ro$ 4 #ubtotal 5irect Cost of #ales ?ear 0 =0 =0 =0 ?ear 0 =0 =0 =0 ?ear 2 =0 =0 =0 ?ear 2 =0 =0 =0 ?ear 4 =0 =0 =0 ?ear 4 =0 =0 =0 -
5.2 Milestones
INSTR CTI!NS" /escri(e the milestones -measura(le activities. laid out in the 6ilestones ta(le) Ty%e your to%ic te't here)
Table) 0ilestones
0ilestone Name me Name me Name me Name me Name me Name me Name me Name me Name me Name me Totals #tart 5ate 0>0>00 0>0>00 0>0>00 0>0>00 0>0>00 0>0>00 0>0>00 0>0>00 0>0>00 0>0>00 !nd 5ate 0>0>00 0>0>00 0>0>00 0>0>00 0>0>00 0>0>00 0>0>00 0>0>00 0>0>00 0>0>00 Budget =0 =0 =0 =0 =0 =0 =0 =0 =0 =0 0anager 7@C 7@C 7@C 7@C 7@C 7@C 7@C 7@C 7@C 7@C 5epartment /e%artment /e%artment /e%artment /e%artment /e%artment /e%artment /e%artment /e%artment /e%artment /e%artment
6.
0anagement #ummary
INSTR CTI!NS" /escri(e the mana#ement and %ersonnel structure of the com%any& includin# any #a%s that need to (e filled)
Ty%e your to%ic te't here)
7.
4inancial Plan
INSTR CTI!NS" Summari<e the financial as%ects of your (usiness %lan) Ty%e your to%ic te't here)
7.1 Start-up Funding
INSTR CTI!NS" 1'%lain $here your fundin# $ill come from& in $hat form -as investments and>or loans.& and ho$ this fundin# $ill cover the start3u% re,uirements outlined in the Start3u% ta(le)
Ty%e your to%ic te't here)
Table) #tart+up 4unding
Start3u% 1'%enses to 8und Start3u% 7ssets to 8und Total 8undin# Re,uired Assets Non3cash 7ssets from Start3u% Cash Re,uirements from Start3u% 7dditional Cash Raised Cash @alance on Startin# /ate Total Assets Liabilities and Capital Liabilities Current @orro$in# Lon#3term Lia(ilities 7ccounts Paya(le -!utstandin# @ills. !ther Current Lia(ilities -interest3 free. Total Liabilities Capital Planned $nvestment !$ner Investor 7dditional Investment Re,uirement Total Planned $nvestment Loss at Start3u% -Start3u% 1'%enses. =0 =0 =0 =0 =0 =0 =0 =0 =0 =0 =0 =0 =0 =0 =0 -
Total Ca%ital Total Capital and Liabilities Total 4unding
=0 -
7.2 Projected Profit and Loss
INSTR CTI!NS" 1'%lain the im%ortant %oints of your Profit and Loss %ro;ections& such as %ercenta#e increase in sales and %rofits& your #ross mar#ins& and key (ud#et items)
Ty%e your to%ic te't here)
Table) Profit and Loss
Sales /irect Cost of Sales !ther Costs of Sales Total Cost of Sales Aross 6ar#in Aross 6ar#in % !"penses 1'%ense 0 1'%ense 2 /e%reciation Rent tilities Insurance Payroll Ta'es !ther Total (perating !"penses Profit @efore Interest and Ta'es 1@IT/7 Interest 1'%ense Ta'es Incurred %et Profit %et Profit8#ales . ?ear 0 =0 =0 =0 =0 =0 0)00% ?ear 2 =0 =0 =0 =0 =0 0)00% ?ear 4 =0 =0 =0 =0 =0 0)00%
=0 =0 =0 =0 =0 =0 =0 =0 =0 =0 =0 =0 2 .
=0 =0 =0 =0 =0 =0 =0 =0 =0 =0 =0 =0 2 .
=0 =0 =0 =0 =0 =0 =0 =0 =0 =0 =0 =0 2
