BUSINESS PLAN TEMPLATE

BUSINESS PLAN

[My Company]

123 Main Street

Anytown, USA 10000

123-4567

[Your Name]

[DATE]

TABLE OF CONTENTS

Executive Summary .......................................................................................................................................... 1

Management ..................................................................................................................................................... 2

[Company] History ............................................................................................................................................. 5

[Product/Service] Description ............................................................................................................................ 7

Objectives.......................................................................................................................................................... 9

Competitors ..................................................................................................................................................... 10

Competitive Advantages ................................................................................................................................. 11

Innovation ........................................................................................................................................................ 13

Pricing ............................................................................................................................................................. 14

Specific Markets .............................................................................................................................................. 15

Growth Strategy .............................................................................................................................................. 16

Market Size and Share .................................................................................................................................... 17

Targeting New Markets ................................................................................................................................... 18

Location ........................................................................................................................................................... 19

Manufacturing Plan ......................................................................................................................................... 20

Research & Development ............................................................................................................................... 21

Historical Financial Data ................................................................................................................................. 22

Proforma Financial Data ................................................................................................................................. 23

Proforma Balance Sheet ................................................................................................................................. 26

Cost Control .................................................................................................................................................... 27

Effects of Loan or Investment ......................................................................................................................... 28

Attachments .................................................................................................................................................... 29

Executive Summary

[My Company] was formed as a [proprietorship, partnership, corporation] in [Month, Year] in [City,

State], by [John Doe] in response to the following market conditions:

[Startup, growth] opportunities exist in [Product/Service].

The need for use of efficient distribution and financial methods in these overlooked markets.

[I/We] have several customers who are willing to place large [orders,contracts] within the next three

months.

Several other prospective [customers/clients] have expressed serious interest in doing business within

six months.

[I/We] previously owned a company that was active in the widget markets. Over the past few years I

spent much time studying ways to improve overall performance and increase profits. This plan is a

result of that study.

The basic components of this plan are:

1. Competitive pricing

2. Expand the markets

3. Increased advertising

4. Lower our unit costs,

5. Thereby achieving higher profits.

1. Sign contracts

2. Increased advertising

3. Increase office staff

To this end, [I/we] need investment from private individuals and/or companies. A total of $XXX is

being raised which will be used to finance working capital, plant and equipment. The company will

be incorporated and common stock issued to investors. The company will be run as a [proprietorship,

partnership, corporation].

Financial Goals

Year 1 Year 2 Year 3

Sales $1,000,000 $1,400,000 $1,600,000

Net Income $25,000 $250,000 $375,000

Earnings per

share .01 .12 .14