Cover Page
INSTRUCTIONS: The Cover Page should include the following: plan name, company name, company address, company phone and fax, an email address and possibly a revision number or copy number.
Type your Cover Page text within this section of your business plan.
Legal Page
Confidentiality Agreement
The undersigned reader acknowledges that the information provided by _______________ in this business plan is confidential; therefore, reader agrees not to disclose it without the express written permission of _______________.
It is acknowledged by reader that information to be furnished in this business plan is in all respects confidential in nature, other than information which is in the public domain through other means and that any disclosure or use of same by reader, may cause serious harm or damage to _______________.
Upon request, this document is to be immediately returned to _______________.
___________________
Signature
___________________
Name (typed or printed)
___________________
Date
This is a business plan. It does not imply an offering of securities.
Table of Contents
1.0 Executive Summary
2.0 Company Summary
1. 2.1 Start-up Summary
a. Table: Start-up
3.0 Services
4.0 Market Analysis Summary
a. Table: Market Analysis
5.0 Strategy and Implementation Summary
1. 5.1 Sales Forecast
a. Table: Sales Forecast
2. 5.2 Milestones
a. Table: Milestones
6.0 Management Summary
7.0 Financial Plan
1. 7.1 Start-up Funding
a. Table: Start-up Funding
2. 7.2 Projected Profit and Loss
a. Table: Profit and Loss
1.0 Executive Summary
INSTRUCTIONS: Summarize the key points of your business plan.
Type your topic text in this section.
2.0 Company Summary
INSTRUCTIONS: Describe your company, who you are, where you operate.
Type your topic text here.
2.1 Start-up Summary
INSTRUCTIONS: Summarize your Start-up table numbers, both expenses and assets.
Type your topic text here.
3.0 Services
INSTRUCTIONS: Describe the products and/or services you offer, how they are provided and by whom, and plans for future service offerings.
Type your topic text here.
4.0 Market Analysis Summary
INSTRUCTIONS: Describe the different groups of target customers included in your market analysis and explain why you are selecting these as targets.
Type your topic text here.
5.0 Strategy and Implementation Summary
INSTRUCTIONS: Summarize the organizational strategy for target marketing, sales and marketing activities, and product/service development. Build a focused, consistent sales and marketing strategy.
Type your topic text here.
5.1 Sales Forecast
INSTRUCTIONS: Use this topic to explain the Sales Forecast table.
Type your topic text here.
5.2 Milestones
INSTRUCTIONS: Describe the milestones (measurable activities) laid out in the Milestones table.
Type your topic text here.
6.0 Management Summary
INSTRUCTIONS: Describe the management and personnel structure of the company, including any gaps that need to be filled.
Type your topic text here.
7.0 Financial Plan
INSTRUCTIONS: Summarize the financial aspects of your business plan.
Type your topic text here.
7.1 Start-up Funding
INSTRUCTIONS: Explain where your funding will come from, in what form (as investments and/or loans), and how this funding will cover the start-up requirements outlined in the Start-up table.
Type your topic text here.
7.2 Projected Profit and Loss
INSTRUCTIONS: Explain the important points of your Profit and Loss projections, such as percentage increase in sales and profits, your gross margins, and key budget items.
Type your topic text here.
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