Complete Fill In The Blanks Business Plan Template

Here's your sample Title Page.

It's a great idea to put a color picture of your product right on the front. But leave room for the following information.

[Your Company Name]

Month, 19xx

[month and year issued]

Business Plan Copy Number [x]

This document is confidential. It is not for re-distribution.

[Name of point man in financing]

[Title]

[Address]

[City, State  ZIP]

[Phone]

[e-mail]

[company home page URL]

This is a business plan. It does not imply an offering of Securities.

Table of Contents

Here's a  sample Table of Contents. Be sure to modify the page numbers when youםve finished your Business Plan.

Executive Summary 1-1

Mission 2-1

Company Overview 3-1

Legal Business Description 3-2

Strategic Alliances 3-3

Product  4-1

Current Product 4-2

Research and Development 4-3

Production and Delivery 4-4

The Market 5-1

Market Definition 5-2

Customer Profile 5-3

Marketing Plan 5-4

Sales Strategy 5-5

Distribution Channels 5-6

Advertising, Promotion, PR 5-7

Competition 6-1

Risk/Opportunity 7-1

Management Team 8-1

Capital Requirements 9-1

Exit/Payback Strategy 9-2

Financial Plan 10-1

Assumptions 10-2

Financial Statements 10-3

Conclusion 10-4

Exhibits 11-1

Executive Summary

If the executive summary doesn’t succeed, your business plan will never sell investors. We recommend that you write the summary first and use it as a template for the plan as a whole. Since one of its primary functions is to capture the investor’s attention, the summary should be no longer than two pages. The shorter the better.

Want to see what the pros think about raising money? Tune into The MoneyHunt Show (for info on showtimes, etc., go to  http://www.moneyhunter.com/htm/show/show.htm).

Mission

Our company's mission is to [describe your ultimate goal, or insert your mission statement].

Company

[The Company] was founded in [date] and [describe what your business does, such as baby products manufacturer, distributor of pencils, provider of medical services]. It is a [legal form of your company, such as LLC, S-Corporation, C-Corporation, Partnership, Proprietorship]. Our principal offices are located at [x].

Business

We make [describe product, or service that you make or provide].

Our company is at the [seed, start-up, growth] stage of business, having just [developed our first product, hired our first salesman, booked our first national order].

In the most recent [period], our company  achieved sales of [x], and showed a [profit, loss, break-even]. With the financing contemplated herein, our company expected to achieve [x] in sales and [x] in pretax profits in 19[xx] and achieve [x] in sales and [x] in pretax profits in 19[xx+1]. We can achieve this because the funds will allow us to [describe what you will do with the funds, such as a) marketing for your new product, b) build or expand facilities to meet increased demand, c) add retail locations or others means of distribution, d) increase research and development for new products or to improve existing ones.

Product or Service

Tell us about your product or service in terms we can understand.

[The company] produces the following products; [list products here briefly, in order of highest sales or significance in product line].

Alternatively, [The company] delivers the following services; [list services here briefly, in order of highest sales or significance in product line].

Presently, our [product or service] is in the [introductory, growth, maturity] stage. We plan to follow this [product or service] with extensions to our line which include [x,y,and z].

Critical factors in the [production of our product, or delivery of our service are [x, and y]. Our [product or service] is unique because [x,y,or z] and/or we have an advantage in the marketplace because of our [patent, speed to market, brand name].

The Market

We define our market as [manufacture and sale of writing and drawing instruments, low fat cheese, oral care products]. This market was approximately [$x] at [wholesale or retail] last [period available], according to [site resource], and is expected to grow to [$x] by the year [x], according to [site resource].

Who are your customers?  Where are they, and how do you reach them? Are they buying your product / service from someone else?

How will you educate customers to buy from you? Why will they care?

Competition

We compete directly with [name competition]. or We have no direct competition, but there are alternatives to our [product or service] in the marketplace. Our [product or service] is unique because of [x] and/or we have a competitive advantage because of our [speed to market, established brand name, low cost producer status].

Risk/Opportunity

The greatest risks we have in our business today are [market risk, pricing risk, product risk, management risk]. We feel we can overcome these risks because of [x].

The opportunities before us are significant; we have the opportunity to [dominate a niche in the marketplace, become a major force in the industry] if we can [x].

Management Team

Our team has the following members to achieve our plan. [x] men and women who have a combined [x] years of  experience; [y] years in marketing, [y] years in product development, and [y] years in [other disciplines].

Capital Requirements

We seek [$] of additional [equity, sub-debt, or senior financing] which will enable us to [describe why you need the funds, and why the opportunity is exciting]. We can provide and exit for this [loan, investment] within [x] years by [a dividend of excess profits, recapitalizations, sale of company, or public offering].

Financial Plan

At this point the investor must have a clear idea of where your business stands today. If you bore him or make the information he needs hard to find, you get canned. You must provide a snapshot, however sparse, of your financial position.

Sales Summary

At this point the investor must have a clear idea of where your business stands today. If you bore him or make the information he needs hard to find, you get canned. You must provide a snapshot, however sparse, of your financial position.

Last Year / This Year / Next Year / Year Two             

Sales:

Gross profit:

Pre-tax:

Balance Sheet Summary

Assets:

Liabilities:

Book Value:

In [x] years we will provide an exit, which we expect to be in the form of [sale to a competitor, initial public offering, distribution of profits] or perhaps [z]. We expect to be able to achieve this in [b months / years].

 

 

Finding the Cash Needed to Starting a New Small Business. Now that You have calculated your initial capital requirements, where
will you receive the money? The primary source is the personal savings. Subsequently relatives, friends, or other people might be
found who would like to"venture" their savings in your business. Before getting too large a share of money from external sources,
remember you should have personal control of enough to guarantee yourself possession.

After you can show that you have carefully worked out your financial Requirements and can demonstrate expertise and integrity, a
lending institution may be willing to finance a part of your working needs. This could possibly be done on a short-term basis of
from 60 days to up to one year. Any institution which has money to lend is primarily concerned with safety. The security might be
a business advantage, but if you're just starting the ideal safety is usually your house or some other private advantage.

The second thing that the lender will want to see is some sort of Business plan. If you finish a business strategy - which
includes a cash flow forecast - that the lender will see that you have completed some serious and realistic thinking about your
business and be more likely to consider your request.

Become acquainted with your banker. In selecting a banker consider Progressiveness, attitude toward your business, credit services
offered, and also the size and direction policies of the bank. Is your lender progressive? The physical appearance of this bank
may provide you some indication. When the workers are reasonably young, interested in your issues and active in civic affairs that
the lender is likely to be progressive. The nature of the bank's advertising might also be a clue for its progressiveness.

To be effective the banker Ought to Be interested in Assisting You to Become a better manager, and develop a lasting relationship
which will mean rewarding business for you as well as the lender over time.

Will the lender offer you the kind of credit you need? For example, If seasonal accumulations of inventory become an issue will
the bank make a loan against public or field warehouse receipts? If your funding is tied up in accounts receivable throughout your
heavy selling season, will the lender take these receivables as collateral for a loan? Will the lender consider a term loan?

In the end, understand the dimensions and management policies of the lender. Will Your maximum conditions fall well inside the
lender's"legal limit"? If you plan to do some export company, does it have a currency department? In the event that you or your
traders sell on installation terms does the lender have facilities for handling installment paper? How profoundly is the lender
concerned with the growth and prosperity of your regional community?

When you handle your banker, sell yourself. Whether or not you Need a bank loan, also make it a practice to visit your banker at
least once every year. Openly discuss your strategies and difficulties. It is the bank's business to not betray a confidence. If
you need financial assistance carefully prepare, in written form, complete information that will present a comprehensive
understanding of your whole proposition. Many business-people or potential small business operators destroy their chances of
obtaining financial aid by neglecting to present their proposal properly.

Trade creditor or gear manufacturer, Companies from which you Purchase equipment or product may also furnish capital for you in
the form of extended credit. Producers of store fixtures, cash registersindustrial machinery frequently have funding plans under
which you might purchase in an installment basis and pay out of future income. You don't need to pay for the goods simultaneously.
If goods are for resale, no safety aside from repossession rights of the unsold goods is involved. But too extended a use of
credit can prove expensive. Usually money discounts are quoted when a bill is paid within 10, 30, or 60 days. By way of instance,
a duration of sale offered because"2-10; net 30 days" means a cash discount of 2 percent will be awarded if the invoice is paid
within 10 days. If not paid in 10 days, the entire amount is due in 30 days. If you do not take advantage of the cash discount,
you're paying 2 percent to use money for 20 days, or 36 percent each year. That can be high interest. Avoid it.

Among the main causes of failures among companies is Inadequate financing. If you do enter business, remember it's your
responsibility to provide, or obtain from others, adequate money to provide a firm foundation for the business.

Sharing Ownership With Other People. Now that you have determined what Business to start and about how much funds will be
required, you may find it necessary to join with one or more associates to establish the enterprise.

If you lack specific management or technical skills which are of Major value to your chosen company a spouse with these skills may
prove a most satisfactory way to pay the deficiency. If you're very proficient in your special area but lack direction training
and skills, you may look for a partner using a background in direction. If you may want more startup money, then sharing the
possession of the company is 1 way to obtain it. Fantastic care ought to be taken in deciding upon a spouse. Personality and
character, in addition to ability to render technical or financial aid, influence the achievement of a pa333ship.

A partnership can be a mixed blessing. A spouse who places in time Or money has a right to expect a share in conducting the
enterprise.

In a partnership the accountability for the debts of the firm is Unlimited, as it's in a single proprietorship. Therefore, the
owners are Personally accountable for the firm's debts, even in excess of the sum that they Have spent in the business. In a
business the liability of the owner is Limited To the amount they pay for their shares of stock. A partnership, like a single
proprietorship, lacks continuity. Thus, the business terminates upon the Death of the owner or a partner, or upon the withdrawal
of a partner.

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