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[Company Name] 
Business Plan 
Presented [Date] 
[Company] 
[123 Main Street] 
[Anytown, USA 10000] 
[(123) 456-7890]
The Market 
The [name of industry] industry in [name of appropriate geographic area] generated revenues of $[dollar 
amount of market] in [most recent full year]. Customers who bought [product/service] made up [percentage of 
total market in your segment] of that market revenue. [Name of research firm, government agency, or other 
reputable source] estimates that the [product/service] market will grow to $[amount] within in [number] years 
(or by [percentage]%). 
[Company]’s management recognizes an enormous unmet need in the [product/service] market. [Percentage]% 
of customers surveyed recently said they were either very likely or likely to purchase [product/service] if it 
were available. This segment of the market has tremendous potential that has been untapped by any of 
[Company]’s competitors in the industry. 
The competition that [Company] faces comes from [Competitor #1], [Competitor #2], and other smaller firms. 
These companies specialize in [products/services] and do not provide the same 
[quality/price/convenience/service] that [Company] does. 
Marketing Strategy and Implementation 
[Company] distinguishes itself from its competitors through its [Unique Selling Proposition]. Its competitive 
edge is its ability to provide [product/service] to its customers [more economically/faster/of better quality] than 
any of its competitors. 
{Company] management has developed a marketing strategy that will enable it to achieve its sales and 
profitability goals quickly. The plan is divided into three stages: 
• Stage 1 - 
• Stage 2 - 
• Stage 3 - 
[Company] will reach the following important milestones during the period covered by this plan: 
• Milestone 1 [e.g., Product launch or re-introduction] 
• Milestone 2 [x% market share or stated number of unit or $ sales volume] 
• Milestone 3 [e.g., breakeven, cash flow breakeven] 
This document is a partial preview. Full document download can be found on Flevy: 
http://flevy.com/browse/document/business-plan-template-882 
Management 
The core management team of [Company] includes several executives with successful backgrounds in the 
[industry name] industry and experience with startup operations:
In addition, the company has a [warehouse/distribution center] located at [address]. 
The company’s manufacturing facilities are located at [address]. 
[Company] also has retail locations at [City], [City], and [City]. 
This document is a partial preview. Full document download can be found on Flevy: 
http://flevy.com/browse/document/business-plan-template-882
Future Products/Services 
[Company] has identified other products/services that it believes will effectively complement its current 
offerings. These are listed below: 
• Future Product/Service #1 - [description of product/service] 
• Future Product/Service #2 - [description of product/service] 
• Future Product/Service #3 - [description of product/service 
This document is a partial preview. Full document download can be found on Flevy: 
http://flevy.com/browse/document/business-plan-template-882
Marketing Strategy and Implementation Plan 
Value Proposition [Can be Unique Selling Proposition if you prefer] 
[Company] offers unique value to its customers in these ways: 
• [Value #1] 
• [Value #2] 
• [Value #3] 
Competitive Edge 
[Company] is the [first/only/best] provider of [product/service] in the [industry] marketplace. As such, it is in a 
position to differentiate itself from the competition and build brand recognition for its services. 
Marketing Strategy 
Positioning Statement 
[Company] has positioned itself in [number] ways. First, it is positioned as a [positioning feature; i.e., low-cost, 
high quality, cutting edge] provider of [product/service]. Second, it is positioned as a [positioning feature; i.e., 
low-cost, high quality, cutting edge] provider of [product/service]. 
Pricing Strategy 
[Company]’s pricing is competitive and varies according to [feature]. [Product #1] is priced at $[price]. 
[Product #2] is priced at $[price]. [Product #3] is priced at $[price]. 
Management has held prices at their current levels for [period of time]. The plan is for a price increase to go into 
effect [date]. 
This document Promotion is Strategy 
a partial preview. Full document download can be found on Flevy: 
http://flevy.com/browse/document/business-plan-template-882 
Public Relations 
Management recognizes the importance of creating a “buzz” about its offerings, and has retained the services of 
[PR firm] to handle its public relations. The firm has extensive experience in the [industry] industry and has 
helped [Company] get favorable press coverage in [Publication #1], [Publication #2], and [Publication #3]. 
In addition, [Company officer] has agreed to sponsor the [charity/community/educational] program. This
Milestones 
Milestone Status/Date 
• Hire [CEO/CFO/CMO/COO] [Status/Completion date] 
• [Open store/launch web site/begin construction] [Status/Completion date] 
• First dollar revenue [Status/Completion date] 
• [Other milestone] [Status/Completion date] 
• [Other milestone] [Status/Completion date] 
• Achieve profitability [Status/Completion date] 
• Cash flow breakeven [Status/Completion date] 
• [Other milestone] [Status/Completion date] 
• [Other milestone] [Status/Completion date] 
This document is a partial preview. Full document download can be found on Flevy: 
http://flevy.com/browse/document/business-plan-template-882
Financial Plan 
Financial Assumptions 
In assembling the [Company] financial plan, management made a number of important assumptions: 
• [Assumption 1] 
• [Assumption 2] 
• [Assumption 3] 
• [Assumption 4] 
Capital Requirements 
[Company] management has determined that it requires $x,xxx,xxx of capital to implement its strategy as 
defined in this plan. The Table below indicates the Sources and Uses of the required capital. [Note: Total 
Sources number and Total Uses number should agree.] 
Sources Amount 
Owners’ Investment $ xxx,xxx 
Proceeds from this offering $ x,xxx,xxx 
Total Sources $ x,xxx,xxx 
Uses 
Development Cost $ xxx,xxx 
Marketing and Advertising $ xxx,xxx 
Salaries $ xxx,xxx 
Rent and Equipment $ xxx,xxx 
This document is a partial preview. Full document download can be found on Flevy: 
http://flevy.com/browse/document/business-plan-template-882 
Total Uses $ x,xxx,xxx 
Financial Risks 
Although management is convinced that [Company] will succeed and provide an outstanding return for its 
investors, there are inherent risks in its plan:
[Company] 
Annual Balance Sheet 
Year 1 - 3 
Year 1 
Year 2 
Year 3 
Assets 
Current assets: 
Cash and cash equivalents 
Accounts receivable 
Inventories 
Prepaid expenses 
Total current assets 
Fixed Assets 
Furniture and Fixtures 
Leasehold Improvements 
Construction in progress 
Less accumulated depreciation 
Furniture, Fixtures, Fleet, Net 
Other assets 
Total assets 
Liabilities and stockholders' equity 
Current liabilities: 
Short-term debt 
Accounts payable 
Other accrued liabilities 
Income taxes payable 
Total current liabilities 
Long-term liabilities 
Long-term debt 
Deferred tax liabilities 
Total Liabilities 
Stockholders' equity: 
Retained earnings 
This document is a partial preview. Full document download can be found on Flevy: 
Total stockholders' equity 
http://flevy.com/browse/document/business-plan-template-882 
Total liabilities and stockholders' equity
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Business Plan Template

  • 1. [Company Name] Business Plan Presented [Date] [Company] [123 Main Street] [Anytown, USA 10000] [(123) 456-7890]
  • 2. The Market The [name of industry] industry in [name of appropriate geographic area] generated revenues of $[dollar amount of market] in [most recent full year]. Customers who bought [product/service] made up [percentage of total market in your segment] of that market revenue. [Name of research firm, government agency, or other reputable source] estimates that the [product/service] market will grow to $[amount] within in [number] years (or by [percentage]%). [Company]’s management recognizes an enormous unmet need in the [product/service] market. [Percentage]% of customers surveyed recently said they were either very likely or likely to purchase [product/service] if it were available. This segment of the market has tremendous potential that has been untapped by any of [Company]’s competitors in the industry. The competition that [Company] faces comes from [Competitor #1], [Competitor #2], and other smaller firms. These companies specialize in [products/services] and do not provide the same [quality/price/convenience/service] that [Company] does. Marketing Strategy and Implementation [Company] distinguishes itself from its competitors through its [Unique Selling Proposition]. Its competitive edge is its ability to provide [product/service] to its customers [more economically/faster/of better quality] than any of its competitors. {Company] management has developed a marketing strategy that will enable it to achieve its sales and profitability goals quickly. The plan is divided into three stages: • Stage 1 - • Stage 2 - • Stage 3 - [Company] will reach the following important milestones during the period covered by this plan: • Milestone 1 [e.g., Product launch or re-introduction] • Milestone 2 [x% market share or stated number of unit or $ sales volume] • Milestone 3 [e.g., breakeven, cash flow breakeven] This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/business-plan-template-882 Management The core management team of [Company] includes several executives with successful backgrounds in the [industry name] industry and experience with startup operations:
  • 3. In addition, the company has a [warehouse/distribution center] located at [address]. The company’s manufacturing facilities are located at [address]. [Company] also has retail locations at [City], [City], and [City]. This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/business-plan-template-882
  • 4. Future Products/Services [Company] has identified other products/services that it believes will effectively complement its current offerings. These are listed below: • Future Product/Service #1 - [description of product/service] • Future Product/Service #2 - [description of product/service] • Future Product/Service #3 - [description of product/service This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/business-plan-template-882
  • 5. Marketing Strategy and Implementation Plan Value Proposition [Can be Unique Selling Proposition if you prefer] [Company] offers unique value to its customers in these ways: • [Value #1] • [Value #2] • [Value #3] Competitive Edge [Company] is the [first/only/best] provider of [product/service] in the [industry] marketplace. As such, it is in a position to differentiate itself from the competition and build brand recognition for its services. Marketing Strategy Positioning Statement [Company] has positioned itself in [number] ways. First, it is positioned as a [positioning feature; i.e., low-cost, high quality, cutting edge] provider of [product/service]. Second, it is positioned as a [positioning feature; i.e., low-cost, high quality, cutting edge] provider of [product/service]. Pricing Strategy [Company]’s pricing is competitive and varies according to [feature]. [Product #1] is priced at $[price]. [Product #2] is priced at $[price]. [Product #3] is priced at $[price]. Management has held prices at their current levels for [period of time]. The plan is for a price increase to go into effect [date]. This document Promotion is Strategy a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/business-plan-template-882 Public Relations Management recognizes the importance of creating a “buzz” about its offerings, and has retained the services of [PR firm] to handle its public relations. The firm has extensive experience in the [industry] industry and has helped [Company] get favorable press coverage in [Publication #1], [Publication #2], and [Publication #3]. In addition, [Company officer] has agreed to sponsor the [charity/community/educational] program. This
  • 6. Milestones Milestone Status/Date • Hire [CEO/CFO/CMO/COO] [Status/Completion date] • [Open store/launch web site/begin construction] [Status/Completion date] • First dollar revenue [Status/Completion date] • [Other milestone] [Status/Completion date] • [Other milestone] [Status/Completion date] • Achieve profitability [Status/Completion date] • Cash flow breakeven [Status/Completion date] • [Other milestone] [Status/Completion date] • [Other milestone] [Status/Completion date] This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/business-plan-template-882
  • 7. Financial Plan Financial Assumptions In assembling the [Company] financial plan, management made a number of important assumptions: • [Assumption 1] • [Assumption 2] • [Assumption 3] • [Assumption 4] Capital Requirements [Company] management has determined that it requires $x,xxx,xxx of capital to implement its strategy as defined in this plan. The Table below indicates the Sources and Uses of the required capital. [Note: Total Sources number and Total Uses number should agree.] Sources Amount Owners’ Investment $ xxx,xxx Proceeds from this offering $ x,xxx,xxx Total Sources $ x,xxx,xxx Uses Development Cost $ xxx,xxx Marketing and Advertising $ xxx,xxx Salaries $ xxx,xxx Rent and Equipment $ xxx,xxx This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/business-plan-template-882 Total Uses $ x,xxx,xxx Financial Risks Although management is convinced that [Company] will succeed and provide an outstanding return for its investors, there are inherent risks in its plan:
  • 8. [Company] Annual Balance Sheet Year 1 - 3 Year 1 Year 2 Year 3 Assets Current assets: Cash and cash equivalents Accounts receivable Inventories Prepaid expenses Total current assets Fixed Assets Furniture and Fixtures Leasehold Improvements Construction in progress Less accumulated depreciation Furniture, Fixtures, Fleet, Net Other assets Total assets Liabilities and stockholders' equity Current liabilities: Short-term debt Accounts payable Other accrued liabilities Income taxes payable Total current liabilities Long-term liabilities Long-term debt Deferred tax liabilities Total Liabilities Stockholders' equity: Retained earnings This document is a partial preview. Full document download can be found on Flevy: Total stockholders' equity http://flevy.com/browse/document/business-plan-template-882 Total liabilities and stockholders' equity
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