Comprehensive Business Plan Name of the Small Business

Name of the Consumer Business Address Business Address Business City or Town, Texas ZIP Business Phone Business Fax Business Email

Date

DARS1804 (10/17) Self-Employment Comprehensive Business Plan Page 1 of 8 Table of Contents

DARS1804 (10/17) Self-Employment Comprehensive Business Plan Page 2 of 8 (Type Name of Business) Business Plan (Type Name of Customer)

I. Business Executive Summary

A. Business Owner Introduction

B. Mission Statement

C. Brief Description of the Business

D. Historical Dates of the Business

E. Marketing Objectives

F. Expected Outcomes

G. Required Capital

II. Business Description

A. Purpose of the Business

B. Description of the Business

C. Business Philosophy

D. Business Feasibility

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E. Business Structure

F. Location

G. Hours of Operation

H. Business Goals and Objectives

I. Business Strengths and Competencies

J. Potential Challenges of the Business and Proposed Solutions

III. Products and Services

A. Detailed Description of the Products and Services

B. Pricing of Products and Services

C. Description of the Unique Features and Benefits of the Product or Service

D. Production Cost

E. Production Timelines

F. Future Products and Services

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IV. Marketing Analysis

A. Competitors

B. Customer Demographics

C. Feasibility Study

D. Industry Description

E. Potential Trends, Purchasing Cycles, and Projected Changes in the Market

F. Summary of Internet Research

G. Summary of Local Market-Mix Research

H. Summary of Phone Survey

V. Marketing Plan

A. Marketing Goals and Objectives

B. Promotional Strategies

C. Unique Selling Advantages

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D. Public Relations

E. Pricing Strategies

F. “Elevator” Speech about the Business

VI. Operations and Legal Considerations

A. Agreement and Contracts

B. Bank/Credit Union with Business Accounts

C. Bookkeeping System

D. Contingency Plans

E. Customer Service and Satisfaction Policies

F. Insurance and Bonding

G. Payment Methods

H. Permits, Licensing, Regulations, Registration, and Zoning

I. Quality Assurance Measures and Plan

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J. Supplier Information

K. Tax Reporting Requirements to the IRS

L. Typical Week of Business Operations

VII. Financials Narratives

A. Supporting Excel spreadsheets can be found in Appendix

B. Assumptions

C. List of “Start-Up” Equipment with Potential Vendor, Price, and Resources Funding Cost

D. Profit and Loss Statements and Projections

E. Cash Flow Analysis

F. Break-Even Analysis

G. Balance Sheet/Assets/Liabilities

H. Benefits Analysis

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VIII. Extended Long-Term Supports

A. Business Owner Tasks

B. Employee/Independent Contractor/Business Service—Paid Support Tasks

C. Natural Support Tasks

D. Business Team Members Contact Information and Roles and Responsibilities

E. Fee for Service—Support Needs of the Business Owner

F. Social Security Resources

DARS1804 Self-Employment Comprehensive Business Plan Page 8 of 8