Table of Contents s462
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Type your business name here Business Plan
Type your name Type your address Type phone number Type your email address Table of Contents EXECUTIVE SUMMARY...... 1 MISSION AND VISION...... 1 DESCRIPTION OF THE BUSINESS...... 1 PRODUCTS AND SERVICES...... 1 THE
MARKET SIZE AND TRENDS...... 1 MARKETING PLAN...... 1
PRICING...... 1 LOCATION...... 1 PROMOTION...... 1 COMPETITIVE ANALYSIS...... 1 MANAGEMENT AND ORGANIZATION...... 1
MANAGEMENT TEAM...... 2 ADVISORY NETWORK...... 2 OPERATIONS...... 2 BUSINESS SYSTEMS...... 2 SUPPLY CHAIN...... 2 INSURANCE PLAN...... 2 COMPLIANCE PLAN...... 2 RISK ANALYSIS...... 2 EXIT STRATEGY...... 2 NOTES TO FINANCIAL STATEMENTS...... 2 SUPPORTING DOCUMENTS...... 2
This document is confidential and copyright is claimed by the individual named on the front cover. Printed 22 May 2018 . EXECUTIVE SUMMARY
MISSION AND VISION
DESCRIPTION OF THE BUSINESS
PRODUCTS AND SERVICES
THE
TARGET MARKET
Market size and Trends
MARKETING PLAN
Pricing
Location
Promotion
COMPETITIVE ANALYSIS
MANAGEMENT AND ORGANIZATION
Page 1 Management Team
Advisory Resources
Operations
Business Systems
Supply Chain
Insurance Plan
Compliance Plan
RISK ANALYSIS
EXIT STRATEGY
NOTES TO FINANCIAL STATEMENTS
SUPPORTING DOCUMENTS This Business Plan is accompanied by supporting documents which include: Resumes of all principals (owners and directors) Personal tax returns (3 years) of all principals Personal Financial Statement of all principals Business tax returns ( for existing businesses - 3 years) Leases Contracts Patents
Page 2 Agreements Business real estate appraisals or independent valuation Legal (any judgments, liabilities, pending litigation) Commitments: subcontractors, distributors, leases, suppliers, etc. Franchise: all documentation, legal and financial obligations Independent articles on the industry, local market, etc. Supporting statistics from any independent, reliable source List of Distributors Policies and Procedures Information about Competitors Photos of your selected site Cosigners’ income and assets Listing of personal assets Copy of form of organization document Licenses, permits, registrations Inventory list and method Equipment: serial numbers, purchase dates, and accumulated depreciation Listing of aging accounts receivables/payables
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