Business plan template

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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, 20xx
[month and year issued]

Business Plan Copy Number [x]
This document is confidential. It is not forre-distribution.

[Name of point man in financing]
[City, State ZIP]
[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 you’ve finishedyour 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 Profile5-3
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
FinancialStatements 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, thesummary should be no longer than two pages. The shorter the better.

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

[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 [legalform of your company, such as BV, Partnership, Proprietorship]. Our principal offices are located at [x].

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 20[xx] and achieve [x] in sales and [x] in pretax profits in 20[xx+1]. We can achieve this because the funds will allow us to [describe what you will do with the funds, suchas 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 followingproducts; [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...
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