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note:
replace {B} with Business name; {T} with type of business; {P} with
product; {N} with name of owner)
{B}
BUSINESS
PLAN
EXECUTIVE
SUMMARY
The purpose of this plan is to describe how
{B} expects to operate.
This plan was prepared by {N}.
The proposed business is a {T},
which would produce {P}.
{N}, the incorporator
of {B}, a ..... year
old business is seeking to ...... In order to achieve this goal,
{N} conceived of the idea
of {B}.
{B}
is a {T}-owned and
operated business. {N}
will be product developer, producer, and supply manager. In
the beginning, the business shall employ..... employee to assist in
the operation of the business. Their responsibilities will be that
of assistant.
PRODUCT OR
SERVICE
*
{B} will focus on .....
product using ....
Key suppliers will
include
* Labels will be designed and
printed by ...., along with neck tags and brochures.
* Insurance will be obtained
through ..... for... per .... produced.
*
*
*
MARKETING
The
target markets for the ..... produced by
{B} will be through
...... The product will be available for sale on
the ..... web site with a goal of developing a
{B} web site with
e-commerce.
Current trends in the industry are . Total market size is
estimated to be , and
{B}
plans to
capture % of this market in years.
{B}
will design and package its Beer Cheese
with to appeal to . Pricing will be .
Brochures and
sales literature will be placed ...... These materials will be sent
to ..... in the region.
Implementing the
Marketing Plan for {B}
will be the responsibility of {N}.
Competition
to {P} currently
consists of .....
The strengths of their business are . The weaknesses
of their business are . {B} will succeed in capturing the
targeted share of this market by
OPERATIONS
{N}
chooses the ..... form of legal structure because
{B} is a
start up business owned, run and participated in only by him.
(Please see attached resume).
{N}
brings relevant experience to {B}.
{N}
has . Non-management employees include ....., whose
relevant experience includes .....
The Customer Service Policy of
{B}, to be observed by
all personnel in the business, will be:
1. Service begins before the sale
a. Thank you notes will be sent
after the 1st contract
b. Monthly phone calls will be made
to major customers
2. Golden Rule: treat people the way you
want to be treated.
3. People buy what they buy for their
reasons, not yours.
4. Every sale is unique.
5. Every customer and prospective
customer is unique.
{B}
will be located at .....,
with a business image emphasizing by . This business
will be available by phone or e-mail from 9 a.m. to 9. p.m., Monday
through Friday.
Production will be (detailed description)
Delivery will be (detailed description)
Renovations and equipment needed include
(detailed description)
Other necessary preparations include (taxes,
licenses, insurance, etc).
Accounting will be provided by
Other services to be provided include
FINANCIAL PLAN
The source of start-up funding will be , to be used for . A
loan of $ for a term of years at % will be sought from
. A Loan Amortization Schedule is attached.
As the Cash Flow projects attached indicate, the business expects
to . Assumptions in this cash flow plan include .
The attached
Breakeven Analysis shows .
Personal
financial statements for owners and co-signers are attached
RISK FACTORS AND PLANS TO OVERCOME THEM
Major risk factors include .
{B}
plans to overcome these by .
MILESTONES
Management projects the following milestones in the early
development of the business:
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