The Business Planning Institute, LLC

Plan Template

small logo

Business Plan Reviews

 

 

 

I. Executive Summary

  • Company overview
  • Market summary
  • The opportunity
  • Key market drivers
  • Differentiation
  • Products / services summary
  • Management (short bios)
  • Nature and use of proceeds (table)
  • Key Financials (table)
  • Exit strategy(s)

3 pages

II. Company Summary

  • Company History (start-up summary)
  • Geniuses of the concept
  • Company Ownership

2 pages

III. The Market

  • Market description
  • Size and growth (past and projected)
  • Market trends
  • Market Segmentation
  • Market Requirements

4 pages

IV. Technology (if applicable)

  • Description of the technology
  • Use of new technology
  • Diagrams / charts
  • How the technology differs from current technology

2-4 pages

V. Products and Services

  • Product / service description
  • Sourcing
  • Time Table (chart)
  • Service And Support
  • Future Products and Services

3-4 pages

VI. Operations (if appropriate)

  • Facility requirements
  • Size and description
  • New or used facility
  • Possible location options
  • Equipment required
  • Personnel required
  • Possible state or local incentives
  • Time table
  • Drawings if possible

2 pages

VII. Market Strategy and Implementation

  • Market positioning
  • Key message points
  • Market strategy
  • Marketing programs
  • Pricing strategy
  • Distribution channels
  • Targeted end users
  • Strategic alliances
  • Time Table

3-4 pages

VIII. Management

  • Organizational structure
  • Management team
  • Management team Gaps
  • Personnel Plan
  • Manning Chart
  • Board of directors
  • Board of advisors

3-4 pages

IX. Competitive Analysis

  • Direct competitors
  • Indirect competitors
  • Market share analysis
  • Strengths & weaknesses

3-4 pages

X. Financial Plan

  • Key Financial Indicators
  • Profit and Loss statement
  • Cash Flow Analysis
  • Projected Balance Sheet

XI. Financial Assumptions


The Business Planning Institute, LLC
580 Village Boulevard
West Palm Beach, Florida 33409
Suite 150
561-236-5533 (Office Phone)
561-689-5546 (Fax)
Info@bpiplans.com

Up
[ Home ] [ About Us ] [ Articles ] [ Investor Criteria ] [ Services ] [ Funding Sources Explained ] [ Pro Forma Financials ] [ Plan Reviews ] [ Testimonials ] [ Plan Template ] [ Writing Your Own Plan? ] [ Selecting a Writing Service ] [ Client List ] [ Contact Us ]