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Business Plan PDF
Business Plan
Business Plan
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What are your company's name and address?
Business Name:
Address (include Suite Number):
City:
State:
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
ZIP Code:
What are your business's contact details?
Telephone Number:
Email Address:
Website (if available):
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What is the structure of your business?
Business Entity Type:
C-corporation
S-corporation
Limited Liability Company
Partnership
Sole Proprietorship
Non-Profit Corporation
Public Benefit Corporation
Is this an Existing or New Company?
This Business is currently in operation:
Yes
No
Formation Date:
MM slash DD slash YYYY
What else would you like to include in your Business Plan?
Mission Statement:
Yes
No
Please enter your Mission Statement:
Business Accomplishments:
Yes
No
Using complete sentences, describe key accomplishments:
Company History:
Yes
No
In complete sentences, provide a brief timeline of the development of your business (such as major milestones, new products, or changes in direction):
The Founders: Who are they?
Founder(s) If there are multiple founders, list all and separate with commas:
(Optional) Describe Qualifications and Experience:
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Do you have a leadership or management team for your company?
Add Leadership Team:
Yes
No
Add Extra Team:
1
2
3
4
5
6
Name:
Position Held (Ex: Director of Marketing or Chief Financial Officer):
Experience (Ex: 5 years of experience leading a marketing department or 6 years of experience as an accountant with a national firm):
Name:
Position Held (Ex: Director of Marketing or Chief Financial Officer):
Experience (Ex: 5 years of experience leading a marketing department or 6 years of experience as an accountant with a national firm):
Name:
Position Held (Ex: Director of Marketing or Chief Financial Officer):
Experience (Ex: 5 years of experience leading a marketing department or 6 years of experience as an accountant with a national firm):
Name:
Position Held (Ex: Director of Marketing or Chief Financial Officer):
Experience (Ex: 5 years of experience leading a marketing department or 6 years of experience as an accountant with a national firm):
Name:
Position Held (Ex: Director of Marketing or Chief Financial Officer):
Experience (Ex: 5 years of experience leading a marketing department or 6 years of experience as an accountant with a national firm):
Name:
Position Held (Ex: Director of Marketing or Chief Financial Officer):
Experience (Ex: 5 years of experience leading a marketing department or 6 years of experience as an accountant with a national firm):
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Does your company employ people?
Current Employees:
Yes
No
Number of Full-Time Employees:
Number of Part-Time Employees:
What is the main industry in which your company operates?
Industry Description:
Will your company provide a good or service?
Select Product/Service:
Product
Service
Please Describe the Service of Your Company.
Name of Service:
Description of Service:
Detailed explanation (optional):
Please Elaborate on your Company's Product
Name of Product:
Description:
Detailed explanation (optional):
Offering Products and Patents
Is your product a new offering developed exclusively by the Business?:
Yes
No
Does the company hold any patents for this product?:
Yes
No
Product Patent Information:
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Is the Company Looking for Financing?
Add Fund Request Info:
Yes
No
Select Financing Method:
Business Loan
Equity Investment
What Conditions Apply to Financing?
Loan Amount ($):
Loan Repayment Period (Please specify either months or years):
Investment Amount ($):
Percentage of Equity (%):
What will the Business do with the money?
Describe the main ways to use the Funding:
Will the funds be used for Marketing?:
Yes
No
Amount used for Marketing ($):
Will the funds be used for Staffing?:
Yes
No
Amount used for Staffing ($):
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What other uses of the monies will the Business make?
Add more funds:
1
2
3
4
Purpose:
Fund Amount ($):
Purpose:
Fund Amount ($):
Purpose:
Fund Amount ($):
Purpose:
Fund Amount ($):
What are the break-even point and projected returns?
Estimated return on investment loan (%):
When do you expect to break-even on the investment/loan?:
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What is the Target Market?
Target Market(s):
List the decision factors of customers in this market:
What are the market's dimensions and value?
Number of potential customers in the Target Market:
Estimated customer spending in the Target Market per year ($):
Exist any present-day market trends?
Market Trends:
Yes
No
What are the current trends in the target market (use complete sentences):
How will the Company be Promoted?
Add Marketing Plan:
Yes
No
Describe your marketing/promotion plan and methods (use complete sentences):
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What are your corporate objectives?
Add Business Goals:
Yes
No
Short-term Goals:
Long-term Goals:
How will your product be distributed?
Add Product Distribution Strategy:
Yes
No
Describe the product distribution methods:
What does pricing strategy involve?
Add Pricing Strategy:
Yes
No
Describe the pricing strategy:
SWOT evaluation
Add SWOT Analysis:
Yes
No
Business Strengths:
Business Weaknesses:
Business Opportunities:
Business Threats:
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Who are the competitors in the business?
Include Competition Analysis?:
Yes
No
(Optional) Describe the level of competition in the industry (i.e. moderate, highly competitive):
List the business' main competitors:
(Optional) List your competitive advantage/differentiating factors:
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Are you planning to provide a separate Financial Statement?
Attach a separate Financial Statement or Financial Projections:
Yes
No
Title of the Financial Statement:
What is the estimated monthly expense for the Business?
Monthly Expense ($):
What is the projected Revenue in the next 12 months?
Projected revenues in next 12 months ($):
What is the anticipated annual gross profit or loss?
Projected first year gross profit/loss ($):
Expected gross profit/loss in next 12 months ($):
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