Business Plan

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- What are your company's name and address?
- Business Name:
- Address (include Suite Number):
- City:
- State:
- 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:
- 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:
- 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:
- 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:
- 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:
- 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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Business Plan PDF

Business Plan

Step 1 of 11

What are your company's name and address?

What are your business's contact details?

What is the structure of your business?

Is this an Existing or New Company?

What else would you like to include in your Business Plan?

The Founders: Who are they?

Do you have a leadership or management team for your company?

Does your company employ people?

What is the main industry in which your company operates?

Will your company provide a good or service?

Please Describe the Service of Your Company.

Please Elaborate on your Company's Product

Offering Products and Patents

Is the Company Looking for Financing?

What Conditions Apply to Financing?

What will the Business do with the money?

What other uses of the monies will the Business make?

What are the break-even point and projected returns?

What is the Target Market?

What are the market's dimensions and value?

Exist any present-day market trends?

How will the Company be Promoted?

What are your corporate objectives?

How will your product be distributed?

What does pricing strategy involve?

SWOT evaluation

Who are the competitors in the business?

Are you planning to provide a separate Financial Statement?

What is the estimated monthly expense for the Business?

What is the projected Revenue in the next 12 months?

What is the anticipated annual gross profit or loss?