Business Plan

Company Name
[Catchy Phrase or Slogan Here]

This business plan is intended solely for informational purposes to assist in determining if you
with a due-diligence investigation of this project. The information contained herein is
believed to be reliable, but the management team makes no representations or warranties with
respect to this information. The financial projections that are part of this plan represent
estimates based on extensive research and on assumptions considered reasonable, but they are
of course not guaranteed. The contents of this plan are confidential and are not to be
reproduced with express written consent.

Table of Contents
Executive summary.................................................................................1
Company Overview.................................................................................2
Mission Statement....................................................................................2
History and Current Status.......................................................................2
Markets and Products...............................................................................2
Objectives................................................................................................. 2
Product or Service description...............................................................3
Description............................................................................................... 3
Market Comparison..................................................................................3
Proprietary Rights.....................................................................................3
Stage of Development..............................................................................3
Industry and Marketplace Analysis.........................................................4
Market Analysis........................................................................................ 4
Customer Analysis....................................................................................4
Competitor Analysis..................................................................................4
Marketing Strategy..................................................................................5
Product/Service Strategy..........................................................................5
Pricing Strategy........................................................................................ 5
Distribution Strategy.................................................................................5
Advertising and Promotion Strategy.........................................................5
Sales Strategy.......................................................................................... 5
Marketing and saleS Forecasts................................................................5
Operations............................................................................................... 6
Operations Strategy.................................................................................6
Scope of Operations.................................................................................6
Ongoing Operations.................................................................................6
Operating Expenses.................................................................................6
Development............................................................................................ 7
1

Development Strategy..............................................................................7
Development Timeline..............................................................................7
Development Expenses............................................................................7
Management............................................................................................ 8
Company Organization.............................................................................8
Management Team...................................................................................8
Administrative Expenses..........................................................................8
Summary of Financials............................................................................9
Financial Assumptions..............................................................................9
Financial Forecasts..................................................................................9
Capital Requirements...............................................................................9
Financial Risks......................................................................................... 9
Exit Strategies.......................................................................................... 9
Offering.................................................................................................. 10
Investment Requirements.......................................................................10
Valuation of Business.............................................................................10
Offer....................................................................................................... 10
References............................................................................................. 11
Appendices............................................................................................ 12
Table of Appendices...............................................................................12

Executive summar
[Introduction]
Product Descriptio. [Text here]
Marketing and Sale. [Text here]
Developmen. [Text here]
Operation. [Text here]
Managemen. [Text here]
Financial Summar. [Text here]
Offerin. [Text here]

Company Overvie
[Introduction

Mission Statemen

History and Current Statu

Markets and Product

Objective

Product or Service descriptio

[Introduction

Descriptio

Market Compariso

Proprietary Right

Stage of Developmen

Industry and Marketplace Analysi

Market Analysi
[Introduction
The Marke. [Text here]
Market Trend. [Text here]

Customer Analysi
[Introduction
Direct Customers [text here]
Indirect Customer [text here]

Competitor Analysi
[Introduction
Direct Competitor [text here]
Indirect Competitor [text here]

Marketing Strateg
[Introduction

Target Market Strateg

Product/Service Strateg

Pricing Strateg

Distribution Strateg

Advertising and Promotion Strateg

Sales Strateg

Marketing and saleS Forecast

Operation
[Introduction]

Operations Strateg

Scope of Operation

Ongoing Operation

Operating Expenses

Developmen
[Introduction]

Development Strateg

Development Timelin

Development Expense

Managemen
[Introduction

Company Organizatio

Management Tea
Administrative Expense

Summary of Financial
[Introduction

Financial Assumption

Financial Forecast

Capital Requirement

Financial Risk

Exit Strategie

Offerin

[Introduction

Investment Requirement

Valuation of Busines

Offe

10

Reference

11

Appendice

Table of Appendices
Support for Product/Service Description (e.g., diagrams, pictures, etc.)
Support for Marketing and Sales Plan
Support for Development Plan
Support for Operations Plan
Resumes of Management Team
Financial Statements

Income Statement [5 years]

Balance Sheets [5 years]
Cash Flow Statements [5 years]
Ratio Analysis [5 years]
Other supporting financial statements

12