Business Plan Outline
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Cover Sheet |
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What are the name, address, and phone number of business? Who are the principals? Summarize your business plan. |
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Statement of purpose |
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What are your business goals and what are your timelines? |
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The Business
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Description of business |
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What is your business form (Partnership, Corporations…), industry type, product information, service, or location if applicable? How do you plan to be successful? Be sure to include relevant research. |
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Market |
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Define markets and talk about how you plan to increase markets and / or market share and how you plan to reach your target market. Outline pricing strategy. |
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Competition |
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Who are your direct and indirect competitors? Compare their strengths and weaknesses with your own. |
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Operating procedures |
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How you will perform production or deliver services? Who are your suppliers, distributors and other partners? |
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Personnel |
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What is your current and planned labor supply, numbers of employees, unionization, stability, and benefits? |
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Business insurance |
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What types of insurance will you need: property, business interruption, liability, bonds, workers compensation, group insurance for employees, and product liability? |
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Professional advisors |
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Who are your key advisors, auditor, legal counsel, and banker? |
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Financial Data
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Loan
applications |
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What loans have you applied for? (Who have you talked to, when, for how much, and were you successful?) |
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Capital equipment and supply list |
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What are your corporate assets? |
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Balance sheet |
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How do your assets compare to your liabilities? |
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Breakeven analysis |
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What is your profit ratio? |
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Pro-forma income projections (profit & loss statements) |
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Develop a three-year summary, including detail by month, for the first year and detail by quarters for the second and third years. Include assumptions upon which projections were based. |
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Pro-forma cash flow |
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What is your three-year summary, including detail by month, for the first year and detail by quarters for the second and third years? What are the assumptions upon which projections were based? |
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Supporting Documents
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List of helpful documents |
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Do you have the following? Tax returns of principals for the last three years. Personal financial statement. In the case of a franchised business, a copy of franchise contract and all supporting documents provided by the franchiser. Copy of proposed lease or purchase agreement for building space. Copy of licenses and other legal documents. Copy of resumes of all principals. If any of these documents are available on the Web, links can be posted here. |
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