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BUSINESS PLAN TEMPLATEBUSINESS PLANMy Company123 Main StreetAnytown, USA 10000123-4567Your NameDATETABLE OF CONTENTSExecutive Summary1Management2Company History6Product/Service Description8Objectives10Competitors11Competitive Advantages12Innovation14Pricing15Specific Markets16Growth Strategy17Market Size and Share18Targeting New Markets19Location20Manufacturing Plan21Research & Development22Historical Financial Data23Proforma Financial Data24Proforma Balance Sheet27Cost Control28Effects of Loan or Investment29Attachments3023Executive SummaryMy Company was formed as a proprietorship, partnership， corporation in Month， Year in City， State， by John Doe in response to the following market conditions：Startup, growth opportunities exist in Product/Service.The need for use of efficient distribution and financial methods in these overlooked markets.I/We have several customers who are willing to place large orders，contracts within the next three months。Several other prospective customers/clients have expressed serious interest in doing business within six months.I/We previously owned a company that was active in the widget markets. Over the past few years I spent much time studying ways to improve overall performance and increase profits. This plan is a result of that study。The basic components of this plan are：<Product1. Competitive pricing2. Expand the markets3. Increased advertising4. Lower our unit costs,5. Thereby achieving higher profits.<Service1. Sign contracts2. Increased advertising3. Increase office staffTo this end, I/we need investment from private individuals and/or companies. A total of XXX is being raised which will be used to finance working capital, plant and equipment. The company will be incorporated and common stock issued to investors. The company will be run as a proprietorship, partnership, corporation.Financial GoalsYear 1Year 2Year 3Sales$1,000，0001，400，000$1,600,000Net Income25,000$250，000$375,000Earnings per share。01.12.14ManagementNameTitleExperienceSales growth from zero to 1，000，000 in five years.Led market in market share 30。Formulated advertising budgets campaigns。Pioneered new distribution channels。Established national sales force。Established national repair & service centers.Brought new and innovative products to the market. Designed point-of-purchase materials.EducationUniversity of BostonBoston, MAB.A。 Computer SciencesShort BiographiesPresidentJohn Q。 Doe, Chief Executive Officer, and Director since February 1988 and President since January 1990。 Mr。 Doe was the founder and Chief Executive Officer of the original operating company known as Random Excess， Inc。 He has had experience in the widget field with his own firm， John Doe Co.， of Oshkosh （Wisconsin）, from 1980 to 1987. This firm was sold to FatCat Widgets， Inc. in 1987。 Mr。 Doe has held a sales position with U S West Inc. since then。 Mr。 Doe graduated from the University of Colorado in 1981 with a bachelors degree in philosophy. Mr. Doe is employed by the Company on a fulltime basis。Chief Financial OfficerRichard Roe, CPA， Chief Financial Officer, Treasurer and Director。 Mr。 Roe joined Random Excess, Inc. in December 1988 as a corporate controller and was named Chief Financial Officer in July 1989。 Mr。 Roe was appointed Treasurer and a Director in July 1990。 He served as corporate controller of XYZ Lumber Company from August 1981 to December 1988. Mr. Roe graduated from Metropolitan State College in Denver, Colorado in 1976 with a bachelors degree in accounting. Since 1979 he has been licensed as a Certified Public Accountant in the State of Colorado and is a member of the American Institute of Certified Public Accountants。 Mr. Roe is employed by the Company on a fulltime basis。Vice PresidentJoe Dokes, Secretary, Executive Vice President and Director。 Mr. Dokes supervises the companys sales and implementations to its largest corporate customers, including US West， Great West Life Insurance， etc。 Mr. Dokes has served as Secretary and a Director since February 1988， Vice President of Operations from February 1988 to December 1988， President of the Company from December 1988 to January 1990 and Vice President of Contract Sales since January 1990. He has been involved since 1986 with the private company originally formed as Random Excess, Inc.， where his duties included managing the purchasing and sales department。 From November 1984 to May 1986 he managed the sales department at Integrated Management Systems, Inc. From June 1983 to October 1984 he was a buyer for Adams County， Colorado, School District 50。 Mr。 Dokes attended Oklahoma State University in 1980 and 1981 and Trinidad State College in Trinidad, Colorado in 1981 and 1982. He did not receive a degree from either university. Mr。 Dokes is employed by the Company on a full-time basis。Vice PresidentSally Seaugh Vice President of Marketing。 Ms。 Seaugh has been the Company's Vice President of Marketing since November 1988. From September 1986 to October 1988 she was involved in business development and marketing for United Bank of Aurora (Colorado）。 From February 1980 to August 1986 she was self-employed as an independent oil and gas landman。 Ms. Seaugh graduated from the University of Denver in 1974 with a bachelor's degree in Education。 She is employed by the Company on a full-time basis。ResponsibilitiesJohn Q。 Doe, Chief Executive Officer Responsible for entire operation. Oversees management function and all other executives。Salary $60,000.Richard Roe， CPA, Chief Financial Officer Responsible for financial operations, accounts payable, accounts receivable, interaction with auditors, investor relations. Salary - 40,000Joe Dokes, Executive Vice President Responsible primarily for sales and sales support。Salary 35，000Sally Seaugh Vice President of Marketing。 Responsible for marketing， human resources and training。 Salary - $30,000.Total Executive Compensation 165，000。 This Page is for an Organization Chart, if applicable.Company HistoryIn Month, Year I/we formed a Product/Service company that manufactured startoftheart complex widgetry. This company was located in City, State. I/we formed this company as a proprietorship， partnership， corporation。 Others involved in this business were： names。The main goal of this company was to explain.Financing was arranged through home equity loans, savings， venture capital， friends and family, etc. Explain terms， rates and ability to repay。This venture was very successful in generating and increasing sales， but was not effective in achieving profitability。 The main reason for this was the amount of actual overhead experienced. This overhead was not initially anticipated by me at the beginning of that venture。 Items including credit checking， warranty program management， extensive travel， maintaining warehouse stock and the management and expense of a national sales force were expenses not originally forecast or expected。 With this level of overhead, it was mathematically impossible to achieve profitability.or:This venture was very successful in generating and increasing sales, as well as effective in achieving profitability。 This was due to the following reasons：Reason 1Reason 2Reason 3OR:My Company was recently conceived and is still in the beginning stages. To this point the following has been accomplished:§ A team consisting of list names and primary responsibility。 (i.e John Doe Marketing） has been formed.§ A prospective customer/client list has been drawn up.§ Strategy meetings are being held every Monday, Wednesday and Friday evenings。§ This business plan has been drawn up.Now link the past to the future - why a former company will lead into this one or how your present company and history will lead into any future plans. A short paragraph should suffice。 We are now able to adequately address the markets we have targeted. We have adjusted our staff， redirected our advertising and sales force, and have added the products necessary to meet the needs and expectations of our customers.Product/Service DescriptionMy Company intends to offer product/service。 This product/service offers our customers the best possible solution as it:<Product§ Offers the lowest price on the market§ Is the most technically advanced§ Offers more useful features§ Saves them time and money§ Offers our users better value per dollar spent§ Provides an alternative way to achieve a similar task。<Service§ Provides a service which is not presently available in this area.§ Is strengthened by a team with combined experience of XX years。§ Saves them time and money§ Provides an alternative， cost effective way for them to realize a similar goal.We have a copyright, service mark, trademark or exclusive agency, marketing rights for this product/service. This agency will last until XXX at which time it may be extended for XX years or terminated。 This agency agreement is cancelable upon XX days written notice。<ProductThe product/service has a useful life of XX years. To distribute this product so that it remains usable for our customers, we must use the following methods of storage and transportation：1. Overnight delivery2. Cold storage3. Incorporate preservatives4. Shipment within two weeks to distributors.5. Specially padded boxcars。Even though the technology used to create this product is new， we expect that others will be able to substantially reproduce our patented results within XX years. To remain on the leading edge of this product， we will need to devote approximately XX% of revenues toward research and development。 Also due to the fast changing nature of this industry, we will need to retrofit these machines within XX years at customer expense。 Our manufacturing plan has considered this.Service>If general service to be offered is not obvious， such as carpet cleaning， sales rep， lawn care， consulting， etc. explain what service is. Then give a detailed description of your particular service and its uniqueness。Short Examples：1. Our carpet cleaning machinery is state-of-theart.2。 Our consulting practice will address these specialized areas： list3. We will only rep these specific product lines. listEven though at this time our expertise is unique in the marketplace， we expect advances to be made and competitors to arise and offer similar services。 We will meet this challenge by:1. Hiring staff specialized in these new areas.2. Increase our continuing education and training expense。3. Adding complementary lines.4. Make regular investments in new equipment.ObjectivesLong TermMy Company believes very strongly in technical, financial, business and moral excellence. To secure a stable future for all those connected with My Company we have set the following long term goals：Present market is estimated at XXX. Our goal for market share is XX%。We want to be considered by our peers to be the market leader in sales as evidenced by：Trade industry awardsHigh end of scale in financial ratiosMajor market shareTechnical excellence （awards， honors， etc.）Community involvement (Rotary, United Way, etc.）Short TermMarket share goals 1. First Year XX%2. Second Year XX3. Third Year XX%4. Fourth Year XXDecrease， Maintain costs through acquisition of new plant and equipment。 Increase productivity by investing in employee training and education.1. Budget for complete computer training for appropriate applications。2. Set up， Maintain employee benefit program for continuing college education.3. Budget for necessary seminars and/or continuing job-specific education。4. Maintain stateof-the-art accounting system for careful tracking。 5. Monthly reports on financial status vis-a-vis the industry。 6. Aggressive recruitment of the best technical staff in the industry。 7. Support company involvement in various local and national charity events.CompetitorsNameAddressCity, StateStrengths:§ Location next door to supplier factory， on major artery, close to terminal， etc。§ Pricing Low cost producer， known for aggressive pricing policy。§ Delivery ships overnight to anywhere in the world。§ Management - Everyone has an MBA from Harvard.Weaknesses§ Service - takes more than 3 months to receive spare parts。§ Dedication If its sunny, theyre on the golf course or ski slope.§ Machinery - Slowly approaching obsolescence unless replaced within six months。§ Overhead Spend lavishly on corporate dining room， limousines and champagne.Competitive AdvantagesProduct>The distinctive competitive advantages which My Company brings to this market are:Experience in this market。 I/we have XXX years of hands-on experience in this industry。Sophistication in finance and distribution。 This results in my being the low cost supplier in these price sensitive markets。The philosophy of My Company is to price not just according to our costs， but also according to what the market will pay。Our targeted minimum gross profit margin for a category must be XX%。By pricing to the market, I/we will achieve higher sales and therefore increase my buying power. As the amounts of my purchases increase， my per unit costs of shipping decrease and I/we will achieve higher discount levels from my suppliers. Through these economies of scale， many items currently on the market can be sold with lower prices， yet a higher net profit。Product pricing will include a range of quantity discounts as well as an early payment discount.Rather than being strictly regional， I/we will expand into the national market。To control foreign exchange risks, I/we will monitor the markets and hedge accordingly. I/we will also use overseas bank accounts。With those companies with which I/we have established a relationship or are known to be financially secure, I/we will work on a prepay basis。 This allows me greater discounts.A level and policy of Capitalization that will allow me to fully address the respective markets with comprehensive marketing and customer service plans.By keeping my overhead low, I/we will be able to funnel my profits back into operations thus avoiding high debt ratios or lost sales opportunities.A quarterly direct mail campaign directed at both current customers and prospective new customers consisting of an informative newsletter.A tollfree national 800 number will be used for customer orders and inquiries。I/we will print complete fourcolor catalogs on a yearly basis. Price lists will be updated as needed。 I/we intend to be aggressive in trade magazine advertising。Consideration will also be given to attending trade shows around the country.With this level of capitalization, should an unexpected downturn occur, I/we will be able to continue operations on a positive scale.Innovation。 I/we have a history of innovative ideas.List your most meaningful ideas and any new ideas you have for the future.Service>The distinctive competitive advantages which My Company brings to this market are：Experience in this market. I/we have XX years of hands on experience in this industry.Sophistication in management and finance。 We are able to run an efficient and lean structure, yet still provide quality service to our clients and customers.Because of the nature of this industry， we will be able to rent office space in more moderately priced buildings。As a unique service company, we will be able to keep our margins high, allowing us to provide internal financing for growth possibilities.A level and policy of Capitalization that will allow me/us to fully address the respective markets with comprehensive marketing and customer service plans.By keeping my overhead low, I/we will be able to funnel my profits back into operations thus avoiding high debt ratios or lost sales opportunities。Our initial marketing campaign will allow us to book a sufficient amount of business so that we can implement our telephone customer service support program.InnovationI/we have a history of innovative ideas。 List your most meaningful ideas and any new ideas you have for the future。SummaryThrough my,our leadership， I,we will be able to reduce overhead as a percentage of sales thereby increasing the amount of profit to be retained in the business. Because of our pricing policy, more people will purchase our merchandise thus increasing the size of the market and we will be increasing our market share。 What My Company proposes to use are just good solid business sense, economies of scale, and the use of efficient financial techniques。 This will allow us the following options：§ increase service§ increase advertising§ reduce prices§ increase profits§ increase selection<Service>Through my,our leadership， I，we will be able to reduce overhead as a percentage of sales thereby ncreasing the amount of profit to be retained in the business. What My Company proposes to use are just good solid business sense, economies of scale， and the use of efficient financial techniques。 This will allow us the following options:§ increase customer service§ increase advertising expenditures§ increase profits§ increase selection of services offeredThis plan will give us tremendous flexibility to use any of these options or a mix of them to effectively attack our target markets and meet our long term goals。 This combination of experience， sophistication, capitalization and innovation will assist My Company as it strives to reach its sales， profit and return objectives.PricingProductBefore I/we set the price for my complex widgets, I/we determined on a unit basis what my costs were going to be。 I/we then determined what the market price was for the normal widget。 At this price it was determined that for all but the lowest sales projections， this product would turn a profit at this price。 However, since our complex widgets offer additional features， we felt that we could price it approximately 50% above simple widgets.To test this price， we called a database of 50 large users of simple widgets。 We first questioned them about the desirability of our extra features and then asked them directly if this price would be acceptable if such a product were available。 We found that 75% of those polled would be interested in this product。 Of this 75， we received 10 firm orders representing approximately 30% of this group。OR:We have determined that the market price is $ XX per unit。 This will equal a margin of XX%。OR:Our unit cost has been figured at XX. We need a margin of XX to pay our overhead and earn a sufficient profit。 Therefore, our selling price will be XX.ServiceBefore I/we set the price for our service， I/we forecast what our fixed monthly costs were going to be. I/we then determined what the market rate for comparable services were。 At this rate it was determined that for all but the lowest billing projections， this Service would turn a profit at this rate。Optional， if applicableHowever, since our service is unique and demands a higher level of expertise， we felt that we should bill above other comparable rates。Specific MarketsMarket 1General HistoryProduct>The first widget was introduced into the market in 1036. Widgets remained much as the original production un