Business plans are the primary capital raising tool for entrepreneurs and should clearly and concisely express the investment opportunity to investors. Our experienced consultants help develop and review the business plan.
Following are key elements of a business plan with various objectives:
Executive Summary of the investment opportunity is usually preferred by both investors and entrepreneurs in the beginning of the business plan. It normally includes:
- Mission and Vision
- Objectives
- Critical Success Factors
Company Summary details legal establishment, history, start-up plans, etc.
- Company Ownership
- Company History
- Company Locations and Facilities
Products and Services describe what the company is selling, focusing on customer benefits.
- Product and Service Description
- Competitive Comparison
- Sales Literature
- Sourcing and Fulfillment
- Technology
- Future Products and Services
Market Analysis Summary describes the market and industry, customer needs, where they are, how to reach them, etc.
- Market Segmentation
- Target Market Segment Strategy
- Market Needs
- Market Trends
- Market Growth
- Industry Analysis
- Industry Participants
- Distribution Patterns
- Competition and Buying Patterns
- Main Competitors
Strategy and Implementation Summary includes management responsibilities with schedule and budget.
- Strategy Pyramids
- Value Proposition
- Competitive Edge
- Marketing Strategy
- Positioning Statements
- Pricing Strategy
- Promotion Strategy
- Distribution Patterns
- Marketing Programs
- Sales Strategy
- Sales Forecast
- Sales Programs
- Strategic Alliances
- Milestones
Management Summary includes backgrounds of key members of the team, personnel strategy, and details.
- Organizational Structure
- Management Team
- Management Team Gaps
- Personnel Plan
Financial Plan includes profit and loss, cash flow, balance sheet, break-even analysis, assumptions, business ratios, etc.
- Important Assumptions
- Key Financial Indicators
- Break-even Analysis
- Projected Profit and Loss
- Projected Cash Flow
- Projected Balance Sheet
- Business Ratios
- Long-term Plan
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