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

Industry Analysis.............................................................................. 4

Marketplace Analysis....................................................................... 4

Customer Analysis........................................................................... 4

Competitor Analysis......................................................................... 4

Marketing Strategy....................................................................... 5

Target Market 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

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 summary

[Introduction]

Product Description.  [Text here…]

Marketing and Sales. [Text here…]

Development. [Text here…]

Operations.  [Text here…]

Management.  [Text here…]

Financial Summary. [Text here…]

Offering. [Text here…]

Company Overview

[Introduction]

Mission Statement

History and Current Status

Markets and Products

Objectives

Product or Service description

[Introduction]

Description

Market Comparison

Proprietary Rights

Stage of Development

Industry and Marketplace Analysis

[Introduction]

Industry Analysis

Marketplace Analysis

[Introduction]

The Market.  [Text here…]

Market Trends.  [Text here…]

Customer Analysis

[Introduction]

Direct CustomersS  [text here…]

Indirect Customers  [text here…]

Competitor Analysis

[Introduction]

Direct Competitors  [text here…]

Indirect Competitors  [text here…]

Marketing Strategy

The Marketing Strategy subsection is where you show how you are going to fit into the market structure you just finished describing.  What are unmet needs in the marketplace and how are you going to fill them?  How will you differentiate your product or service from your competitors?  What unique features, benefits, or capabilities will you bring to the marketplace? What is our target market?  Who are our customers?  Why will they buy our product or service?  What are the unique selling points of our product?  How will we set prices?  What distributions channels will we use?  How will we communicate with our customers (promotion and advertising)?  What sales strategy will we employ (our own sales personnel, manufacturing reps, telephone solicitation, etc.)  In short, given the previous market, customer, and competitor analyses, what are our strategies for connecting with our target market?

[Introduction]

Introduction to the Marketing Strategy section – lay out the presentation of your marketing strategy here.

Target Market Strategy

Explain your strategy for defining your target market.  Describe the unmet needs of your target customers that  your product /service fulfills or the problems that it solves. What segment of the market are we targeting? What characteristics define our target customers? How big is our target market? What share of the market will we capture? Who are our customers? End users? OEM's? Distributors? Retailers? What needs does our product fulfill with our target market?  What problems are we solving for these customers? What evidence do we have that potential customers want our product?     How will we position our product or service with our customers? What evidence do we have that our target market wants our product?

Product/Service Strategy

Describe how your product has been designed and tailored to meet the needs of your target customer, and how it will compete in your target market.  What specific product/service design characteristics meet the needs of your customers? What differentiates our product in our target market? How does it differ from that of our competitors? What are the strengths of our product/service? Weaknesses? Why will customers in our target market buy our product rather than the     competitions? How will we differentiate ourselves from our competitors? Why will customers switch to or select us? How quickly and how effectively can your competitors respond to our business?

Pricing Strategy

Explain your pricing strategy and why it will be effective with your target customer in your marketplace. What is our pricing strategy? Why? How does our pricing strategy compare with our competition? What evidence do we have that our target market will accept our price?

Distribution Strategy

Describe your distribution strategy and explain why it is the best for your marketplace.  How will we distribute our product or service? What distribution channels will we use? Why? How will we gain access to these channels?

Advertising and Promotion Strategy

Explain your advertising and promotion strategy.  It is critical that you inform your target market about the availability or your product or service, and that you continue to communicate your benefits to that market. How will we advertise and promote our product or service? How will we communicate with our customers? Advertising? Public relations? Personal selling? Printed materials? Other means of promotion? Why will this be strategy be effective in reaching our target customer?

Sales Strategy

Depending on your business, sales may be a critical component of your success.  Remember, "nothing happens until the sale is made."  An effective sales strategy is critically important for most manufacturers, publishers, software firms, and many service providers.  Don't overlook the importance of formulating an effective sales strategy! How will our product or service be sold? Personal selling?  TV infomercials? Direct mail? Who will do the selling?  An internal sales force? Manufacturer's representatives? Telephone solicitors? How will we recruit, train, and compensate our sales force? How will we support our sales effort?  (e.g. internal staff, service operations, etc.)

Marketing and sales Forecasts

Based on your previous customer, competitor, and market analyses, develop marketing expense, sales expense, sales volume, and revenue forecasts for your planning horizon (usually 5 years).

Operations

[Introduction]

Operations Strategy

Scope of Operations

Ongoing Operations

Operating Expenses

Development

[Introduction]

Development Strategy

Development Timeline

Development Expenses

Management

[Introduction]

Company Organization

Management Team

Administrative Expenses

Summary of Financials

[Introduction]

Financial Assumptions

Financial Forecasts

Capital Requirements

Financial Risks

Exit Strategies

Offering

[Introduction]

Investment Requirements

Valuation of Business

Offer

References