Transcription
SMALL BUSINESSSTARTUP PLANTEMPLATETemplate begins on page 2.
COMPANY NAMEBUSINESS PLANPREPARED BY:VERSION 0.0.000/00/0000Page 1 of 19
TABLE OF CONTENTS1.EXECUTIVE SUMMARY . 3MISSION STATEMENT .4KEYS TO SUCCESS .4FINANCIAL OVERVIEW .42.COMPANY OVERVIEW. 53.PRODUCTS / SERVICES . 64.SALES / PRICING . 7SALES REVENUE.8GROSS-MARGIN PERCENTAGE .8COST OF SALES .9BREAK-EVEN ANALYSIS.95.MARKETING STRATEGY . 10MARKET SEGMENTATION .11MARKET TARGETING.116.COMPETITIVE ANALYSIS . 12ANALYSIS RESULTS .127.TEAM . 13HEADCOUNT.13SALARY & WAGES .14STAFF EXPENSES .148.IMPLEMENTATION EXPENSE . 15STARTUP EXPENSES .15ASSET PURCHASES .159.FINANCIAL PROJECTIONS . 16KEY ASSUMPTIONS .1610. PERFORMANCE MEASURES . 17MILESTONES .17KEY PERFORMANCE METRICS .17APPENDICES . 18Page 2 of 19
1. EXECUTIVE SUMMARYPage 3 of 19
MISSION STATEMENTKEYS TO SUCCESSFINANCIAL OVERVIEW20XX20XX20XXCASHSALES REVENUEFINANCIAL-YEAR NET PROFITOPERATING MARGINOWNERS’ EQUITYRETURN ON EQUITYPage 4 of 19
2. COMPANY OVERVIEWPage 5 of 19
3. PRODUCTS / SERVICESSummarize Business Offerings / OutputPage 6 of 19
4. SALES / PRICINGOverview of Pricing StructurePage 7 of 19
SALES REVENUEPRODUCTS / SERVICES20XX20XX20XX20XX20XX20XXTOTALGROSS-MARGIN PERCENTAGEDESCRIPTIONTOTALPage 8 of 19
COST OF -EVEN ANALYSISDESCRIPTIONSALES REVENUECost of SalesVARIABLE EXPENSES TOTALPersonnel ExpensesAdditional Operating ExpensesFixed-Asset DepreciationFinancial ExpensesFIXED EXPENSES TOTALGROSS-MARGIN PERCENTAGEBREAK-EVEN SALES REVENUESALES REV ABOVE BREAK-EVENPage 9 of 19
5. MARKETING STRATEGYProvide Marketing Strategy OverviewPage 10 of 19
MARKET SEGMENTATIONMARKET TARGETINGPage 11 of 19
6. COMPETITIVE ANALYSISProvide a brief description of how the analysis was conducted.ANALYSIS RESULTSCOMPETITOR TYPE / NAMEDESCRIPTIONPage 12 of 19
7. TEAMOverview of management and staffing structure and efforts employed to build out the teamHEADCOUNT20XXDESCRIPTION20XX20XXSALES REPSOFFICE UNT TOTALPage 13 of 19
SALARY & WAGESDESCRIPTION20XX20XX20XX20XX20XX20XXSALES REPSOFFICE STAFFMANAGEMENTCONSULTANTSPARTNERSOTHEROTHERSALARY & WAGES TOTALSTAFF EXPENSESDESCRIPTIONSOCIAL SECURITYBENEFITSHOLIDAY PAYOTHEROTHEROTHERSTAFF EXPENSES TOTALPage 14 of 19
8. IMPLEMENTATION EXPENSESTARTUP EXPENSESDESCRIPTION20XX20XX20XX20XX20XX20XXSTARTUP EXPENSES TOTALASSET PURCHASESDESCRIPTIONASSET PURCHASES TOTALPage 15 of 19
9. FINANCIAL PROJECTIONSKEY ASSUMPTIONSProvide insight into how you came up with the values in your financial projections (e.g., pastperformance, market research). Describe the growth you are assuming and the profit youanticipate generating as a result of that growth.INCOME STATEMENTSAttached.BALANCE SHEETSAttached.CASH-FLOW STATEMENTAttached.Page 16 of 19
10.PERFORMANCE MEASURESMILESTONESMILESTONEDESCRIPTIONCOMPLETION DATEDESCRIPTIONKEY METRICKEY PERFORMANCE METRICSACTIVITYPage 17 of 19
APPENDICESProvide any additional information related to your plan, including forms, process diagrams, policydocuments, etc.APPENDIXITEMLOCATIONPage 18 of 19
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