Executive Summary
A concise statement of the highlights of your plan.
Each paragraph summarizes a section of the detailed business plan.
A clearly written summary will demonstrate the merit of studying the entire plan in detail. |
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The Enterprise
The mission and opportunity. Short & long term objectives. Personnel and organization.
History and projections of operations. Management and labor staffing. Legal structure. Ownership.
Rate of growth. Key personnel. Unique skills. Required assets.
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The Market
Characteristics of the buyer.
The size of each segment of the market. Number of buyers over time. Changes in the market.
The need being met. Alternative ways of solving the need.
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The Product & Service
Detailed description of the product and service. Current status and availability.
Value or benefit to the purchaser. Cost to produce, maintain and support.
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The Strategy
Target market. Image objectives. Promotion strategy. Pricing strategy.
Sales organization. Channels of distribution. Logistics. Customer support. Market penetration.
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The Competition
Identify by name the companies now in the market.
Who dominates. Who controls the distribution channels. Who has the most to lose by your entry.
How will they respond? Industry characteristics.
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Development and Production
Organization. Objectives. Market readiness. Personnel. Resources.
Technology dependencies. Quality. Durability. Reliability. Maintainability.
Service composition. Facilities. Equipment. Personnel. Skills. Suppliers. Contractors. Inventory.
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Financial Projections
Every factor necessary to generate Income and Expense statements.
Automatically creates your cash flow and balance sheet statements for first year, second year, and five year periods.
Basic financial assumptions and all financial ratios that a banker or investor will require.
Best Case and Worst Case scenarios. Capital investment. Sale of assets. Loans. Liabilities. Stock holder equity.
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Charts and Graphics
Professional charts are created automatically.
These charts present a graphics image of your business plan in a polished summary.
Type of customers. Revenue per employee. Break even analysis. Cash flow by period. Profit & Loss by period.
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Milestones
Detailed steps to implement the business plan.
Critical milestones necessary for you to achieve the objectives stated in the plan.
List of tasks. Dates for starting and ending. Costs. Responsible personnel.
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