BUSINESS PLAN
Company Name
Address:
Address line 1
Address Line 2
City, Province
H9H 9H9
Telephone: 555-555-4444
Fax:
555-555-3333
Email:
someone@example.com
CONFIDENTIAL
TABLE OF CONTENTS
Executive Summary ............................................................................................................................ 1
General Company Description .......................................................................................................... 2
Mission Statement: ............................................................................................................... 2
Company Goals and Objectives: .......................................................................................... 2
Business Philosophy: ........................................................................................................... 2
Products and Services........................................................................................................................ 3
Market Analysis .................................................................................................................................... 4
Conditions ............................................................................................................................. 4
Customers ............................................................................................................................ 4
Competition .......................................................................................................................... 4
Table: Competitive Analysis ............................................................................................ 4
Niche .................................................................................................................................... 4
Market Strategy .................................................................................................................................... 5
Product ................................................................................................................................. 5
Features and Benefits ..................................................................................................... 5
Promotion ............................................................................................................................. 5
Promotional Budget ......................................................................................................... 5
Pricing ................................................................................................................................... 5
Cost ................................................................................................................................. 5
Competition ..................................................................................................................... 5
Customers ....................................................................................................................... 5
Proposed Location ............................................................................................................... 5
Distribution Channels ........................................................................................................... 5
Sales Forecast...................................................................................................................... 5
Operational Plan................................................................................................................................... 6
Location ................................................................................................................................ 6
Legal Environment ............................................................................................................... 6
Personnel ............................................................................................................................. 6
NOTC BUSINESS PLAN
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Inventory ............................................................................................................................... 6
Suppliers ............................................................................................................................... 6
Credit Policies....................................................................................................................... 6
Management and Organization ......................................................................................................... 7
Professional and Advisory Support ...................................................................................... 7
Financial Plan ....................................................................................................................................... 8
Personal Financial Statement .............................................................................................. 8
Sources and Uses of Funds Statement ............................................................................... 8
Twelve Month Cash Flow Projection .................................................................................... 8
Three Year Income Statement Protection ............................................................................ 8
Projected Balance Sheet ...................................................................................................... 8
Breakeven Analysis .............................................................................................................. 8
Appendices ........................................................................................................................................... 9
NOTC BUSINESS PLAN
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EXECUTIVE SUMMARY
BUSINESS PLAN
1
GENERAL COMPANY DESCRIPTION
MISSION STATEMENT:
COMPANY GOALS AND OBJECTIVES:
BUSINESS PHILOSOPHY:
BUSINESS PLAN
2
PRODUCTS AND SERVICES
BUSINESS PLAN
3
MARKET ANALYSIS
CONDITIONS
CUSTOMERS
COMPETITION
Table: Competitive Analysis
NICHE
BUSINESS PLAN
4
MARKET STRATEGY
PRODUCT
Features and Benefits
PROMOTION
Promotional Budget
PRICING
Cost
Competition
Customers
PROPOSED LOCATION
DISTRIBUTION CHANNELS
SALES FORECAST
BUSINESS PLAN
5
OPERATIONAL PLAN
LOCATION
LEGAL ENVIRONMENT
PERSONNEL
INVENTORY
SUPPLIERS
CREDIT POLICIES
BUSINESS PLAN
6
MANAGEMENT AND ORGANIZATION
PROFESSIONAL AND ADVISORY SUPPORT
BUSINESS PLAN
7
FINANCIAL PLAN
PERSONAL FINANCIAL STATEMENT
SOURCES AND USES OF FUNDS STATEMENT
TWELVE MONTH CASH FLOW PROJECTION
THREE YEAR INCOME STATEMENT PROTECTION
PROJECTED BALANCE SHEET
BREAKEVEN ANALYSIS
BUSINESS PLAN
8
APPENDICES
BUSINESS PLAN
9