Thank you for downloading this business plan template.
This template is a simplified business plan outline. It’s a good way to get you
started. Every business is unique, and your business plan should reflect that. If you
are starting a business or need assistance with growing your business, call us at
(718) 385 6700 to make an appointment with one of our business counselors.
Local Development Corporation of East New York
Women’s Brooklyn Enterprise Center
80 Jamaica Avenue, 3rd floor
Brooklyn, NY 11207
(718) 385 6700
Fax: (718) 385 7505
www.ldceny.org
Cover Page
INSTRUCTIONS: The Cover Page should include the following: plan name, company
name, company address, company phone and fax, an email address and possibly a
revision number or copy number.
Type your Cover Page text here.
Legal Page
Confidentiality Agreement
The undersigned reader acknowledges that the information provided by
_______________ in this business plan is confidential; therefore, reader agrees not
to disclose it without the express written permission of _______________.
It is acknowledged by reader that information to be furnished in this business plan is
in all respects confidential in nature, other than information which is in the public
domain through other means and that any disclosure or use of same by reader, may
cause serious harm or damage to _______________.
Upon request, this document is to be immediately returned to _______________.
___________________
Signature
___________________
Name (typed or printed)
___________________
Date
This is a business plan. It does not imply an offering of securities.
Table of Contents
Cover Page ...................................................................................................... 2
Legal Page ...................................................................................................... 3
Table of Contents ............................................................................................. 4
1.0 Executive Summary .................................................................................... 5
2.0 Company Summary .................................................................................... 5
2.1 Start-up Summary ................................................................................... 5
Table: Start-up .......................................................................................... 5
3.0 Product or Services ..................................................................................... 6
4.0 Target Market Analysis ................................................................................ 6
Table: Market Analysis ................................................................................ 6
5.0 Industry Analysis ........................................................................................ 6
6.0 Competitive Analysis ................................................................................... 7
7.0 Marketing Strategy and Sales ....................................................................... 7
7.1 Sales Forecast ......................................................................................... 7
Table: Sales Forecast .................................................................................. 7
7.2 Milestones ............................................................................................... 8
Table: Milestones ........................................................................................ 8
8.0 Management .............................................................................................. 8
9.0 Operations ................................................................................................. 8
10.0 Financial Plan ........................................................................................... 9
10.1 Start-up Funding .................................................................................... 9
Table: Start-up Funding .............................................................................. 9
10.2 Projected Profit and Loss ....................................................................... 10
Table: Profit and Loss ................................................................................ 10
11.0 Appendix and Supporting Documents ........................................................ 10
1.0 Executive Summary
INSTRUCTIONS: Summarize the key points of your business plan. This is the
section where you “tell your story” and capture the reader’s attention. This section
includes a summary of the whole plan and is simply stated in one-to-two pages.
Although this section is found at the beginning of the plan, it is recommended that
you write it last, after you have explained your business strategy in whole.
Type your topic text here.
2.0 Company Summary
INSTRUCTIONS: In this section, you will describe the nature of your business.
What is your business selling or providing? Explain the business structure (sole
proprietor, corporation, or partnership), your business model, location, and business
goals and objectives. Describe your milestones and business progress to date. You
should also include the amount of money needed to start your business.
Type your topic text here.
2.1 Start-up Summary
INSTRUCTIONS: Summarize your Start-up table numbers, both expenses and assets.
Type your topic text here.
Table: Start-up
Requirements
Start-up Expenses
Expense 1
Expense 2
Expense 3
Expense 4
Expense 5
Expense 6
Total Start-up Expenses
$0
$0
$0
$0
$0
$0
$0
Start-up Assets
Cash Assets
Other Current Assets
Long-term Assets
Total Assets
$0
$0
$0
$0
Total Requirements
$0
3.0 Product or Services
INSTRUCTIONS: In this section of the plan explains why you’re (going) in business
and provides a complete explanation of your product or service, the need this
product will fill in the market, your company’s unique selling proposition (USP), and
other relevant information about what you are going to sell or provide.
Type your topic text here.
4.0 Target Market Analysis
INSTRUCTIONS: Explain the reasons for starting the business by describing the
market, the consumer demand, their demographics and buying habits. This part of
the plan must include demographic data. This section also explains why people would
want to buy your product/service and explain your product’s features and benefits.
Type your topic text here.
Table: Market Analysis
Year 1
Potential
Customers
Segment Name
Segment Name
Segment Name
Total
Year 2
Year 3
Year 4
Year 5
Growth
0%
0%
0%
0.00%
CAGR
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0.00%
0.00%
0.00%
0.00%
5.0 Industry Analysis
INSTRUCTIONS: In this part of the plan you must discuss in length the industry of
your business, the key players, the size in dollars and numbers if possible. Also
include the necessary data to justify your business success by presenting
independent sources that support your reason to go into business and why your
business will succeed.
Type your topic text here.
6.0 Competitive Analysis
INSTRUCTIONS: In this section of the plan explain why people would buy your
products or services. Be explicit about what makes you unique, restating your unique
selling proposition. You must also discuss your competition, between 3-5 other
companies that are selling similar products/services. Create a SWOT Analysis
(strengths, weaknesses, opportunities and threats) and include a matrix of your
product’s features/benefits in relationship to your competition.
Type your topic text here.
7.0 Marketing Strategy and Sales
INSTRUCTIONS: Explain how you intent to reach your target audience and
provides a clear and explicit description of the product’s (service) plan, pricing
strategy, promotional strategy and distribution. The marketing plan explains how
your company will be positioned in the marketplace and how much it will cost you. In
this section you will also explain branding strategies and identify your company’s
corporate image. Include sales projections based on marketing strategy. Discuss
what types of marketing strategies you plan to employ (traditional, print, media,
promotional, PR, etc.)
Type your topic text here.
7.1 Sales Forecast
INSTRUCTIONS: Use this topic to explain the Sales Forecast table.
Type your topic text here.
Table: Sales Forecast
Sales
Row 1
Row 2
Row 3
Total Sales
Year 1
$0
$0
$0
$0
Year 2
$0
$0
$0
$0
Year 3
$0
$0
$0
$0
Direct Cost of Sales
Row 1
Row 2
Row 3
Subtotal Direct Cost of Sales
Year 1
$0
$0
$0
$0
Year 2
$0
$0
$0
$0
Year 3
$0
$0
$0
$0
7.2 Milestones
INSTRUCTIONS: Describe the milestones (measurable activities) laid out in the
Milestones table.
Type your topic text here.
Table: Milestones
Milestone
Name me
Name me
Name me
Name me
Name me
Name me
Name me
Name me
Name me
Name me
Totals
Start Date
0/0/00
0/0/00
0/0/00
0/0/00
0/0/00
0/0/00
0/0/00
0/0/00
0/0/00
0/0/00
End Date
0/0/00
0/0/00
0/0/00
0/0/00
0/0/00
0/0/00
0/0/00
0/0/00
0/0/00
0/0/00
Budget
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
Manager
ABC
ABC
ABC
ABC
ABC
ABC
ABC
ABC
ABC
ABC
Department
Department
Department
Department
Department
Department
Department
Department
Department
Department
Department
8.0 Management
INSTRUCTIONS: Describe the management and personnel structure of the company,
including any gaps that need to be filled.
Type your topic text here.
9.0 Operations
INSTRUCTIONS: This section explains the day-today cycle of your business’
operations. You should include: the business location, manufacturing, distribution,
purchasing decisions, hours of operation, and a time-and-action calendar that
illustrates how these steps will take place.
Type your topic text here.
10.0 Financial Plan
INSTRUCTIONS: Summarize the financial aspects of your business plan. This
section describes your sales objectives and will illustrate your business growth during
the first three years. This part of the plan supports the Marketing Plan section and
shows the need for financing your business operations. In this section you will also
show your company’s financial growth in numbers! How much money (if any) will
your company make the first, second and third year? Explain your breakeven point.
Include in this section cash flow statements, profit and loss statements, the
company’s balance sheet, and a statement of assumptions describing your
methodology for arriving at your sales objectives.
Type your topic text here.
10.1 Start-up Funding
INSTRUCTIONS: Explain where your funding will come from, in what form (as
investments and/or loans), and how this funding will cover the start-up requirements
outlined in the Start-up table.
Table: Start-up Funding
Assets
Non-cash Assets from Start-up
Cash Requirements from Start-up
Additional Cash Raised
Cash Balance on Starting Date
Total Assets
$0
$0
$0
$0
$0
Liabilities and Capital
Liabilities
Current Borrowing
Long-term Liabilities
Accounts Payable (Outstanding Bills)
Other Current Liabilities (interest-free)
Total Liabilities
$0
$0
$0
$0
$0
Capital
Planned Investment
Owner
Investor
Additional Investment Requirement
Total Planned Investment
$0
$0
$0
$0
Loss at Start-up (Start-up Expenses)
Total Capital
$0
$0
Total Capital and Liabilities
$0
Total Funding
$0
10.2 Projected Profit and Loss
INSTRUCTIONS: Explain the important points of your Profit and Loss projections,
such as percentage increase in sales and profits, your gross margins, and key budget
items.
Table: Profit and Loss
Sales
Direct Cost of Sales
Other Costs of Sales
Total Cost of Sales
Year 1
$0
$0
$0
$0
Year 2
$0
$0
$0
$0
Year 3
$0
$0
$0
$0
Gross Margin
Gross Margin %
$0
0.00%
$0
0.00%
$0
0.00%
Expenses
Expense 1
Expense 2
Depreciation
Rent
Utilities
Insurance
Payroll Taxes
Other
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
Total Operating Expenses
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
0.00%
$0
0.00%
$0
0.00%
Profit Before Interest and
Taxes
EBITDA
Interest Expense
Taxes Incurred
Net Profit
Net Profit/Sales
11.0 Appendix and Supporting
Documents
INSTRUCTIONS: An important part of the plan is the documents that support your
business research. You must also include the management résumé, personal
financial statements, and copies of receipts for inventory purchased, leases, and any
other supporting documentation that is compelling to your business.