The executive summary should summarize the most important aspects of the business plan. It should briefly discuss the Company’s mission, vision, objectives, strategies, and market opportunity. Here are examples of categories which can be included in the executive summary:

  1. Company’s Mission – This should be a statement (2 or 3 sentences long) describing the overall goal of the Company. For example, if Company X is a bio-diesel production company, then their mission may be to change emissions in the world and provide a product that will help the environment.
  2. Company’s Vision – This should briefly describe where the management team sees the Company in the future.
  3. Company Overview – Briefly describe the products and/or services the Company offers and answer the following questions:
    1. What is the Company offering?
    2. Who will want to purchase the products and/or services?
    3. Why will the Company be successful?
    4. Where will the Company operate?
    5. Where is the Company registered?
  4. Objectives & Strategies – You can put this in a bullet point or numbered list – have at least 5 items.
    1. What are the Company’s short term goals?
    2. What are the Company’s long term goals?
    3. How much capital is the Company planning to raise?
    4. What will the Company do with the capital? (this can be divided into a few objectives if applicable)
    5. How large does the Company want to become?
    6. How much money in revenues the Company expect to generate and in how many years?
  5. Market Opportunity – This should be approximately 2 paragraphs describing why the company should either begin or expand in it’s chosen market during this current time. Questions to answer:
    1. Is there a lack of supply for the Company’s products and/or services? If yes, you should explain why.
    2. Are the market prices of the necessary resources needed to create the Company’s products/services cheaper now?
    3. Why is this an opportune time to enter the market?
    4. How much money does the Company anticipate in sales? What is this assumption based on?
    5. Is there something special about this particular time period that is encouraging the Company to either start or expand?

Written by Shosh Pincus

About Us

PPM is the leading U.S. entrepreneurial firms that specialize in writing private placement memorandums (PPM) and linking investors with entrepreneurs.

Since 1999, the founders of PPM have provided professional business writing services, such as a PPM or business plan, to more than 2,000 businesses worldwide. Our company is considered to be the most cost effective, efficient consultants for private placement memorandum development in the United States. We are Wall Street’s, and by extension, New York’s private placement leaders.’s main service is the creation of private placement memorandum regulation d (Reg. d) documents. However, we offer much more. In case the entrepreneur needs additional services, such as a business plan, website, or additional legal work, PPM can create one pricing package for all required documentation or service. Because we simultaneously work with many companies both in and out of the U.S., the ability to adapt to the individual needs – as well as to regional and global demands – helps our clients save needed capital and time.