Since every business represents a unique idea, each business plan should also be different.  Pertaining to the business idea, the company’s market/industry and the type of funding being raised, the following outline should be adapted accordingly.

  1. Prospectus Legal statement of investor’s rights with the business plan. This is to protect the company.
  2. Prospectus Summary
    1. Explanation of the type financing you seek
    2. Financing  (How much capital are you raising?)
    3. Use of Proceeds (What will you do with the raised capital)
  3. Executive Summary
    1. Company Overview
    2. Objectives & Strategies
    3. Opportunity (Why should people invest in your business?)
    4. Revenue Streams (depending on the business this may go here, or in the business/corporate structure section or have a section of its own).
  4. Business/Corporate Overview
    1. Company Background
    2. Current Products/Services
    3. Future Products/Services
    4. Other vital information regarding the specifics of the company
  5. Management Team
    1. Executive Team (Title and description of the position with the company seeking capital and any past experience which will help this company succeed)
  6. The Market
    1. Target Markets
    2. Positional Requirements (What environment does the the company need t survive)
    3. Delivery Mediums
    4. Competitive Landscapes
    5. SWOT Analysis (Strengths, Weaknesses, Opportunities and Threats)
  7. Execution Plan
    1. Phase 1 (develop business one, identify and assemble a team of experts, create company structure, etc)
    2. Phase 2 (Raise capital for company, hire management team, etc)
    3. Phase 3 (Develop marketing plan, create website, etc)
      1. Marketing Plan – Print advertising, website & internet marketing, trade shows, direct marketing, frequent user benefits, sales & specials, surveys, etc.
    4. Phase 4 (Launch website, open offices, etc)
    5. Phase 5 (Generate $x in revenues, break-even, implement exit strategies)
  8. Financial Analysis (*do not need everything listed below)

    1. Projected Income Statements/Financial Pro-Forma for three to five years
    2. Projected Balance Sheets
    3. Projected Cash Flow Statements
    4. Analysis of Funding Requirements
    5. Break-even Analysis
    6. Summary Charts & Tables

Leave a Reply

Your email address will not be published. Required fields are marked *