Your business plan is designed for entrepreneurs and business owners who are seeking funds from Angel Investors, Venture Capitalists or want a high capital loan. I provide attentive, personalized service while consulting with you to build a professional plan that fits your unique needs. Beginning with an expertly crafted Executive Summary, all the way to industry-leading financial projections. I also offer custom-built pitch decks to add another facet to your presentation.

Your business plan includes a 30-45+ page expansive, custom-written Custom Business Plan with a comprehensive market research analysis and extensive Excel formatted financial projections. Your business plan includes 5 years of Financial Statements, a detailed Investor Return section, and additional in-depth market research. I include up to 3 free revisions during a 28-day period.

This business plan can be used in a variety of ways. There is no limit to the level of funds that can be sought. It includes the solid financial budgeting and projections that investors will require, with quality writing and market data that will exceed their expectations.

An average Business Plan will include the following 35 sections:
 

The cover page generally has your company logo, your contact information including name, address, telephone number, and e-mail address.
 

A clear and concise statement defining your company’s mission.  This is "what" your company will accomplish to meet the Vision Statement.
 

A forward-looking statement on the direction your company will take. This is "how" you see yourself as a company.
 

I build your business plan with a linked table of contents that is done in a manner so that if any changes are made to the text, the page numbers can quickly be updated.
 

A summation of the business plan and the first thing an investor will read, the Executive Summary entails the market need, the solution the company will bring to it, and how it will accomplish this. It includes a short description of the company’s products and services, the size of the relevant market, how the company is uniquely suited to succeed, and the amount of investment being sought. Usually one or two pages in length, it is a brief yet important opportunity to persuade the reader to delve deeper into the document. This section is done last to ensure that it accurately sums up your Business Plan as a whole.
 

This section generally includes bullet points of your company’s goals. These goals may include market capture rate, financial profitability timelines, and new product launch dates.
 

A listing of the steps required to achieve the company’s stated mission.
 

The Investor Return section details the investor(s) initial investment, investment multiple, investment fifth year value, investor(s) share of the company, the value of the company in the fifth year, and internal rate of return for 3 different cases.
 

This gives the reader a quick overview of your financial projections for the 5 years.
 

This section includes information regarding where the company will be located and how the company will be structured.
 

A summation of the principle owners and their company share.
 

The pre-operating source & use of funds section details the expenses, assets, inventory, investment and debt needed to facilitate the company’s business objectives. The pre-operating expenses and funding occur before the company receives revenue.
 

Market, economic, demographic and other factors are taken in to consideration, with a thorough examination of what needs will be met by your new business.
 

This section describes the company’s offering in the marketplace. It presents standard product and/or service descriptions, and how these differentiate the company from what is currently on the market. This is also the area to detail any proprietary products or processes, intellectual property, exclusive designs, patents, or other innovative offerings. If relevant, it will outline why the management is especially suited to bring the product to market, grow the company, help turn it around, etc.
 

Here, potential investors are provided with a general overview of the market, specifically the size of the market relevant to the company’s operations. This could be on a national or international level for, say, a software company, or in a specific geographic region for a brick-and-mortar or other locally focused establishment. For a software company, this may describe the recent spike in the market for Software as a Service or business intelligence tools, for example. Other stats could detail e- commerce growth pertinent to the company or growth in particular market sectors. Included will be annual sales figures, market trends, major companies, and projected future market size.
 

This section profiles potential customers on a business-to-consumer (B2C) and/or business-to-business (B2B) basis. It takes the size of the market and breaks it down specifically for the company with details such as demographics and psychographics for B2C, and the number and size of companies targeted for B2B.

It also further examines the market needs and how the company will solve it, such as why this specific product or service will succeed in the market now and in the future. It could also include a brief narrative of the market and how it is not being effectively served.
 

Research is done to find information on competitors. Competitor information may include their strengths and weaknesses, yearly sales, and number of employees.
 

This information includes a variety of data, customized to its relevance to each business. Data include population growth, age, gender, sex, and median income, as well as school enrollment, education attainment, marital status, region of birth, language spoken, employment status, occupation, industries occupying the workforce, and class of worker, etc.
    

Industry information for the entire U.S. is compiled to list sales volume, number of businesses, and employees. Additionally, the number of businesses operating in each state is listed in a table.
 

This section includes information on U.S. sales per state and sales per employee per state. Specific information for your state and city will be detailed in a custom table.
 

Marketing initiatives and a web-presence summary are detailed here. This describes how customers will be reached, including specifics such as marketing channels, methods of advertising, campaign strategies, and strategic partnerships utilized.
 

This section includes information on your company’s website and how it is used to increase profits.
 

The SWOT analysis is included to provide an honest assessment of a company’s strengths, weaknesses, opportunities, and threats. It explains internal and external factors, and positive and negative forces affecting your company. This helps investors see the current state of a company and it also is an excellent tool for self- assessment.
 

This section includes milestones that your company has set.
 

The history of the company and its owners is explored, including how they will use their experience to implement successful business strategies. For larger operations, this will include a summary of management gaps as well. Investors are investing in not only the business concept, but the Team’s ability to execute the business operation to a meaningful profit.
 

A break-down of important information about executive and staff your company will need to hire.
 

Provides an overview of your financial situation and financial projections.
 

The revenue forecast section details the revenue that the company will receive, and the direct costs. Comprehensive graphs illustrate the amount of revenue and gross margin each line item contributes.
 

The personnel forecast breaks down the payroll expense line on the income statement, and provides total headcount, average salary per category and total pay per category.
 

The income statement is also known as a profit & loss statement. This table breaks down revenue, cost of revenue, operating expenses, depreciation, interest, taxes, and bottom-line earnings for the first five years.

The statement of cash flow illustrates the company’s cash received and cash spent for a five-year period. The table is broken down into three main categories: operating, investing, and financing. The operating activities report the company’s business operations. Investing activities detail the company’s property, plant, and equipment transactions. Financing activities account for the company’s paid-in capital and debt.
 

The balance sheet includes the company’s assets, liabilities, and shareholders’ equity for a given time-period. 

The break-even analysis details two different break-even points. The operating break-even accounts for the company’s revenue and expenses on the income statement. The investment cash flow break-even takes the operating break-even one step further by including the inflows and outflows of the cash flow. The investment cash flow break-even looks at all transfers of money, except investments.
 

The best-and-worst-case analysis illustrates what the company’s financial statements might look like with an increase or decrease in revenue.
 

Year 1 monthly forecast illustrates finance after the pre-operating stage.