Business Plan Template

 

Business Plan Template

1. Company Name/Address/Phone/Contact
2. Detailed Business Description
3. Ownership/Management
   List of significant owners of the company.
   Biographies of key management.
4. Industry Information
   Who are the major players in your industry?
   What is your company’s competitive edge?
   Provide market share/size information (Regionally/Nationally/Globally).
   What is the outlook for the industry (next year/five years from now, etc.)?
5. Financial Information

Historical (5 Years)         $ in millions

	20XX	20XX	20XX	20XX	20XX	Interim #’s
Sales
Gross Profit %
EBITDA ($ and %)
EBIT
Capital Expenditures
Depreciation
Owners Compensation
Ratio Analysis of above

Projections

	20XX	20XX	20XX	20XX	20XX
Sales
Gross Profit
EBITDA
EBIT
Capital Expenditures
Depreciation
Owners' Compensation
Ratio Analysis of above

Plus Balance Sheet & Cash Flow.
Include detailed key assumptions behind projections.

6. GROWTH/VISION
   Discuss the CEO/President’s vision for growth.
7. CUSTOMER ANALYSIS
   List Top Ten customers over the last three years.
   Discuss major customers gained or lost during this period.
8. SUPPLIER ANALYSIS
   List top ten suppliers over the last three years.
   List top ten channel partners or strategic relationships over the last three years.
9. OTHER
   Discuss major expenditures going forward
   Highlight major issues and problems facing the business.
   List Investment Bank, law firm, auditors and other advisors.
10. FINANCING HISTORY & REQUIREMENTS:
    How has the business been financed?
    What type of financing is required?
    What are the Sources of this financing?
    What are the Uses of this financing?