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January 2005
This sample business plan has been made available to users of 
Business Plan Pro
®, business planningsoftware published by Palo Alto Software. Names, locations and numbers may have been changed,and substantial portions of the original plan text may have been omitted to preserve confidentialityand proprietary information.You are welcome to use this plan as a starting point to create your own, but you do not havepermission to reproduce, publish, distribute or even copy this plan as it exists here.Requests for reprints, academic use, and other dissemination of this sample plan should be emailedto the marketing department of Palo Alto Software at marketing@paloalto.com. For productinformation visit our Website: www.paloalto.com or call: 1-800-229-7526.Copyright © Palo Alto Software, Inc., 1995-2007 All rights reserved.
 
Confidentiality AgreementThe undersigned reader acknowledges that the information provided by _________________________ in this business plan is confidential; therefore, reader agrees not todisclose it without the express written permission of _________________________.It is acknowledged by reader that information to be furnished in this business plan is in all respectsconfidential in nature, other than information which is in the public domain through other means andthat 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) ___________________DateThis is a business plan. It does not imply an offering of securities.
 
Table of Contents
Page 1
1.0 Executive Summary.............................................................................................................................11.1 Objectives...................................................................................................................................21.2 Mission........................................................................................................................................21.3 Keys to Success........................................................................................................................22.0 Company Summary.............................................................................................................................32.1 Company Ownership.................................................................................................................32.2 Start-up Summar ......................................................................................................................42.3 Company Locations and Facilities..........................................................................................53.0 Products...............................................................................................................................................53.1 Product Description...................................................................................................................63.2 Competitive Comparison..........................................................................................................73.3 Sales Literature..........................................................................................................................73.4 Sourcing......................................................................................................................................73.5 Technolog..................................................................................................................................83.6 Future Products..........................................................................................................................84.0 Market Analysis Summar ..................................................................................................................94.1 Market Segmentation..............................................................................................................104.2 Target Market Segment Strategy...........................................................................................114.2.1 Market Trends.......................................................................................................................114.2.2 Market Needs.......................................................................................................................124.3 Industry Analysis.......................................................................................................................124.3.1 Distribution Patterns.............................................................................................................134.3.2 Competition and Buying Patterns.......................................................................................134.3.3 Main Competitors.................................................................................................................144.3.4 Industry Participants.............................................................................................................145.0 Strategy and Implementation Summar ..........................................................................................155.1 Competitive Edge....................................................................................................................155.2 Marketing Strategy..................................................................................................................155.2.1 Pricing Strategy....................................................................................................................155.2.2 Distribution Strateg.............................................................................................................155.2.3 Marketing Programs............................................................................................................165.2.4 Positioning Statement..........................................................................................................165.3 Sales Strategy..........................................................................................................................175.3.1 Sales Forecast.....................................................................................................................175.4 Strategic Alliances...................................................................................................................185.5 Milestones................................................................................................................................196.0 Web Plan Summary..........................................................................................................................206.1 Website Marketing Strateg...................................................................................................206.2 Development Requirements...................................................................................................207.0 Management Summar ....................................................................................................................217.1 Management Team.................................................................................................................217.2 Organizational Structure..........................................................................................................217.3 Personnel Plan.........................................................................................................................218.0 Financial Plan....................................................................................................................................228.1 Start-up Funding......................................................................................................................228.2 Break-even Analysis................................................................................................................238.3 Projected Profit and Loss.......................................................................................................25
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