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This template is a simplified business plan outline. Its a good way to get started,
but as you know, you cant just type in your details, print it, and turn it in to the
bank. Every business is unique, and your business plan should reflect that.
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Cover Page
INSTRUCTIONS: The Cover Page should include the following: plan name, company
name, company address, company phone and fax, an email address and possibly a
revision number or copy number.
Legal Page
Confidentiality Agreement
___________________
Name (typed or printed)
___________________
Date
Table of Contents
1.0 Executive Summary
2.0 Company Summary
1. 2.1 Start-up Summary
a. Table: Start-up
3.0 Services
4.0 Market Analysis Summary
a. Table: Market Analysis
5.0 Strategy and Implementation Summary
1. 5.1 Sales Forecast
a. Table: Sales Forecast
2. 5.2 Milestones
a. Table: Milestones
6.0 Management Summary
7.0 Financial Plan
1. 7.1 Start-up Funding
a. Table: Start-up Funding
2. 7.2 Projected Profit and Loss
a. Table: Profit and Loss
Table: Start-up
Requirements
Start-up Expenses
Expense 1
Expense 2
Expense 3
Expense 4
Expense 5
Expense 6
Total Start-up Expenses
$0
$0
$0
$0
$0
$0
$0
Start-up Assets
Cash Assets
Other Current Assets
Long-term Assets
Total Assets
$0
$0
$0
$0
Total Requirements
$0
3.0 Services
INSTRUCTIONS: Describe the products and/or services you offer, how they are
provided and by whom, and plans for future service offerings.
Year 1
Year 2
Year 3
Year 4
Year 5
Growth
0%
0%
0%
0.00%
CAGR
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0.00%
0.00%
0.00%
0.00%
Year 1
$0
$0
$0
$0
Year 2
$0
$0
$0
$0
Year 3
$0
$0
$0
$0
Year 1
$0
$0
$0
$0
Year 2
$0
$0
$0
$0
Year 3
$0
$0
$0
$0
5.2 Milestones
INSTRUCTIONS: Describe the milestones (measurable activities) laid out in the
Milestones table.
Type your topic text here.
Table: Milestones
Milestone
Name me
Name me
Name me
Name me
Name me
Name me
Name me
Name me
Name me
Name me
Totals
Start Date
0/0/00
0/0/00
0/0/00
0/0/00
0/0/00
0/0/00
0/0/00
0/0/00
0/0/00
0/0/00
End Date
0/0/00
0/0/00
0/0/00
0/0/00
0/0/00
0/0/00
0/0/00
0/0/00
0/0/00
0/0/00
Budget
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
Manager
ABC
ABC
ABC
ABC
ABC
ABC
ABC
ABC
ABC
ABC
Department
Department
Department
Department
Department
Department
Department
Department
Department
Department
Department
$0
$0
$0
Assets
Non-cash Assets from Start-up
Cash Requirements from Start-up
Additional Cash Raised
Cash Balance on Starting Date
Total Assets
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
Capital
Planned Investment
Owner
Investor
Additional Investment Requirement
Total Planned Investment
$0
$0
$0
$0
$0
Total Capital
$0
$0
Total Funding
$0
Year 1
$0
$0
$0
$0
Year 2
$0
$0
$0
$0
Year 3
$0
$0
$0
$0
Gross Margin
Gross Margin %
$0
0.00%
$0
0.00%
$0
0.00%
Expenses
Expense 1
Expense 2
Depreciation
Rent
Utilities
Insurance
Payroll Taxes
Other
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
0.00%
$0
0.00%
$0
0.00%