Executive Summary

This is the last section that should be completed.It is a summary of the whole plan.

I.Company Outlook

The Firm

an outline that tells the story of your venture and how the decision came about to go into this business, then describe your background and why you are a good fit to run this company.

Goal

Describe the ultimate goal of the company and then list three or four strategic objectives that will enable you to attain the goal.

Products/Services

Describe the products/services the company will provide and/or sell.

SWOT (example: https://bit.ly/2MtisSN)

o

Strengths

o

Weaknesses

o

Opportunities

o

Threats

II.Market Status

Industry

From your research, include what you have learned about the particular industry you are in or want to enter.

Markets

(by region and by product)

oGeographical

Set a geographical boundary that you will draw customers from.

oProduct

Define the target market for each product.

oCompetition

Research who else the same or similar products or services you defined above in Products.What is their market and pricing structure? Keep in mind that everyone has competition even if it's not in the same business as everyone is competing over the same dollar (ex. you might have the only bowling alley in the area, but the same dollars customers could be spending on your business, they could also be spending at a movie theater or other entertainment venue).

oKey Purchase Criteria

What are the reasons a new customer would come to your business?

III.Objectives and Strategies

Target Market

Define the demographics of your typical customer such as age, income bracket, ethnic background, entertainment preferences, etc. Keep in mind that your target market is never "everyone."

Prospect Identification

What are your ideas on how you will find customers to come to your business?

Promotional Programs

oWebsite

oSocial media

oPublic relations

oDirect Mail

oAdvertising

oTelemarketing

How would you use these vehicles to find and to entice a potential customer to come to your business?Come up with other ideas.

IV.Sales Plan

How will you or your employees be compensated?

V.Organization

What type of entity structure and how do you see the company organizational chart developing?

VI.

Financial (Cash flow statement):

IV.

Financial (Cash flow statement):

Start-Up

Position

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

TOTAL

CASH ON HAND (Beg. Of Month)

CASH RECEIPTS

Revenue #1

Revenue #2

Revenue #3

Revenue #4

TOTAL CASH RECEIPTS

TOTAL CASH AVAILABLE

CASH PAID OUT

Purchases (Merchandise)

Payroll Expenses (Taxes, etc.)

Gross Wages (Excludes Withdrawals)

Bank Fees & Credit Card Processing

Supplies (Office & Operating)

Repairs & Maintenance

Advertising

Rent

Telephone

Utilities

Insurance

Interest

Other Expenses

Miscellaneous

SUBTOTAL

Loan Principal Payment

Capital Purchases (Specify)

Other Start-Up Costs

Start-Up Inventories

Reserve and/or Escrow (Specify)

Owner's Withdrawal

TOTAL CASH PAID OUT

CASH POSITION (End of Month)

V.APPENDIX A

Anything that doesn't fit anywhere else in the plan.You can use more than 1 appendix.Can include quotes, price sheets, resumes, lease, items to be purchased, charts, licenses & permits, marketing materials, charts, graphs or tables, etc.