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Business Plan
There is no "right" way to organize a plan. What is right is what works for you and for your company. What is important, though, is that the plan at least touches on the following topics. The order presented here is a suggested one only - and one which emphasizes the people (management) and marketing aspects by placing these high on the list of contents. The executive summary is a very important part of the business plan. Think of this as your "elevator pitch" - i.e. you've only got a minute to tell your story and get someone's interest. So, it has to not only garner attention, but summarize the salient facts. If not properly done, the reader may not even be inclined to go through the rest of the document.



Executive Summary
- the mission statement
- statement of the opportunity
- key features (management, intellectual property, etc)
- statement of sales and profit potential
- investment highlights (if appropriate)
The Company
- people (management) involved (relevant experience)
- history (background) of company
- ownership structure
- Board of Directors and/or advisors
Marketing
- the Opportunity (industry, market size, potential, niche)
- the product(s) or services offered - intellectual property and IP Strategy
- the 4Ps of marketing (i.e. the marketing mix)
- competitive strategy and competitive analysis
Operations
- internal organization (who does what?)
- facilities (offices, plant, equipment and physical assets)
- details on how the product is to be produced or sourced
- research and development activities (if applicable)
- logistics
Financial
- Discussion of assumptions made in preparing financial statements
- Profit and Loss Pro forma statements (2-5 years) (Summary only)
- Balance Sheets (summary)
- Cash Flow statements (include sensitivity analysis)
- break-even analysis
- funding requirements (worst case, best case)
- sources of funding
- uses and applications of funding
- the "deal", i.e. the financing proposal
Risk Factors
- identification of risks
- potential problems
- contingency plans
- protection of intellectual property
Appendices
- Product Brochures/specifications
- Financial Spreadsheets
- Historical information (if applicable)
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