Contents of a business plan template

YOUR BUSINESS NAME
“CEO Name”
Location
Contents of a
Business Plan
template

Disclaimer and Confidentiality Message Order your business plan ---mail me
at accruon@gmail.com
Visit: https://www.accountingprime.com/
Contents
1. Executive Summary............................................................................................................................3
 Opportunity.....................................................................................................................................3
 Problem Summary......................................................................................................................3
 Solution Summary ......................................................................................................................3
 Market Summary........................................................................................................................3
 Competition.................................................................................................................................3
 Overview......................................................................................................................................3
 Why Us? ......................................................................................................................................3
 Expectations....................................................................................................................................3
 Forecast .......................................................................................................................................3
 Financial Highlights by Year [chart]......................................................................................3
 Financing Needed.......................................................................................................................4
2. Opportunity.........................................................................................................................................4
 Problem & Solution........................................................................................................................4
 Problem Worth Solving.............................................................................................................4
 Our Solution................................................................................................................................4
 Competition.....................................................................................................................................4
3. Execution.............................................................................................................................................4
 Marketing & Sales..........................................................................................................................4
 Marketing Plan...........................................................................................................................4
 Sales Plan.....................................................................................................................................5
 Operations.......................................................................................................................................5
 Locations & Facilities................................................................................................................5
 Technology..................................................................................................................................5
 Equipment & Tools....................................................................................................................5
 Milestones & Metrics.....................................................................................................................5
 Milestones Table........................................................................................................................5
 Key Metrics .................................................................................................................................5
4. Company ..............................................................................................................................................6
 Overview..........................................................................................................................................6
 Team ................................................................................................................................................6

 Management Team.....................................................................................................................6
 Advisors .......................................................................................................................................6
5. Financial Plan......................................................................................................................................6
 Forecast ...........................................................................................................................................6
 Key Assumptions ........................................................................................................................6
 Revenue by Month [chart] .......................................................................................................7
 Expenses by Month [chart]......................................................................................................7
 Net Profit (or Loss) by Year [chart] .......................................................................................7
 Financing.........................................................................................................................................7
 Use of Funds................................................................................................................................7
 Sources of Funds.........................................................................................................................7
 Statements.......................................................................................................................................8
 Projected Profit & Loss.............................................................................................................8
 Projected Balance Sheet ............................................................................................................8
 Projected Cash Flow Statement ...............................................................................................8
6. Appendix..............................................................................................................................................8
 Monthly Financial Forecasts.....................................................................................................8
 Additional Documentation........................................................................................................8

1. Executive Summary
Opportunity
 Problem Summary: Write about the industry problems.
Explain what are the obstacles in this market.
 Solution Summary: It’s time to give solution of the problems.
Explain how you can solve the problems?
 Market Summary: You have to Explain the Market summary.
You have to give an idea about the current market conditions.
 Competition: Now talk about the market competition and put
some strategy how you can complete in this market
 Overview: Tell about the overview of the business.
 Why Us? Explain your strategy and your uniqueness that can
take the competitive advantages.
Expectations
 Forecast: Give a projection of the business and write up what
the future of the business.
 Financial Highlights by Year [chart]: Write up the
summary of the financial plan.

 Financing Needed: Ask for the money what you need to start
the business.
2. Opportunity
Problem & Solution
 Problem Worth Solving: Write about the details of problems
and how much it worth of solving.
 Our Solution: How can you solve it? What’s your strategy?
Target Market: Tell about the details of your target market
and customer.
Competition
 Current Alternatives: Tell about the details of your competitors.
 Our Advantages: What’s your advantages over the competitors?
3. Execution
Marketing & Sales
 Marketing Plan: Explain your total marketing plan. Show
some 100% working strategy that can give you extra benefits

 Sales Plan: What’s your sales plan? What are those strategies?
Explain in details
Operations
 Locations & Facilities: Talk about the location of the business
and operations.
 Technology: Explain the technology you are going to use to
make your business easy.
 Equipment & Tools: Talk about the Equipment & Tools that
you are going to use to make the products or services.
Milestones & Metrics
 Milestones Table: What’s your milestones? What’s make you
crazy? What’s your goal in next 5 years? Explain in details.
 Key Metrics: What are the key metrics of your business?
What’s make you successful you know?

4. Company
Overview: Talk about the overview of the business.
Team
 Management Team: Talk about the manager of the business.
Every business has common 4 functions. These are Finance,
Sales and Marketing,
 Advisors: Successful business needs advisors and consultants.
If you have plan to appoint advisors, then explain details about
themselves and their roles your business.
5. Financial Plan
Forecast
 Key Assumptions: Before prepare the financial forecast, you
have to male some assumptions. It may be not 100% correct but
you should have some assumptions.

 Revenue by Month [chart]: You should prepare a revenue
plan for next few years. You should set a target sale. Your sales
target will force you to achieve success.
 Expenses by Month [chart]: Yu should prepare an Expense
forecast for Every month. Every business should try to control
this sections.
 Net Profit (or Loss) by Year [chart]: Revenue less Expense
is profit. You should calculate the expected profit,
Financing
 Use of Funds: Now Explain in details about your way to spend
the financing money from the investors. Make a proper
utilization of the money. Investor watch this very carefully.
 Sources of Funds: There may be lots of source of financing.
Such as Bank finance, Investors money etc.

Statements
 Projected Profit & Loss: Prepare a 3/5 years projected profit
and loss statement. It will attract the investors. He is happy with
profit margin.
 Projected Balance Sheet: Prepare your balance sheet. It
makes them crazy. Though not everyone understands this
section but when you ask money from bank then they will
analyze your balance sheet very carefully
 Projected Cash Flow Statement: Cash in and cash out.
Prepare this statement. It will tell you how you are spending
money every year and how the cash in money come from.
6. Appendix
 Monthly Financial Forecasts: This is actually breakdown of the
financial forecast. You have to prepare a monthly basis financial
projections statement
 Additional Documentation: Sometime investors ask you some
more information. They may require some more data. You have to
add that kind of statement.

------------------------------------------------------------------------------------------------------------------
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Contents of a business plan template

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Contents of a business plan template