The Deluxe Business Plan

You may be planning to approach angel investors or venture capitalists for financing. In most instances, they will want to see additional information (more than what is contained in the Standard Plan). The Deluxe Business Plan meets those requirements.

In addition, the Deluxe Plan better serves those organizations that have been in operation for several years and are looking to establish the future strategic direction of the business and a plan to keep the management group on track.

The Deluxe Plan is ideal for those organizations looking to do an acquisition, merger or strategic alliance.

The key differences between the Deluxe Business Plan and the Standard Business Plan include: a profile of the management team, economic environment analysis, company SWOT analysis, key competitor SWOT analysis, current customers, human resources practices, greater details on operating procedures, historical and pro-forma financial information.

DELUXE BUSINESS PLAN FORMAT

Cover Page

Table of Contents

Executive Summary

Management Profiles

Management Team Profiles and Ownership Structure Organization Structure Board of Advisors Professional Services Human Resources Policies and Practices

Business Environment

Business Summary and History Industry Overview Economic Environment Analysis Company Position Competitive Analysis Key competitor SWOT Analysis (strengths, weaknesses, opportunities and threats) Company SWOT Analysis

Marketing Plan

Current Customers and Target Markets Product or Services Differentiation Pricing Strategy Sales and Distribution Policies Advertising Strategic Direction

Operations

Current Operating Procedures Current Manufacturing Processes Proposed changes to operating procedures Proposed changes to manufacturing procedure

Finance

Financial history - last 3 - 5 years Income Statements - next 2 - 3 years Cash Flow Statements - next 2 - 3 years Balance Sheets - Current and Pro-forma Exit plan - Most third party investors will want to know the timeframe in which they can expect to get their money out

Risk Analysis

Summary and Conclusion

The Final Product

With the Deluxe Business Plan, the business owner receives several professionally bound copies of the business plan (number as per your requirements) as well as a copy of the plan on diskette. Typically these plans are 35 - 45 pages in length.

We take sufficient time to thoroughly research and understand your industry, your current customers and target market(s), the demographics / buying profiles of prospective customers, your competitors (key competitor SWOT analysis). We conduct an objective SWOT analysis of your company. We examine historical sales figures and develop pessimistic, realistic and optimistic sales projections.

We examine operating costs and historical financial data to ensure that that all pro-forma financial projections are accurate and realistic.

Each one of our deluxe plans is also designed for the unique requirements of your business.

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