商业计划书英文模版BUSINESS PLAN可编辑文档格式.docx

商业计划书英文模版BUSINESS PLAN可编辑文档格式.docx

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ExecutiveSummary1

Management2

[Company]History6

[Product/Service]Description8

Objectives10

Competitors11

CompetitiveAdvantages12

Innovation14

Pricing15

SpecificMarkets16

GrowthStrategy17

MarketSizeandShare18

TargetingNewMarkets19

Location20

ManufacturingPlan21

Research&

Development22

HistoricalFinancialData23

ProformaFinancialData24

ProformaBalanceSheet27

CostControl28

EffectsofLoanorInvestment29

Attachments30

ExecutiveSummary

[MyCompany]wasformedasa[proprietorship,partnership,corporation]in[Month,Year]in[City,State],by[JohnDoe]inresponsetothefollowingmarketconditions:

[Startup,growth]opportunitiesexistin[Product/Service].

Theneedforuseofefficientdistributionandfinancialmethodsintheseoverlookedmarkets.

[I/We]haveseveralcustomerswhoarewillingtoplacelarge[orders,contracts]withinthenextthreemonths.

Severalotherprospective[customers/clients]haveexpressedseriousinterestindoingbusinesswithinsixmonths.

[I/We]previouslyownedacompanythatwasactiveinthewidgetmarkets.OverthepastfewyearsIspentmuchtimestudyingwaystoimproveoverallperformanceandincreaseprofits.Thisplanisaresultofthatstudy.

Thebasiccomponentsofthisplanare:

Competitivepricing

Expandthemarkets

Increasedadvertising

Lowerourunitcosts,

Therebyachievinghigherprofits.

Signcontracts

Increaseofficestaff

Tothisend,[I/we]needinvestmentfromprivateindividualsand/orcompanies.Atotalof$XXXisbeingraisedwhichwillbeusedtofinanceworkingcapital,plantandequipment.Thecompanywillbeincorporatedandcommonstockissuedtoinvestors.Thecompanywillberunasa[proprietorship,partnership,corporation].

FinancialGoals

Year1Year2Year3Sales$1,000,000$1,400,000$1,600,000NetIncome$25,000$250,000$375,000Earningspershare.01.12.14

Management

[Name]

[Title]

[Experience]

Salesgrowthfromzeroto$1,000,000infiveyears.

Ledmarketinmarketshare-30%.

Formulatedadvertisingbudgets&

campaigns.

Pioneerednewdistributionchannels.

Establishednationalsalesforce.

Establishednationalrepair&

servicecenters.

Broughtnewandinnovativeproductstothemarket.

Designedpoint-of-purchasematerials.

[Education

UniversityofBoston

Boston,MA

B.A.-ComputerSciences

ShortBiographies

President

JohnQ.Doe,ChiefExecutiveOfficer,andDirectorsinceFebruary1988andPresidentsinceJanuary1990.Mr.DoewasthefounderandChiefExecutiveOfficeroftheoriginaloperatingcompanyknownasRandomExcess,Inc.Hehashadexperienceinthewidgetfieldwithhisownfirm,JohnDoeCo.,ofOshkoshWisconsin,from1980to1987.ThisfirmwassoldtoFatCatWidgets,Inc.in1987.Mr.DoehasheldasalespositionwithUSWestInc.sincethen.Mr.DoegraduatedfromtheUniversityofColoradoin1981withabachelor’sdegreeinphilosophy.Mr.DoeisemployedbytheCompanyonafull-timebasis.

ChiefFinancialOfficer

RichardRoe,CPA,ChiefFinancialOfficer,TreasurerandDirector.Mr.RoejoinedRandomExcess,Inc.inDecember1988asacorporatecontrollerandwasnamedChiefFinancialOfficerinJuly1989.Mr.RoewasappointedTreasurerandaDirectorinJuly1990.HeservedascorporatecontrollerofXYZLumberCompanyfromAugust1981toDecember1988.Mr.RoegraduatedfromMetropolitanStateCollegeinDenver,Coloradoin1976withabachelor’sdegreeinaccounting.Since1979hehasbeenlicensedasaCertifiedPublicAccountantintheStateofColoradoandisamemberoftheAmericanInstituteofCertifiedPublicAccountants.Mr.RoeisemployedbytheCompanyonafull-timebasis.

VicePresident

JoeDokes,Secretary,ExecutiveVicePresidentandDirector.Mr.Dokessupervisesthecompany’ssalesandimplementationstoitslargestcorporatecustomers,includingUSWest,GreatWestLifeInsurance,etc.Mr.DokeshasservedasSecretaryandaDirectorsinceFebruary1988,VicePresidentofOperationsfromFebruary1988toDecember1988,PresidentoftheCompanyfromDecember1988toJanuary1990andVicePresidentofContractSalessinceJanuary1990.Hehasbeeninvolvedsince1986withtheprivatecompanyoriginallyformedasRandomExcess,Inc.,wherehisdutiesincludedmanagingthepurchasingandsalesdepartment.FromNovember1984toMay1986hemanagedthesalesdepartmentatIntegratedManagementSystems,Inc.FromJune1983toOctober1984hewasabuyerforAdamsCounty,Colorado,SchoolDistrict50.Mr.DokesattendedOklahomaStateUniversityin1980and1981andTrinidadStateCollegeinTrinidad,Coloradoin1981and1982.Hedidnotreceiveadegreefromeitheruniversity.Mr.DokesisemployedbytheCompanyonafull-timebasis.

SallySeaughVicePresidentofMarketing.Ms.SeaughhasbeentheCompany’sVicePresidentofMarketingsinceNovember1988.FromSeptember1986toOctober1988shewasinvolvedinbusinessdevelopmentandmarketingforUnitedBankofAuroraColorado.FromFebruary1980toAugust1986shewasself-employedasanindependentoilandgaslandman.Ms.SeaughgraduatedfromtheUniversityofDenverin1974withabachelor’sdegreeinEducation.SheisemployedbytheCompanyonafull-timebasis.

Responsibilities

JohnQ.Doe,ChiefExecutiveOfficer-Responsibleforentireoperation.Overseesmanagementfunctionandallotherexecutives.

Salary-$60,000.

RichardRoe,CPA,ChiefFinancialOfficer-Responsibleforfinancialoperations,accountspayable,accountsreceivable,interactionwithauditors,investorrelations.Salary-$40,000

JoeDokes,ExecutiveVicePresident-Responsibleprimarilyforsalesandsalessupport.

Salary-$35,000

SallySeaughVicePresidentofMarketing.Responsibleformarketing,humanresourcesandtraining.

Salary-$30,000.

TotalExecutiveCompensation

$165,000.

[ThisPageisforanOrganizationChart,ifapplicable.]

[Company]History

In[Month,Year][I/we]formeda[Product/Service]companythatmanufacturedstart-of-the-artcomplexwidgetry.Thiscompanywaslocatedin[City,State].[I/we]formedthiscompanyasa[proprietorship,partnership,corporation].Othersinvolvedinthisbusinesswere:

[names].

Themaingoalofthiscompanywasto[explain].

Financingwasarrangedthrough[homeequityloans,savings,venturecapital,friendsandfamily,etc.][Explainterms,ratesandabilitytorepay.]

Thisventurewasverysuccessfulingeneratingandincreasingsales,butwasnoteffectiveinachievingprofitability.Themainreasonforthiswastheamountofactualoverheadexperienced.Thisoverheadwasnotinitiallyanticipatedbymeatthebeginningofthatventure.Itemsincludingcreditchecking,warrantyprogrammanagement,extensivetravel,maintainingwarehousestockandthemanagementandexpenseofanationalsalesforcewereexpensesnotoriginallyforecastorexpected.Withthislevelofoverhead,itwasmathematicallyimpossibletoachieveprofitability.

or:

Thisventurewasverysuccessfulingeneratingandincreasingsales,aswellaseffectiveinachievingprofitability.Thiswasduetothefollowingreasons:

[Reason1

[Reason2]

[Reason3]

OR:

[MyCompany]wasrecentlyconceivedandisstillinthebeginningstages.Tothispointthefollowinghasbeenaccomplished:

Ateamconsistingof[listnamesandprimaryresponsibility.i.eJohnDoe-Marketinghasbeenformed.

Aprospective[customer/client]listhasbeendrawnup.

StrategymeetingsarebeingheldeveryMonday,WednesdayandFridayevenings.

Thisbusinessplanhasbeendrawnup.

[Nowlinkthepasttothefuture-whyaformercompanywillleadintothisoneorhowyourpresentcompanyandhistorywillleadintoanyfutureplans.Ashortparagraphshouldsuffice.]

Wearenowabletoadequatelyaddressthemarketswehavetargeted.Wehaveadjustedourstaff,redirectedouradvertisingandsalesforce,andhaveaddedtheproductsnecessarytomeettheneedsandexpectationsofourcustomers.

[Product/Service]Description

[MyCompany]intendstooffer[product/service].This[product/service]offersourcustomersthebestpossiblesolutionasit:

Offersthelowestpriceonthemarket

Isthemosttechnicallyadvanced

Offersmoreusefulfeatures

Savesthemtimeandmoney

Offersourusersbettervalueperdollarspent

Providesanalternativewaytoachieveasimilartask.

Providesaservicewhichisnotpresentlyavailableinthisarea.

IsstrengthenedbyateamwithcombinedexperienceofXXyears.

Providesanalternative,costeffectivewayforthemtorealizeasimilargoal.

Wehavea[copyright,servicemark,trademark]or[exclusiveagency,marketingrights]forthis[product/service].ThisagencywilllastuntilXXXatwhichtimeitmaybeextendedforXXyearsorterminated.ThisagencyagreementiscancelableuponXXdayswrittennotice.

The[product/service]hasausefullifeofXXyears.Todistributethisproductsothatitremainsusableforourcustomers,wemustusethefollowingmethodsofstorageandtransportation:

Overnightdelivery

Coldstorage

Incorporatepreservatives

Shipmentwithintwoweekstodistributors.

Speciallypaddedboxcars.

Eventhoughthetechnologyusedtocreatethisproductisnew,weexpectthatotherswillbeabletosubstantiallyreproduceourpatentedresultswithinXXyears.Toremainontheleadingedgeofthisproduct,wewillneedtodevoteapproximatelyXX%ofrevenuestowardresearchanddevelopment.Alsoduetothefastchangingnatureofthisindustry,wewillneedtoret