报告商业计划书模板英文版范本.docx

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报告商业计划书模板英文版范本.docx

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报告商业计划书模板英文版范本.docx

报告商业计划书模板英文版范本

BUSINESSPLANTEMPLATE

BUSINESSPLAN

[MyCompany]

123MainStreet

Anytown,USA10000

123-4567

[YourName]

[DATE]

TABLEOFCONTENTS

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:

1.Competitivepricing

2.Expandthemarkets

3.Increasedadvertising

4.Lowerourunitcosts,

5.Therebyachievinghigherprofits.

1.Signcontracts

2.Increasedadvertising

3.Increaseofficestaff

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

FinancialGoals

Year1

Year2

Year3

Sales

$1,000,000

$1,400,000

$1,600,000

NetIncome

$25,000

$250,000

$375,000

Earningspershare

.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.,ofOshkosh(Wisconsin),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.

VicePresident

SallySeaughVicePresidentofMarketing.Ms.SeaughhasbeentheCompany’sVicePresidentofMarketingsinceNovember1988.FromSeptember1986toOctober1988shewasinvolvedinbusinessdevelopmentandmarketingforUnitedBankofAurora(Colorado).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-Marketing)hasbeenformed.

▪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.

▪Savesthemtimeandmoney

▪Providesanalternative,costeffectivewayforthemtorealizeasimilargoal.

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

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

1.Overnightdelivery

2.Coldstorage

3.Incorporatepreservatives

4.Shipmentwithintwoweekstodistributors.

5.Speciallypaddedboxcars.

Eventhoughthetechnologyusedtocreatethisproductisnew,weexpectthatotherswillbeabletosubstantiallyreproduceourpatentedresultswithinXXyears.Toremainontheleadingedgeofthisproduct,wewillneedtodevoteapproximatelyXX%ofrevenuestowardresearchanddevelopment.Alsoduetothefastchangingnatureofthisindustry,wewillneedtoretrofitthesemachineswithinXXyearsatcustomerexpense.Ourmanufacturingplanhasconsideredthis.

[Ifgeneralservicetobeofferedisnotobvious,suchascarpetcleaning,salesrep,lawncare,consulting,etc.explainwhatserviceis.Thengiveadetaileddescriptionofyourparticularserviceanditsuniqueness.]

ShortExamples:

1.Ourcarpetcleaningmachineryisstate-of

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