商业计划书英文模版BUSINESS PLAN可编辑文档格式.docx

1、Executive Summary 1Management 2Company History 6Product/Service Description 8Objectives 10Competitors 11Competitive Advantages 12Innovation 14Pricing 15Specific Markets 16Growth Strategy 17Market Size and Share 18Targeting New Markets 19Location 20Manufacturing Plan 21Research & Development 22Histor

2、ical Financial Data 23Proforma Financial Data 24Proforma Balance Sheet 27Cost Control 28Effects of Loan or Investment 29Attachments 30Executive SummaryMy Company was formed as a proprietorship, partnership, corporation in Month, Year in City, State, by John Doe in response to the following market co

3、nditions:Startup, growth opportunities exist in Product/Service.The need for use of efficient distribution and financial methods in these overlooked markets.I/We have several customers who are willing to place large orders,contracts within the next three months.Several other prospective customers/cl

4、ients have expressed serious interest in doing business within six months.I/We previously owned a company that was active in the widget markets. Over the past few years I spent much time studying ways to improve overall performance and increase profits. This plan is a result of that study.The basic

5、components of this plan are: Competitive pricingExpand the marketsIncreased advertisingLower our unit costs,Thereby achieving higher profits.Sign contractsIncrease office staffTo this end, I/we need investment from private individuals and/or companies. A total of $XXX is being raised which will be u

6、sed to finance working capital, plant and equipment. The company will be incorporated and common stock issued to investors. The company will be run as a proprietorship, partnership, corporation.Financial Goals Year 1 Year 2 Year 3 Sales $1,000,000 $1,400,000 $1,600,000 Net Income $25,000 $250,000 $3

7、75,000 Earnings per share .01 .12 .14 ManagementNameTitleExperienceSales growth from zero to $1,000,000 in five years.Led market in market share - 30%.Formulated advertising budgets & campaigns.Pioneered new distribution channels.Established national sales force.Established national repair & service

8、 centers.Brought new and innovative products to the market. Designed point-of-purchase materials.Education University of BostonBoston, MAB.A. - Computer SciencesShort BiographiesPresidentJohn Q. Doe, Chief Executive Officer, and Director since February 1988 and President since January 1990. Mr. Doe

9、was the founder and Chief Executive Officer of the original operating company known as Random Excess, Inc. He has had experience in the widget field with his own firm, John Doe Co., of Oshkosh Wisconsin , from 1980 to 1987. This firm was sold to FatCat Widgets, Inc. in 1987. Mr. Doe has held a sales

10、 position with U S West Inc. since then. Mr. Doe graduated from the University of Colorado in 1981 with a bachelors degree in philosophy. Mr. Doe is employed by the Company on a full-time basis.Chief Financial OfficerRichard Roe, CPA, Chief Financial Officer, Treasurer and Director. Mr. Roe joined R

11、andom Excess, Inc. in December 1988 as a corporate controller and was named Chief Financial Officer in July 1989. Mr. Roe was appointed Treasurer and a Director in July 1990. He served as corporate controller of XYZ Lumber Company from August 1981 to December 1988. Mr. Roe graduated from Metropolita

12、n State College in Denver, Colorado in 1976 with a bachelors degree in accounting. Since 1979 he has been licensed as a Certified Public Accountant in the State of Colorado and is a member of the American Institute of Certified Public Accountants. Mr. Roe is employed by the Company on a full-time ba

13、sis.Vice PresidentJoe Dokes, Secretary, Executive Vice President and Director. Mr. Dokes supervises the companys sales and implementations to its largest corporate customers, including US West, Great West Life Insurance, etc. Mr. Dokes has served as Secretary and a Director since February 1988, Vice

14、 President of Operations from February 1988 to December 1988, President of the Company from December 1988 to January 1990 and Vice President of Contract Sales since January 1990. He has been involved since 1986 with the private company originally formed as Random Excess, Inc., where his duties inclu

15、ded managing the purchasing and sales department. From November 1984 to May 1986 he managed the sales department at Integrated Management Systems, Inc. From June 1983 to October 1984 he was a buyer for Adams County, Colorado, School District 50. Mr. Dokes attended Oklahoma State University in 1980 a

16、nd 1981 and Trinidad State College in Trinidad, Colorado in 1981 and 1982. He did not receive a degree from either university. Mr. Dokes is employed by the Company on a full-time basis.Sally Seaugh Vice President of Marketing. Ms. Seaugh has been the Companys Vice President of Marketing since Novemb

17、er 1988. From September 1986 to October 1988 she was involved in business development and marketing for United Bank of Aurora Colorado . From February 1980 to August 1986 she was self-employed as an independent oil and gas landman. Ms. Seaugh graduated from the University of Denver in 1974 with a ba

18、chelors degree in Education. She is employed by the Company on a full-time basis.ResponsibilitiesJohn Q. Doe, Chief Executive Officer - Responsible for entire operation. Oversees management function and all other executives.Salary - $60,000.Richard Roe, CPA, Chief Financial Officer - Responsible for

19、 financial operations, accounts payable, accounts receivable, interaction with auditors, investor relations. Salary - $40,000Joe Dokes, Executive Vice President - Responsible primarily for sales and sales support.Salary - $35,000Sally Seaugh Vice President of Marketing. Responsible for marketing, hu

20、man resources and training. Salary - $30,000.Total Executive Compensation $165,000.This Page is for an Organization Chart, if applicable.Company HistoryIn Month, Year I/we formed a Product/Service company that manufactured start-of-the-art complex widgetry. This company was located in City, State. I

21、/we formed this company as a proprietorship, partnership, corporation. Others involved in this business were: names.The main goal of this company was to explain.Financing was arranged through home equity loans, savings, venture capital, friends and family, etc. Explain terms, rates and ability to re

22、pay.This venture was very successful in generating and increasing sales, but was not effective in achieving profitability. The main reason for this was the amount of actual overhead experienced. This overhead was not initially anticipated by me at the beginning of that venture. Items including credi

23、t checking, warranty program management, extensive travel, maintaining warehouse stock and the management and expense of a national sales force were expenses not originally forecast or expected. With this level of overhead, it was mathematically impossible to achieve profitability.or:This venture wa

24、s very successful in generating and increasing sales, as well as effective in achieving profitability. This was due to the following reasons:Reason 1 Reason 2Reason 3OR:My Company was recently conceived and is still in the beginning stages. To this point the following has been accomplished:A team co

25、nsisting of list names and primary responsibility. i.e John Doe - Marketing has been formed.A prospective customer/client list has been drawn up.Strategy meetings are being held every Monday, Wednesday and Friday evenings.This business plan has been drawn up.Now link the past to the future - why a f

26、ormer company will lead into this one or how your present company and history will lead into any future plans. A short paragraph should suffice. We are now able to adequately address the markets we have targeted. We have adjusted our staff, redirected our advertising and sales force, and have added

27、the products necessary to meet the needs and expectations of our customers.Product/Service DescriptionMy Company intends to offer product/service. This product/service offers our customers the best possible solution as it:Offers the lowest price on the marketIs the most technically advancedOffers mo

28、re useful featuresSaves them time and moneyOffers our users better value per dollar spentProvides an alternative way to achieve a similar task.Provides a service which is not presently available in this area.Is strengthened by a team with combined experience of XX years.Provides an alternative, cost

29、 effective way for them to realize a similar goal.We have a copyright, service mark, trademark or exclusive agency, marketing rights for this product/service. This agency will last until XXX at which time it may be extended for XX years or terminated. This agency agreement is cancelable upon XX days

30、 written notice.The product/service has a useful life of XX years. To distribute this product so that it remains usable for our customers, we must use the following methods of storage and transportation:Overnight deliveryCold storageIncorporate preservativesShipment within two weeks to distributors.

31、Specially padded boxcars.Even though the technology used to create this product is new, we expect that others will be able to substantially reproduce our patented results within XX years. To remain on the leading edge of this product, we will need to devote approximately XX% of revenues toward research and development. Also due to the fast changing nature of this industry, we will need to ret