Business Plan – Level 1
Guaranteed to Meet Lending Requirements and SBA Guarantees
- 25-30 page written business plan with complete market analysis, and 3-year financial model
- Affordably priced for start-ups
- You spend less time writing and more time pitching.
- Specifically designed to be use for lenders and SBA guaranteed loans
Description
The Level 1 business plan is the most affordable way for you to apply for government backed loans with a truly
custom written business plan. All research is cited and tied into the financial model for relevance. As with all our
premium services, the Level I document takes a custom approach that delivers a formal 25-30 page plan that
banks, government lenders, and granting agencies require in 10 days.
Pricing – Starting at $2,000
Outline
- Title Page
- Confidentiality Agreement
- Table of Contents
1.0 Executive Summary
- 1.1 Objectives - Purpose for Business Plan
- 1.2 Vision Statement - Purpose of the Organization
- 1.3 Mission Statement - Desired relationship with customer
2.0 Business Concept
- 2.1 Business Summary - Type of business i.e. service, manufacturing, retail etc
- 2.2 Status of Business - Startup, Expansion, Buy-out, History
- 2.3 Business Structure - Sole proprietorship, partnership, joint venture, limited iability corporation, or corporation (C of S)
3.0 Market Analysis
- 3.1 Market Description - Identify your target market: 1) where are your customers located? Develop a profile of your target customers: 1) what does your customer look like? Identify the reason customers will buy your products: 1) Price, location, resources, service?
- 3.2 Market Trends - Growing, Contracting, Failing
- 3.3 Competition - Direct Competitors: 1) Strengths and Weaknesses, Indirect Competition (substitutes): 1) Strengths and Weaknesses
- 3.4 Projections - What is the maximum number of potential customers? How many will you get?
4.0 Management and Personnel
- 4.1 Management Team - Identify Critical Managers
- 4.2 Key Personnel - Identify Positions, Salary and Benefits
- 4.3 Supporting Professional Assistance - Accounting/Tax, Banking, Business Consulting, Insurance, Legal
5.0 Financial Analysis:
- 5.1 Sources of Funds - Equity – owners/partners/investors, Debt – loans
- 5.2 Use of Funds - Detailed estimate on the total projects cost: Construction and design, Inventory, Furniture, Fixtures, and Equipment, Marketing and Working Capital Requirements
- 5.3 Pro Forma Financial Statements - Financial Projections for 3 years: Balance Sheet (Includes Common Sized), Income Statement (Includes Common Sized), Statement of Cash Flow
- 5.4 Key Financial Assumptions - Define method used to calculate sales and expenses
- 5.5 Measures of Performance - Industry averages, Break-Even analysis, Payback period, Return on Investment (ROI)
- 5.6 Historical Financial Reports (existing business) - 3 years of Financial Statements, Financial Analysis (ratios and Z-Score)
6.0 Benchmarks
- 6.1 Critical Tasks - Identify steps needed for the success of this plan?
- 6.2 Timeline Chart
Appendices
- A. Pro Forma Income Statement 12 Months – 1st Year
- B. Pro Forma Statement of Cash Flow 12 Months – 1st Year
- C. Anything concerning the business
- Business License
- Partnership Agreement or Articles of Incorporation
- Any other pertinent documents
