Business Plan – Level 2
Business Plan for Angel or Private Investors
- Expertly researched, written and developed with you.
- 30 page professional designed document with full market analysis, and 3-5 year financial model.
- You spend less time writing and more time pitching.
- You can be done and in front of investors in 14 days.
- May include a professionally designed slide show to accompany written plan.
Description
The Level 2 business plan is designed to get you in front of investors quickly and confidently. It offers a higher
level of complexity to meet investor due diligence requirements. All research is cited and tied into the financial
model for relevance. A professionally designed slide show is often included.
Pricing – Starting at $3,000
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 Product/Service
- 3.1 Product/Service Features - Distinctive quality or characteristic?
- 3.2 Customer Benefits - What will they receive?
- 3.3 Stage of Development - Idea, Beta Testing, Full Production
- 3.4 Future Products/Services - Will there be expansion, improvements or new products
4.0 Market Analysis
- 4.1 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?
- 4.2 Market Trends - Growing, Contracting, Failing
- 4.3 Competition - Direct Competitors: 1) Strengths and Weaknesses, Indirect Competition (substitutes): 1) Strengths and Weaknesses
- 4.4 Projections - What is the maximum number of potential customers? How many will you get?
5.0 Marketing Strategy
- 5.1 Communication Plan - What message will we communicate?How do we want to communicate?
- 5.2 Marketing Costs - Product delivery, Advertising Plan
6.0 Management and Personnel
- 6.1 Management Team - Identify Critical Managers, Organizational Chart
- 6.2 Key Personnel - Identify positions, Salary and benefits
- 6.3 Supporting Professional Assistance - Accounting/Tax, Banking, Business Consulting, Insurance, Legal
7.0 Financial Analysis:
- 7.1 Sources of Funds - Equity – owner/partners/investors, Debt – loans
- 7.2 Use of Funds - Detailed estimate on the total projects cost: Construction and design, Inventory, Furniture, Fixtures, Equipment, Marketing, and Working Capital Requirements
- 7.3 Pro Forma Financial Statements - Financial Projections for 3-5 years: Balance Sheet (Includes Common Sized), Income Statement (Includes Common Sized), Statement of Cash Flow
- 7.4 Key Financial Assumptions - Describe method used to calculate sales and expenses
- 7.5 Measures of Performance - Industry averages, Break-even analysis (one product), Payback period, Return on Investment (ROI)
- 7.6 Historical Financial Reports (existing business) - 3 years of Financial Statements, Financial Analysis (ratios and Z-Score)
8.0 Benchmarks
- 8.1 Critical Tasks - Identify steps needed for the success of this plan.
- 8.2 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 Any other pertinent documents
