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BUSINESS PLAN

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Business Plan Prepared By

Entrepreneur's Name
Entrepreneur's Title
Company Name
Company Address
City, State Zip Code
Phone, Fax numbers
e-Mail, Web address

Date Prepared
Month year

The contents of this plan are proprietary and confidential. It is not to be duplicated in any way.

2011 Ewing Marion Kauffman Foundation. All Rights Reserved. 1


TABLE OF CONTENTS
Executive Summary..................................................................................................................... 3

Product / Service Plan.................................................................................................................4


Description of Product/Service.................................................................................................4
Features and Benefits.............................................................................................................. 4
Stage of Development..............................................................................................................4
Product/Service Limitations......................................................................................................4
Product/Service Liability........................................................................................................... 4
Production................................................................................................................................ 4
Facilities................................................................................................................................... 4
Suppliers.................................................................................................................................. 4
Related Products/Services and Spin-offs.................................................................................4
Trademarks, Patents, Copyrights, Licenses, Royalties.............................................................4
Governmental Approvals..........................................................................................................4

Management and Organization Plan............................................................................................5


Legal Form of Business............................................................................................................5
Management Team.................................................................................................................. 5
Board of Directors/Advisory Board...........................................................................................5
Recruitment and Selection of Employees.................................................................................5
Compensation and Ownership.................................................................................................5
Employee Reward and Incentive Plan......................................................................................5
Communication........................................................................................................................ 5
Infrastructure............................................................................................................................ 5

Marketing Plan............................................................................................................................. 6
Industry Profile......................................................................................................................... 6
Competitive Analysis................................................................................................................ 7
Market Analysis........................................................................................................................ 7
Pricing...................................................................................................................................... 8

Financial Plan.............................................................................................................................. 9
Start-up Costs.......................................................................................................................... 9
Sales Projections..................................................................................................................... 9
Income Projections...................................................................................................................9
Cash Requirements................................................................................................................. 9
Sources of Financing...............................................................................................................9
Exit Strategy............................................................................................................................. 9
Projected Financial Statements................................................................................................9

Appendix.................................................................................................................................... 10

2011 Ewing Marion Kauffman Foundation. All Rights Reserved. 2


Executive Summary
Venture Description
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Management and Organization Plan
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Marketing Plan
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Financial Plan
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2011 Ewing Marion Kauffman Foundation. All Rights Reserved. 3


Product / Service Plan
Description of Product/Service
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Features and Benefits
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Stage of Development
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Product/Service Limitations
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Product/Service Liability
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Production
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Facilities
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Suppliers
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Related Products/Services and Spin-offs
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Trademarks, Patents, Copyrights, Licenses, Royalties
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Governmental Approvals
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2011 Ewing Marion Kauffman Foundation. All Rights Reserved. 4


2011 Ewing Marion Kauffman Foundation. All Rights Reserved. 5
Management and Organization Plan
Legal Form of Business
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Management Team
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Board of Directors/Advisory Board
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Recruitment and Selection of Employees
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Compensation and Ownership
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Employee Reward and Incentive Plan
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Communication
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Infrastructure
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2011 Ewing Marion Kauffman Foundation. All Rights Reserved. 6


Marketing Plan
Industry Profile
Current Size
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Growth Potential
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Industry Trends
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Conclusions
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Other characteristics
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Distribution Channels
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2011 Ewing Marion Kauffman Foundation. All Rights Reserved. 7


Competitive Analysis
Direct Competition
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Indirect Competition
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Future Competition
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Competitive Analysis
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2011 Ewing Marion Kauffman Foundation. All Rights Reserved. 8


Market Analysis
Target Market Profile
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Customer Profile
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Market Analysis
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Future Markets
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2011 Ewing Marion Kauffman Foundation. All Rights Reserved. 9


Company Image
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Customer Service
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Location
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Internal Sales
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External Sales
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Advertising and Promotion
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Publicity
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Telemarketing/Direct mail
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Internet
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Trade Shows
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Market Penetration Effectiveness
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Pricing
Pricing Strategy
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Price List
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Pricing Policies
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2011 Ewing Marion Kauffman Foundation. All Rights Reserved. 10


Financial Plan
Start-up Costs
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Sales Projections
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Income Projections
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Break Even Analysis
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Cash Requirements
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Sources of Financing
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Exit Strategy
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Projected Financial Statements
- Monthly Cash Flow Statement
- Year-End Income Statement
- Year-End Balance Sheet
- Financial Analysis/Ratios

2011 Ewing Marion Kauffman Foundation. All Rights Reserved. 11


Appendix

2011 Ewing Marion Kauffman Foundation. All Rights Reserved. 12

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