SMALL BUSINESS

STARTUP PLAN

TEMPLATE

COMPANY NAME

BUSINESS PLAN

Version 0.0.0

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Table of Contents

1.	EXECUTIVE SUMMARY	3

MISSION STATEMENT	4

KEYS TO SUCCESS	4

FINANCIAL OVERVIEW	4

2.	COMPANY OVERVIEW	5

3.	PRODUCTS / SERVICES	6

4.	SALES / PRICING	7

SALES REVENUE	8

GROSS-MARGIN PERCENTAGE	8

COST OF SALES	9

BREAK-EVEN ANALYSIS	9

5.	MARKETING STRATEGY	10

MARKET SEGMENTATION	11

MARKET TARGETING	11

6.	COMPETITIVE ANALYSIS	12

ANALYSIS RESULTS	12

7.	TEAM	13

HEADCOUNT	13

SALARY & WAGES	14

STAFF EXPENSES	14

8.	IMPLEMENTATION EXPENSE	15

STARTUP EXPENSES	15

ASSET PURCHASES	15

9.	FINANCIAL PROJECTIONS	16

KEY ASSUMPTIONS	16

10.	PERFORMANCE MEASURES	17

MILESTONES	17

KEY PERFORMANCE METRICS	17

APPENDICES	18

EXECUTIVE SUMMARY

MISSION STATEMENT

KEYS TO SUCCESS

FINANCIAL OVERVIEW

20XX	20XX	20XX
CASH
SALES REVENUE
FINANCIAL-YEAR NET PROFIT
OPERATING MARGIN
OWNERS’ EQUITY
RETURN ON EQUITY

COMPANY OVERVIEW

Provide Company Overview

PRODUCTS / SERVICES

Summarize Business Offerings / Output

SALES / PRICING

Overview of Pricing Structure

SALES REVENUE

PRODUCTS / SERVICES	20XX	20XX	20XX
TOTAL

GROSS-MARGIN PERCENTAGE

DESCRIPTION	20XX	20XX	20XX
TOTAL

COST OF SALES

DESCRIPTION	20XX	20XX	20XX
TOTAL

BREAK-EVEN ANALYSIS

DESCRIPTION	20XX	20XX	20XX
SALES REVENUE
Cost of Sales
VARIABLE EXPENSES TOTAL
Personnel Expenses
Additional Operating Expenses
Fixed-Asset Depreciation
Financial Expenses
FIXED EXPENSES TOTAL
GROSS-MARGIN PERCENTAGE
BREAK-EVEN SALES REVENUE
SALES REV ABOVE BREAK-EVEN

MARKETING STRATEGY

Provide Marketing Strategy Overview

MARKET SEGMENTATION

MARKET TARGETING

COMPETITIVE ANALYSIS

Provide a brief description of how the analysis was conducted.

ANALYSIS RESULTS

COMPETITOR TYPE / NAME	DESCRIPTION

TEAM

Overview of management and staffing structure and efforts employed to build out the team

HEADCOUNT

DESCRIPTION	20XX	20XX	20XX
SALES REPS
OFFICE STAFF
MANAGEMENT
CONSULTANTS
PARTNERS
OTHER
OTHER
HEADCOUNT TOTAL

SALARY & WAGES

DESCRIPTION	20XX	20XX	20XX
SALES REPS
OFFICE STAFF
MANAGEMENT
CONSULTANTS
PARTNERS
OTHER
OTHER
SALARY & WAGES TOTAL

STAFF EXPENSES

DESCRIPTION	20XX	20XX	20XX
SOCIAL SECURITY
BENEFITS
HOLIDAY PAY
OTHER
OTHER
OTHER
STAFF EXPENSES TOTAL

IMPLEMENTATION EXPENSE

STARTUP EXPENSES

DESCRIPTION	20XX	20XX	20XX
STARTUP EXPENSES TOTAL

ASSET PURCHASES

DESCRIPTION	20XX	20XX	20XX
ASSET PURCHASES TOTAL

FINANCIAL PROJECTIONS

KEY ASSUMPTIONS

Provide insight into how you came up with the values in your financial projections (e.g., past performance, market research). Describe the growth you are assuming and the profit you anticipate generating as a result of that growth.

INCOME STATEMENTS

Attached.

BALANCE SHEETS

Attached.

CASH-FLOW STATEMENT

Attached.

PERFORMANCE MEASURES

MILESTONES

MILESTONE	DESCRIPTION	COMPLETION DATE

KEY PERFORMANCE METRICS

ACTIVITY	DESCRIPTION	KEY METRIC

APPENDICES

Provide any additional information related to your plan, including forms, process diagrams, policy documents, etc.

APPENDIX	ITEM	LOCATION

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