Business Plan Template

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Company Name:

Document Name:

Version Number:

Creation Date:

Modification Date:

Define Your Business Goals

What are YOUR Goals?

• How much TIME are willing to dedicate to YOUR business?
• How much MONEY are you willing to invest in YOUR Business?
• What is a REALISTIC short and long term financial target for YOU?
• What resources do you have available?
• Do you want to build a new business, or expand/focus an existing business?

Define your Market, Niche, and Potential Customers

• Who are your potential customers?  Warm Market? Your existing list?
• Do they already have a business or are they starting from scratch?
• What are your potential customers’ goals?
• How to acquire new customers

What Resources Do You Need?

• Inventory of current resources
• Resource requirements
• Gap Analysis
• Resource acquisition planning
• Consultants and retainers
• Education and training

Formalize Your Business

Business Registration

• Zoning requirements and acquisition
• Licensing requirements and acquisition
• Professional Certification

Business Organization and Tax planning

• Business organization requirements and registration
• Business reporting requirements
• DBA or Fictitious Name registration
• EIN or Social Security registration
• Business filing requirements
• Accounting method and tools
• Federal/State/Local tax filing requirements
• Safe Harbor funding and reporting
• Sales Tax reporting and filing

Workplace Requirements

• Home Office or rent/lease
• Comprehensive and liability insurance
• Equipment, furniture
• Computers, printers
• Office supplies

IT Infrastructure

• Computers, printers
• Software
• Internet, routers, wifi, network
• Security
• Websites, hosting, software

Business Insurance

• Errors and Omissions insurance
• Liability

Employees

• Workmens Comp (if you have employees)
• Benefits and/or medical insurance
• Payroll processing and tax withholding/filing
• HR
• Policies and procedures

Pro Forma

• Start-up expenses
• Fixed assets
• Expenses
• Revenue
• Liabilities/loans/financing
• Equity

Professional Resources

• Attorney
• Consultant
• Accountant

Business Continuity

• Backup and recovery
• Storage
• Security
• Records retention
• Records destruction

Exit Strategy

• Dissolution and sale
• Merger/acquisition
• Asset division/distribution

Marketing Plan

• Media – print, email, TV/Radio/Internet, telemarketing
• Advertising strategy
• Elevator speech
• Value Proposition

Product Creation

• Design
• Creative
• Patents, copyrights, and licenses
• Franchises

Legal

• Contracts and leases
• Partnership agreements
• Legal forms
• Notary services