【正文】 ancial Data 23Proforma Financial Data 24Proforma Balance Sheet 27Cost Control 28Effects of Loan or Investment 29Attachments 30
29 / 31Executive Summary[My Company] was formed as a [proprietorship, partnership, corporation] in [Month, Year] in [City, State], by [John Doe] in response to the following market conditions:[Startup, growth] opportunities exist in [Product/Service].The need for use of efficient distribution and financial methods in these overlooked markets.[I/We] have several customers who are willing to place large [orders,contracts] within the next three months.Several other prospective [customers/clients] have expressed serious interest in doing business within six months.[I/We] previously owned a pany that was active in the widget markets. Over the past few years I spent much time studying ways to improve overall performance and increase profits. This plan is a result of that study.The basic ponents of this plan are:Product1. Competitive pricing2. Expand the markets3. Increased advertising4. Lower our unit costs,5. Thereby achieving higher profits.Service1. Sign contracts2. Increased advertising3. Increase office staffTo this end, [I/we] need investment from private individuals and/or panies. A total of $XXX is being raised which will be used to finance working capital, plant and equipment. The pany will be incorporated and mon stock issued to investors. The pany will be run as a [proprietorship, partnership, corporation].Financial GoalsYear 1Year 2Year 3Sales$1,000,000$1,400,000$1,600,000Net Ine$25,000$250,000$375,000Earnings per share.01.12.14 Management[Name][Title][Experience]Sales growth from zero to $1,000,000 in five years.Led market in market share 30%.Formulated advertising budgets amp。 A prospective [customer/client] list has been drawn up.167。 Is the most technically advanced167。 Provides an alternative way to achieve a similar task.Service167。 Provides an alternative, cost effective way for them to realize a similar goal.We have a [copyright, service mark, trademark] or [exclusive agency, marketing rights] for this [product/service]. This agency will last until XXX at which time it may be extended for XX years or terminated. This agency agreement is cancelable upon XX days written notice.ProductThe [product/service] has a useful life of XX years. To distribute this product so that it remains usable for our customers, we must use the following methods of storage and transportation:1. Overnight delivery2. Cold storage3. Incorporate preservatives4. Shipment within two weeks to distributors.5. Specially padded boxcars.Even though the technology used to create this product is new, we expect that others will be able to substantially reproduce our patented results within XX years. To remain on the leading edge of this product, we will need to devote approximately XX% of revenues toward research and development. Also due to the fast changing nature of this industry, we will need to retrofit these machines within XX years at customer expense. Our manufacturing plan has considered this.Service[If general service to be offered is not obvious, such as carpet cleaning, sales rep, lawn care, consulting, etc. explain what service is. Then give a detailed description of your particular service and its uniqueness.]Short Examples:1. Our carpet cleaning machinery is stateoftheart.2. Our consulting practice will address these specialized areas: [list]3. We will only rep these specific product lines. [list]Even though at this time our expertise is unique in the marketplace, we expect advances to be made and petitors to arise and offer similar services. We will meet this challenge by:1. Hiring staff specialized in these new areas.2. Increase our continuing education and training expense.3. Adding plementary lines.4. Make regular investments in new equipment.ObjectivesLong Term[My Company] believes very strongly in technical, financial, business and moral excellence. To secure a stable future for all those connected with [My Company] we have set the following long term goals:Present market is estimated at $XXX. Our goal for market share is XX%.We want to be considered by our peers to be the market leader in sales as evidenced by:Trade industry awardsHigh end of scale in financial ratiosMajor market shareTechnical excellence (awards, honors, etc.)Community involvement (Rotary, United Way, etc.)Short TermMarket share goals 1. First Year XX%2. Second Year XX%3. Third Year XX%4. Fourth Year XX%[Decrease, Maintain] costs through acquisition of new plant and equipment. Increase productivity by investing in employee training and education.1. Budget for plete puter training for appropriate applications.2. Set up, Maintain] employee benefit program for continuing college education.3. Budget for necessary seminars and/or continuing jobspecific education.4. Maintain stateoftheart accounting system for careful tracking. 5. Monthly reports on financial status visavis the industry. 6. Aggressive recruitment of the best technical staff in the industry. 7. Support pany involvement in various local and national charity events.
CompetitorsNameAddressCity, State
Strengths:167。 Management Everyone has an MBA from Harvard.Weaknesses167。 Overhead Spend lavishly on corporate dining room, limousines and champagne.Competitive AdvantagesProductThe distinctive petitive advantages which [My Company] brings to this market are:Experience in this market. [I/we] have XXX years of handson experience in this industry.Sophistication in finance and distribution. This results in my being the low cost supplier in these price sensitive markets.The philosop