OVERVIEW

Company:

Address:

Telephone Number:

Contact:

Date:

EXECUTIVE SUMMARY

Suggestion: Write this section last. This is your chance to sell your company to the reader (owners, management team, potential lenders, and investors). First impressions are critical! Be concise and focused.

Purpose of Business Plan

Why are you writing one? As a management/operating tool? Do you want to get financing? What do you hope to accomplish?

Description of Business

What business are you in (i.e., general contractor, specialty contractor, supplier)? What is your service(s)? What markets do you serve (type of construction, type of client, geographic area)? What are the benefits to your user (quality, timeliness, etc.)? Stress particular areas of expertise and experience.

Target Markets

Who are your current customers/clients? Explain existing market and future potential.

Market Positioning

Describe the competitive environment and explain how your product/service is unique/better.

Strategic Direction

Explain your vision and how you plan to realize it. Outline: overall company goals and one-year goals, i.e., goals for growth, profitability, marketing, personnel development.

Management Team

Who are the important players? What is the background/experience/track record of each? Stress strengths of existing team and efforts being made to fill gaps.

Financial Factors

Summarize financial performance to date and explain your outlook based on financial projections. Establish goals for revenues, net income, return on investments, etc.

Financing Needs (if applicable)

How much financing is needed? What will it be used for? How will the funds be repaid and when? What can an investor expect in terms of annual return...