Advanced Plan:

• 40 to 50 pages.
• 2 revisions within 30 days of our firm emailing the initial rough draft (What is a Business Plan Revision?)***
• Charts and color graphs included!!
• Proprietary business plan template customized.
• Title Page
• Table of contents
• Confidentiality and Disclaimer Statement
• Executive Summary (2 page)
• Company description (2 to 3 pages)
  • Company summary
  • Product description
  • Primary target
  • Competitive advantage (Graph)
  • Location
  • Personnel
• SWOT Analysis
• Industry analysis (2 pages - Done by ChatGPT)
  • Industry
  • Industry trends
• Competitor analysis (1 page)
  • Brief competitive analysis of 2 competitors
• Organization and management (1 page)
  • Ownership
  • Organizational Structure Chart
  • Resume (Customer must provide in Word Doc.)
• Marketing and sales (1 page)
  • Social Media
  • Traditional
  • Website
• Financials (No Customization) (11 pages)
  • Financial Assumptions ***+++
  • Initial daily/monthly sales
  • Initial labor
  • Initial monthly fixed costs
  • Growth rates
  • Profit & Loss (24 months)
  • Common size calculations
  • Income statement (5 years)
  • Balance sheet (5 years)
  • Breakeven analysis
  • Best/Worst Case Projections
  • Cash Budget (1 year)
  • Projected Valuation based on cash flows for 5 years
  • Payback period up to 5 years
  • Financial ratios
  • Sensitivity analysis for COGS and fixed expenses
• Funding request (2 pages)
• Appendix

***+++ All projected revenues and costs are provided by the customer.

** Additional Revisions or adding new information after meeting notes are approved starts at $100.00

*** Business plan revision Includes: A business plan revision consists of correcting misspellings, ensuring the document is grammatically correct, and products, services, competitors, and industries are described accurately.  Finally, a revision may include updating financial information, such as sales projections.