Intermediate Business Plan

Traditional Business Plan

Our traditional (intermediate) business plan is ideal for small business owners seeking to document their thoughts and ideas.  Further, based on our research and/or client feedback, this plan may be adequate for up to about $200,000 and up in debt financing.  

**Please understand that this is an estimate based on feedback and/or research.  We do not promise that this plan, or any plan for that matter, will secure funding.

The business plan is delivered as a Word doc. and PDF file.  The Excel spreadsheet is not included.

All Sales are Final. NO REFUNDS.

**All business plans, PowerPoint presentations, and financial projections come with 2 revisions within 30 days of our firm emailing the initial documents.

*** 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.

CLICK HERE TO MAKE A TRADITIONAL BUSINESS PLAN DEPOSIT!!!

Business Plan Details

Traditional (Intermediate) Business Plan:

**Content in the video may be different from the actual plan.

**** Due to a lower price, the Intermediate plan no longer includes a detailed competitive advantage, target market, pricing strategy, job description, or business objective and timeline section.

Traditional Plan:

  • 30 to 45 pages.
  • Limited to businesses with 30 employees or less.
  • 2 revisions within 30 days of our firm emailing the initial business plan (What is a Business Plan Revision?)***
  • Proprietary business plan template customized.
  • Charts and Color graphs included!!
  • Title Page
  • Table of contents
  • Confidentiality and Disclaimer Statement
  • Executive Summary (2 pages)
  • Company description (2 to 3 pages)
    • Company summary
    • Product description
    • Primary target market
    • Competitive advantage (chart)
    • Location
    • Personnel
  • SWOT Analysis (1 Page)
  • Industry analysis (2 pages)
    • Industry
    • Product/services segmentation.
  • 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
  • Funding request (1 - 2 pages)
  • Financials (No Customization) (15-20 pages)
    • Financial Assumptions ***+++
    • Initial daily/monthly sales
    • Initial fixed costs
    • Growth rates
    • Profit & Loss (24months)
    • Common size calculations
    • Income statement (5 years)
    • Balance sheet (5 years)
    • Breakeven analysis
    • Best/Worse Case Projections (5 Years)
    • Projected valuation based on cash flows for 5 years
    • Payback period up to 5 years.
    • Financial ratios
  • 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.

****Updated 4/8/22