Traditional Business Plan
Our Traditional Business Plan (also known as the Intermediate Plan) is designed for small business owners who want to professionally document their ideas, strategies, and basic financials. Based on client outcomes and internal research, this plan is often sufficient for raising up to $200,000 or more in debt-based funding, such as SBA loans or local bank financing.
Disclaimer: This estimate is based on past feedback and research. We do not guarantee funding approval for any business plan.
Business Plan Details
Traditional (Intermediate) Business Plan:
**Content in the video may be different from the actual plan.
***Industry Analysis done by ChatGPT.
**** 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 40 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?)***
- 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 - done by ChatGPT)
- Industry
- Product/services segmentation.
- Organization and management (1 page)
- Ownership
- Organizational Structure Chart.
- Resume (Customer must provide in Word Doc.)
- Marketing and sales (1-2 page)
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- Social Media
- Traditional
- Website
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- 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
- 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.