Template

Business Plan Template – Create a Free Business Plan

How to Write the Company and Financing Chapter

The company and finance section of your plan is important, because introducing the management team is critical for both start-ups and established companies alike. Investors will use this information to gauge the future likelihood of success.

Company and Financing Sections

  1. Company Overview
  2. Management Team
  3. Required Funds (optional)
  4. Exit Strategy (optional)
  5. Mission Statement (optional)
  6. Company History (optional)
  7. Location and Facilities (optional)

1. Company Overview

businessman with binoculars looking over the city

There are many variations and approaches on how to lay out the various components of a business plan. Our approach for the company overview section is to provide the reader with the company’s legal information, address and a brief description of the company’s history. Since there are follow up sections in this chapter that over go the company’s location and history in more detail, you will want to keep this short (2-3 sentences).

A BRIEF PRIMER ON COMPANY TYPES

Read More

Business Plan Template for an Established Business

Business plans aren’t just for startups. Developing a business plan for an established business serves several purposes: It can help convince investors or lenders to finance your business, persuade a business buyer to purchase your business, or entice partners or key employees to join your company. Most importantly, it serves as a roadmap guiding the growth and continued success of your business throughout its next stages.

Writing a business plan is an opportunity to carefully think through every step to achieving your goals for your company. This is your chance to discover any weaknesses that may threaten your business, identify opportunities you may not have considered, and plan how you will deal with challenges that are likely to arise.

This template includes instructions for each section of the business plan for your established business, followed by corresponding fillable worksheet/s.

Sections of this business plan include:

  • Executive Summary
  • Company Description
  • Products
Read More

Business plan template for entrepreneurs

Your business plan should include

  1. Business overview: A brief description of your company and where it stands in the marketplace;
  2. Sales & marketing plan: The sales & marketing strategies that will be used to target your customers;
  3. Operating plan: A description of the physical aspect of your business operations;
  4. Human resources plan: Details on your key staff, HR policies & procedures;
  5. Action plan: The planned actions of the business over the next 2 to 3 years;
  6. Executive summary: A summary of the reasons you are seeking financing, together with a summary of your business operations;
  7. Financial appendix: The facts and figures that back up what you say in your plan.

Terms and conditions

We allow you to use these templates only as part of your business activities, but we do not guarantee that they fit your needs.

Unfortunately, we do not offer any

Read More

Business Planning & Financial Statements Template Gallery

Download our easy-to-use business planning, finance, sales, marketing and management templates to help you plan for a new business or grow your existing business.

Business Plan Templates

You can use the templates below as a starting point to create your startup business plan or map out how you will expand your existing business. Then meet with a SCORE mentor to get expert business planning advice and feedback on your business plan.

Finance Templates

From creating a startup budget to managing cash flow for a growing business, keeping tabs on your business’s finances is essential to success. The templates below will help you monitor and manage your business’s financial situation, create financial projections and seek financing to start or grow your business.

Marketing & Sales Templates

Marketing helps your business build brand awareness, attract customers and create customer loyalty. Use these templates to forecast sales, develop your marketing strategy and map

Read More

Business Plan Template for Small Businesses and Entrepreneurs: Free Download

free business plan template

Writing a business plan can seem like a big task, especially if you’re starting a business for the first time and don’t have a financial background. Even if you do have some experience, getting a refresher on what a modern business plan looks like is always a good idea.

After all, business plans have changed over the years, and what lenders and investors expect now is different than it was even just 10 years ago.

Ready to get the business plan template? Fill out the form on the right to get started >>>

Start your plan with a modern, professional business plan template

That’s why we’re sharing our investor-approved business plan template.

This template has been used by universities such as Princeton and Babson to teach entrepreneurs how to start businesses. It’s also been used by over 850,000 businesses to write business plans for bank loans, venture capital and angel

Read More

Business Plan Template for a Startup Business

Do you want to increase the odds that your business startup will be a success? Then download this step-by-step business plan template and use it to lay the groundwork for your new business.

Writing a business plan gives you an opportunity to carefully think through every step of starting your company so you can better prepare and handle any challenges.

While a thorough business plan is essential in the financing process, it’s helpful even if you don’t need outside financing.

Creating a business plan can:

  • Help you discover any weaknesses in your business idea so you can address them before you open for business
  • Identify business opportunities you may not have considered and plan how to take advantage of them
  • Analyze the market and competition to strengthen your idea
  • Give you a chance to plan strategies for dealing with potential challenges so they don’t derail your startup
  • Convince potential partners,
Read More

Business Plan Template for Entrepreneurs [2020 Updated]

Business Plan Template

This business plan template and guide is the result of 20 years of research into the types of business plans that help entrepreneurs and executives raise funding and build thriving companies.

It’s primarily for those who have never created a business plan, but there’s plenty of advice for those who have written one or many plans before.

I wrote this guide because, even in 2020, much of the online advice on business planning is misleading or flat-out wrong. I can’t blame bloggers for it because many of the facts herein are not widely known. It required me and my company to spend 20+ years writing thousands of business plans to really know what works.

Below you’ll learn how to develop the best business plan with information including:

  • What are the keys to a great business plan
  • How to create your financial projections
  • What to do if you’re writing a business
Read More

Writing Plans with Free Sample Template & Software, Business Planning, Business Planner, Business Plan Software, Business Plan Template, Sample Business Plan

   

Just as no two businesses are alike, so also with business plans. As
some issues in a plan will be more relevant to some businesses than to
others, it is important to tailor a plan’s contents to suit individual
circumstances. Nonetheless, most plans follow a well-tried and tested
structure and general advice on preparing a plan is universally applicable.

A business plan should be a realistic view of the expectations and long-term
objectives for an established business or new venture. It provides the
framework within which it must operate and, ultimately, succeed or fail.
For management or entrepreneurs seeking external support, the plan is
the most important sales document that they are ever likely to produce
as it could be the key to raising finance etc. Preparation of a comprehensive
plan will not guarantee success in raising funds or mobilizing support,
but lack of a sound plan will, almost certainly,

Read More

Business Plan Template (US) | LawDepot

While Business Plans may vary depending on the size and purpose of a business, they typically
include the following information.

Executive Summary

This portion of the plan introduces and summarizes your
company. Generally, it includes an overview of your company’s management structure (sole
proprietorship, partnership, corporation, Limited Liability Company, etc.), products or
services, company goals, current finances, and marketing strategies.
In short, your executive summary pitches your proposal to potential investors.

Business Description and Mission Statement

This is a brief rundown of your
business’s history, ownership, and purpose. A mission statement, also called a vision statement,
outlines who your target market and primary customers are, the area you serve (local, national,
or international), and the products and/or services that your business produces.

Product or Service

This section describes the product or service that your
business sells. The product description should highlight its unique features, any patents you
may have, and

Read More