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lender-ready business plans are high-impact, 16-page documents,
designed to attract institutional lenders, for
loans up to $1,000,000. Each design is crafted in Microsoft
Publisher™, as double-sided copy in topically-related subject pairs,
printed on high-grade stock in fiery color, and collated with a
choice of die-cut window, embossed
presentation covers and
matching showcase folders.
Five printed and
bound originals, along with a
CD, containing all relevant
electronic files, are shipped by overnight
express. Wide variation is made possible through a host of
freelance support, and
media supplements. Each
standard 16-page business plan design contains:
Summary: Overarching grand summary, followed by 8
highlight paragraphs, each of which summarize a main text section of the
Summary: Capitalization plan, operating highlights
table; short and long-term graphs projecting Sales, Gross Margin, Net
Income and Cash Flow.
Mission-vision and business opportunity statements, legal entity,
ownership, history, location & facilities and inception-to-start-up
Services: Description and photographs of key products and
services; discussion of fulfillment, competitive advantages and new
Market: Analysis of key market factors, including
market segmentation scheme, target markets, buying patterns and market
growth and trend projections.
of industry characteristics and competitive
factors, plus comparative analysis of key competitors and summary of competitive
Implementation: Key strategies for mission success, plus a
project schedule, detailing milestone tasks, budgeted expenditures and
Management and Risk
Biographical sketches of management team, 3 or 5-year personnel plan,
key success factors and a contingency plan.
Start-up condition, resources and initial requirements, capitalization
plan, use of proceeds, loan collateral, and later-round financing.
Projections: Projected operating highlights and
correlative chart, over 20 key financial indicators, plus breakeven,
benchmark and sensitivity analyses.
Sales and Cost of Sales table for the first 12 months and all fiscal
years. Forecasted Sales graphs for first 12 months and all
Net Income: Projected
Net Income Statement for the first 12 months and all fiscal years. Projected Net Income graphs for first 12 months and all
Cash Flow: Projected
Cash Flow Statement for first 12 months and all fiscal years. Net Cash
Flow/ Cash Balance graphs for first 12 months and all quarters.
Balance Sheet: Projected Balance Sheet for first 12 months and
all fiscal years.
Key financial indicator summary, along with Management Representation.
Research endnotes, containing further amplification or references to
secondary sources, as a facilitation to lender, investor or buyer due
Title Page/Table of
Contents: Window-view of Title contents, legal
disclaimer, Business Plan Highlights, Table of Contents, and
company contact information.
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