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Business Plans

Carefully planning is fundamental to success. A written guide to starting and running your business successfully is essential. This plan will encourage loans, promote growth, and provide a map for you to follow. At Universal BFG we can assist you or write your business or marketing plan for your business.

   Sample Business and Marketing Plan Overview

1

1.0 Executive Summary
1.1 Objectives
1.2 Mission
1.3 Keys to Success
 

2

2.0 Company Summary
2.1 Company Ownership
2.2 Company History (Start-up Summary)
2.3 Company Locations and Facilities
 

3

3.0 Products and Services
3.1 Product and Service Description
3.2 Competitive Comparison
3.3 Sales Literature
3.4 Sourcing
3.5 Technology
3.6 Future Products and Services
 
 

4

4.0 Market Analysis Summary
4.1 Market Segmentation
4.2 Target Market Segment Strategy
4.2.1 Market Needse
4.2.2 Market Trends
4.2.3 Market Growth
4.3     Industry Analysis
 
 

5

5.0 Strategy and Implementation Summary
5.1 Strategy Pyramids
5.2 Value Proposition
5.3 Competitive Edge
5.4 Marketing Strategy
5.5 Sales Strategy
5.5.1 Sales Forecast
5.5.2 Sales Programs
5.6 Strategic Alliances
5.7 Milestones
 
 
 

6

6.0 Management Summary
6.1 Organizational Structure
6.2 Management Team
6.3 Personnel Plan
 

7

7.0 Financial Plan (3 or 5 yr)
7.1 Important Assumptions
7.2 Key Financial Indicators
7.3 Break-even Analysis
7.4 Projected Profit and Loss
7.5 Projected Cash Flow
7.6 Projected Balance Sheet
 
 
 

8

8.0 Monthly Financial Spreadsheets

Graphs, Charts, Tables & Visuals Incorporated



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