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Marketing Plan

Cover: Name of business, name of principal(s), address, phone number and date.

TABLE OF CONTENTS

EXECUTIVE SUMMARY

STATEMENT OF PURPOSE

DESCRIPTION OF BUSINESS

PRODUCTS OR SERVICES

HISTORY OF ORGANIZATION OR INDUSTRY

MARKET

· Target Market & Customer Description
· Geographic Location and Potential
· Product Acceptance
· Competition and Pricing
· Sales and Advertising Strategy

LOCATION, FACILITIES AND OPERATIONS

· Site Analysis
· Buildings and Equipment
· Process Description and Analysis (Primarily Manufacturing)
· Suppliers
· Inventory Requirements

STAFFING AND MANAGEMENT

· Availability of Workers
· Training Requirements
· Management
· Duties and Functions of Employees (General details of your experience/training; job descriptions of other employees. Attach managers/owners resumes, if appropriate.)
· Outside Assistance (Consultants, Accountants, Attorneys)

FINANCIAL ANALYSIS

· Sources and Uses of Funds Statement
· Income Statements and Detailed Assumptions
· Balance Sheet and Pro Forma (future projections) Assumptions
· Cash Flow Statements and Pro Forma (future projection) Assumptions

APPENDICES

· List of Collateral and Its Value
· Three Years of Historical Financial Statements
· Personal Resumes and Financial Statements of Principals
· Letters of Reference, Intent, etc.
· Copies of Leases, Contracts, Articles of Incorporation, etc.
· Copies of Permits, Licenses, Patents

STATEMENT OF PURPOSE

· What is the purpose of the business plan?
1. To develop the objectives of the company and owner(s)
2. To provide an operating guide
3. To provide a financial guide
§ What are you asking for?
§ Equity, Debt, Joint Venture
§ How will the funds be used?
§ How does the loan get repaid or the investor gets out?

DESCRIPTION OF THE BUSINESS

1. What is the status of the business: start-up, expansion of a going concern, or a takeover of an existing business?
2. What is the business...