A formal Business Strategy conveys to potential stakeholders the vision you have for your business. The Business Plan will identify the organization’s business goals and explain how to manage the business efficiently and effectively.

1. The Executive Summary includes the mission statement, general company information, highlights, products and services, financial information, and future business plans.
2. The Company Overview includes the business purpose, mission and vision, company formation, the founders, business presence and geographical markets, status and stage of business, and notable achievements.
3. The Market Analysis includes an industry description, target market overview, target market characteristics, target market size and growth, market share potential, barriers to entry, and competitor research.
4. The Operational Plan includes the organizational structure, ownership structure, background of owners and board of directors, and hiring need.
5. The Products and Services includes a description of products/services, status of products/services, products/services development research and goals, intellectual property, and sourcing and fulfillment.
6. The Marketing and Sales Strategy includes business and service/product positioning, service/product promotion, sales force, and selling strategy.
7. The Financial Plan includes the balance sheet, financial projections, break even analysis, cash flow projections, income and expenses, startup cost and capitalization requirements, and funding and loan requests and repayment schedule.
8. The Appendix include articles of incorporation and status, resumes of founders and key team members, copies of insurances, licenses, trademarks and patent registrations, contracts, appraisals, and deeper research data or links to references.

Support Documents

Four (4) Support documents that help you close the deal. 

Support documents are created from an analysis of your Business Plan. It provides business owners with specific resources, which are developed to effectively communicate with potential stakeholders and clients.

1. The Consumer Persona Profile defines a target market and identifies consumer characteristics for the specific target market.
2. The Marketing Campaign includes setting goals, identifying key performance indicators (KPIs), determining the campaign type, identifying the marketing communication channel(s), defining the consumer acquisition strategy, and creating resources to track and measure results.
3. The Pitch Deck is a brief presentation, with 15 slides or less, used to provide potential stakeholders with a quick overview of your business plan.
4. The Elevator Pitch is a 100-word impactful and persuasive speech that clearly defines your products or services in 60 seconds or less!