Business Plan: Template

Raising Capital & Generating Cash Flow

Business Documentation

• Review Incorporation Papers and Records
• Review Operating Agreement
• Review Subscription Agreement or Stock Offering
• Review Annual Report and Financial Statements

Business Information

• Basic business information
• What does the business do?
• Mission statement
• Legal structure and ownership
• Intellectual property
• Why the market needs these products/services?
• Target market
• Why clients would purchase?
• Growth opportunities?
• Competitors and competitive advantage?
• How will you market and generate sales?
• Key management positions with 1-3 paragraphs of background information
• Highlights of accomplishments
• Copy of existing financials
• Membership fee?
• Restaurant or nightclub/cafe
• Investment group

Financial Plan

• Expenses?
• Revenues?
• Cost of revenues or goods sold?
• Start-up equipment needed?
• Cash required?
• Breakeven analysis?

Management and Organization

• Organizational structure?
• Key personnel?
• Human resources and benefits?

Source: Better Business Plan Company

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