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CLEAT ENGINEERING LIMITED

Please note that this Case Study is fictional and for
demonstration purposes only.

Sample Business Plan.

Cleat Engineering Limited,
Business Plan.

Date: 200?

Sample Plan for Demonstration Purposes Only
© 2004, Moran & Associates

1

CLEAT ENGINEERING LIMITED

Cleat Engineering Limited,
Business Plan.
CONTENTS :
SECTION 1
SECTION 2
SECTION 3

EXECUTIVE SUMMARY.
INTRODUCTION.
MARKET.
Overview
Trend
Size and potential
Competition
Customers
Structure
S.W.O.T. Analysis

SECTION 4

MARKET STRATEGY.
Objectives
Product
Price
Place
Promotion

SECTION 5

ORGANISATION / MANAGEMENT.
Management Overview
Staff Requirement

SECTION 6

PRODUCTION AND OPERATIONS.
Premises
Plant and Equipment
Operations Overview

SECTION 7

COSTINGS & FINANCE
Financial
Assumptions
Sensitivity Analysis

Benefits of Business
Planning
It provides a forum to:
• Firm up ideas
• List items which are
not known, as yet.
• Forecast financial
requirements,
particularly cashflow.
• Examine markets,
competition,
customers, suppliers,
operations and staff
requirements etc.
• Provide a route map
for the longer term
journey.
• Avoid costly pitfalls.
• Generate a document
to: Test viability,
assess risk and
communicate with
potential
investors/grant
agencies

APPENDICES :
Appendix A

Appendix
Appendix
Appendix
Appendix
Appendix

B
C
D
E
F

Sample Plan for Demonstration Purposes Only
© 2004, Moran & Associates

Financial Projections - Yr.1 and Yr.2
Profit and Loss; Cash flow
Balance Sheet
Certificate of Incorporation.
Tax Clearance Certificate
Promoters’ C.V’s.
Equipment Schedule.
Typical Product Drawings

2

CLEAT ENGINEERING LIMITED

SECTION No. 1
EXECUTIVE SUMMARY.
Company Name :

Include
as:

















details

such

Name of organisation
Contact details: Phone,
Fax, email, mobile ?
Legal Entity: Limited
Company; Sole trader;
Partnership etc..
Is the business New or
Existing?
If existing – include your
current market share?
Give the history.
Details
of
who
is
involved?
What shareholdings?
Objectives
of
the
business into the future
Objectives
of
the
Business Plan;
What is the business
looking for in terms of
overall investment and
from whom does it
intend to get what
funding?
What is the purpose of
the
planned
new
investment?
Why do you think your
project
should
be
supported
by
investment?

Cleat Engineering Ltd.,

Address :

Industrial Estate,
This Road
Dublin 28.

Telephone :
Fax :

01- 560 0000
01- 560 0001

Co. Registration No.:

1098765XX

V.A.T. No.:

IE 200000000E

Accountants :

Joe Accountant, ACCA
Business Park,
Dublin 2.

Bank:

ANY Bank,
Bank Centre,

Cleat Engineering is a Company recently formed by the three
promoters - B. Bloggs, A. Cane and C. Done - to fulfill an identified market for the manufacture and supply of special steel cleats and brackets to the structural sector of the Irish building industry. The company’s objectives into the future are:

• To achieve a profitability of 5 % return on sales by year 1.
• To achieve a 8 % share of the identified market by the
end of year 2.
• To achieve a profitability of 15 % return on sales by year 2.
• To secure ISO 9000 accreditation in the short term.
• Medium Term - to buy its own premises in the Dublin
area.
This Business Plan is produced with a view to securing the
necessary investment from :
Bank :
Term Loan
€ 20,000
Overdraft Facility
€ 10,000
Enterprise Board :
€ 13,505

Sample Plan for Demonstration Purposes Only
© 2004, Moran & Associates

3

CLEAT ENGINEERING LIMITED
SECTION No. 2
INTRODUCTION
OVERVIEW.
Cleat Engineering Ltd. is a recently formed company to engage in light engineering steel work fabrication, primarily serving the building industry.
The promoters have identified a niche in the...
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