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Sample Business Plan Template

Business plan

Table of Contents


Confidentiality Agreementii

1) Executive Summary1

2) Company Description2

Promoters, shareholders and Board2
Products and services2
Long Term Aim of Business2
S.W.O.T. Analysis2

3) Market Analysis3

Target market3
Total market valuation3
Targeted share3
Market trends3
Profile of competitors3
Competitive advantage4
Benefits to clients4

4) Marketing/Sales Strategy5

Income sources5
Marketing strategy5
Advertising and Promotion5
Sales Strategy6

5) Research & Development7

Patents, copyrights and brands7
Product/Service Development7

6) Staffing and Operations8

Management Organisation Charts8
Training Plans8

7) Financial Projections9

Key Assumptions10
Profit and Loss Accounts11
Balance Sheets12
Cashflow Projections13

8) Sales Pipeline14

9) Funding Requirements15

10) Appendices16

Confidentiality Agreement

The undersigned reader acknowledges that the information provided in this business plan is confidential; therefore, the reader agrees not to disclose it without the express written permission of .

It is acknowledged by the reader that information to be furnished in this business plan is in all respects confidential in nature, other than information that is in the public domain through other means, and that any disclosure or use of this confidential information by the reader may cause serious harm or damage to .

Upon request, this document is to be immediately returned to .


Name (printed)


This is a business plan. It does not imply offering of securities.

1.Executive Summary


2.Company Description

Promoters and Shareholders

Products and services


Long Term Aim of the Business




SWOT Analysis


3.Market Analysis


Target Market


Total Market Valuation


Target Company revenue


Market Trends


Profile of Competitors

Competitive Advantage


Benefits to Clients


4.Marketing/Sales Strategy


Marketing Strategy


Revenue Sources



Marketing and Communications Strategy


5.Research and Development

Technology Roadmap


Research and Development


Technical Partners


IP, Patents, Copyrights, Brands

6.Staffing and Operations


Management (including Board) Organisation Chart




Training Plans




7.Financial Projections

IKey Assumptionsp
IIProfit and Loss Accountsp
IIIBalance Sheetsp

Requirements for Preparation of Projections

1. Opening figures included based on latest Mgmt/Audited accounts

2. Shareholders Fund analysed into Share Capital, Share Premium and Retained Profits

3. Sales Assumptions provided by unit, price segment & geography and reconciled to pipeline

4. Expenditure categorised into R&D, Admin and Overheads and Promoters / key managers salaries

5. Identification of monthly and cumulative company operational deficits

6. Sensitivity analysis may be required, detailing strategies to be implemented if sales or expenditure targets are not met.

7. Projections should identify separately Operational Cash Flow and...
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