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Introduction to the Sample Plan
The following document is a sample of a finished business plan. In your final plan, you have the opportunity to elaborate on those ideas in your outline that you feel are most integral to your business. In composing your business plan, you can follow your outline as loosely or closely as you choose. For instance, in the sample plan, the Executive Summary, which is the last section of the Business Planning Wizard, is presented first in order to emphasize the most impressive features of the business. Your goal in composing a finished business plan is to construct the most comprehensive, thorough document possible, in order to attract investors and to confirm that you have taken the time to explore as many potential issues for your business as may arise.
Mr. Richard Carey
Seattle, Washington 22222
Dear Mr. Carey:
My attorney, Mr. William Hollands, suggested I write to you regarding my business, Northwind Traders. I am currently seeking funding, and I believe that my company would coincide with your interest in businesses relating to the travel industry makes my company a great investment for you.
Northwind Traders is positioned to take advantage of the significant market opportunities available in the customized travel-planning field. Through a professional approach to marketing, experienced management, and an emphasis on outstanding customer support and service, Northwind Traders can become the Greater Seattle area’s premier provider of planning services for European adventure travel through a strong marketing campaign, experienced management, and an emphasis on outstanding customer support and service. From that base, the company will expand to become a regional force.
We are seeking $83,500 in funding, and anticipate this to be the extent of the funds required. The funds will be used to refurbish the shop, to expand the staff, and to developincrease marketing activities, primarily our Web site and databasee development.
I appreciate your consideration of the business plan for Northwind Traders. I will contact you next week in approximately ten days to see if you have any questions andor to discuss how we may proceed. Thank you.
Table of Contents
Description of the Company
Products and Services
HISTORY AND POSITION TO DATE
The Company’s Mission
Management Team and Key Personnel
Guarantees and Warranties
Economic and Social Factors
Potential Future Competition
Advertising and Promotion
Sales and Marketing
Choice of Location and Premises
Hours of Operation
Cash Flow Projections
Funds Required and Timing
New Tour Operators
Steps for Achieving Goals
Risks Associated with Growth
APPENDIX 1: MARKET RESEARCH
APPENDIX 2: FINANCIAL FORECASTS
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