Strategic Business and Marketing Plan
Table of Contents
1.0 Executive Summary2
1.1 The Services2
1.3 Mission Statement3
1.4 Management Team3
1.5 Sales Forecasts3
1.6 Expansion Plan4
2.0 Company and Financing Summary4
2.1 Registered Name and Corporate Structure4
2.2 Required Funds4
2.3 Investor Equity5
2.4 Management Equity5
2.5 Exit Strategy5
3.0 Products and Services6
3.1 Automotive Repair Services6
4.0 Strategic and Market Analysis7
4.1 Economic Outlook7
4.2 Industry Analysis8
4.3 Customer Profile8
5.0 Marketing Plan9
5.1 Marketing Objectives9
5.2 Marketing Strategies10
6.0 Organizational Plan and Personnel Summary10
6.1 Corporate Organization10
6.2 Organizational Budget11
6.3 Management Biographies12
7.0 Financial Plan12
7.1 Underlying Assumptions13
7.2 Sensitivity Analysis13
7.3 Source of Funds13
7.4 General Assumptions13
7.5 Profit and Loss Statements13
7.8 Breakeven Analysis16
Three Year Profit and Loss Statement17
Three Year Cash Flow Analysis18
1.0 Executive Summary
The purpose of this business plan is to raise $100,000 for the development of a windshield repair service while showcasing the expected financials and operations over the next three years. Windshield Repair Service, Inc. (“the Company”) is a New York based corporation that will provides windshield repair services and windshield sales in its targeted market. The Company was founded by John Doe.
1.1 The Services
The primary revenue center for the business will come from the ongoing repair of windshields on behalf of customers within the target market. The business will generate substantial gross margins from the ongoing repair of windshields on an ongoing basis.
The business will also generate significant secondary revenues from the ongoing sale of new windshields that will be installed in conjunction with the services rendered above.
The third section of the business plan will further describe the services offered by the Windshield Repair Service.
Mr. Doe is seeking to raise $100,000 from as a bank loan. The interest rate and loan agreement are to be further discussed during negotiation. This business plan assumes that the business will receive a 10 year loan with a 9% fixed interest rate. The financing will be used for the following:
• Development of the Company’s Windshield Repair Service location. • Financing for the first six months of operation.
• Capital to purchase automotive repair equipment.
Mr. Doe will contribute $10,000 to the venture.
1.3 Mission Statement
The Windshield Repair Services’ mission is to become the recognized leader in its targeted market for windshield repair services and windshield sales.
1.4 Management Team
The Company was founded by John Doe. Mr. Doe has more than 10 years of experience in the windshield repair industry. Through his expertise, he will be able to bring the operations of the business to profitability within its first year of operations.
1.5 Sales Forecasts
Mr. Doe expects a strong rate of growth at the start of operations. Below are the expected financials over the next three years.
|Proforma Profit and Loss (Yearly) | | | |Year |1 |2 |3 | |Sales |$818,910 |$982,692 |$1,149,750 | |Operating Costs |$404,636 |$456,157 |$520,599 | |EBITDA |$289,921 |$377,311 |$454,559 | |Taxes, Interest, and Depreciation |$123,729 |$153,241 |$182,184...