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Elements of a Complete Business | Catapult Consulting - Catapult Consulting ☰ Menu
Bishop Ranch #1 6101 Bollinger Canyon Road, Suite 365
San Ramon, California 94583
p: 925.830.2102 f:
Elements of a Complete Business Plan
Business Plan Outline
Executive Summary
• Clear, exciting, and effective as stand-alone overview of the plan.
Company Overview
• Business purpose, history, genesis of concept, current status, overall strategy and objectives.
Products and Services
• Description, features and benefits, pricing, current stage of development, proprietary position.
Industry and Market Analysis
• Analysis of industry and marketplace in which company will compete. Competitor analysis should be significant.
Marketing Strategy
• Strategy for addressing the needs of the marketplace with product/service.
Development
• Ramp-up of business, steps needed to get the business up and running. Risk factors should be addressed.
Operations
• Plan for production and delivery of product or services, product cost, margins, operating complexity, resources required. Also, describe any regulatory violations, challenges, environmental problems, i.e. the ‘bad news’ too.
Management
• Background of key individuals, ability to execute strategy, personnel needs, organizational structure, who will execute plan.
Summary of Financial’s
• Summary of financial reports included in appendices, consistent with plan, effective in capturing anticipated financial performance.
Offering
• Proposal / terms to investors (indicate how much you want), the ROI, structure of the deal, possible exit strategies.
Appendices
• Any supplementary materials that support your plan.
• Financial Reports, Balance Sheet, Income Statements, Cash Flow.
• Assumptions, trends, and comparatives sources and uses of funds.