[Company Name or Logo] Business Plan Highlights Copy # __ for _________________________________...

[Company Name or Logo]

Business Plan

Highlights

Copy # __ for _________________________________Property of [Company Name]; not authorized for distribution.

- CONFIDENTIAL -

Courtesy of

This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.

Logo Here

04/21/232

Agenda

Introduction– Overview– The Team– Business Highlights

The Opportunity– The Problem & Pain– The Solution– Market Summary– Customer Profile– Competition

The Company– Products and Services– Summary of Goals– Milestones– Marketing Plan– Financial Plan

Conclusion– Risks and Responses– Expansion Potential– Next Steps– Q & A

This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.

Logo Here

04/21/233

Overview

[Elevator pitch.]

This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.

Logo Here

04/21/234

The Team (1)

President & CEO: [Name]– [Years & nature of experience]– [Accomplishments]

VP Sales: [Name]– [Years & nature of experience]– [Accomplishments]

VP Marketing: [Name]– [Years & nature of experience]– [Accomplishments]

This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.

Logo Here

04/21/235

The Team (2)

CTO/VP Product: [Name]– [Years & nature of experience]– [Accomplishments]

VP Services: [Name]– [Years & nature of experience]– [Accomplishments]

TBH– CFO: ~[mm/yy]– President or COO: ~[mm/yy]– Management will adjust if the need arises

This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.

Logo Here

04/21/236

The Team (3)

Board of Directors([#] planned)– Chairman: [Name]

[Title]– [Name]

[Title]– TBD– TBD– TBD

Board of Advisors(~[#] planned)– [Name]

[Title]

This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.

Logo Here

04/21/237

Business Highlights

Core competency Market Segment: [Commonly known name for it] Customer base: [Businesses/Consumers/Both

Businesses & Consumers] Primary revenue source: [Product Sales/Service/etc.] ROI for customers: [Formula based on current costs] Are the dogs eating the dog food? Scalability? Strategic or nice-to-have?

This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.

Logo Here

04/21/238

Business Highlights (2)

Secondary revenue sources– [Source]

Overhead: [Low/Medium/High] Profitability expected ~[#] months from

incorporation Exit strategy: [IPO/Buyout/Remain Private

& Profitable]

This document does not constitute either an offer to sell or an offer to purchase securities. It is for information purposes only.

Logo Here

04/21/239

The Pain

“[Quote from prospect in pain]” – [Source]

“[Quote from analyst regarding the need in or size of market]” – [Source]

“[Quote from analyst regarding the need in or size of market]” – [Source]

THIS IS ONLY A PARTIAL VIEW OF THE FULL DOCUMENT. THE REMAINING PAGES ARE INTENTIONALLY NOT SHOWN. THEY ARE SHOWN ONLY IN THE MEMBERS DOWNLOAD AREA.

ADDITIONAL TEMPLATE PREVIEWS

Business Plan Development Workbook - 1

Business Plan Development Workbook - 2

Sample Business Plans

MARKET, INDUSTRY, AND COMPANY,

RESEARCH

ADDITIONAL TEMPLATES

Business Plan Presentation - 1

Business Plan Presentation - 2

New Business, Product, and Startup Ideas

Presentation and Report Charts and Graphics - Big

Time Saver!

Industry & Market Intelligence

Develop Winning Business Plans & Investor Presentations

Develop Insightful Marketing Plans & Competitive Analyses

Develop Creative Sales and New Product Launch Plans

Build Breakout & Game Changing Strategic Plans

Execute Productive Joint Ventures & Strategic Alliances

Create Winning Business Asset and Stock Purchase and Joint Venture Agreements

Build Creative Change Management Plans

Plan, Manage & Execute Successful Trade Shows

Investigate Business Funding Sources

Use Comprehensive Business Valuation Models

Execute Solid Mergers, Acquisitions, & Divestitures

Develop Great Term Sheets, MOUs, & Letters of Interest

Conduct Effective Due Diligence

Build Effective Results Driven Post Merger Integration Plans

Develop Creative Budget & Financial Statement Forecasts

Tackle Complex Project Management Issues

Use Creative Thinking Guidelines & Models

Set up Effective Alternate Distribution Channels

Download Productivity Tools - Doc Mgmt, Info Mgmt, and more...

Develop Newsletters, Brochures, & Flyers collateral

Customize 600+ Business and Sales Letters, Forms, and Announcements