Accounting Research Part 1
Accounting Research Part 1
Accounting Research Part 1
Business plan
A brief description of the company’s present practices in all important areas including products,
purchasing, quality control, labor relations, channels of distribution and production.
Marketing Plan
- Markets
- Competition
- Products/Services
- Pricing
- Advertising and sales promotion programs
- Distribution
- Customer service programs
- Credit and collection policies
Production/Operation Plan
- The physical facility
- Equipment, machinery and vehicles
- Operating system and procedures
- New product development
Personnel Plan
- Management organization
- Departmental organization
- Hourly worker/union contract
- Benefit programs
Financial Plan
- Economic and business assumption
- Working capital requirement
- Equipment and facility financing
- Acquisition financing
I. Cover sheet
A. Business Information
1. Name of the business
2. Location, address
3. Contact number
4. Contact persons including titles
This index wills not only help the prospective lender to understand the road map the proponent is
placing before him; it will also make a statement about proponent
This portion of the business plan be designed to capture and hold the interest of the party to whom
the plan is being presented. It is also the only portion og the business plan that everyone who sees
the business plan is sure to read with care. Make sure it can be read in a few minutes. Make it good!
Keep it somewhere between two and of typed copy.
This critical executive summary encapsulates the entire business plan in a few paragraphs by giving
the most succinct statement possible of the nature and objective of the business:
A. Its mission
B. Its unique “Selling advantage”
C. The projections for the future(sales and profits)
D. The needs (capital and other resources)
E. Procedures and timetable for repaying investors
F. Amount of capital being requested