Business Plan Template

Business Plan Template
This simple business plan template was created from Business Plan Pro
11.0, the best-selling business planning software published by Palo
Alto Software, Inc.
To learn more about Business Plan Pro and other planning products for
small and medium sized businesses, visit us at www.paloalto.com.
Copyright © Palo Alto Software, Inc. 2008

Cover Page
The Cover Page should include the following: plan name, company name, company address,
company phone and fax, an email address and possibly a revision number or copy number.
Legal Page
Confidentiality Agreement
The undersigned reader ac knowledges that the information provided by _______________ in this
business plan is confidential; therefore, reader agrees not to disc lose it without the express
written permission of _______________.
It is ac knowledged by reader that information to be furnished in this business plan is in all respec ts
confidential in nature, other than information which is in the public domain through other means
and that any disc losure or use of same by reader, may cause serious harm or damage to
_______________.
Upon request, this document is to be immediately returned to _______________.
___________________
Signature
___________________
Name (typed or printed)
___________________
Date
This is a business plan. It does not imply an offering of securities.

Table of Contents
1.0 Executive Summary .................................................................................................................................1
2.0 Company Summary .................................................................................................................................1
2.1 Start-up Summary..........................................................................................................................1
Table: Start-up ...........................................................................................................................1
3.0 Services ..................................................................................................................................................1
4.0 Market Analysis Summary .......................................................................................................................2
Table: Market Analysis ...............................................................................................................2
5.0 Strategy and Implementation Summary ...................................................................................................2
5.1 Sales Forecast ..............................................................................................................................2
Table: Sales Forecast ................................................................................................................2
5.2 Milestones .....................................................................................................................................3
Table: Milestones .......................................................................................................................3
6.0 Management Summary ...........................................................................................................................3
7.0 Financial Plan .........................................................................................................................................3
7.1 Start-up Funding ...........................................................................................................................4
Table: Start-up Funding .............................................................................................................4
7.2 Projected Profit and Loss ..............................................................................................................5
Table: Profit and Loss ................................................................................................................5
7.3 Want more help? ...........................................................................................................................5
Page 1
Your Plan Title Here
1.0 Executive Summary
This is a summary of the key points of your business plan, as outlined in the following chapters.
2.0 Company Summary
Describe your company, who you are, where you operate.
2.1 Start-up Summary
Summarizes your Start-up table numbers, both expenses and assets. These oc cur before you are
open for business.
Table: Start-up
Start-up
Requirements
Start-up Expenses
Expense 1 $0
Expense 2 $0
Expense 3 $0
Expense 4 $0
Expense 5 $0
Expense 6 $0
Total Start-up Expenses $0
Start-up Assets
Cash Required $0
Start-up Inventory $0
Other Current Assets $0
Long-term Assets $0
Total Assets $0
Total Requirements $0
3.0 Services
Describes the products and/or services you offer, how they are provided and by whom, and
plans for future service offerings.
Page 1
4.0 Market Analysis Summary
Describes the different groups of target customers included in your market analysis and explain
why you are selec ting these as targets.
Table: Market Analysis

Market Analysis
2008 2009 2010 2011 2012
Potential Customers Growth CAGR
Segment Name 0% 0 0 0 0 0 0.00%
Segment Name 0% 0 0 0 0 0 0.00%
Segment Name 0% 0 0 0 0 0 0.00%
Total 0.00% 0 0 0 0 0 0.00%
5.0 Strategy and Implementation Summary
Summarizes the organizational strategy for target marketing, sales and marketing ac tivities,
and product/service development.
5.1 Sales Forecast
This topic explains the Sales Forec ast table.
Table: Sales Forecast

Sales Forecast
FY 2009 FY 2010 FY 2011
Sales
Row 1 $0 $0 $0
Row 2 $0 $0 $0
Row 3 $0 $0 $0
Total Sales $0 $0 $0
Direct Cost of Sales FY 2009 FY 2010 FY 2011

Row 1 $0 $0 $0
Row 2 $0 $0 $0
Row 3 $0 $0 $0
Subtotal Direct Cost of Sales $0 $0 $0
Page 2
5.2 Milestones
Describes the milestones (measurable ac tivities) laid out in the Milestones table.
Table: Milestones
Milestones
Milestone Start Date End Date Budget Manager Department

Name me 11/11/2008 12/11/2008 $0 ABC Department
Totals $0
6.0 Management Summary
Describes the management and personnel structure of the company, including any gaps that
need to be filled.
7.0 Financial Plan
Summarizes the financial aspec ts of your business plan.
Page 3
7.1 Start-up Funding
Explains where your funding will come from, in what form (as investments and/or loans), and how
this funding will cover the start-up requirements outlined in the Start-up table.
Table: Start-up Funding

Start-up Funding
Start-up Expenses to Fund $0
Start-up Assets to Fund $0
Total Funding Required $0
Assets
Non-cash Assets from Start-up $0
Cash Requirements from Start-up $0
Additional Cash Raised $0
Cash Balance on Starting Date $0
Total Assets $0
Liabilities and Capital
Liabilities
Current Borrowing $0
Long-term Liabilities $0
Accounts Payable (Outstanding Bills) $0
Other Current Liabilities (interest-free) $0
Total Liabilities $0
Capital
Planned Investment
Owner $0
Investor $0
Additional Investment Requirement $0
Total Planned Investment $0
Loss at Start-up (Start-up Expenses) $0

Total Capital $0
Total Capital and Liabilities $0
Total Funding $0
Page 4
7.2 Projected Profit and Loss
Explains the important points of your Profit and Loss projec tions, such as percentage increase
in sales and profits, your gross margins, and key budget items.
Table: Profit and Loss

Pro Forma Profit and Loss
FY 2009 FY 2010 FY 2011
Sales $0 $0 $0
Direct Cost of Sales $0 $0 $0
Other Costs of Sales $0 $0 $0
Total Cost of Sales $0 $0 $0
Gross Margin $0 $0 $0
Gross Margin % 0.00% 0.00% 0.00%
Expenses
Payroll $0 $0 $0
Expense 2 $0 $0 $0
Depreciation $0 $0 $0
Rent $0 $0 $0
Utilities $0 $0 $0
Insurance $0 $0 $0
Payroll Taxes $0 $0 $0
Other $0 $0 $0
Total Operating Expenses $0 $0 $0
Profit Before Interest and Taxes $0 $0 $0

EBITDA $0 $0 $0
Interest Expense $0 $0 $0
Taxes Incurred $0 $0 $0
Net Profit $0 $0 $0
Net Profit/Sales 0.00% 0.00% 0.00%
7.3 Want more help?
Business Plan Pro contains full instructions and examples for every topic, Excel-compatible
formulas and linked data between tables for a financially correc t plan, automatic full-color
charts, and more, in a format favored by banks and the Small Business Administration (SBA).
Page 5

Business Plan Template

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Business Plan Template

Copyright © Palo Alto Software, Inc. 2008

Upon request, this document is to be immediately returned to _______________.

Name (typed or printed)

This is a business plan. It does not imply an offering of securities.

1.0 Executive Summary

2.0 Company Summary

Describe your company, who you are, where you operate.

2.1 Start-up Summary

4.0 Market Analysis Summary

Table: Market Analysis

5.0 Strategy and Implementation Summary

5.1 Sales Forecast

This topic explains the Sales Forec ast table.

Table: Sales Forecast

Direct Cost of Sales FY 2009 FY 2010 FY 2011

Milestone Start Date End Date Budget Manager Department

6.0 Management Summary

7.0 Financial Plan

Summarizes the financial aspec ts of your business plan.

7.1 Start-up Funding

Table: Start-up Funding

Liabilities and Capital

Loss at Start-up (Start-up Expenses) $0

Total Capital and Liabilities $0

7.2 Projected Profit and Loss

Table: Profit and Loss

Total Operating Expenses $0 $0 $0

Profit Before Interest and Taxes $0 $0 $0

7.3 Want more help?

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