Business
Plan Template
- Company
Name/Address/Phone/Contact
- Detailed
Business Description
- Ownership/Management
List
of significant owners of the company.
Biographies of key management.
- Industry
Information
Who
are the major players in your industry?
What is your company’s competitive edge?
Provide market share/size information (Regionally/Nationally/Globally).
What is the outlook for the industry (next year/five years from
now, etc.)?
- Financial
Information
Historical
(5 Years) $ in millions
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20XX
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20XX
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20XX
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20XX
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20XX
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Interim
#’s
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Sales
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Gross Profit
%
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EBITDA ($
and %)
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EBIT
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Capital Expenditures
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Depreciation
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Owners Compensation
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Ratio Analysis
of above
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Projections
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20XX
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20XX
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20XX
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20XX
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20XX
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Sales
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Gross Profit
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EBITDA
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EBIT
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Capital Expenditures
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Depreciation
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Owners' Compensation
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Ratio Analysis
of above
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Plus Balance
Sheet & Cash Flow.
Include detailed
key assumptions behind projections.
- GROWTH/VISION
Discuss
the CEO/President’s vision for growth.
- CUSTOMER
ANALYSIS
List
Top Ten customers over the last three years.
Discuss major customers gained or lost during this period.
- SUPPLIER
ANALYSIS
List top
ten suppliers over the last three years.
List top ten channel partners or strategic relationships over the
last three years.
- OTHER
Discuss
major expenditures going forward
Highlight major issues and problems facing the business.
List Investment Bank, law firm, auditors and other advisors.
- FINANCING
HISTORY & REQUIREMENTS:
How has the business been financed?
What type of financing is required?
What are the Sources of this financing?
What are the Uses
of this financing?
Edward
G. Jones & Co. LLC
Edward G. Jones, Principal
125 East 93rd St.
New York, NY 10128
212-996-9518
ejones@egj.com
www.egj.com
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