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BUSINESS PLANTEMPLATE BUSINESSPLAN[My Company]123Main StreetAnytown,USA10000123-4567[Your Name][DATE]Service[If generalservice to be offeredis notobvious,such ascarpet cleaning,sales rep,lawn care,consulting,etc.explain whatservice is.Then givea detaileddescription of your particularservice andits uniqueness.]Short Examples:
1.Our carpetcleaning machineryis state-of-the-art.
2.Our consultingpractice w川address thesespecialized areas:[list]
3.We willonly repthese specificproduct lines,[list]Even thoughat thistime ourexpertise isunique in the marketplace,we expectadvances to be madeand competitorsto ariseand offersimilar services.We willmeet thischallenge by:
1.Hiring staffspecialized in these newareas.
2.Increase ourcontinuing education and trainingexpense.
3.Adding complementarylines.
4.Make regularinvestments innew equipment.Objectives LongTerm[My Company]believes verystrongly intechnical,financial,business andmoral excellence.To securea stablefuture for all thoseconnected with[My Company]we haveset the following long term goals:Present marketis estimatedat$XXX.Our goalfor market share isXX%.We wantto beconsidered by our peersto bethe marketleader insales asevidenced by:Trade industryawards Highend ofscale infinancial ratiosMajor marketshare Technicalexcellence awards,honors,etc.Community involvementRotary,United Way,etc.Short TermMarket sharegoals-
1.First YearXX%
2.Second YearXX%
3.Third YearXX%
4.Fourth YearXX%[Decrease,Maintain]costs throughacquisition ofnew plant and equipment.Increase productivityby investingin employeetraining andeducation.
1.Budget forcomplete computertraining for appropriate applications.
2.Set up,Maintain]employee benefitprogram for continuing collegeeducation.
3.Budget fornecessary seminarsand/orcontinuingjob-specific education.
4.Maintain state-of-the-art accountingsystem forcareful tracking.
5.Monthly reportson financialstatus vis-a-vis the industry.
6.Aggressive recruitmentof the best technicalstaff in theindustry.
7.Support companyinvolvement in various localand nationalcharity events.Competitors NameAddress City,State Strengths:■Location-next doorto supplierfactory,on majorartery,close toterminal,etc.Pricing-Low costproducer,known foraggressive pricingpolicy.Delivery-ships overnightto anywherein theworld.■Management-Everyone has an MBAfrom Harvard.Weaknesses Service-takes morethan3months toreceive spareparts.■Dedication-If ifssunny,theyYe on the golfcourse orski slope.Machinery-Slowly approachingobsolescence unlessreplaced withinsix months.Overhead-Spend lavishlyon corporatedining room,limousines andchampagne.Competitive AdvantagesProduct Thedistinctive competitiveadvantages which[My Company]brings tothis marketare:Experience in this market,[l/we]have XXX years ofhands-on experience in this industry.Sophistication infinance anddistribution.This resultsin mybeing thelow costsupplier in these pricesensitive markets.The philosophyof[My Company]is toprice not just according to ourcosts,but alsoaccording towhat the market willpay.Our targetedminimum grossprofit marginforacategory mustbe XX%.By pricingto the market,[l/we]will achievehigher sales and thereforeincrease mybuying power.As the amounts ofmy purchasesincrease,my perunit costsof shippingdecrease and[l/we]will achievehigher discountlevels frommy suppliers.Through theseeconomies ofscale,many itemscurrently onthe marketcan besold withlower prices,yet ahigher netprofit.Product pricingwill includea range of quantity discounts as well as an early payment discount.Rather thanbeing strictlyregional,[l/we]will expandinto thenational market.To controlforeign exchangerisks,[l/we]will monitorthe markets and hedgeaccordingly,[l/we]will alsouse overseasbank accounts.With thosecompanies withwhich[l/we]have establisheda relationshipor areknown tobe financiallysecure,[l/we]will workon apre-pay basis.This allowsme greaterdiscounts.A leveland policyof Capitalizationthat will allow meto fullyaddress therespective marketswith comprehensivemarketing andcustomer serviceplans.By keepingmy overheadlow,[l/we]w川be able to funnel my profits back into operations thus avoiding high debt ratios or lost sales opportunities.A quarterlydirect mailcampaign directedat bothcurrent customersand prospectivenew customersconsisting of an informativenewsletter.A toll-free national800number w川be used for customerorders andinquiries.[l/we]will printcomplete four-color catalogson ayearly basis.Price listswill beupdated asneeded,[l/we]intend tobe aggressivein trademagazine advertising.Consideration willalso begiven toattending tradeshows aroundthe country.With thislevel ofcapitalization,should anunexpected downturnoccur,[l/we]w川be able to continueoperations on a positivescale.Innovation,[l/we]have ahistory ofinnovative ideas.[List yourmost meaningfulideas and any newideas youhave for the future.]Service Thedistinctive competitiveadvantages which[My Company]brings tothis marketare:Experience in this market,[l/we]have XX years ofhands onexperience inthis industry.Sophistication inmanagement andfinance.We areable torun anefficient andlean structure,yet stillprovide qualityservice to our clients and customers.Because of the nature of thisindustry,we w川be able to rentoffice spacein moremoderately pricedbuildings.As a unique servicecompany,we will be able to keepour marginshigh,allowing us to provideinternal financingfor growthpossibilities.A leveland policyof Capitalizationthat willallow[me/us]to fullyaddress therespective marketswith comprehensivemarketing andcustomer serviceplans.By keepingmy overheadlow,[l/we]will be able tofunnelmyprofitsbackintooperationsthus avoidinghighdebtratiosorlostsalesopportunities.Our initialmarketing campaignwillallow us tobook a sufficient amount of businessso that we canimplement ourtelephone customerservice supportprogram.Innovation[l/we]have ahistory ofinnovative ideas.[List yourmost meaningfulideas andany newideas youhave forthe future.]Summary Through[my,our]leadership,[I,we]will beabletoreduce overheadas apercentage ofsales therebyincreasing theamount ofprofit tobe retainedin thebusiness.Because of our pricingpolicy,more peoplewill purchaseour merchandisethus increasing the sizeof the market andwe w川be increasingour marketshare.What[My Company]proposes to use arejust goodsolid businesssense,economies ofscale,and theuse of efficient financialtechniques.This willallow usthe followingoptions:■increase serviceincrease advertising■reduce prices■increase profitsincrease selectionService Through[my,our]leadership,[I,we]will beabletoreduce overheadas apercentage ofsales therebyncreasingtheamount ofprofit tobe retainedin thebusiness.What[My Company]proposes touse arejust goodsolid businesssense,economies ofscale,and theuse ofefficient financialtechniques.This willallow usthe followingoptions:■increase customerservice■increase advertisingexpenditures■increase profits■increase selectionof servicesoffered This plan w川give ustremendous flexibilitytouse any of these optionsoramix ofthem toeffectively attackour targetmarkets andmeet ourlongtermgoals.This combinationof experience,sophistication,capitalization andinnovation willassist[My Company]as itstrives toreach itssales,profit andreturn objectives.Pricing ProductBefore[l/we]set theprice formy complex widgets,[l/we]determined on a unitbasis whatmy costswere goingtobe.[l/we]then determinedwhat themarket pricewas forthe normalwidget.At this price it was determined that forall butthe lowestsales projections,this productwould turna profitat thisprice.However,since our complex widgetsoffer additionalfeatures,we feltthat wecould priceit approximately50%above simple widgets.To testthisprice,we calleda databaseof50large usersof simple widgets.We firstquestioned themabout thedesirability of our extrafeatures and then askedthem directlyif thisprice wouldbe acceptableif sucha productwere available.We foundthat75%of thosepolled wouldbe interestedinthis product.Of this75%,we received10firm ordersrepresenting approximately30%of thisgroup.OR:We havedeterminedthat themarketprice is$XX perunit.This w川equal a margin of XX%.OR:Our unitcost has been figuredat$XX.We needamarginof XX%to payour overheadand earnasufficientprofit.Therefore,our sellingprice will be$XX.Service Before[l/we]set theprice for our[service],[l/we]forecast whatour fixedmonthly costswere goingtobe.[l/we]then determinedwhat themarket ratefor comparableservices were.At thisrate itwas determinedthat forall butthe lowestbilling projections,this[Service]would turna profitat thisrate.[Optional,if applicable]However,since ourservice isunique anddemands ahigher level of expertise,we feltthat weshould RIIabove othercomparable rates.Specific MarketsMarket#1General HistoryProduct Thefirst widgetwas introducedinto themarket in
1036.Widgets remainedmuch asthe originalproduction untilwell into the20th centurywhen computermodeling showedthat therecould besome enhancementsmade to the basicwidget.The market for widgetshas beengenerally steadywith marketgrowth closelyfollowing thetypical populationgrowth.At thistime there are approximately1,500companies worldwidemaking comparablesimplewidgets.Service Lawncare companieshave enjoyeda periodof steadygrowth overthe pasttwenty years.This demand is due to manyfactors,not theleast ofwhich isthe advanceof lawn care technology.In ourproposed marketingarea,thereare25lawncare services.Entry StrategyProduct Ourwidget hasbeen designedby the latest incomputer aideddesign.We areabletomanufacture our complex widgetson computerdriven assembly lines usingthelatestin roboticsmanufacturing.This givesusatremendous priceadvantage.We intendto marketourcomplexwidget throughall thenormal channelsavailable tosimplewidgets.These includeretail,wholesale,and OEM.To penetratethis marketefficiently andswiftly,we intendto initiallyuse commissionsales representativesstrategically locatedthroughout theUSA.We alsowill starta nationaladvertising campaigntargeting the end userin variousnational publicationsand onnational TVcommercials.Our salesrepresentatives will be chosenbased ontheir ownexperiencein the marketplace.It isour intentionto hirethe bestandthebrightest amongthose currentlyavailable.Our marketingtests includedmany ofthe repswe initiallywould liketo hire.Service Over the past few years,we havenoticed anincrease indemand forfull lawncareservices-notjustgrass cuttingand snowremoval.Our computerizedoffice allowsus totrack ourclients needsand schedulehouse callson onehours notice.We intendto attackthis marketvery aggressivelythrough theuse of:
1.A poolof10telemarketers.
2.House-to-house visitsto neighborsof presentclients.
3.Advertisements inupscale magazines.
4.Radio advertisementson weekends.
5.Sales callson realestate managementcompanies.As we are offering auniqueservice,informing thepublic ofour capabilitiesis ofutmost importance.Growth StrategyProduct Afterhaving successfullyintroduced thecomplexwidgetinto theAmerican market,our expansionwill bein twoseparate areas:increasing salesin theUSA andentering variousforeign markets.After we have reachedour first year sales goals,we intendto offerour sales reps theopportunity tosell ourproducts exclusivelyby joiningour company.We expectthat asmall percentagewill desireto remainindependent andthese willhave tobe replacedwith our own sales force.We intendto developfurther salesreps fromwithin byhiring and training themin ourown salesmethods.We will increase nationaladvertising andbegin targetingsmaller accountsand specialtyoutlets.Additionally,we willconduct inhouse seminarsfor variousOEMs demonstratinghow theinclusion ofcomplex widgetryinto theirown productswillincreasethe valueof theirproducts.Service Afterhaving successfullycompleted thisentry phaseinto thismarket inthe geographicalare we have chosen,we willthen expand our marketby doingthe following:
1.Expand telemarketingpool to
20.
2.Increase numberof directsalesreps.
1.The trafficflow hasbeen ratedat high.
2.The rentis belowmarket
3.The buildinghas thenecessary facilitiesto operatethis business.
4.The locationis convenientfor our customers.We arerenting thisbuilding on a XXyear lease.We willhave renovationscosting$XXX basedupon threeestimates.The buildingis zonedR-3,commercial use.OTHER SAMPLE:This businesswill beoperated at123Any Street.This locationis desirablebecause:
1.The buildingis structurallycompatible for our use.
2.The rentis belowmarket
3.The buildinghas thenecessary facilitiesto operatethis business.
4.The locationis convenientforourfreight companies,suppliers,clientsandemployees.
5.Possibility ofexpansion inthe area.We arerenting thisbuilding ona XXyear lease.We willhave renovationscosting$XXX basedupon threeestimates.The buildingis zonedR-3,commercial use.Manufacturing PlanSAMPLE:We will be usinga conventionalassemblylinemethod ofconstruction ofourcomplex widgets.Our mainsupplier ofcomponent partswill beDEF Manufacturingof FortLee,NJ.In theevent that they arenot ableto shipaccordingtoour specificationsour secondarysupplier w川be MNOAmalgamated locatedin Charlotte,NC.These partswill beshipped tous bymotor freight.The actualmachinery usedintheproduction linewill bemanufactured byAM MachineTools ofArlington,Texas.They alsow川be doingmaintenance undera servicecontract.This designof machineand assemblywill allowsus toproduce24hours aday asthe entireassembly processis fullyautomated withstate-of-the-art roboticsof Americanmanufacture.With roboticsour laborcosts andtherefore ourproduction costswill bethe lowestintheindustry.To maintainour advantagewehaveestablished linesof communicationwith allofourpotential machinerysuppliers.Most importantlywehavean ongoingrelationship withseveral universitiesand areactively participatinginvariousstudies andexperiments relatingto productionmethods.These machinesalso incorporatequality checkingby lasers.All productsmust comewithin XX%of specifications.Also,at regularintervals we will beusing humaninspection ofproducts andmachines.We donot anticipategenerating anytoxic materialsat thistime forthese products.However,we willbe closelymonitoring allproduction todetermine ifany hazardousmaterials are being generated.We havecontracted with an environmentalengineering companyto adviseus onany possibleproblems as well assolutions includinglegal disposalof allhazardous wastes.We anticipatethe followingoutlays for this capitalequipment:AM Machines$XXX ServiceContract$XXX ResearchDevelopment SAMPLE:We havealready spenta considerableamountoftime inresearching anddeveloping ourcomplexwidgets.We havea verysimple laboratoryequipped with the basicresearch equipmentwe need.We havethus farbeen ableto discoverlighter materialsand severalcost cuttingmanufacturing methods.The largestachievement todate isthe discoveryof awater basedlubricant thatdoes notdisintegrate inrainstorms.We havecalled thislubricant uH2Ocus-Pocus,\Presently our research isbeing supervisedbyourTechnical Director,John Q.Public.He w川continue inthis capacity.Having been the researcherinvolved with all ouractivities tothis point,he iswell qualifiedto continueour researchefforts.Our nextresearch projectwill centeraround usingthis newlubricant inour manufacturingprocesses andtesting ofa newmaterial thathas cometoourattention.To thispoint,our researchhas paidfor itselfaswehave beenkeying onbringing thisnew productto market.However,now that we arebecoming moreexperimental inourresearchefforts sucha continuedsuccess ratiocan not be maintained.We havebeen investigatingseveral potentialgovernment bothstate andfederal fundingsources.Our presentprogram ofjoint researchwith thelocal universityhasb=proven verybeneficial.Historical FinancialData See“Attachments”[This discussionshould includeall factspertaining toyour financial statements.]SAMPLE:Income Statement[Discuss bothpositive andnegative aspectsof yourincome statements.This isno timefor tryingto hidethe facts.]BalanceSheet[Discuss bothpositive andnegative aspectsof yourbalance sheets.This isno timefor tryingto hidethe facts.]Asset Worksheet[Discuss bothpositive andnegative aspectsofyourassets.This isno timefor tryingto hidethe facts.]Ratio AnalysisFinancial ratiosare includedfor yourconvenience.Financial StandardsWe havealso includedfinancial standardsas compiledby DunBradstreet andRobert MorrisAssociates.Proforma FinancialData See“Attachments”Proforma Cash Flow AnalysisSAMPLE:Assumptions:Cash Receipts:Percentages asindicated.Rent:Building rentalat$12/square foot.Utilities:Water,gas,sewer,trash,electric Local,Telephone:long distanceand cellularExecutives.Salaries:Payroll:Hourly,non executiveWithholding:Figured atXX%.Inventory:Freight-In:Office Supplies:Postage:Advertising:Trade,magazine,direct mail,etc.Professionals:Commissions:Figured at10%.Insurance:TravelEntertainment:Research:[Explanation]Miscellaneous:State Taxes:XX%Federal TaxesXX%Terms tocustomers:2/10,n/30only toqualified accounts.Terms fromsuppliers:Suppliers offers3%cash discount.Sales ForecastSAMPLE:Sales havebeen forecastatthe following growthrates:Year2Year3Product1:XX%XX%Product2:XX%XX%Cash FlowVariables:SAMPLE:We projectthatwe willbeabletogenerate sufficientcapital fromoperations to meet ourinitial needsafter theinfusion of$200,
000.However,our projectionsare inindustries thathave neverbeen fullyaddressed andare basedupon presentreal buyingconditions andourownexperience.Should salesnotbeup toprojections,adjustments willbe madein orderingand longterm commitmentsdecreased orpostponed.Income StatementAssumptions:Returns,discounts:We areofferingarangeofquantitydiscounts,plus anearlypaymentdiscount tothose extendedcredit.Average isestimated tobe5%.Cost ofgoods sold:Expenses:Totaled fromCashFlowAnalysis spreadsheets.Freight:Paid bycustomers.RisksVariables:SAMPLE:We haveconsidered seasonaltrends and have forecastedaccordingly.[I/We]believe theforecasts areconservative.Proforma BalanceSheet CostControl SAMPLE:Our bookswill initiallybe maintainedmanually.[My Company]seeks ata futurepoint touseacomputerized accountingpackage tomonitor ourfinancial performance.This informationwillbecompiled attheendof eachmonth forpreparation offinancialstatements.Each monththese statementsw川be reviewedagainst ourproformas andappropriate actiontaken toadjust costsorourbudget.If wefind thatwearecontinually overbudget,our firststep willbe toreevaluate ourmarkup onproducts andthen torecheck ourcosts tomake certainthatweare obtainingthebest possible prices.Ratio AnalysisFinancial ratiosare includedfor yourconvenience.Financial StandardsWe havealso includedfinancial standardsas compiledby DunBradstreet andRobert MorrisAssociates.Breakeven PointTaken fromBPMBREAK.WK1spreadsheet.SAMPLE:The followingchart showsour breakevenpoint:Pro租Revenue FixedCosts VariableCosts$0$20,
000.00$3,
900.00$16,
100.00It isintended that[My Company]willbeprofitable inthe XXXQuarter,199X.ExecutiveSummary[My Company]was formed as a[proprietorship,partnership,corporation]in[Month,Year]in[City,State],by[John Doe]in responseto thefollowing marketconditions:[Startup,growth]opportunities existin[Product/Service].The needfor useofefficientdistribution andfinancial methodsin theseoverlooked markets.[I/We]have severalcustomers whoare willingto placelarge[orders,contracts]within thenext threemonths.Several otherprospective[customers/clients]have expressedserious interestin doingbusiness withinsix months.[I/We]previously owneda company that was active inthe widgetmarkets.Overthe pastfewyears Ispent muchtime studyingways toimprove overallperformance andincrease profits.Thisplanis aresult ofthat study.The basiccomponents of this planare:Product
1.Competitive pricing
2.Expand themarkets
3.Increased advertising
4.Lower ourunit costs,
5.Thereby achievinghigher profits.Service
1.Sign contracts
2.Increased advertising
3.Increase officestaff To this end,[l/we]need investmentfrom privateindividuals and/or companies.A totalof$XXX isbeing raisedwhich willbe used to financeworking capital,plantandequipment.The companywillbeincorporated andcommon stockissued toinvestors.The companyw川be runasa[proprietorship,partnership,corporation].Financial GoalsYear1Year2Year3Sales$1,000,000$1,400,000$1,600,000Net Income$25,000$250,000$375,000Earnings pershare.
01.
12.14Effects ofLoan orInvestment SAMPLE:The moneyinvested in[My Company]willbeusedforthefollowingpurposes:Purchase ofDEF Machine,Model#333058including installation-$150,000■Working capital-$50,000■Leasehold improvements-est.$15,000■Laboratory equipment-Beakers,test tubes,petrie dishes-$1,500Startup costs-legal fees,filing fees■Inventory-raw materials-$25,000Delivery trucksGMC Model80,$10,995■Computer equipment-15Austin486/33Winstations-$40,425These outlayswill enableus tooperate ata levelthat willallowusto meetour conservativesalesgoalsforthefirstyear.This willalso allowustooutright purchasethese itemsrather thanfinance orlease them.Attachments经典语录
1、最疼的疼是原谅,最黑的黑是背叛
2、我有没有跟你说过爰是我不变的信仰,我有没有告诉过你爰就是永远把一个人放在心上
3、我们生活在同一个温暖的水域,也许偶尔会被水草缠绕,但因为彼此温暖的呼吸,相信都不会是死结如果我说我爱你,我一直爱你,不知道你会不会相信?
4、恋爱就是这么突如其来的一件事,从开始到慢慢进行,每一个细节都不可思议百转千回
5、爱情只是宿命摆下的一个局
6、幸福是什么幸福,是照射在脸上的温暖阳光,瞬间就成了阴影
7、我独自守候着岁月的轮回,等待那千年的梦蓦然回首,青春的花,在那烟雨蒙蒙中遗失了心,却在这和煦阳光下找到了魂终于了悟了那埋藏已久的心于是,我轻轻的笑了
8、人犹如深海里浮浮沉沉,一波一波的海水带着压力冲过来,要将自己深深地淹没,再淹没
9、爱情如果只剩下同情,就算回到身边,又有何意义?
10、友情其实和爰情一样,很多的时候,距离才可以让彼此懂得
11、爰一个人不是要拥有他,只要在远方默默地注视他,也就心满意足
12、有一种隐忍其实是蕴藏着的一种力量,有一种静默其实是惊天的告白
13、孤单不是与生俱来,而是由你爰上一个人的那一刻开始
14、结婚时,会说“我愿意”愿意什么呢?不是愿意爰你,而是愿意只爰你不是愿意和你在一起,而是愿意只和你一起不是愿意得到你,而是愿意为你而放弃别人不是愿意接受幸福,而是愿意给你幸福这句“我愿意,是个天大的承诺,代表唯
一、忠诚和责任……你愿意么?
15、希望的未来那么遥远,不想面对的将来总是不期而遇,对未来抱有不切实际幻想,以及对未来残酷认识不足,使人产生上面判断,对影响未来主要因素的变化判断准确,就能把握事物未来结果,采取行动应对,能使未来向好,既便困难到来,也会有所准备使损害最小,应对未来有效手段是立足当下,采取行动
16、一句我等你,不知道需要多大的勇气它远比我爱你三个字,更需要勇气不是每个人你都愿意等待,也不是所有人都值得你去等待一句我等你,包含了很多的无奈,心酸,苦涩或许是爱不到,或许是不能爱,无论怎样,我等你这个承诺,远比我爱你更动听可是有多少的爱情经得起等待Management[Name][Title][Experience]Sales growthfrom zeroto$1,000,000in fiveyears.Led marketin marketshare-30%.Formulated advertisingbudgetscampaigns.Pioneered newdistribution channels.Established national sales force.Established nationalrepairservice centers.Brought newand innovativeproducts tothemarket.Designed point-of-purchase materials.[Education}University ofBoston Boston,MA B.A.-Computer SciencesShort BiographiesPresident JohnQ.Doe,Chief Executive Officer,and Directorsince February1988and Presidentsince January
1990.Mr.Doe wasthe founderand Chief ExecutiveOfficeroftheoriginal operatingcompany knownas Random Excess,Inc.He hashad experienceinthewidget fieldwith hisown firm,John DoeCo.,of OshkoshWisconsin,from1980to
1987.This firmwas soldto FatCatWidgets,Inc.in
1987.Mr.Doe hasheld asales positionwith US WestInc.since then.Mr.Doe graduatedfrom theUniversity of Colorado in1981with abachelors degreein philosophy.Mr.Doe isemployed bythe Companyonafull-time basis.Chief Financial Officer Richard Roe,CPA,Chief FinancialOfficer,Treasurer andDirector.Mr.Roe joinedRandomExcess,Inc.in December1988asacorporate controllerand wasnamed Chief FinancialOfficerin July
1989.Mr.Roe wasappointed Treasureranda Director inJuly
1990.He served as corporatecontroller ofXYZ LumberCompany fromAugust1981to December
1988.Mr.Roe graduatedfrom MetropolitanState Collegein Denver,Colorado in1976withabachelors degreein accounting.Since1979he hasbeen licensedasaCertified PublicAccountant inthe StateofColoradoandisa memberoftheAmerican Instituteof CertifiedPublic Accountants.Mr.Roe isemployed bythe Companyonafull-time basis.Vice PresidentJoe Dokes,Secretary,Executive Vice President andDirector.Mr.Dokes supervisesthe companyssalesandimplementations toits largestcorporate customers,including USWest,Great WestLife Insurance,etc.Mr.Dokes hasservedasSecretary andaDirectorsince February1988,Vice President of Operationsfrom February1988to December1988,President ofthe Companyfrom December1988to January1990and Vice President ofContract Salessince January
1990.He hasbeen involvedsince1986withtheprivate companyoriginally formedas RandomExcess,Inc.,where hisduties includedmanaging thepurchasing and sales department.From November1984to May1986he managedthe salesdepartment atIntegrated ManagementSystems,Inc.From June1983to October1984he wasa buyerfor AdamsCounty,Colorado,School District
50.Mr.Dokes attendedOklahoma StateUniversity in1980and1981and TrinidadState Collegein Trinidad,Colorado in1981and
1982.He didnot receivea degreefrom eitheruniversity.Mr.Dokes isemployed bythe Companyonafull-time basis.Vice PresidentSally SeaughVicePresidentof Marketing.Ms.Seaugh hasbeenthe Companys VicePresidentof Marketing sinceNovember
1988.From September1986to October1988she wasinvolved inbusiness developmentand marketingfor UnitedBank ofAurora Colorado.From February1980to August1986she wasself-employed asan independentoil andgas landman.Ms.Seaugh graduatedfrom theUniversity ofDenver in1974withabachelors degreein Education.She isemployed bytheCompanyonafull-time basis.Responsibilities JohnQ.Doe,ChiefExecutiveOfficer-Responsible forentire operation.Oversees managementfunction andall otherexecutives.Salary-$60,
000.RichardRoe,CPA,ChiefFinancialOfficer-Responsible forfinancial operations,accounts payable,accounts receivable,interaction withauditors,investor relations.Salary-$40,000Joe Dokes,Executive VicePresident-Responsible primarilyfor salesandsalessupport.Salary-$35,000Sally SeaughVicePresidentofMarketing.Responsible formarketing,human resourcesandtraining.Salary-$30,
000.Total ExecutiveCompensation$165,
000.[This Pageis foran OrganizationChart,if applicable.][Company]History In[Month,Year][l/we]formeda[Product/Service]companythatmanufactured start-of-the-art complexwidgetry.This companywas locatedin[City,State],[l/we]formed this company asa[proprietorship,partnership,corporation].Others involvedinthisbusiness were:[names].The maingoal ofthiscompanywas to[explain].Financing wasarranged through[home equityloans,savings,venture capital,friends andfamily,etc.][Explain terms,rates andability torepay.]This venturewas verysuccessful ingenerating andincreasing sales,but was not effectivein achievingprofitability.The mainreason forthis wastheamountof actualoverhead experienced.This overheadwasnotinitially anticipatedby meatthebeginning ofthat venture.Items includingcredit checking,warranty programmanagement,extensive travel,maintaining warehousestock andthe managementand expenseofanationalsalesforce wereexpenses notoriginally forecastor expected.With thislevelofoverhead,itwasmathematically impossibleto achieveprofitability.orThis venturewas verysuccessful ingenerating andincreasing sales,aswellas effectivein achievingprofitability.This wasduetothefollowingreasons:[Reason1}[Reason2][Reason3]OR:[My Company]was recentlyconceived andis stillinthebeginning stages.Tothispoint thefollowing hasbeen accomplished:A teamconsisting of[list namesand primaryresponsibility.i.e JohnDoe-Marketing hasbeen formed.A prospective[customer/client]list hasbeen drawnup.Strategy meetingsarebeingheld everyMonday,Wednesday andFriday evenings.This businessplan hasbeen drawnup.[Now linkthepasttothefuture-why aformer companywill leadinto thisone orhow yourpresent companyand historywill leadinto anyfuture plans.A shortparagraph shouldsuffice.]We arenow ableto adequatelyaddress themarkets wehave targeted.We haveadjusted ourstaff,redirected ouradvertising andsalesforce,andhaveadded theproducts necessarytomeetthe needsand expectationsofourcustomers.[Product/Service]Description[My Company]intends tooffer[product/service].This[product/service]offers ourcustomers thebestpossiblesolution asit:Product Offersthe lowestprice onthemarket■Is themost technicallyadvanced■Offers moreuseful featuresSaves themtime andmoney Offersour usersbetter valueper dollarspent Providesan alternativeway toachieve asimilar task.Service Providesa servicewhich isnot presentlyavailable inthis area.Is strengthenedby ateam withcombined experienceof XXyears.Saves themtime andmoney Providesan alternative,cost effectiveway forthem torealize asimilar goal.We havea[copyright,service mark,trademark]or[exclusive agency,marketing rights]forthis[product/service].This agencywill lastuntil XXXat whichtime itmay beextended forXXyearsor terminated.This agencyagreement iscancelable uponXX dayswritten notice.Product The[product/service]has auseful lifeofXXyears.To distributethisproductso thatit remainsusable forourcustomers,we mustuse thefollowingmethodsof storageand transportation:
1.Overnight delivery
2.Cold storage
3.Incorporate preservatives
4.Shipment withintwo weeksto distributors.
5.Specially paddedboxcars.Even thoughthe technologyusedtocreate thisproduct isnew,we expectthat othersw川beableto substantiallyreproduce ourpatented resultswithin XXyears.To remainontheleading edgeofthisproduct,wewillneed todevote approximatelyXX%of revenuestoward researchand development.Also duetothefast changingnatureofthisindustry,wewillneed toretrofit thesemachines withinXXyearsat customerexpense.Our manufacturingplan hasconsidered this.。