Xyz Company Limited Sample Business Plan
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XYZ COMPANY LIMITED
BUSINESS PLAN
Strictly Private & Confidential
XYZ Company Limited
The Old Manor House
Somewhere Down South
Avalon AV1 234B
Tel: 01234 567 890 Fax: 01234 567 891
E-mail: [email protected]
Executive Summary
The executive summary is the most important part of the business plan. Many people will only read this. The summary in itself will not secure an investor, however, it can loose them.
Quality – the quality of the summary must therefore be outstanding and you should pay particular attention to it. Obtain critical feedback from others on your drafts.
Stand-alone – it is also used as a stand-alone document when introducing the project to others so it must be able to capture interest and entice the reader to take the next step and request more information – and secure a meeting.
Style – cogent and terse. It should be direct and organized as a series of bulleted paragraphs, each deals with one key area. No waffle.
Length – ideally one page, and certainly not more than two pages.
Content – it needs to:
Introduce the project in terms of what area it is concerned with, what it is trying to do, and list the key individuals and advisors involved
Describe the stage the project reached particularly in terms of the “readiness for market” of its products, or product concepts, and outline any intellectual property, such as patents, that may support the products
Highlight the main market characteristics, including size and growth, and specify the market opportunity that you are addressing
State the central competitive advantages of your products and/or processes, how distinct they are from the competition and in what way, and how these are important to customers
Summarize the objectives of the company in the short and long term, and quantify these with specific numbers. Outline the key strategies you will use to achieve them
Include any “evidence of success” – this may be trade reviews, analyst comments, sales or partnership agreements, working prototypes, market testing, etc. which help to make the project more tangible to the reader and raises confidence in the project
Highlight any other key issues that should be noted
State your finance requirements and what stake in the company is available for this (see Financial Structure), and the planned exit strategy for the investor – i.e. how the investor will realize their return from the project. For more on this click Financing Structure.
Example Text:
XYZ Company Limited is an Expert Design Consultancy focusing on Packaging Design Solutions for “Fast Moving Consumer Goods” (FMCG) in the Personal Care industry.
It was founded in 2001 by Augustus James, a Director of the UKs leading Consumer Design Agency, Good Designs plc, who directed packaging design projects totalling over $100 million for Nike, Gillette, Channel and other global brands. Also on the executive board are Jill Mann, a Director of the Advertising Agency, Nero & Antonia, and by Julius Marcus, a Production Manager at the UKs largest packaging company, Boxes-R-Us.
Table of Contents
Executive Summary
Table of Contents
Introduction to the Business and its Management
Products and Services
The Market
Competitive Business Strategy
Marketing Plan
Sales and Distribution
Production Strategy and Structures
Financing Requirements and Deal Structure
Key Financial Data and Financial Projections
Appendix
Important Information: This document does not constitute a public offer or prospectus or invitation to the public. Only those who fall under the FSA definition of “High Net Worth Individuals”, or “Sophisticated Investors” should review the plan. It will not be circulated to more than 50 such individuals. Investments in unquoted securities are highly speculative, carrying high risk as well as the potential for high rewards. There is no ready market for the realization of that investment, or its valuation, or the risks to which an investment is exposed. The figures stated are purely illustrative and do not constitute a forecast. Before investing in a project readers are strongly advised to verify all material facts and information for themselves and seek advice from a person authorized under the Financial Services Act.
Introduction to the Business and its Management
Introduce the business and what it does / will do.
Describe concisely how the project came about and progressed to the present situation.
Explain who is involved, what are there positions, what relevant experience and qualifications do they have. Include a one-paragraph biography on each (full CV in the Appendix).
State what stage the business is at now. Highlight briefly the most salient features of the companys products and services – their competitive advantage.
Explain any “evidence