REAL BUSINESA PLANS AND MARKETING TOOLS | ANNE MCKIMNEY | FULL BOOK | PDF DOWNLOAD ||
CONTENTS :
PART ONE: BUSINESS PLANS ...................................................................................................................... 1
Business Plan #1: Auto Body Shop .............................................................................................................. 2
Request for Financing ............................................................................................................................. 2
Description of Business ............................................................................................................................ 2
Location of Business ................................................................................................................................ 3
Licenses and Permits ............................................................................................................................... 3
Management .......................................................................................................................................... 3
Personnel ................................................................................................................................................ 3
The Market ............................................................................................................................................. 4
Competition ............................................................................................................................................ 4
Three-Year Projection .............................................................................................................................. 5
Executive Summary ................................................................................................................................. 5
Financial Projections ................................................................................................................................ 6
Business Plan #2: Backing Athletes On Tour ................................................................................................ 8
Letter requesting sponsorship ................................................................................................................. 8
Estimated Expenses for Satellite Tour ....................................................................................................... 9
Business Plan #3: Medical Business Loan Request ..................................................................................... 10
Loan Request Summary ........................................................................................................................ 10
Management Summary ........................................................................................................................ 10
Business Summary ................................................................................................................................ 11
Industry Summary ................................................................................................................................ 11
Market Summary ................................................................................................................................. 11
Business Plan #4: Brew Pub ...................................................................................................................... 12
Executive Summary .............................................................................................................................. 13
General Business Summary .................................................................................................................. 13
Market Overview .................................................................................................................................. 13
Introduction to the Industry ................................................................................................................. 15
Success Rates ....................................................................................................................................... 17
Index of Competitors ........................................................................................................................... 18
The Business Plan ................................................................................................................................. 19
Business Product Line ........................................................................................................................... 20
Marketing ............................................................................................................................................ 21
Service ................................................................................................................................................. 22
Target Audience ................................................................................................................................... 23
Organization and Staffing .................................................................................................................... 24
Architectural Design ............................................................................................................................. 25
Business Plan #5: Counseling Services Business ........................................................................................ 26
Solicitation and Bid for a Government Contract: Ability to provide required services ............................ 26
Business Plan #6: Construction Loan Request ........................................................................................... 30
Business Summary ................................................................................................................................ 31
Resume of the General Contractor ....................................................................................................... 32
Detailed Specifications for Phase One .................................................................................................. 34
Detailed Specifications for Phase Two .................................................................................................. 36
Projection of overhead expenses and profits ........................................................................................ 37
Business Plan #7: Electrical Business Loan Request ................................................................................... 40
Business Plan ........................................................................................................................................ 40
Initial Requirements for First-Year Operations ....................................................................................... 42
Balance Sheet ...................................................................................................................................... 43
Business Plan #8: Medical Supply Company ............................................................................................. 44
Executive Summary .............................................................................................................................. 44
Business Plan #9: Franchise application for a convenience store ............................................................... 46
Letter of Introduction ........................................................................................................................... 46
Business Plan ........................................................................................................................................ 47
Priorities ............................................................................................................................................... 47
Customer Relations .............................................................................................................................. 48
Store Staffing and Scheduling .............................................................................................................. 49
Store Budget ........................................................................................................................................ 50
Personal Statement of Income and Expenses ........................................................................................ 50
Conclusion ........................................................................................................................................... 50
Who am I? ........................................................................................................................................... 50
Map of the Area .................................................................................................................................. 50
Store Budget ........................................................................................................................................ 51
Sales .................................................................................................................................................... 51
Gross Profit Percent and Dollars ........................................................................................................... 51
Payroll and Payroll Items ....................................................................................................................... 51
Inventory Variation ............................................................................................................................... 52
Financing Sought ................................................................................................................................. 52
Application and Expected Effect on Business Loan ............................................................................... 52
Financial Projections ............................................................................................................................. 53
Loan Repayment .................................................................................................................................. 53
Business Plan #10: Hair Salon, Request for Financing ............................................................................... 54
Salon Size and Type .............................................................................................................................. 54
Salon Pricing Structure ......................................................................................................................... 54
Three-Year Projections .......................................................................................................................... 54
Employee Pay/Benefit Package ............................................................................................................. 55
The State of the Industry ...................................................................................................................... 55
Demographics ...................................................................................................................................... 55
Staff Training........................................................................................................................................ 56
Management ....................................................................................................................................... 56
Advertising and Grand Opening ........................................................................................................... 56
Owner Profile ....................................................................................................................................... 57
Summary .............................................................................................................................................. 57
Appendix A: Financial Projections ......................................................................................................... 58
Business Plan #11: Insurance Group Plan ................................................................................................. 60
Industry Overview and Analysis ............................................................................................................ 60
U.S. Health Insurance Industry ............................................................................................................. 61
Insurance Provider Market .................................................................................................................... 61
Figure 1: Insurance Group Management .............................................................................................. 62
Figure 2: Distribution of Groups by Legal Form of Organization ........................................................... 62
PIP Regulations ..................................................................................................................................... 63
Trends .................................................................................................................................................. 63
Insurance Demand ............................................................................................................................... 66
Competitive Insurance Analysis ............................................................................................................ 66
Background, Goals and Objectives ....................................................................................................... 67
Strategy ............................................................................................................................................... 67
Target Markets ..................................................................................................................................... 72
Development ....................................................................................................................................... 74
Operations ........................................................................................................................................... 76
Administrative Service Agreements ...................................................................................................... 81
Management ....................................................................................................................................... 81
Business and Analysis -- Key Success Factors ........................................................................................ 83
Business Plan #11: Insurance Company, Investor Overview ....................................................................... 86
The National Market ............................................................................................................................ 86
Products and Services ........................................................................................................................... 86
Customers............................................................................................................................................ 87
Economics ............................................................................................................................................ 88
People .................................................................................................................................................. 88
Strategic Objectives - Insurance Management Services ......................................................................... 88
Status of Company Operations ............................................................................................................ 90
Company Needs ................................................................................................................................... 90
Business Plan #13: Janitorial Supply Business ........................................................................................... 92
Licenses and Permits ............................................................................................................................ 92
Executive Summary .............................................................................................................................. 93
Management ....................................................................................................................................... 94
Personnel ............................................................................................................................................. 94
Market ................................................................................................................................................. 94
Competition ......................................................................................................................................... 95
Major Suppliers .................................................................................................................................... 95
List of Business Assets .......................................................................................................................... 96
Five-Year Projections............................................................................................................................. 97
Business Plan #14: Loan Request, Manufacturing Company ..................................................................... 99
Executive Summary ............................................................................................................................ 100
Summary of Asset Sale ....................................................................................................................... 102
Cash Flow of Asset Sale ..................................................................................................................... 102
Overview of Request for Financing ..................................................................................................... 103
Detailed Loan Request ....................................................................................................................... 104
Loans Before and After Sale of TMV Assets ........................................................................................ 105
Company History ............................................................................................................................... 106
Product Information ........................................................................................................................... 107
Summary of the Production Process ................................................................................................... 108
Schedule of Manpower ...................................................................................................................... 108
Schedule of Manpower by Plant Location .......................................................................................... 109
Analysis of the Competition ............................................................................................................... 109
General Comments ............................................................................................................................ 110
Management Experience: Officers ...................................................................................................... 110
Senior Managers ................................................................................................................................ 111
Financial Information: Historically Strong Profitability ......................................................................... 112
Profit and Loss ................................................................................................................................... 113
Project Income Statement/Cash Flows ................................................................................................ 113
Business Plan #15: Trucking Company Start-up ...................................................................................... 115
Executive Summary ............................................................................................................................ 116
Start-up Expenses .............................................................................................................................. 117
Business Plan #16: Used Car Warranty Business ..................................................................................... 118
Business Plan #17: Wholesale Company, Home-Based ........................................................................... 120
Ownership and Business Concept ...................................................................................................... 120
Management and Strategic Overview ................................................................................................ 120
Business Description ........................................................................................................................... 121
Marketing Plan ................................................................................................................................... 122
Strengths ........................................................................................................................................... 122
Weaknesses ....................................................................................................................................... 122
Mail Order Program ........................................................................................................................... 122
Party Plan ........................................................................................................................................... 123
Sub-Wholesaling ................................................................................................................................ 124
PART TWO: MARKETING TOOLS ........................................................................................................... 125
Art Gallery Press Release .......................................................................................................................... 126
Home and Commercial Cleaning Service .................................................................................................. 127
Personnel Placement Service .................................................................................................................... 128
Racing Sponsorship Business .................................................................................................................... 129
Consulting Business: Letter of Introduction and Business Resume ............................................................ 130
Contract for a Recording Studio/Promotions Company ............................................................................ 132
Health Care Marketing Overview ............................................................................................................. 133
Group Home Plan: Letter of Introduction and Business Resume ............................................................... 134
Independent Subcontractor Agreement ................................................................................................... 136
Customer “Thank You” Letter ................................................................................................................. 138
Customer Follow-up Letter ....................................................................................................................... 139
Customer Letter: Welcome to New Customers ......................................................................................... 140
Letter Introducing A Service ..................................................................................................................... 141
Letter of Intent and Investment Agreement ............................................................................................. 142
Services Agreement .................................................................................................................................. 143
Letter of Introduction to Customers from a steel company ....................................................................... 144
Letter of Introduction to Customers from a family-owned masonry business ............................................ 145
Customer Mailing for an Electrical Business, Letter and Business Resume ................................................. 146
Customer Mailing for a Mobile Home Repair Business ............................................................................. 148
Customer Mailing for a Pressure Washing Business, Letter and Business Resume ..................................... 150
Marketing Strategy for Outsourcing Sales and Marketing ........................................................................ 152
PART THREE: KEY FINANCIAL STATEMENTS ......................................................................................... 155
Financial Projections Phillip’s Auto Repair ................................................................................................. 156
Five-Year Projections, Whitaker Janitorial Supply Company ...................................................................... 157
Balance Sheet, XYZ Company .................................................................................................................. 158
Statement of Income, XYZ Company ....................................................................................................... 159
General and Administrative Expenses, XYZ Company ............................................................................... 160
Detailed Statement of Depreciable Items, XYZ Company ......................................................................... 160
Statement of Cash Flows, XYZ Company ................................................................................................. 161
Sample Balance Sheet .............................................................................................................................. 162
Sample Business Loan Request ................................................................................................................. 162
Statement of Operations for a Failing Business ......................................................................................... 163
PART FOUR: VALUING AND SELLING A BUSINESS ................................................................................ 165
Valuing a Business, Example #1 ................................................................................................................ 166
Valuing a Business, Example #2 ................................................................................................................ 172
Selling a Business, Example #1 ................................................................................................................. 175
Selling a Business, Example #2 ................................................................................................................. 176
Selling a Business, Example #3 ................................................................................................................. 177
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