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Formal Business Plan Layout Sample

Below you will find a sample layout for a formal business plan. This is used for our Starter Company Plus program applicants.

Contact us to receive the fillable word version and to set up a free consultation with one of our consultants.


Title Page Business Name
Owner’s Name
Contact Information
Table of Contents Include page numbers for each section.
Executive Summary This summary is a condensed version of your business plan, and should explain the business in a quick snap shot. This summary should communicate the essence of your business model.
Business Description Vision, Mission, Business Overview, Value Proposition Statement, Business Structure, Market Location
Business Objectives List of SMART goals for the first 12 months of your business.
Products and Services Describe your products and/or services.
Market Research Industry factors and trends, the market climate, competitive analysis to define your competitor’s strengths/weaknesses, what they charge and how they promote.
Customers Customer segments, what you need to know about these groups, your target market, your ideal customer.
Marketing Plan Position – How do you want to be perceived relative to your competitors in the market?
Promotion – How are you going to market your product and service?
Pricing – What are you going to charge?
Sales Identify your sales targets, the average price charged per unit/per hour/per project.
How many prospects/sales transactions needed to accomplish sales targets?
Operations Location, Legal Requirements, Insurance, Human Resources & Hiring, Team, Risk Management
Finance Map out your startup costs and create a cash flow statement.
Appendices Additional documents that are essential to the business.