                      Executive Summary


[]   For an overview of Executive Summary, refer to page 3-1
     in the BizPlanBuilder Reference Guide.

[]   This section is an abstract of your company's present
     status and future direction. Keep it to 1-3 pages.

[]   Because it gives the reader an overview of your
     business and indicates how your business plan is
     organized, the Executive Summary is usually written
     after all the other sections of your business plan are
     completed.

Vision/Mission

In 19[xx], [Company] was [formed/created] to produce and
distribute [x], take advantage of [x], fill the void of
...[describe the goal of your business].

[]   Include company vision and mission statements covering
     your line of products and services: What kind of
     company do you want to be?

Now, [Company] is at a point where [what you need or want to
do next].

[]   Describe the [concept/opportunity/niche] in your
     marketplace to exploit as you build your business to
     the next level, etc.


Company Overview

Legal Business Description

The legal name of [Company] is [list full name of company as
listed with your local government].

[]   Include dba (doing business as) in the legal name of
     the company.

The legal form of [Company] is [Sole Proprietorship/General
or Limited Partnership/Corporation/Subchapter 
S-Corporation].

[]   Explain choice of form.

The business location of [Company] is [list primary business
address as well as satellite locations].

[]   Corporate Headquarters

Management Team

Our management team consists of [x] men and women whose
backgrounds consist of [x] years of marketing with [list
company names], and [x] years of corporate development with
[list company names].

Our management team also includes [x] men and women with [x]
years of engineering and design with [company], a chief
financial officer with [x] years of accounting,
administrative, merger and acquisition, banking experience
with [company].

[]   Strong company backgrounds pertinent to your management
     team's functions are good references to demonstrate a
     solid background and assure a higher probability of
     future success.

In-House Management

     [x], President

     [x], Vice President of Marketing

     [x], Vice President of Sales

     [x], Vice President of Finance

     [x], Vice President of R&D

     [x], Vice President of Operations

     [x], Controller

Outside Management Support [hourly/project basis]

     [x], Accountant/CPA

     [x], Corporate Attorney

     [x], Type of Consultant

Additionally, our outside management advisors provide
tremendous support for management decisions and creativity.


Product Strategy

Current Product

[Company] currently offers [x] products: [List products and
resources].

[x] our principal product consists of [x]. Overall our
existing product line is [give status].

Our product technology consists of [x].

Research and Development

In response to demonstrated needs of our market, new
products or services are being developed to include [x],
[x], and [x]. The planned released date is [month], 19[xx]
and [month], 19[xx].

Production and Delivery

The key factors in our [production or service] delivery
include [x]. Our current [product or service] is produced at
[x]. Because of [x], our future facility will need to [x].
Our biggest advantage is [x].


Market Analysis

[]   Give a brief summary of your existing and projected
     marketplace.

Market Definition

The [x] market is growing at a rapid rate. The market for
these products amounted to $[x] million in
19[xx]-representing a [x]% growth over $[x] million in
19[xx].

According to the [research firm/industry report/trade
journal], the overall market for the [x] industry
[worldwide/nationwide/in this region] is projected to be
$[x] [billion/million] by the end of 19[xx].

The area of biggest growth in the [x] market is in the area
of "[x]".

Currently, the market distribution is shared by [x]
participants, with [top competitor] considered the market
leader.

In the next [x] to [x] years it is estimated that there will
be more than [x] [thousand/million] of [product]s
distributed by [Company]. The market potential for [product]
in these quantities-with a current retail price of $[x] per
unit-is approximately $[x] [thousand/million]. This
translates to a market share of [x]% of the overall market.

Customer Profile

[Company]'s target market includes [types of customers]. The
most typical customer of our products is someone who is in
the [x] field, and who currently uses [product] for [give
application/purpose].

[]   If you feel it is necessary, further describe the
     demographics of your target customer in 1 or 2 lines.

Competition

Companies that compete in this market are [Competitor 1],
[Competitor 2] and [Competitor 3]. All companies charge
competitive prices: [list examples and range of prices].

Key factors of [list top factors] have resulted in the
present competitive position in the industry.

[]   Add a couple lines of further explanation of the
     current competitive situation, if necessary.

Risk

The top business risks that [Company] faces as it begins to
[enter/expand in] the [x] market are:

[]   Give a 1 to 2 line description of your top 2 or 3
     business risks.

An environmental risk that may cause some concern is [top
environmental risk].

[]   Give a brief summary of your existing and projected
     marketplace.


Marketing Plan

[Company]'s marketing strategy is to enhance, promote and
support the fact that our products [list your unique
features, benefits, established market position/presence].

Sales Strategy

Because of [product]'s special market characteristics],
[seasonal/geographic/etc., as mentioned in your Market
Analysis section], our sales strategy includes_

[]   Briefly describe how your sales strategy will address
     specific market/environmental conditions.

Distribution Channels

[Company]'s marketing strategy incorporates plans to sell
our [product] through several channels.

[]   Give a 1 to 2 line description of your major channels
     of distributing your product or service.

The determining factors in choosing these channels are [x].

Our mix of distribution channels will give us the advantages
of [list advantages] over our competition.

A partial list of [Company]'s major current customers
includes:

[x], [x] and [x].

Advertising and Promotion

Our advertising and promotion strategy is to position
[Company] as the leading [manufacturer/service
provider/distributor] in the market.

We will utilize the following media and methods to allow our
message to reach our customers:

[]   Give a 1 to 2 line description of your top means of
     advertising and promoting your company and products to
     your customers.

For the next [x] [months/years], advertising and promotion
will require $[x].

[]   Figure about 10% to 20% of sales $$$ the first year,
     depending on your industry.

On an ongoing basis we will budget our advertising
investment as [x]% of total sales.

Public Relations

During 19[xx] [Company] will focus on the following
publicity strategies:

[]   Give a 1 to 2 line description of your top 2 or 3
     publicity strategies.

We will track, wherever possible, the incremental revenue
generated from our publicity efforts. We anticipate at least
$[x] of sales will be generated directly from our publicity,
and possibly an additional $[x] of indirect increase in
sales through our various channels.


Financial Plan

Our objective, at this time, is to propel the company into a
prominent market position. We feel that within [x] years
[Company] will be in a suitable position for [further
expansion, an initial public offering or profitable
acquisition].

Capital Requirements

According to the opportunities and requirements for
[Company] described in this business plan, and based on what
we feel are sound business assumptions, our [initial/first
year/total] capital requirements are for $[x] by [date,
19xx].

We anticipate additional investment requirements of $[x] and
$[x] in [x] [months/years] and [x] [months/years] to allow
us to increase production capacities to meet market demand.

The [loan/equity investment] will be used to
[purchase/build/develop/finance]
[equipment/facilities/working capital].

[]   Choose the activities pertinent to your goals:

[]   Build manufacturing facilities and ramp up production
     and inventory to meet customer demands.

[]   Maximize sales with an extensive campaign to promote
     our products/services.

[]   Add retail outlets, regional marketing/sales offices,
     print a direct-mail catalog.

[]   Reinforce Customer Support services to handle the
     increased demands created by the influx of new orders
     and broader coverage of existing accounts.

[]   Augment company staff to support and sustain prolonged
     growth under the new marketing plan.

[]   Increase Research and Development to create additional
     follow-on products as well as to further fine-tune our
     competitive advantages.

Exit/Payback

The attached financial projections indicate that the exit of
[investor] will be achievable in [x] years. The exit
settlement will be in the form of [x].

[]   -OR-

The increase in profits generated by [x] will allow us to
have the funds to repay the loan in [x month/years].


Conclusion

[Company] enjoys an established track-record of excellent
[support/service] for our customers. Their expressions of
satisfaction and encouragement are numerous, and we intend
to continue our advances in the [x] marketplace with more
unique and effective [product or service].
