Anatomy of a Business Plan A Step By Step Guide to Building a Business and Securing Your Company s Future 5th Edition by Linda Pinson 0944205321 9780944205327

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Product details

ISBN 10: 0944205321
ISBN 13: 9780944205327
Author: Linda Pinson

From envisioning the organizational structure to creating the marketing plan that powers growth to building for the future with airtight financial documents, this guide provides the tools to create well-constructed business plans. Beginning with the initial considerations, this handbook offers proven, step-by-step advice for developing and packaging the components of a business plan—cover sheet, table of contents, executive summary, description of the business, organizational and marketing plans, and financial and supporting documents—and for keeping the plan up-to-date. Four real-life business plans and blank forms and worksheets provide readers with additional user-friendly guidelines for the creation of the plans. This updated seventh edition features new chapters on financing resources and business planning for nonprofits as well as a sample restaurant business plan.

Anatomy of a Business Plan 5th Table of contents

Chapter 1 Business Plan Considerations
Why Do You Need a Business Plan?
What Do Lenders and Investors Look For?
Developing an Exit Strategy
Developing Financial Assumptions
Introduction to Planning for a Nonprofit Organization
Steps to E-Tailing
Chapter 2 Cover Sheet & Table of Contents
What to Include on a Cover Sheet
Sample Cover Sheet
The Table of Contents
Chapter 3 Executive Summary
Executive Summary Instructions
Sample Executive Summary (not seeking funding)
Sample Executive Summary (seeking funding)
Chapter 4 Part I: The Organizational Plan
Summary of the Business
Products or Services
Administrative Plan
Location
Legal Structure
Management and Personnel
Accounting and Legal
Insurance
Security
Intellectual Property
Summary
Chapter 5 Part II: The Marketing Plan
Section I: Overview & Goals of a Marketing Strategy
Section II: Market Analysis
Section III: Contents of Your Marketing Strategy
Section IV: Customer Service
Section V: Implementation of Marketing Strategy
Section VI: Assessment of Marketing Effectiveness
Bonus: The Product-Market Analysis
Marketing Worksheets
Marketing Plan Outline
Chapter 6 Part III: Financial Documents
Purpose of Financial Documents
Types of Financial Documents
How to Proceed: New or Existing Businesses
Section I: Statements of Financial Needs and Uses of Funds from a Lender or Investor ….
Summary of Financial Needs (Sources)
Loan Fund Dispersal Statement (Uses)
Section II: Pro Forma (Projected) Statements
Pro Forma Cash Flow Statement
Quarterly Budget Analysis
Three-Year Income Projection
Break-Even Analysis
Projected Balance Sheet
Section III: Historical Financial Statements
Balance Sheet
Profit & Loss (Income) Statement
Business Financial History
Business Financial History Form
Section IV: Financial Statement Analysis
Analyzing P&L (Income) Statements and Balance Sheets (Ratio Analysis)
Chapter 7 Part IV: Supporting Documents
Personal Résumés
Owner’s Financial Statement (Personal)
Credit Reports, Leases, Letters of Reference
Contracts, Legal Documents, Misc. Documents
Résumé Example
Personal Financial History Form
Trading Offer Example
Chapter 8 U.S. Tax Information: Aid to Business Planning
Comparing U.S. Tax System and Business Accounting
Federal Taxes for Which You May be Liable
Tax Calendar – Sole Proprietor
Tax Calendar – Partnership
Tax Calendar – S Corporation
Tax Calendar – Corporation
Free Tax Publications Available From the IRS
Order Form for IRS Forms and Publications
Chapter 9 Business Planning for a Nonprofit
Understanding Nonprofits
Business Planning for Your Nonprofit
Executive Summary & Organizational Plan
Marketing Plan
Financial Documents
Supporting Documents
Chapter 10 Packaging and Updating Your Business Plan
Part I: Business Plan Software Help
Part II: Packaging for Success
Part III: Keeping Your Business Plan Up-to-Date
Chapter 11 Financing Your Business
Will You Need to Borrow Money
How Much Do You Need and When Do You Need It?
What are the Sources Available to You?
Debt Financing
Equity Financing
Which Type of Financing Costs the Most?
Calculating the Cost
Chapter 12 Resource Lists & Links for Business Plan Research
Appendix I: Marine Art of California Business Plan
Introduction and How This Plan Can Help You
Marine Art of California—Complete Business Plan
Appendix II: Dayne Landscaping, Inc. Business Plan
Introduction and How This Plan Can Help You
Dayne Landscaping, Inc.—Complete Business Plan
Appendix III: Wholesale Mobile Homes.Com Business Plan
Wholesale Mobile Homes.com—Complete Business Plan
Appendix IV: Karma Jazz Café Business Plan
Introduction and How This Plan Can Help You
Jazz Cafe—Complete Business Plan
Blank Forms and Worksheets (To Copy and Use)
Glossary of Business and Financial Terms

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