<aside> 💡 Intro:

These blue info boxes in each section are there to give you guidance during the creation. Remove them before sharing your final business plan with anyone! The little 🎯 Target Section at each end lets you know why it matters to investors and you - if you feel this section is not necessary for your needs, feel free to remove it! Green boxes and other headlines are there to give you some guidance on how to start the section and can be retained.

Happy planning! If you enjoyed this template, feel free to connect with me via LinkedIn or my Homepage 👋

You can also buy me tea to say thanks 🎁

Lots of love, Susi 💖

</aside>

📄 Executive Overview

<aside> 💡 Summary of the overall plan that follows.

• Key Data about your business
  • Trading name, owner & business address
  • Details of services or products provided
  • Target Market & Competition Summary
  • Required finances & how & when they will be used
  • Overview of your own investments
• Create an engaging overview of your unique selling points and what edge you have over similar businesses and products
• What is your experience in this market that will help you succeed?
• What is your evidence that the business will be viable & profitable?
• If you are using this to get loans, how will the provider get their money back?

🎯 This section helps investors & others get a fast overview of the whole proposal

</aside>

▶️ Business Details

Business Owner:

Trading as:

Legal Status: (Sole Trader, Limited Company, CIC, etc)

✉️ E-Mail:

📱 Phone:

📍 Address:

🌐 Website:

Social Media:

▶️ Key Services

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▶️ Market Overview

▶️ Financial Overview

💰 Start-Up Costs & Funding