THE BUSINESS PLAN

 

 

 

 

 

 

 

 

 

 


Each business plan is fully customized to accommodate each client's business model; although, most business plans contain the following core sections:

Executive Summary

The Executive Summary provides a snapshot of your company and summarizes each of the core sections of the business plan.  It is typically one to four pages in length. 
 

Company Overview

The Company Overview provides investors with a detailed synopsis that includes a company description, industry background, key business strengths, capital requirements, a summary of the market analysis, and company history (if applicable).

The Market

The Market Section provides a forum to assess the fundamental supply and demand factors present in the company’s specific industry.   To assess demand, CWA utilizes subscription databases to gather market figures, trends, and market segment analyses.  CWA then organizes this information and performs a market analysis.  Often, this information will be specific to a particular geographic region, city, or community.  To assess supply, we perform detailed industry analyses that profile the key industry players and their respective strengths and weaknesses.  We also provide detailed descriptions of every relevant direct competitor, including capabilities, target market, and overall business model.  This data is then synthesized to develop a unique and comprehensive competitive strategy.

Products and services

The Products and Services Section is a meticulous description of every product and service that the business will offer that generates revenue or otherwise supports the business model.  Each product and service that your company offers will be effectively promoted within the context of your company’s overall mission and competitive strategy. Additionally, CWA will develop product and service rollout strategies with strategic goals and milestones to maximize sales efforts.

Marketing Plan

The Marketing Plan is an essential component of the Business Plan that describes the company’s overall marketing and sales strategy.  CWA will develop a comprehensive marketing campaign for your company to maximize the number of customers and obtain the highest possible returns on advertising.  Typical marketing methods that CWA implements include print advertising, radio advertising, television advertising, direct mail, public relations, promotional strategy, affiliate marketing, and Internet marketing.  CWA carefully develops the marketing and sales campaign in accordance with the overall branding & pricing strategies.

Operations Plan

The Operations Plan develops and organizes each of the key elements that comprise the company’s daily operations. Although every business is different to varying degrees, these elements typically include facility layout, inventory control, maintenance, distribution, manufacturing, sales & billing, accounting, marketing, legal, insurance, and equipment requirements.

Management and Staff

Often overlooked, the Management and Staff section is frequently an integral part of the business plan in terms of gaining investor interest and confidence in the opportunity. CWA reviews each key member’s expertise to develop well-written personal biographies.  For all management and staff positions that have not yet been filled, we will develop a detailed summary of responsibilities to maintain overall continuity.

Financial Plan

The Financial Plan and Corresponding Pro-Forma Financial Statements are crucial elements when negotiating with investors or applying for a commercial/SBA loan.  CWA develops defensible financial assumptions to project the five-year Pro-forma Income Statement, Statement of Cash Flows, and the Balance Sheet.  CWA’s financial statements far exceed industry standards by formulating all three statements monthly for years 1 and 2, quarterly for years 3 and 4, and annually for year 5.  Once the financial statements are complete, CWA develops a comprehensive financial strategy that proposes capital requirements, stages of funding, and exit strategy.