SBA Blank Business Plan Form

Fill in the Blank

Business Plan

1 of 10

Client First Name: _____________________ Client Last Name: ________________________

Executive Summary

1. My company name will be _________________________________________________________

2. My business purpose is __________________________________________________________

______________________________________________________________________________

3. I plan to organize my company as (Corporation, Partnership, LLC, Coop, other)

______________________________________________________________________________

4. I have been in business since or plan on starting on ____________________________________

5. Manager(s) of the company will be __________________________________________________

______________________________________________________________________________

6. My experience as an owner is _____________________________________________________

_____________________________________________________________________________

Products and Services

7. The products or services I sell are __________________________________________________

______________________________________________________________________________

8. The research I’ve done for my business has been _____________________________________

______________________________________________________________________________

Fill in the Blank

Business Plan

2 of 10

The Industry, Competition, and Market

9. I consider my competition to be ____________________________________________________

______________________________________________________________________________

10. How I will measure against the competition: __________________________________________

______________________________________________________________________________

11. My local competitors are _________________________________________________________

______________________________________________________________________________

12. My regional competitors are _______________________________________________________

______________________________________________________________________________

13. My national competitors are _______________________________________________________

______________________________________________________________________________

14. Some of the trends I see in my industry are __________________________________________

______________________________________________________________________________

15. Some potential areas I see for growth are ____________________________________________

______________________________________________________________________________

16. My typical customers have these characteristics in common _____________________________

______________________________________________________________________________

Fill in the Blank

Business Plan

3 of 10

Marketing Plan

Marketing should address the four P’s (Product, Price, Placement and Promotion)

17. My product or service is __________________________________________________________

18. My pricing is, or I determine it by ___________________________________________________

______________________________________________________________________________

19. The places I will sell my product or service are ________________________________________

______________________________________________________________________________

20. I will promote my product or service by ______________________________________________

______________________________________________________________________________

21. My competitive advantage is (why buy from me?) ______________________________________

______________________________________________________________________________

22. I will distribute my product or service by _____________________________________________

______________________________________________________________________________

23. My use of advertising will consist of _________________________________________________

______________________________________________________________________________

24. I will get feedback from my customers by ____________________________________________

______________________________________________________________________________

Fill in the Blank

Business Plan

4 of 10

Operating Plan

25. The location of my facility is _______________________________________________________

26. My experience with my product or service is __________________________________________

______________________________________________________________________________

27. I will be involved with the business by completing the following duties: _____________________

______________________________________________________________________________

28. Any special equipment I need for my business would include _____________________________

______________________________________________________________________________

29. If I need to hire new employees, I will need to hire these new positions: ____________________

______________________________________________________________________________

30. I will schedule by (prepare and attach a work schedule with wages/positions) ________________

31. I will provide the following benefits to my employees: ___________________________________

______________________________________________________________________________

32. I will recruit my employees by or from _______________________________________________

______________________________________________________________________________

33. My suppliers and vendors are _____________________________________________________

______________________________________________________________________________

Fill in the Blank

Business Plan

5 of 10

34. Changes I am considering for the business (if purchasing an existing business): ______________

______________________________________________________________________________

Management and Ownership

35. The owners of my company are ____________________________________________________

36. Their resumes are attached _______________________________________________________

37. My attorney is __________________________________________________________________

38. My accountant is _______________________________________________________________

39. Other professionals that I will use are _______________________________________________

SWOT Analysis

40. The strengths of my business are (internal characteristics) _______________________________

______________________________________________________________________________

41. The weaknesses of my business are (internal characteristics) _____________________________

______________________________________________________________________________

42. I see the following opportunities for my business (external characteristics) ___________________

______________________________________________________________________________

43. I see the following threats (challenges) for my business (external characteristics) _____________

______________________________________________________________________________

Fill in the Blank

Business Plan

6 of 10

Financials

44. The assumptions I am using to create my financials come from __________________________

______________________________________________________________________________

45. The collateral I can use for financing includes:_________________________________________

______________________________________________________________________________

46. My credit history is ______________________________________________________________

47. My credit score is _______________________________________________________________

48. If I am short of money for my project, I can get more from _______________________________

______________________________________________________________________________

49. My bank is, or the banks I would like to work with are___________________________________

______________________________________________________________________________

50. My Contact Details

Name: ________________________________________________________________

Address: ______________________________________________________________

Phone: _______________________________________________________________

Email address: _________________________________________________________

(www.freescoreonline.com; www.creditsesame.com; www.freecreditscore.com)

Fill in the Blank

Business Plan

7 of 10

Every company has different start-up costs depending on their business model. This section of the

document is intended to guide you through the costs associated with start-up. Not everything will

apply to your business model. Fill in what is relevant! The rest we can discuss at your appointment.

If you are building a new property, you will have:

Land: _______________________________

Building: _______________________________

Signage: _______________________________

If you are purchasing an existing property, you may have:

Building: ____________________________

Renovations: ____________________________

Signage: ____________________________

If you are renting, you may have:

Renovations: ____________________________

Signage: ____________________________

In all cases, the following may be part of your start-up expenses:

Equipment (business): __________________________

Equipment (office): _____________________________

Furniture: _____________________________________

Fixtures (storage shelves, displays, etc.): _____________

Initial Inventory: _________________________________

Cost to organize: ________________________________

- Registration with ND Secretary of State

- Business formation (consultation with an attorney if needed)

- Marketing

1. Logo development

2. Website

3. Business cards

4. Initial marketing campaign

Fill in the Blank

Business Plan

8 of 10

Training (Do you have training for any staff prior to opening? If so list all costs associated with

training): ________________________________________________________________________

Professional liability insurance (one year’s premium costs): _________________________________

You will have ongoing operating expenses for your business. Think through the following and provide

information where you can. Bring your back-up calculations to your first meeting.

Revenues (this is always the toughest to think through!): ___________________________________

________________________________________________________________________________

What are you selling (typical product/service)? ___________________________________________

________________________________________________________________________________

How many are you selling per month/week/day? _________________________________________

________________________________________________________________________________

What is the average cost of the product/service you are selling? _____________________________

________________________________________________________________________________

The devil is in the details – list as many revenue sources as you feel you need to adequately

understand how money comes into your business.

Cost of Goods Sold – this applies to some businesses – not all. If you are reselling and have

inventory typically that is your costs of goods. Bring to your appointment any information you have on

what the product will cost you to purchase and what you will then sell it for – we can calculate the

COGS for you. If you have industry averages or any historical information, bring that as well.

________________________________________________________________________________

Fill in the Blank

Business Plan

9 of 10

Expenses (you may need to obtain quotes – complete as much as you can and we can work with you

to identify what else we will need): _____________________________________________________

________________________________________________________________________________

Employee Wages (we recommend you do a schedule and list positions with the hours worked and

rate of pay for each as supporting documentation): _______________________________________

________________________________________________________________________________

Supplies: _________________________________________________________________________

Maintenance (building, equipment or vehicles): ___________________________________________

Advertising: _______________________________________________________________________

Car/Travel: _______________________________________________________________________

Accounting/Legal: __________________________________________________________________

Rent: ____________________________________________________________________________

Telephone/Internet: ________________________________________________________________

Utilities – Gas: ________________________________

Electricity: ________________________________

Water: ________________________________

Garbage: ________________________________

Other: ________________________________

Fill in the Blank

Business Plan

10 of 10

Insurance: Professional liability _______________________________

Automobile (if applicable) ________________________________

Building contents ________________________________

Key Man (if applicable) ________________________________

Disability or Health (if applicable) _________________________________

Lease: ________________________________________________________________________

Real Estate Taxes: _________________________________________________________________

In the case of a purchase – please bring the past three years of profit and loss statements from the

seller along with any changes you might consider.

Fillable Printable SBA Blank Business Plan Form

Fillable Printable SBA Blank Business Plan Form