Plan for Success!
Can you think of a more important business document to write? Whether you are starting a new business, restructuring an existing business or are looking for investors, your business will not thrive in this competitive environment without a well written business strategy.
Do you find the process of writing a business plan overwhelming? Do you need a fresh look at an existing business plan? Does the plan need to be prepared for investors or to obtain a loan from a third party? You can join the hundreds of customers that have used our business planning process to successfully grow their business. We have combined a 70 page book with all the financial templates you need to create a comprehensive, engaging and successful business plan.
Peak Strategy's Business Planning Book Overview
We used best in class practices developing this book and over the years we have refined and perfected the model. You will now join the hundreds of entrepreneurs and business owners that have had success attracting investors, getting loans and growing their business by using this model.
We Make is Easy
Our step-by-step planning process will enable you to organize your industry expertise into a working business plan that will attract capital and ensure success.
We Save You Time
We have spent hundreds of hours researching the topic, refining the model and building the financial tools to help save you time.
We Help You Create a Professional Looking Document
We offer you 6 different cover pages, a well thought out order for your plan and preformatted documents and financial spreadsheets.
We Help Customize Your Plan for Your Industry
Don’t make the mistake of just editing an existing business plan (although we show you where to find them to get ideas) û investors have seen them before! We provide you thought provoking questions, background information, research tools, and financial spreadsheets that allow you to easily adapt them for your industry.
What will you find in the book?
– Links to 20 resources you can’t develop a business plan without
– Access to hundreds of pre-written business plans
– A companion business planning excel workbook with the following spreadsheets integrated into the model:
24 month and 5 year sales forecast
24 month and 5 year pro-forma income statements
24 month and 5 year cash budgets
5 year pro-former balance sheet
– An executive summary designed to engage and keep the interest of the reader
– Innovative strategies that will keep you ahead of the competition
Table of Contents
Type of Business
Company or Business Summary
Products and Services
Funds Requested (optional)
Use of proceeds (optional)
Growth and Financial Objectives
Company Location and Facilities
Plans for Financing the Business
Developing an Exit Strategy
Developing an Exit Strategy Is the Secret
Financing Your Business
Dealing with Legal and Tax Issues
Making Decisions Based on Your Exit Strategy
Key Team Members
Other Key Employees
Major Competitors and Participants
Projected Market Growth and Market Share Objectives
Product and Service Offering
Product and Service Uniqueness
Product and Service Descriptions
Research and Development
Patents and Trademarks
Manufacturing or Production Plan (optional)
Current Plant Production and Capacity
Creating and Maintaining Customers
Goals of Your Marketing Strategy
Product Positioning Strategy
Product Pricing Strategy
Place (Distribution) Strategy
Financial Plan and Analysis
Developing Financial Assumptions
5-Year Income Statement
5-Year Balance Sheet
Putting on the Finishing Touches
Binding and Cover
Table of Contents
Owner’s Financial Statement
Copies of Leases
Letters of Reference
Keeping Your Business Plan Up-to-Date
Revising Your Business Plan
Changes within the Company
Changes Originating with the Customer
Implementing Changes in Your Business Plan
Anticipating Your Problems
Don’t Fall into the Trap!
Do Remember to Revise Your Plan Often
Legislative and Regulatory Environments
Free Sample Business Plans
What are Some of Our Customers Saying?
I dreaded updating our plan. I usually did the first draft and sent it around for a review before we met on it. I decided to take a different approach and bought this package and totally revamped the plan, using the process and questions provided. I got a great response from senior management. Thanks. - Cali Hunter, Hunter & Segal
I have read many business books on business planning but because this is already in MS Word, I was able to use the formatting which saved me a lot of time and the questions they asked to prompt some thoughts was invaluable. You can tell whoever wrote this book had a lot of practical experience. - John Sumpter, CFO
This made writing the business plan easy and methodical. - Fred Nester, CEO Company Design
I had written business plans before but never for outside investors, this book helped me look at the business plan from their perspective which was invaluable. Also the section on the exit strategy was worth the price alone. Thanks again. - Scott Fuller, Aveon Technologies
FREE Bonus Products
We have added two additional products with every purchase:
- 6 professionally designed cover sheets to attract the attention of potential investors and senior management
- A professionally designed powerpoint presentation specifically designed for presenting the business plan that includes pre-built charts, graphics and presentation flow.
Money Back Guarantee
We are so confident that you will be completely satisfied with the product we offer a 30 day no risk money back guarantee.