Business Planning Book - Downloadable
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
Proven Template
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) � 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
Financial ratios
- An executive summary designed to engage and keep the interest of the
reader
- Innovative strategies that will keep you ahead of the competition
Executive
Summary
Type of Business
Company or Business Summary
Financial Objectives
Management Overview
Products and Services
Funds Requested (optional)
Use of proceeds (optional)
Exit (optional)
Company Background
Business History
Growth and Financial
Objectives
Legal Structure
Company Location and
Facilities
Location
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
Organization
Key Team Members
Management
Team
Organizational
Structure
Other Key
Employees
Personnel
Principal
Stockholders
Market Analysis
SWOT
Industry Analysis
Target Market
Market Segmentation
Major Competitors and
Participants
Projected Market
Growth and Market Share Objectives
Product and Service
Offering
Product and Service
Uniqueness
Product and Service
Descriptions
Competitive
Comparisons
Research and
Development
Patents and
Trademarks
Manufacturing or
Production Plan (optional)
Current Plant Production and Capacity
Production Issues
Quality Control
Labor Force
Retailer
E-Commerce
E-Commerce
Infrastructure
E-Commerce Objectives
Web Site
Marketing
Plan
Creating and Maintaining Customers
Goals of Your
Marketing Strategy
Marketing Mix
Product Positioning
Strategy
Product Pricing
Strategy
Place (Distribution)
Strategy
Promotional Strategy
Financial Plan and
Analysis
Developing Financial
Assumptions
Start-Up Costs
Financial
Highlights
5-Year Income
Statement
5-Year Balance
Sheet
Cash Budgets
Break-Even
Analysis
Supplemental
Worksheets
Putting on the
Finishing Touches
Cover Page
Binding and Cover
Presentation
Table of Contents
Supporting
Documents
Personal Resumes
Owner�s Financial
Statement
Credit Reports
Copies of Leases
Letters of
Reference
Contracts
Demographic
Studies
Keeping Your Business
Plan Up-to-Date
Revising Your
Business Plan
Changes within the
Company
Changes Originating
with the Customer
Technological
Changes
Implementing Changes in Your Business Plan
Anticipating Your Problems
Don t Fall into the Trap!
Do Remember to Revise
Your Plan Often
Resources
Consumer
Information
Company
Information
Competitive
Analysis
Industry
Information
Country
Information
Economic
Environment
Entrepreneur Resources
Legal
Environment
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
About the Author -
Scott Brogan
Scott held several roles at leading financial institutions including the head of
a national sales force, product development and marketing. His last position
was the Managing Director of Corporate Development for one of the largest money
management firms in the world, which at the time, managed over $400 billion in
assets. In this role, Scott was responsible for the firm's strategic planning,
global relationship management and mergers and acquisitions.
Since that time Scott has been consulting with small to mid size businesses and
developing leading business websites and tools for improving business
performance. Below are some of the companies developed and owned by Scott:
Peak Strategy�s
mission is to help consulting practices create and sustain a competitive
advantage. It is also the parent company of a portfolio of websites focusing on
business owners and entrepreneurs.
Peak Strategy has an unrelenting focus on the issues that keep business owners
and consultants awake at night. We use our business owner community, industry
research, and franchise data as the foundation of all of our offerings. Our
proprietary network of sites provides us with unique insight into the needs
of small and midsized business owners
www.smallbusinessforum.com - With access to
thousands of small business owners we are able to draw upon their collective
wisdom and insights to improve our business planning products. We use this group
as a sounding board to discuss current issues, challenges and product
development ideas.
www.4expertise.com - Since 1991 we have been
offering over 3000 products for sale to businesses and consultants. We have
drawn upon these resources to provide you with the tools and strategies you need
to develop a successful business plan.
www.podiumnotes.com - A searchable database of
thousands of quotes, anecdotes, trivia, poems, speeches and other content that
can be used in business speeches. You virtual Cyrano de Bergerac!
www.industryeye.com - Using our proprietary
database we constantly monitor and evaluate industry trends and financial
benchmarks. We have leveraged these analytical tools and database for this
product.
www.researchfranchises.com - Franchises represent
a significant number of all small businesses throughout the world. At Research
Franchises we monitor movements within the franchise industry, gaining keen
insight into the tactics and strategies of Franchisors.
Global Network - Very few products that we develop are done internally, rather,
we hire independent consultants who are leaders in their respective
fields. Using this approach, over the years, has allowed us to develop a global
network of industry and product specialists who we call upon to regularly
develop our proprietary line of solutions.
Having experience with a wide range of business sites allows us to bring deep,
pragmatic business know-how across multiple disciplines. The approach we used
in developing the Peak Strategy�s Business Planning Book is processed based. We
have adapted strategic planning models and processes used by large firms for
today�s small and midsized businesses. We also included some of the best
planning tools from our suite of over 3000 products to provide you with one of
the most comprehensive business planning guides in the world.
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.
We are so
confident that you will be completely satisfied with the product we offer a 30
day no risk money back guarantee.
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