Traditional business plan work best when request financing from traditional sources.

Executive summary

Briefly tell your reader what your company is and why it will be successful. Include your mission statement, your product or service, and basic information about your company’s leadership team, employees, and location. You should also include financial information and high-level growth plans if you plan to ask for financing.

Company Description
Use your company description to provide detailed information about your company. Go into detail about the problems your business solves. Be specific, and list out the consumers, organization, or businesses your company plans to serve.

Explain the competitive advantages that will make your business a success. Are there experts on your team? Have you found the perfect location for your store? Your company description is the place to boast about your strengths.

Market Analysis

You’ll need a good understanding of your industry outlook and target market. Competitive research will show you what other businesses are doing and what their strengths are. In your market research, look for trends and themes. What do successful competitors do? Why does it work? Can you do it better? Now’s the time to answer these questions.

Organization and Management
Tell your reader how your company management and hierarchy will be structured and who will fill key roles.

Describe the legal structure of your business. State whether you have or intend to incorporate your business as a C or an S corporation, form a general or limited partnership, or if you’re a sole proprietor or limited liability company (LLC).

Service / Product Offered

Describe in great detail what you sell or what service you offer and how it is better than anything else on the market. Explain how it benefits your customers and what the product lifecycle looks like. If there is intellectual property, like copyright or patent filings include information on that as well.

Marketing / Sales

Your marketing strategy should include key metric for your success and an outline of the budget required to achieve your goals over the next five years, where you will attain the funds from and how your strategy will generate revenue for your company.  Your strategy should evolve and change to fit your unique needs.

Investment Request

If you’re asking for investment, this is where you’ll outline your funding requirements. Your goal is to clearly explain how much funding you’ll need over the next five years and what you’ll use it for.

Financial Projections

Supplement your investment request with financial projections to demonstrate the value of your investment to potential investors. Your goal is to convince the reader that your business is stable and will be a financial success for them to invest in.  We use a aAIprogram and informational graphics to create this for you.

Appendix
Include all supporting documents such as credit reports, resumes, product pictures, licenses, permits, patents, legal documents, and other contracts.

A business plan should answer the questions that verify and validate your business model.  

1. What problem in the market does your business address and solve?
2. What do you do better than everyone else in your competitive marketplace?
3. How does your business generate revenue?
4. What target market is it serving?
5. How will you market and grow your business?
6. Who are your competitors?
7. Financial information, historical and projected should be included.
8. How will you manage the revenue generated?

The comprehensive guide will act as a tool for your marketing team for years to come and guide their creative and communications making your brand recognizable, predictable and relatable for your target market.

What it includes:

1. Logo
2. how to use your logo and  how not to use it
3. Colours and combinations of colours that may be used and not used.
4. Typography options and limitations.
5. Image options and limitations.
6. Social posts: samples, to do and not to do
7. Personality, your brand voice outlines so clearly, no matter how large your team, it will seem as if every communication has come from the same individual
8. Likes/dislikes,
9. Core values and of course your vision.

Concord Business is one of the top business consulting firms in Canada and is a leader in the strategic business planning sector with more than 1000+ business plans completed for startups, public companies, small to medium sized businesses, large multi-national corporations and government organizations.  We are the only business plan firm recommended by governments and four major exchanges.

Our clients have raised over $4.3 Billion in investment capital using our business plans. Established in 1997, Concord Business has decades of experience offering comprehensive solutions to a wide range of industries.  We help our clients raise more money.

We are a full-service consulting firm and deliver complete business plan writing, branding, finance, funding, web design and digital marketing solutions. All the services you need to help you plan build and grow your business.