Business Plan Development

Types of Business Plans

We offer two types of customized business plans: traditional and lean. A traditional business plan contains extensive details, and is longer than a lean business plan. The audience for traditional business plans is typically investors and lenders. In contrast, a lean business plan takes a more macro-level approach by focusing on only the most core components. 

Sections of a Traditional Business Plan

This section defines your company and outlines why the company will achieve success. This section contains info about the company’s mission statement, products/services, and organizational structure. Lastly, this section contains any specific capital requests.

This section contains the following information: an outline of your company’s operations; the benefits provided by the company’s products/services; the firm’s target market. This section should also contain specific competitive advantages that the company possess. 

This section contains the following info: market research related to industry projections and the company’s target market. Furthermore, this section outlines the competitors within the industry, along with their strengths. 

This section contains the following info: organizational and legal structure of the company. This section will also include specifics about the executive leadership team that will be running the business. 

This section contains the following info: detailed info about the products/services provided by the firm, along with the benefits provided by these products/services. 

This section contains the following info: the firm’s plan to earn customers’ business, along with how the firm will maintain strong customer relationships to maximize retention. 

This section contains the following info: any specific capital requirements the business is seeking, along with what that capital will be utilized for. 

This section contains the following info: periodic financial projections; income statements; balance sheets; cash flow statements.

The appendix contains supplemental materials, such as references, intellectual property documents, contracts, and more. 

Benefits of a Business Plan

Track Priorities

Manage progression

Monitor Metrics

Obtain Capital

Sections of a Lean Business Plan

This section includes the following info: vendors and business partners that the firm will work with to provide products/services.

This section includes the following info: strategies and initiatives your company will implement to maintain a competitive advantage in the industry. 

This section includes the following info: business resources the firm will utilize to provide exceptional products/services. 

This section includes the following info: how the company’s products/services will bring value to the customer. 

This section includes the following info: how the firm will manage the CRM (Customer Relationship Management) process. 

This section includes the following info: the company’s Target Market.

This section includes the following info: the various communication channels the firm will utilize to interact with its customers (i.e. email, chat, phone)

This section includes the following info: the various ways in which your company will minimize costs or optimize value. 

This section includes the following info: the various ways in which the firm will generate revenue. 

Contact Us

Contact us today to learn how Primary Enterprising can assist you with business plan development.

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