Does anyone know where I can find a good basic business plan template I can use with investors?
I have a few investors that are looking to invest in my company. I need to prepare a business plan to share with them. Does anyone know where I can find a basic template that includes financial samples for 3 years of cash flow, sales revenue and ROI?
here is a suggestion people really or should ask.
1. WHY does your company exist?
What is the purpose and meaning of your company?
What FEELING do you want people to have when they choose or buy from your company?
A business plan is great but true people who invest for reasons other than money, they will ask or should ask, "WHAT the hell are you doing this for?"
Answering, just to get more bucks only attracts certain people, but you have to consider what type of people / investors you want to "be in bed" with.
Most people's goals and agendas will be different, but if you know your WHY in life, then you will spot the investors that want to do more than just make money. And you need right people on your wavelength to help you through the DARK times, and there will always be that.
So I would not spend to much time on BP, cause in the end, Plans change
and also a good business or entrepreneurs, learns to adapt and change quickly. Business could change in 6 months or in 2 years.
Knowing the WHY of your business will help you steer in the right direction, as you make course adjustments in the changing tide of business. Your WHY is the same, your HOW and WHAT could change, and the methods to get to your destination.
If you want to persuade investors to part with money you really need to prepare a proper business plan. A basic template will not achieve what you want. You are best to pay some decent money for someone to come alongside you and prepre it with you and for you.
This is what I do. Where are you based?
Hi, an investor pitch may be all they need. And you can include the most important numbers. See http://planmagic.com/investor-pitch/investor-pitch-template.html.
Hi all, Wonderful support and advices.
I am currently looking for an individual who can support to edit the material and create the package documents including the business plan (20-24 pages) and presentation slides (15 slides). Of course that all would be compensated. Looking forward to any of your recommendation, Many thanks again, Doron
I found this service to be fantastic for business plans. They have both a free and premium product:
Hi, I would try to get in touch with your investment promotion agency. But I also would like to recommend a couple of business plan templates I have come across: onw from the World Bank (http://www.smetoolkit.org/smetoolkit/en/content/en/793/Creating-an-Effective-Business-Plan) and one from UBS - it might be useful being it a bank (https://www.ubs.com/ch/en/swissbank/corporates/foundation-pension-succession/founding/foundation-businessplan.html). I am certain you will need to add something to both, for example more details on the financials, but this certainly gives you a track! Good luck!
Hi, try this: Biztree
They got a lot of sample that we can follow to suite the purpose.
Get Guidebook to Planning - A Common Sence Approach, available on Amazon.
Doron, in my opinion the best choice is to find the best consultant for you, as the "template" needs to be adapted to the area of activity, to the product / service, to the investors' type etc. The financial indicators and their analysis, often are more important than the size of the figures / numbers. And even more important is the language used, the speciality terms and the perspective upon the main objectives and risks. If you need it jut to have an overview for yourself, than you can use the sources already quoted. All the best.
Doron. May I ask what document you already gave the potential investors that allowed them to assess your opportunity positively in the first place?
I assume you must have given them something that contained product or service information, pricing, market size, revenue and profit?
I just noticed that David has given you the advice that I would have - i.e. before you go out and spend $$ to buy a package that you then have to get to know, ask the professionals in your area SBA, or ask one of the investors how they want their information and what template or package they use.
By the time these are all customized they either look too simple - a "McBusinessPlan" - or you think "I should have just done this from scratch." I do a lot of these and the normal rate is $3500 to $10k. See www.qb-la.com Good luck!
A LOT of SBA references here as answers. Looks like our gov't is making headway.
My non-Gov't resource can be found here: https://knowlium.com/. It was free last year, but they picked up momentum fast. Now you can create one for $19/mo +.
Best to you.
www.BeResource.com......Developed by our Montgomery County Community College and used by those of us who mentor and counsel for Score in the College.... I think it asks the correct questions......and steers you in the correct way
Yes, I have a FREE template for a Business Plan outline. http://budspracticalaccounting.com/resources/free-downloads/ I also have published a book that is available on Amazon, The Business Plan and Beyond by RG Bud Phelps http://www.amazon.com/R.G.-Bud-Phelps/e/B0089GZ2U0/ref=ntt_dp_epwbk_0
You may find this website helpful for finding templates that can be customized for your business. https://www.score.org/resources/business-planning-financial-statements-template-gallery
Even though I am a business coach and might want to promote my services to provide assistance in development of a business plan, a template works fine. Others have made good suggestions, and if I DO work with a client to assist here, I just grab some software such as Business Plan Pro - which follows certain templates but also has modifications for different types of businesses.
I understand the comments to not just follow a template because the pitch is too important. There are still certain areas that must ALWAYS be addressed that must be covered as a start. Certainly then take into consideration unique aspects of your business and the knowledge you have of where the investors interests might lie.
The only use of someone outside your business would be to review and critique prior to the actual pitch. Building confidence in YOU is a big part of the process.
Yes, the first is simple, contact your local SBA organization and as them for one (or the one they are promoting.) They are in this business, so to speak.
Another way, more involved but shrewdly better, is to contact potential investors asking for advice on what they "expect" in a business plan and if they can direct you to any models/templates that help them make decisions. You might be surprised at how valuable this last method is.
Follow the link below to a free downloadable template from the Canadian Business Development Corp
Doron, I used Business Plan Pro from Palo Alto Software. It may not be the final pitch but helps coordinating the topics and avoids missing important points.
It is not free.