1. 1
[Business Name]
[Entrepreneur’s name]
[Date]

2. 2
Business Profile
• [Explain your business idea and why you selected your business]
Explain your type of business: [Service, Retail, Manufacturing, Wholesale] & how your business will satisfy a consumer need.]

3. 3
Qualifications
[ List 3 skills or resources that you have that will help make your business successful]

4. Economics of One Unit Definition of One Unit Selling Price per Unit4
Definition of One Unit
Selling Price per Unit
$ (A)
Direct Labor (if applicable)
$ (B)
Materials (if applicable)
$ (C)
Total COGS Per Unit (B+C)
$ (D)
Other Variable Costs
(outgoing shipping, packaging, commissions)
$ (E)
Total Variable Costs (D+E)
$ (F)
Gross Profit Per Unit (A-F) $

5. Cost of Materials/Direct Labor5
Definition of One Unit:
Material Description
Cost /Quantity
Cost per Unit ($)
TOTAL $
TOTAL MATERIALS/DIRECT LABOR

6. Competitive Advantage Chapter 86
Competition
Competitor
Price
Location
Quality
[ex. Local seller]
[ex. National chain]
Competitive Advantage Chapter 8
• [List 2 reasons why customers will purchase your product or service over your competitor’s.] chapter 8
(Remember: Lowest price is not a sustainable competitive advantage.) •

7. Marketing Mix & Plan Price: Place: Product:7
Price:
Place:
Product:
Promotion: (Use the chart below)
Method
Description
Target Consumer
( age, gender, location)
Cost

8. 8
Philanthropy Plan
[Describe how your business will give back to the community or support a cause that you believe in.]
[Explain how you will incorporate philanthropy into your marketing plan.]

9. Average Monthly Fixed Costs9
Average Monthly Fixed Costs
Type of Fixed Cost
Monthly Cost
[enter fixed cost] example: utilities, salaries, advertising, etc $
[enter fixed cost]
TOTAL Fixed Monthly Costs

10. Monthly Sales Projection10
Month
Units Sold
January
February
March
April
May
June
July
August
September
October
November
December
Total =

11. Projected Yearly Income Statement11
Projected Yearly Income Statement
Selling Price Per Unit
$ (A)
# of Units Sold
(B)
Total Sales (A*B)
$ (C)
Less Variable Costs
Total COGS (COGS per unit * B)
$ (D)
Other Variable Costs (Other variable costs per unit * B)
$ (E)
Total Variable Costs (D+E)
$ (F)
Gross Profit (C-F)
$ (G)
Less Fixed Costs
USAIIRD (Yearly) $
Unforeseen
Total Fixed Costs
$ (H)
Profit before Taxes (G-H)
$ (I)
Less Estimated (I * .25)
$ (J)
Net Profit (I-J)

12. Description of Supplies
Start-up Investment 12
Description of Supplies
Vendor Name
Price $
CASH RESERVE covering 3 months of fixed costs
Estimated TOTAL START-UP INVESTMENT

13. Financing Strategy for Total Start-up Investment13
Source
Amount
Personal Savings [ How will you save?] $
Relatives/Friends
Investor [Who is it?]
Grant [From Whom?]
Total: $

14. Return On Investment % $14
Return on Investment (ROI)Yearly Net Profit ÷ Start-up Investment X 100 %
For every $1 dollar invested,
my business earned : $
(Double click on chart to add information)

15. Business & Educational Goals15
Business & Educational Goals
Business
- [enter short term goal]
- [enter long term goal]
Educational
- [enter short term goal]
- [enter long term goal]

16. [Enter your mission statement (or slogan if applicable)]
Thank you for your consideration of [Enter company name]