Bennett Financial Direct Services

Business Plans

The Bennett Financial Business Plan

  • Does your company have a clear corporate vision?
  • Does corporate policy match your corporate goals?
  • Does your corporate structure help your bottom line?
  • Does your company have adequate funding to meet its future?

Bullish on PlanningBusiness plans can be extremely useful tools in ensuring the success of your business whether you are a new venture or an established business.

The business plan is a researched and written statement of where the business would like to go and a detailed set of strategies of how to get there. By committing business ideas to paper, management's overall success rate in operating the business will improve.

A Bennett Financial Business Plan will:

  • articulate your business goals;
  • help you to achieve to achieve those goals;
  • ensure that have chosen the correct corporate structure;
  • enable management to formulate corporate policy that will reflect your business goals in the plan;
  • help management assess the successful implementation of those policies in moving the company towards its objectives;
  • encourage realism instead of unrealistic optimism;
  • focus management efforts on priority concerns;
  • result in a more effective way of allocating resources;
  • make the delegation of tasks and responsibility more rational;
  • help management focus on corporate operations that deviate from the business plan and corporate policy;
  • assist management in looking forward and to anticipate future needs, potential problems, and opportunities;
  • help management to recognize the absolute and comparative advantages that it has over the competition;
  • form the basis for any private and public placement offering to raise capital;
  • will provide the needed documentation desired by lending institutions.

A Bennett Financial Business Plan Outline:

A Bennett Financial business plan comprises the standard set of components that will be easily recognized and appreciated by management, investors and lenders.  It also includes specific descriptions and strategies that are particular to your business.   The Bennett Financial Business plan includes:

1.0  The Executive Summary:

1.1   business goals and objectives,

1.2   a company mission statement,

1.3   the keys to success.

2.0  Company Summary:

2.1   company ownership,

2.2   a legal description of the business,

2.3   a company history (for ongoing companies) or start-up plan (for new companies),

2.4   the nature of your business,

2.5   the business’s distinctive characteristics,

2.6   the company location,

2.7   the facility description.

3.0  Products and Services:

3.1  Product and Service Description

3.2  Competitive Comparison

3.3  Sales Literature

3.4  Sourcing and Fulfillment

3.5  Technology

3.6  Future Products and Services

4.0  Market Analysis Summary:

4.1  Market Segmentation

4.2  Target Market Segment Strategy

4.3  Market Needs

4.4  Market Trends and Growth

4.5  Industry Analysis

4.6  Industry Participants

4.7  Distribution Patterns

4.8  Competition and Buying Patterns

4.9  Main Competitors

5.0  Strategy and Implementation Summary:

5.1  Strategy Pyramids

5.2  Value Proposition

5.3  Competitive Edge

5.4  Marketing Strategy

5.5  Positioning Statements

5.6  Pricing Strategy

5.7  Promotion Strategy

5.8  Distribution Patterns

5.9  Marketing Programs

5.10  Sales Strategy

5.11  Sales Forecast

5.12  Sales Programs

5.13  Strategic Alliances

5.14  Milestones

6.0  Web Plan Summary:

6.1  Website Marketing Strategy

6.2  Development Requirements

7.0  Management Summary:

7.1  Organizational Structure

7.2  Management Team

7.3  Management Team Gaps

7.4  Personnel Plan

8.0  Financial Plan:

8.1  Important Assumptions

8.2  Key Financial Indicators

8.3  Break-even Analysis

8.4  Projected Profit and Loss

8.5  Projected Cash Flow

8.6  Projected Balance Sheet

8.7  Business Ratios

8.8  Long-term Plan

9.0  Appendices and Indexes:

9.1  Any additional detailed or confidential information that could be useful to the readers of the business plan will be presented here.

10.0  Reviewing and Updating:

10.1  Once we have completed a satisfactory draft of your plan, we will review it with you and then modify the plan based on your comments. In addition, business plans are "living" documents and must be periodically updated. As your environment and your objectives change, we will help you update your plan to reflect these changes.

Help ensure your company’s success by implementing a Bennett Financial Business Plan.