Anatomy of a Business Plan

by
Format: Paperback
Pub. Date: 2001-10-01
Publisher(s): Dearborn Trade Pub
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Summary

The carefully written, well-thought-out business plan fell out of fashion in the dot-com craze, but in the year following the technology stock market crash it has become apparent that this basic building block of business is an entrepreneur's best friend. Award-winning author and business planning expert Linda Pinson has updated the book that has helped over 1 million businesses get up and running. Both new and established businesses will benefit from "Anatomy of a Business Plan's mix of time-tested planning strategies and an entirely new chapter on marketing techniques.

Author Biography

Linda Pinson is an award-winning author, business planning expert, speaker, consultant, and nationally recognized business educator with a specialty in financial management and small business curriculum development. The author of seven popular entrepreneurial books, she has also developed and published the bestselling business plan software program, Automate Your Business Plan. Linda is an SBA advisory board member and also serves on boards at California State University at Fullerton and Rancho Santiago College. Her dedication to the small business community has been recognized through awards from the U.S. Small Business Administration, the National Association of Women Business Owners, and the State of California. Linda served as a delegate and tax issue chair at the White House Conference on Small Business.

Table of Contents

Acknowledgments iii
Automate Your Business Plan Software vi
Preface ix
Business Plan Considerations
1(14)
Why Do You Need a Business Plan?
2(1)
What Do Lenders and Investors Look For?
3(2)
The Key to Effective Writing
5(1)
Effective Use of Your Time
6(1)
Supporting Documents
6(1)
Business Plan Outline
6(1)
Developing an Exit Strategy
7(1)
Where Is the Finish Line?
7(1)
Developing an Exit Strategy Is the Secret
8(1)
What Are Some of the Forms of Exit?
8(1)
Making Decisions Based on Your Exit Strategy
9(2)
Exit Planning Just Makes Good Sense!
11(1)
Developing Financial Assumptions
12(1)
Adding Financial Assumption Explanations to Your Business Plan
12(1)
What Is the Process for Developing Your Assumptions?
13(1)
Steps to E-Tailing
14(1)
The Cover Sheet and Table of Contents
15(4)
The Cover Sheet
16(2)
The Table of Contents
18(1)
Executive Summary
19(6)
The Organizational Plan
25(12)
What Is an Organizational Plan?
26(1)
Summary Description of the Business
26(1)
Products or Services
27(2)
Intellectual Property
29(1)
Location
29(1)
Legal Structure
30(1)
Management and Personnel
31(1)
Accounting and Legal
32(1)
Insurance
33(1)
Security
33(4)
The Marketing Plan
37(34)
Overview and Goals of a Marketing Strategy
38(3)
Market Analysis
41(3)
Contents of Your Marketing Strategy
44(11)
Customer Service
55(1)
Implementation of Marketing Strategy
56(1)
Assessment of Marketing Effectiveness
57(1)
The Product-Market Analysis
58(13)
Financial Documents
71(42)
Purpose of Financial Documents
72(1)
Types of Financial Documents
72(1)
How to Proceed
73(1)
Section I: Statements of Financial Needs and Uses of Funds from a Lender or Investor
74(3)
Section II: Pro Forma Statements
77(17)
Section III: Actual Performance (Historical) Financial Statements
94(12)
Section IV: Financial Statement Analysis-The Final Tool
106(7)
Supporting Documents
113(8)
Personal Resumes
114(1)
Owner's Financial Statement
115(1)
Credit Reports
115(1)
Copies of Leases
115(1)
Letters of Reference
115(1)
Contracts
116(1)
Legal Documents
116(1)
Miscellaneous Documents
116(5)
U.S. Tax Information
121(8)
Comparing the Tax System and Business Accounting
122(5)
Free Tax Publications Available from the IRS
127(2)
Packaging Your Plan and Keeping It Up-To-Date
129(6)
Business Plan Software
130(1)
Packaging for Success
131(1)
Keeping Your Business Plan Up-to-Date
132(3)
Appendix I Marine Art of California Business Plan 135(44)
Appendix II Dayne Landscaping, Inc. Business Plan 179(38)
Appendix III Wholesale Mobile Homes.Com Business Plan 217(42)
Appendix IV Blank Forms and Worksheets 259(12)
Glossary of Business and Financial Terms 271(4)
Index 275

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