SBA Business Plan Template

​[Sender.Company] – SBA Business Plan

(Company.Tagline)

(Year)

Executive Summary

​[Sender.PostalCode] is a new business focusing on providing (Product.Service) to residents located in the surrounding areas of (Location). The target market is (Target.Market), with the demographics of the target audience within (Number) miles of (Location) as follows:

• (Number) residents

• Average income of $(Income)

• (Percentage)% married

• (Percentage)% in professional/Mgt. Occupations

• Median Age: (Number) years

The significant figures part of this start-up are (Owner.Name), the company owner, and (Shareholder.Name), (Shareholder.Name), and (Shareholder.Name) as shareholders of the company.

This business plan aims to reach the following goals:

• (Goal) – (Basic.Description)

• (Goal) – (Basic.Description)

• (Goal) – (Basic.Description)

• (Goal) – (Basic.Description)

• (Goal) – (Basic.Description)

The requested SBA capital is $(Amount), while the income, expenses, and revenue predicted for this plan are as follows:

• Projected annual income: $(Amount)

• Projected annual expenses: $(Amount)

• Projected annual revenue: $(Amount)

The predicted benefits of establishing this business in the area are:

• (Benefit.One)

• (Benefit.Two)

• (Benefit.Three)

• (Benefit.Four)

Company Description

​[Sender.Company] is located at [Sender.StreetAddress][Sender.City][Sender.State][Sender.PostalCode] and is an (Company.Type) (such as LLC, sole proprietorship, etc.). After in-depth research into the (Product.Type) market, we have identified several areas that could be improved:

1. (Market.Gaps) – (Description)

2. (Market.Gaps) – (Description)

3. (Market.Gaps) – (Description)

In response to these problems, we have created several solutions as part of our company aims:

1. (Solution.One) – (Description)

2. (Solution.Two) – (Description)

3. (Solution.Three) – (Description)

We are also planning to grow the company, eventually expanding into (Location), (Location), and (Location), where we have identified similar market gaps.

Management Organization

The following persons of interest fill these positions in [Sender.Company]​

Hiring Plan

(Owner.Name) will serve as the overall manager for hiring new employees. We will fill the following positions during the start-up operations:

• (Number) (Job.Positio)

Market Plan and Analysis

Industry Analysis

The following industry statistics and size facts show that the business will do well in (Location).

• Market Size: (Size)

• Market Growth: (Growth.Speed)

Market Trends

We have identified the following market trends and how they will impact our business plan positively:

• (Market.Trend) – (Impact)

• (Market.Trend) – (Impact)

• (Market.Trend) – (Impact)

Competitive Landscape

Market reports show the following competitive landscape:

(Competition.Chart)

Our biggest competitor currently is (Primary.Competitor), which has (Strengths), but also critical weaknesses like (Weaknesses). Our business has the following strengths, enabling us to overcome the competition and gain an edge in the market.

Customers

​[Sender.Company] will serve residents within (Number) miles of (Location). The following location demographics are present in the surrounding area:

Our primary focus groups are:

1. (Primary.FocusGroup) – (Reason)

2. (Secondary.FocusGroup) – (Reason)

3. (Tertiary.FocusGroup) – (Reason)

Goals, Objectives, and Operations

The goals of [Sender.Company] with this business are:

• ​

The objectives of [Sender.Company] with this business are:

• ​

Products and Services

​[Sender.Company] focuses on selling (Products.Services) to the general public (Or retailers, fill this section with a broad idea of your primary target market). These products/services include:

• (Description of products/services)

Marketing and Sales

The [Sender.Company] will focus on its unique value proposition, offering (Selling.Point) in a convenient location for customers. Besides excelling in customer service and building a trusted reputation in the community, we will reach out to the community via the following methods:

Financial Data and Forecast

• Total funding required: $(Amoun)

• Lease and renovation of retail store: $(Amount)

• Working capital until break-even: $(Amount)

• Funding received to date: $(Amount)

• Budget still required: $(Amount)

Funding Request

The total funding [Sender.Company]​ required to start up this business is $(Amount). We will use this funding as follows:

Capital Request and Repayment

We request $(Funding.Amount) to start up this business, and plan to repay it over the following period:

Appendix Documentation

• Business licenses

• Permits and certifications

• Reference letters

• Product photos

• Business owner resumes

• Contractual agreements pertaining to this business

• Legal documents related to this business

• Patents