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Admin: Created page with " (Company) Executive Summary [] This section is an abstract of your company's present status and future direction. [] It is usually written after all the other sections of your business plan are completed because it gives readers an overview of your business and it indicates how your business plan is organized. [] Edit the Executive Summary to about 2 pages. In 19XX, XXX (y..."

2026-05-06T19:45:56Z

Created page with " (Company) Executive Summary [] This section is an abstract of your company's present status and future direction. [] It is usually written after all the other sections of your business plan are completed because it gives readers an overview of your business and it indicates how your business plan is organized. [] Edit the Executive Summary to about 2 pages. In 19XX, XXX (y..."

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(Company)

Executive Summary

[] This section is an abstract of your company's present status and
future direction.

[] It is usually written after all the other sections of your business
plan are completed because it gives readers an overview of your
business and it indicates how your business plan is organized.

[] Edit the Executive Summary to about 2 pages.

In 19XX, XXX (your group, company, product developers) was formed/created to
XXX (produce and distribute XXX, take advantage of XXX, fill the void of ...
- describe the purpose of your activities).

[] Company mission statement covering your line of products and
services - What kind of company do you want to be?

Now, (Company) is at a point where XXX (what you need or want to do
next-take advantage of a specific opportunity or one in your marketplace;
build your business to the next level, etc.).

Background

For many years people have XXX.

[] How people managed to do without [your product/service].

[] How and where a similar product or service is now being used.

The "state of the art"/condition of the industry today is such that XXX.

[] Explain your place in the industry vis-a-vis competition or
technology, etc.

Our operation was producing $XXX (sales, units, products) by 19XX, and has
operated at XXX (financial condition -- profitable, break-even, etc.) ever
since. Revenue projected for fiscal year 19XX without external funding is
expected to be $XXX. Annual growth is projected to be XXX% per year through
19XX.

Concept

[] Description of product or service.

[] Desirability of your product or service.

We have just started/completed the design/development/testing/introduction
of (product/service) - a novel and proprietary XXX (example: soap for
cleaning vinyl, retail store, construction tool, etc.).

Compared to competitive products (or the closest product available today)
our (product/service) can/will XXX.

The ability to XXX is a capability unique to (Company)'s
products/services.

[] How would your customers compare your product with those of
competitors?

[] Advantages product or service has - its improvements over existing
products or services.

Our strategy for meeting/dominating the competition is XXX (lower price,
bigger/better - your unique selling proposition).

(Company)'s target market includes XXX (types of customers).

(Company) is rapidly moving into its XXX (marketing phase).

This approach is generating a tremendous amount of interest throughout our
industry.

In addition to our existing products/services we have developed/plan to
introduce XXX follow-on products/services, (product) is a XXX and is
especially useful to XXX (prospective customers) who can now easily XXX.

Other products/services include XXX.

All products from (Company) are protected by the trademark and copyright
laws, and XXX (Patents, etc.).

Responses from customers indicate that our XXX (product/ service) is
enjoying an excellent reputation. Inquiries from prospective customers
suggest that there is considerable demand for it. Relationships with leading
OEMs (Original Equipment Mfgs.), retailers, Fortune 500/1,000 companies,
major accounts, manufacturers and distributors substantiate the fitness of
(Company) for considerable growth and accomplishment in our industry/area.

Objectives

[] Near term & Long term.

Our objective, at this time, is to propel the company into a prominent
market position. We feel that within XXX years (Company) will be in a
suitable condition for further expansion, an initial public offering or
profitable acquisition. To accomplish this goal we have developed a
comprehensive plan to intensify and accelerate our marketing and sales
activities, product development, services expansion, engineering,
distribution and customer service. To implement our plans we require an
investment of $XXX for the following purposes:

[] Choose the activities pertinent to your goals:

[] Build manufacturing facilities and ramp up production and inventory
to meet customer demands.

[] Maximize sales with an extensive campaign to promote our
products/services.

[] Add retail outlets, regional marketing/sales offices, print a
direct-mail catalog.

[] Reinforce Customer Support services to handle the increased demands
created by the influx of new orders and deepened penetration into
existing accounts.

[] Augment company staff to support and sustain prolonged growth under
the new marketing plan.

[] Increase Research & Development to create additional follow-on
products/services as well as to further fine-tune our competitive
advantages.

Management

Our management team consists of XXX (how many) men and women whose
backgrounds consist of XXX years of marketing with XXX (Fortune 500 company
names look great here), XXX years of corporate development with XXX (more
Fortune 500 company names look great here too), XXX people with XXX years of
engineering and design with XXX (company), a chief financial officer with
XXX years of accounting, administrative, merger & acquisition, banking
experience with XXX (company).

[] Actually, any good company backgrounds pertinent to your management
team's functions are good references to demonstrate a solid background
and assure a higher probability of future success.

Additionally, our outside Management advisors provide tremendous support for
management decisions and creativity.

In-House Management

XXX President
XXX VP Marketing & Sales
XXX Controller
XXX Operations Manager

Outside Management Support (hourly/project basis)

XXX Accountant/CPA
XXX Attorney
XXX XXX Consultant

Marketing

XXX (research firm, industry report, trade journal study) research projects
a worldwide/nationwide market for XXX (product/service) to be approximately
$XXX by the end of 19XX. Conservative estimates suggest (Company)'s market
share, with our intensified and accelerated marketing plan, product/service
development, manufacturing and customer service would be about XXX% -
generating $XXX by the end of 19XX.

[] Describe the projections and trends for the industry or business
field.

The fundamental thrust of our marketing strategy consists of XXX (appealing
to walk-in retail customers, reaching executives by direct mail,
demonstrating XXX in manufacturing facilities).

[] Describe briefly how you will make sales happen.

We intend to reach XXX (a class/type of customer; market segment) by XXX
(placing a variety of classified ads, mailing a full-color catalog every 3
months, a full-scale telemarketing campaign - marketing/sales/promo
tactics).

Overall, our company can be characterized as a XXX (high-profile retail
merchant, aggressive distributor of XXX, quality manufacturer of XXX -- the
business and image for your customers to see).

[] Who are your customers? Where are they and how do you reach them?

[] Are they buying your product/service from someone else?

[] How will you educate customers to buy from you?

A partial list of [actual] customers includes:

XXX
XXX
XXX

Also, XXX prospective clients presently evaluating XXX (product/service(s))
for use are XXX (actual customers).

[] List customers under the Customers subsection of the Market Analysis
section.

Finance

[] Briefly forecast financial expectations.

[] See Income Statement, Budget, Cashflow, Balance Sheet (w/ratios),
etc. attached.

In XXX years we will have XXX (achieved goal) and our investors will be able
to XXX (collect their return on investment).

Conclusion

(Company) enjoys an established track-record of excellent support/service
for our customers. Their expressions of satisfaction and encouragement are
numerous, and we intend to continue our advances in the XXX marketplace with
more unique and instrumental XXX (product/service)s.
�

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