Entre-Plan uses the following format:
Title Page
Executive Summary
Table of Contents
Industry, Company, and Product
- Industry
- Company
- Product
Market
- Customers
- Competition
- Market size and trends
- Estimated market share and sales
Marketing Plan
- Overall marketing strategy
- Pricing
- Sales and distribution
- Service and warranty policies
- Advertising and promotion
Design and Development Plans
- Development status and tasks
- Difficulties and risks
- Product improvement and new products
Operational Plans
- Strategy and plans
- Facilities and improvements
Management Team
- Organization
- Key management personnel
- Management compensation and ownership
- Board of directors
- Supporting professional services
Roll-out Schedule
Potential Risks and Problems
Financial Plan
- Proforma income statements
- Proforma balance sheets
- Proforma cash flow analysis
- Break-even analysis and graph
- General assumptions
- Highlight conclusions
- Sensitivity analysis
Proposed Company Offering
- Desired financing
- Securities offering
- Use of funds
Appendix
- Management resumes
- Financial statements
- proforma cash flow
- proforma income statement
- proforma balance sheet
- stockholder breakdown