Business and Marketing Plans
Buy downloadable, fully customizable template Business Plans and Marketing Plans to help you chart a course for your business, fund it and promote it.
The purpose of a business plan is to:
- define what your business is all about,
- establish what your goals are, and
- set out a realistic method to achieve those goals.
The most common reason for writing a business plan is to raise funding for a new enterprise. Without a good business plan, you will find it difficult to induce lenders or investors to fund you the money you need to start up or expand your business, or capitalize on an opportunity.
But it's more than just a way of impressing would-be investors. An effective business plan also ensures that everyone on your business team knows the direction of the business and is committed to the same goals and objectives. It defines the mission statement and corporate culture of the organization, and acts as a blueprint for present activities and future development.
Your marketing plan works hand in hand with the business plan by setting out the strategies you will employ to gain market share and accomplish your objectives. It identifies the business' strengths, weaknesses, challenges, competitors and target markets, and determines the potential demand for your products and services.
Business Plan in support of Offering Memo for Tax Shelter | Canada
Prepare a Business Plan to accompany an offering memorandum with this template form for Canada.
- The offering is intended to raise capital through a private placement of shares, in accordance with Canadian securities legislation, and constitutes a tax shelter for income tax purposes.
- This Business Plan can be used by either a start-up or an existing business.
- Investors can acquire an equity interest in the company or an undivided interest in a limited partnership. Limited partnership investors can claim a deduction for any partnership loss against their taxable income.
- The Business Plan includes a financial model and a Confidentiality Agreement to protect against disclosure of your proprietary information.
- Each section of the template contains instructions to help you complete the document.
- This template is available in Microsoft Word format and is totally editable to fit your specific circumstances.
- Intended to be used only in Canada.
Business Plan Outline | Canada
Are you planning to start a business in Canada? If you have never prepared a business plan before, use this Business Plan Outline to get you started.
- The Business Plan Outline describes each section found in a typical business plan, and asks the questions that lenders and investors will want answered before they put any money into your venture.
- It includes concise instructions for each section and is ideal for a first-time business owner.
- The outline also contains a section dealing with Canadian taxes and legal and regulatory requirements.
- This Canada Business Plan Outline form was developed by Brian Robison of BPR Consulting, expert business advisors and trainers.
- Available in MS Word format, fully editable.
Business Plan Review and Assessment
Business consultants, prepare a Business Plan Review and Assessment for a client with this downloadable template.
- The Review and Assessment consists of an analysis and discussion of each section of the Business Plan:
- Executive Summary
- Plan Objective and Approach
- Market Analysis
- Competitive Analysis
- Marketing Plan
- Organization and Operations Plan
- Implementation Plan
- Breakdown of Cash Flows
- Pro Forma Statements.
- Available in MS Word format, fully editable to meet your needs.
Business Plan to Finance Manufacturing Opportunity
Get the loan financing you need to take advantage of a manufacturing opportunity by preparing your business plan using this downloadable template.
- The purpose of this business plan model is to raise capital, either through a bank loan or from investors who will receive shares in the company.
- Funds raised will be used to develop and manufacture new technology and products.
- The Plan includes a financial model with pro forma projections.
- Also included is a Confidentiality Agreement to protect your proprietary information, such as financial data.
- Available in MS Word format.
- Lenders are more likely to advance funds if you can impress them with the viability of your project. Buy and download the Business Plan template and take the first step to raising the money you need to capitalize on the opportunity.
Business Plan to Fund Expansion Through Debt and Equity Financing
Prepare a business plan for expanding your business through debt and equity financing with this downloadable business plan template.
- The Plan contemplates raising expansion capital through a combination of debt (through a business loan from a bank or other lender) and equity financing (from investors, in exchange for share equity).
- The share subscription price would be allocated between common and preferred shares.
- The buy-out strategy provides that a percentage of the preferred shares will be redeemed each year from annual cash flows.
- The Business Plan includes a financial model and a Confidentiality Agreement to protect your proprietary information, such as financial data.
- Each section of this Business Plan template contains instructions to help you complete the document.
- You need a solid business plan in order to demonstrate to lenders and investors that your proposal is likely to succeed.
- This business plan template is available in MS Word format and is fully editable to fit your specific circumstances.
Business Plan to Fund Software Development Through Sale of Partnership Units
Find investors to invest in developing new software apps through the sale of limited partnership units with this fully editable Business Plan template.
- The Plan is intended for use by an existing software developer, as part of a fundraising campaign to raise capital for developing, publishing, marketing and distributing new software.
- Investment equity capital will be raised through the sale of units in a limited partnership, which will subsequently be exchanged for shares in a publicly traded company. Investors will be investing in the intellectual property.
- The developer will use the capital to publish, market and distribute new software programs.
- The Business Plan includes ROI investment projections, and a Confidentiality Agreement to protect against disclosure of your proprietary information.
- Each section of the template contains instructions to help you complete the document.
- Potential lenders or investors need to see a solid business plan before they will invest in your proposal.
- This is a downloadable Microsoft Word template and is totally editable to fit your specific circumstances.
Business Plan to Fund Startup through Debenture Financing
Write a business plan to finance the start-up of a new company through debenture financing with this downloadable and customizable Business Plan template.
- The start-up capital will be raised through the sale of shares and debentures to investors.
- The Business Plan template includes a financial model and a Confidentiality Agreement to protect against disclosure of your proprietary business information.
- Each section of the template contains instructions to help you complete the document.
- Finding investors who believe in your business model can help you get your idea off the ground faster than trying to obtain a startup loan.
- Available in MS Word format and fully editable.
Campground Business Plan
Write a 3-year business plan for a campground and RV park with this fully editable Campground Business Plan template.
- The purpose of this Business Plan is to obtain a start-up loan. The loan proceeds will be used to:
- develop the campground,
- set up tent camping sites,
- install showers, toilets, laundry and other facilities for campers,
- install full-service hook-ups for RVs and motor homes.
- The Campground Business Plan template contains:
- a market analysis and marketing strategy,
- a financial model,
- a Confidentiality Agreement to protect against disclosure of your proprietary information,
- instructions in each section to help you complete the document.
- You need a solid business plan in order to demonstrate to lenders and investors that your business venture is likely to succeed. This Campground Business Plan template is totally editable to fit your specific circumstances.
- Available in MS Word format.
Car Wash Business Plan
Prepare a business plan for a car wash operation with this affordable Car Wash Business Plan template.
The purpose of this Business Plan is to obtain a business loan to cover start-up costs. The template includes:- A market analysis and marketing strategy.
- A financial model.
- A Confidentiality Agreement to protect your proprietary information, such as financial data.
- Instructions in each section to help you complete the document.
Car Wash Marketing Plan
Write a professional marketing strategy and action plan for your car wash business with this customizable Car Wash Marketing Plan template.
This Marketing Plan was originally written for a start-up company but could also be used for an existing car wash. The template includes:- financial and budget projections with respect to marketing and promotions,
- a situational analysis,
- a marketing strategy,
- a SWOT (strengths, weaknesses, opportunities, threats) analysis,
- instructions to help you complete each section,
- a Confidentiality Agreement to protect against disclosure of your proprietary information, such as financial data.