Business Plan Table of Contents

We are often asked what should be included in a business plan?  Here is the table of contents from a recent business plan we created.

  1. Cover Page
  2. DISCLAIMER
  3. Contact Information
  4. Company Information
  5. Highlights
  6. Executive Summary
  7. Introduction
  8. Market
    1. Market Summary
    2. Competitive Advantages
  9. Company
    1. Business Strategy
    2. Business Operations
    3. Products & Services
    4. Intellectual Property and Human Capital
    5. Facility
    6. Growth Strategy
  10. Marketing and Public Relations
    1. Target Market
    2. Positioning
    3. Marketing Summary
    4. Online
    5. Public Relations
    6. Marketing Material
  11. Corporate Responsibility
    1. Environmental Awareness & Efficiency
    2. Community Service
  12. Competition
    1. Primary Competitors
    2. Other Competitors
    3. Strategic Relationships
  13. Corporate Information
    1. Incorporation
    2. Corporate Structure
    3. Current Shareholders
    4. Senior Management
    5. Legal Advisors
    6. Insurance
    7. Tax Advisors & Auditors
  14. Fundraising
    1. Valuation
    2. Use of Proceeds
    3. Potential Tax Incentives
    4. Exit Strategies
    5. Risk Factors
    6. Risks Related to Industry
  15. Financial Summary
    1. Disclaimer
    2. Overview
    3. Revenue Assumptions
    4. Direct Cost Assumptions
    5. Indirect Cost Assumptions
    6. Profit & Loss Statements
    7. Cash Flow Statement
    8. Balance Sheet
  16. Appendix.
    1. Information Resources
    2. Select Abbreviations
    3. Definitions of Select Terms
M. Preston Clarke is the Managing Partner of Arizona Venture Consulting. Preston has a wide breadth of experience in operational leadership, strategic planning, financial management, business development, research and analysis, client service and marketing as a principal in multiple enterprises. Preston is actively involved in the local and regional entrepreneurial ecosystem and is passionate about helping early-stage companies succeed Preston received his Bachelor of Arts degree in Economics from Wheaton College (Massachusetts) and his Master of Business Administration from the Eller College of Business at the University of Arizona. He resides in Scottsdale, Arizona.