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hey all my name is Paul barosky and I am the owner of quality business plan and what I have done is I've taken a few minutes and I've compiled some information about my complex business plan and from that information that I've compiled I went ahead and made up an example to show everyone what information is going to be included if you choose the complex business plan and so without further ado I'm going to go ahead and dive into it I do want to keep the video under five minutes so it's gonna go but a little bit quick but it's just going to show you know different segments of it so the first part of it sorry about that the first part is going to be introducing the company so it's gonna be your company and then a logo I do ask you all to supply the logo to me and then underneath that is going to be the author which is myself and that information can be deleted I can leave my name there or not it's just like I said shows the author and also has a little bit credibility to the document next section is going to be the table of contents this just tells a reader what are the different sections and where they're located and this this page right here I'm sorry this the table contents shows that the documents approximately 37 pages and I do advertise that my complex business plans are between 25 to 35 pages so this does go a little bit high on the on page count next section is going to be the confidentiality statement this just tells the readers whoever they may be that if they're reading this document they can't share the information with anybody else so it kind of buys them lately Oh at least hopefully next section right here is going to be the owner statement this is the only section that I asked my clients to write and this is an optional statement section as well and so if they want clients can choose to go ahead and write up a just a brief explanation as to why they want to start the business or why they started the business it just showed some drives of motivation and some passion to the document something that I can't add as a biz writer it's got to come from the client next part is going to be the executive summary with the executive summary it's absolutely critical that no new information is added to the executives and in the executive summary that is not covered in the business plan and so the executive summary first is just a summation of all the information that they're gonna find in the business plan and it should be just one page and if once the reader reads this they should have a real good idea about what's going on with the business how it's going to operate and what are the differentiating factors and like you said you don't want to add new information into this section so what I like to do and I teach my students is I am an adjunct I'm professor and so I do work with college students and I just tell them copy and paste different sections from your business plan and then put it in your executive summary and if needed reword it to make it sound right so that way it ensures that no new information is added to the executive summary that is not further discussed in the business plan next section is going to be your company description and for this for the complex plan I'd like to start with the problem statement explains why your company is going to be in existence every problem every business has ever been started it starts because the customer has a problem you have to be able to identify what that problem is in order to be able to solve it and that's why I start the complex business plan with a problem statement showing here's what the problem is and then we dive right into it in the company's summary as to how the company is going to solve this problem and the company summary is going to just talk about you know where the company is located how it's going to be formed what it's going to do and then right underneath this product description and this goes into further detail on the products and services of the company and for this for the complex plan I do go into business models you know how are you gonna operate what are your hours of operation what's the customers experience going to be just gives the reader a better understanding of what the customer is going to expect and how your business overall is going to make money next section is a competitive advantage what are some differentiating factors why's your company better than all the other competitors out there and then we're going to go into the pricing strategy is a premium pricing strategy low pricing best value what have you after that is going to be the location why did you choose this location for your business and then in this section right here business objectives what are some objectives your company wants to reach in one to three months three to six months six to twelve months and then we go into future plans where's your company going to be where does it want to go how how is it going to get there so what are some future plans of the company and then we do come up with a mission statement vision statement and a value statement if you don't have this information I can put something together for you and it can always be advise a little bit later target market who is going to be your main audience sometimes as a broad target market sometimes it's a narrow target market hikes college students next section is going to be the market analysis and for this for the complex plan I do go into a little bit as much depth as possible for the industry maybe a couple paragraphs I usually don't go more than a page to two pages for the market analysis and so I'll introduce to the industry that maybe we go I'm throwing some revenues some job growth I like to tight touch on trends threats and opportunities just gives an idea to the reader as to what's really going on in the industry as a whole and I'd like to wrap up this section with the SWOT analysis this covers your internal environment and then this term covers your external environment or your market and so just again gives the reader a real good idea or gives yourself a real good idea as a whole what's going on with your your industry as a whole the next section is going to be competitors and for the competition I briefly introduced the competition what is their website where they located with their hours of operation I summarized the competitor and then I do a brief competitor analysis and then I summarize again the strengths and weaknesses of that competitor as compared to your company or into as to the market as a whole and I do that with two different competitors next section is going to be the organization and management and up top is going to be a management summary and for me to write the summary I do need a resume and I do ask y'all to supply it to me and then underneath that we go into job responsibilities who's going to do what where when and how and if you do supply me with a resume I will include that in the appendix from there is going to be the organizational structure who's going to report the hoods as tutors report to the CEO the CFO reports to the CEO but the tutors do not report to the CFO and marketing the sales and this right here is a template that I do adjust based on industry and most companies that are started that are in business they use three different modes of marketing which is going to be your traditional your social media in your website and so I start with a foundation right here and then I customize it to meet your company's needs strategies I do also go into strategies and there are some basic strategies that if you employ them your chances of success are going to increase and these are pretty much the same for most companies you network and strategy your competitive strategy marketing strategy and so again I start with the template and I modify this information to best suit your company's needs a funding request this is pretty much straightforward how much money you're looking for and where's the money going to be spent exit strategy usually put a little bit more information in here again it depends on the company but this right here is just saying you know after a few years when your company's up and going how are you gonna get are you gonna get rid of it what are you gonna do are you gonna give it to a family member are you gonna sell it on the open market or you gonna go public and so and again I'll put a little bit more information in here but this just shows the reader that you've thought about how you're gonna get out of your company nope no one ever runs the company forever eventually everybody gets out of the company and just shows a little bit of forethought and this is my bread and butter this is what I do I am a financial projection expert love my numbers and anything we do financials one of the first things I always do is I lay the foundation with assumptions here some substance that I've used in order to make some projections for your company and once these once these assumptions are stated then we can go into your financials for the financials I start with this right here profit and loss and my financials for the profit and loss that's broken up on a monthly basis for one year and so's month one two three and this is the corridor summation and again your one quarter to month four five six and a quarter summation again your one quarter three one seven eight nine quarter summation and then again a year one quarter four months ten eleven twelve Quarter summation and then what we have here is I dive into year two and I play the same game for year two once we're done with that we get to the income statement income statement it's going to be for five years and we're gonna show some growth in their cost of goods and then we have our balance sheet in cash accounts receivable accounts payable notes payable all this information I do for I'm feel for y'all and for this section also to finish it out I do include a non-disclosure agreement this is the template I can't put your name in here for all the ABC company or y'all can do that completely up to you and then the final part is going to be the appendix and that's where your resume is going to go any it pretty much is where your resume is gonna go very few charts and graphs of my business plans I have a more of an academic approach to business plans and to finish off this conversation for all my financials that I do here I do use a proprietary template that I've created and I do not give this to the customers but I also don't just make up numbers and the numbers are supplied by the customers but I do ask you all to give me like the daily sales what do you expect the daily sales are gonna be what you start up cost expected to be what are your monthly fixed costs expected to be and once you give me all that information I customize this front page here come to your information and then what happens is all this information on the front page it rolls over to all my other templates that I have created the profit and loss for year one the profit and loss for year two the income statement and the balance sheet and so anytime any of these numbers here are changed all these numbers here change as well alright so hopefully have this information it's going to suit you well and help you to come to their conclusion whether my complex business plan is for you or not and I look forward to talking to you and working with y'all alright thank you very much