Business Plan Prep Document

Business Plan Preparation Document

Personal Information

General Business Information

Company Ownership

Objectives

Mission

Milestones for the Next Year

Product Description and Business Operations

Product or Services Sales Expectations

Operations

Technology

Marketing Strategy

Target Market Geopgraphy

Target Market Profile

Market Needs

Target Market Strategy

Sales Literature

Pricing Strategy

Competitive Comparison

Strategic Alliances

Personnel and Staffing

Fixed Cost Estimates

Thank You for completing this form

Business Plan Preparation Document

Greengate Consulting Services
The purpose of this document is to obtain the most accurate information regarding your business. Please read this document entirely before you start answering each of the questions, then answer each question as accurately as possible.

· Required answers are denoted with an asterisk (*)

· If you don’t have the answer to a non-required question please type “Not defined” in your answer, this will allow us to work on an assumption for you. If the question does not apply to your business, please type “NA”

· If this is an operating business, we will need the most current Profit and Loss statement covering the last year to date (or since inception) as well as a current Balance Sheet in addition to this form.

· Questions marked with (*) imply they are absolutely required before we can proceed.

By using this Prep Document, you as the client, agree to the Terms and Conditions and are responsible for reading these to ensure awareness of revision periods and scope. This will avoid potential additional fees for rework.

Personal Information
Full Legal Name*

First and Middle NameLast Name
Mailing Address (preferably USA)*

Street Address

Street Address Line 2

CityState / Province and Country (if not in the US)

Postal / Zip Code
Home Address (if different from Mailing Address)

Street Address

Street Address Line 2

CityState / Province and Country (if not in the US)

Postal / Zip Code
Phone Number*
Please enter a valid phone number.
Email Address*
Personal
EIN / SSN*

General Business Information
Business Name*
Select Business Type*

LLCS-CorpC-CorpOther
Business Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Email Address*
Business
Provide your company's website if it exists
Short Description*
Explain in 1-2 sentences what your business is about
Purpose of the Business Plan*
Explain in a few sentences what is the purpose of the Business Plan
When would you like the business plan to begin the forecasting period?

MonthDayYear
Date
How is this business plan going to be used, for start-up or for expansion purposes?*

New Business - Start UpExpansion - Business is already running and we need more capital
How much capital are you trying to raise?*
When and how do you expect to raise this amount? *
How are you going to treat this capital?*
Explain Loan, or Equity. If Loan cite the expected interest rate, term, and exit strategy for the investor. If Equity mention the amount of equity to distribute and whether there is an exit strategy available at some point in the future

How will your business utilize the capital obtained from investors or lenders?*

Rows	Amount
Licenses/Permits
Legal Fees - Attorneys
Consulting Fees
Travel
Marketing
Equipment
Inventory
Cash Reserve/Workng Capital

Company Ownership

Who owns the company today?*

Rows	Shareholders/Member Names	Investment Amount	Equity Split (in %)
Shareholder 1
Shareholder 2
Shareholder 3

Explain company ownership
Explain the company ownership and how the new funding might affect such structure if at all.
Provide background of core competencies of your company
Explain why anybody should invest in your company versus on a competitor
Please provide any marketing material that may have been developed for the company

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Objectives

Lay out the objectives of the business in the next 1 to 5 years
Financial Objectives*
Operational Objectives*
Mission
How do you plan to accomplish these objectives? What are some of the key elements needed for success?*

Milestones for the Next Year

The USCIS is becoming very interested on understanding the activities that will take place in the first year of operations.

Please fill out the table below for the activities that are applicable to your business. If it is not applicable please type NA in the respective column. Activities listed below have no particular order or level of priority.*

Rows	Responsible	Expected Start Date	Duaration (months)	Budget
Company Organization
Obtain Permits & Licenses
Find Best Business Location
Find/Rent Office Space or Facilities
Open Bank Accounts
Construction/Remodeling
Hiring of Manager(s)
Hiring of Personnel
Marketing Study
Develop a Website
Advertising Campaign
Establish Operating Procedures
Purchase Equipment
Partner with Vendors
Hire CPA

Product Description and Business Operations
Do you have a building, commercial space, distribution center, or factory? Provide a physical explanation of the facilities from where you will be operating*
ProductServiceProduct or Service Category
Name of Product or Service*
How will you develop or deliver the products or services? What contributes to the direct cost per unit sold (i.e. labor, materials, transportation or distribution fees, etc)? If you are using a product or service ‘offering’ to represent a mix of sub products, please also describe that.*
Please explain
How do you measure the units of sales? i.e. Units, Kg, Containers, Customers, etc.

Product or Services Sales Expectations

Provide the estimated sales price and expected cost to your firm for financial planning. If you have a high number of products or services, try to break them down into a handful of categories to simplify the financial forecast. Please also give us an expected quantity of units sold within these offering groups for the next three years.*

Operations
In a couple of sentences, please explain how your product or service is delivered to your customer*
Describe any operating activities that you consider critical for your business. *
Technology
If your product or service involves the use of a leading technology that puts you away from your competition, provide a high level description of such technology and explain in simple terms why it will put your company ahead.

Marketing Strategy
Target Market Geopgraphy
What city, county, states, and or country do you consider as part of your target market?*
Target Market Profile
Please describe the profile of your primary and secondary client types.
Market Needs
What are the needs of the market you identified in your segmentation? How will you service that need. Please give examples of cost reduction or value addition if possible.
Target Market Strategy
Who are you targeting and how are you planning to be different than your competition*
Sales Literature
Describe the plans or any ideas you may have for rolling out any marketing materials. Is there a parent company covering the marketing costs? Attach samples to this form if you would like to attach in the Appendix of the Business Plan.
Pricing Strategy
How did you come up with the price for each offering? Is it based on value to costumer or competitor prices?
Competitive Comparison
Do you know of any other product or service that is similar to yours and are already established in the market? Ifso please list some of them here.
Strategic Alliances
Will your company be aligning with another company to grow both businesses? This could be to share costumers or cross sale complimenting products or services.

Personnel and Staffing
What education, skills, previous experience or other relevant background or relationships makes the owner (or owners) uniquely and exceptionally qualified to run this type of business?*
Please provide background information on each of the managers:*

Who will run the business and what will be their roles and responsibilities? Please also include their salaries and bonus structures. If the name of the person to be hired is known, please insert that in the Person’s name column, use this column also to let us know if the person or position should be subcontracted.*

Rows	Role	Person's name	Salary/ Commissions	Hiring Date	Number of Employees per Role Y1	Number of Employees per Role Y2	Number of Employees per Role Y3	Number of Employees per Role Y4	Number of Employees per Role Y5
Owner
President
Vice-President
Manager 1
Employee 1.1
Employee 1.2
Employee 1.3
Manager 2
Employee 2.1
Employee 2.2
Employee 2.3
Manager 3
Employee 3.1
Employee 3.2
Employee 3.3

How many employees do you expect to have in the following 5 years?

Rows	Year 1	Year 2	Year 3	Year 4	Year 5
Number of Employees

Please provide a short description on the roles and responsibility of each employee mentioned above and specific to your company.

Fixed Cost Estimates

Please provide estimates for the following fixed costs per month (other than personnel) for the first year of operations. If you have already uploaded a P&L statement, skip this section. If this section is left blank, Greengate will perform necessary assumptions based on research. A change of these assumptions afterwards may lead to re-work of the entire business plan.*

Rows	Cost per Month	Comments
Rent
Utilities
Insurance
Supplies
Consulting Fees
Transportation
Marketing
Machinery
Miscellaneous
Other 1
Other 2
Other 3

Investor's Country of Origin
Total Investment Capital
Industry
Business Location (City and State)

Thank You for completing this form

While we work on your business plan, the list of items below will help you identify some of the areas that you will need to face when coming to the US. Please let us know if you need help with any of these and we will be more than happy to recommend you to the right partners.

Rows	Check if Needed	Comments
Real Estate (Home Buying)
International Taxation
Corporate Attorneys
Accounting (CPA's)
Personnal Financial Planning
Web Developing
Merchant Accounts and POS
Payroll for your Employees

Should be Empty:

Name of Product or Service

Price/Unit

Units Sold (Year 1)

Units Sold (Year 2)

Units Sold (Year 3)