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Business plan template in PDF

Complete our business plan template in PDF to connect with investors, and find new opportunities to grow. Give profits an even bigger boost by using our multi-currency business account with bank details in 8 currencies to send and receive payments from your partners and clients abroad and at home.

Write a business plan and start growing your business.

Create your business plan

A strong business plan is your roadmap to success. Use our downloadable free business plan template PDF to outline your company’s goals and milestones, including how to structure, run, and grow your new business.

Bring on investors or new business partners

Use your powerful business plan to get funding or bring on new business partners. Show investors how you expect to develop and grow your company - and ensure they get a healthy return on their investment.

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Get a business plan template.

Successful entrepreneurs invest time in planning the way they will build, manage and grow their business. Use our smart, simple templates to write your business plan, and get ready to see your enterprise flourish.

Download the business plan template - Word format - and use the questions, tables, and suggested content to build your unique plan. You’ll find all the key elements of a traditional business plan, plus a section specifically for startups using the business plan to attract investment.

Create an impactful plan using additional financial documents, projections and forecasts - and your balance sheet, cash flow statement and income statement if available. Use our templates to create your financial statements and add them to your business plan for extra depth.

Download your business plan template.

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What is a business plan?

You can think of your business plan as the roadmap for managing and growing your business. It’s a dynamic document which evolves and changes over time, and covers your value proposition, your operating plans and the sort of support you need to succeed.

Your business plan is a key document to get funding or bring on new partners and investors. By setting out your opportunities, aims and milestones, you’ll show how and why your company is a strong investment prospect.

For startups in particular, investors want to learn why the founders are the right people to do the job, and what money is needed to get the business off the ground. The business plan will also walk through the planned steps to move from startup to scaleup - and on to solid profitability.

business plan

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Business plan format

Each business plan is unique. Build your own plan by choosing the sections of a traditional business plan which
suit your business and your needs. Here are the key segments to consider:

1. Executive summary: Make it easy for the reader by pulling out the key information in simple, impactful terms.
Cover the company’s product and niche, mission statement, leadership, employees, operations,
financial projections and location.

2. Company Description: Paint a picture of your company. Show who your customer is and what problem you solve.
Explain what makes you special, and well placed to exceed in your niche.

3. Market analysis: Set out the current state of your industry, and relevant market trends. Give details about the
broad opportunities and threats, key competitors and likely changes to demand. Don’t forget to talk about how
you will grow the market, or take market share from pre-existing businesses.

4. Products and services: Now it’s time to go into more detail about what you do. Set out the products or services
you provide, covering the pricing, consumer benefits and profit margins. If you’re selling a physical product
you’ll need to walk through the supply and production process.

5. Marketing and sales strategy: Where are your customers and how will you connect with them? Explain how
you encourage repeat sales, and how you’ll make use of traditional and innovative advertising and marketing
strategies. Don’t forget to cover the practicalities of actually closing a sale - for example, which ecommerce
or POS platform you’ll use.

6. Organization and management: Lay out the legal structure of your business - and the organizational structure
of your leadership team. If you’re seeking funding, remember that investors invest in founders as much as they
do business ideas. You need to show how each of your leaders can contribute to the success of your venture.

7. Financial plan: Adding in financial plans and projections can give depth and show opportunities for scale to your potential investors. If you have an established business, you’ll be able to use live documents such as income statements, balance sheets, and other financial information. New businesses should provide targets and estimates instead, showing the rationale and assumptions used.

8. Funding request and budget: A crucial section if you're asking for funding. Explain your 5-year funding requirements, and cover how you’ll use the capital you raise to boost profit. Show you’re a solid investment by providing a budget to cover staffing, development, manufacturing and marketing costs. Don’t forget to disclose any future plans to raise funds, or any known capital expenditures which are coming up.

9. Appendices: Depending on your business type, and how you’re using your business plan, you may want to provide supporting documents. These could include founder resumes, product descriptions and pictures, legal paperwork, references, licenses, permits, or patents.


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