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How to Write a Company Overview for a Business Plan

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Many or all of the products featured here are from our partners who compensate us. This influences which products we write about and where and how the product appears on a page. However, this does not influence our evaluations. Our opinions are our own. Here is a list of our partners and here's how we make money .

When you start a company, you ideally want it to grow. If you’re seeking business funding to scale your business or an initial investment to get your business off the ground, you’re going to need a business plan . Putting together a business plan can be an intimidating process that involves a lot of steps and writing — but breaking it down piece by piece can help you accomplish this seemingly insurmountable task.

One small piece of your business plan is the company overview, so let’s take a look at what that is, exactly, check out some company overview examples and go over how to make a company overview of your very own.

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ZenBusiness

What is a company overview?

A company overview provides the reader of your business plan with basic background information about your company so they have an understanding of what you do, who the management team is and what customers your business serves.

The company description is the second piece of a business plan, falling right after the executive summary. Similar to the executive summary, your company overview will be short and succinct. Your reader needs to have a grasp on what your business does and who your customers are, even if they have limited time.

business plan overview example

Why do I need a company overview?

The company overview is the part of your business plan that gives the basics and background of your business. It’s the foundation on which you will build the rest of your business plan.

If you’re looking to appeal to investors or potential clients, you need a reader to make an informed decision about your company. Before they can do that, they must know what your company does and who your customer is. Lenders in particular need a reason to keep reading, since they see tons of business plans regularly. The company overview provides those answers, and it will help you get a better sense of your business so you can firm up things like your marketing plan.

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What should I include in a company overview?

The exact elements that you need in your company overview will depend upon what details of your business are important, but there are some foundational elements that will be included in every company overview.

Once you’ve covered the basics, you can include any other minor details that will benefit a reader who will need to make an informed decision about your business.

Basic company information

Consider the company overview like an introduction for your business. In the opening paragraph of your company overview, you’ll want to include basic company information. That includes:

Your company name: This should be the official name of your business, exactly as it is written when you registered your business with the state.

Business structure: Your reader will want to know what business entity your company comes in: sole proprietorship, LLC, partnership or corporation.

Location(s): Share where your business is headquartered and other locations the business owns.

Ownership and management team

Break down who owns your business and how each owner is involved with the business. What shares of the company belong to whom? If you have a highly involved management team, share their names and key roles with the company as well.

Company history

Part of what makes your company unique is its history. And, even startups have some history. Don’t put too much focus on this section, but do add some personality and interesting details if possible, especially if they relate to your company culture.

Mission statement

Your company’s mission statement should be included in the company overview. If you don’t yet have a company mission statement, that’s okay. Think of a mission statement as the purpose of your company.

If you don’t have one, you can create one with your team. Or you can simply replace the mission statement with a problem statement. Your business idea should exist to solve a problem or pain point faced by your customers. Share what that problem is and what your business does to solve it. That’s essentially your mission statement.

Product/service and customer

This section of the company overview is where you can share the nitty-gritty details of your business. Talk about what product or service you provide and to whom you provide it. You can share some numbers here, but in general, save the numbers for later in your business plan.

The company overview should give the reader a general understanding of your business, your product or service, and your customer. If they’re interested to know more, they’ll reach out to you for a meeting or take the time to read the rest of your business plan. Keep it simple and straightforward here.

Future goals

While concrete details and facts about your business are important to whoever is reading your company overview, it’s also important to share your dreams and your vision. If you’re writing a business plan for a business that’s already in place, it’s very likely you’re looking for business financing to scale or solve a business problem. If you’re just starting out, though, then it’s likely you’re hoping to find startup funding.

The section on your future business goals should include a brief description of your growth goals for your business. Where you are now tells the reader a lot, but they also want to know where you plan to go.

A company overview is comprised of many small parts. Each part shares just a little bit more about your company with your reader.

Tips for writing a company overview

While a company overview is simply the details of your company written out, it might not be easy to write. Break it down into small steps and use these tips to make putting together your company overview just a little bit easier.

Start with the elevator pitch

If your business is already in operation, then you likely have an elevator pitch. Your company overview can start off with your elevator pitch.

The first paragraph of your company overview should include just a few sentences that explain your business and what you do. The shorter and clearer this is, the more likely your reader will understand and keep reading.

Stick to the basics

It’s tempting to pile on all the details when you’re writing a company overview. Remember, many of the details of your company, including the numbers, will be included in later sections of your business plan.

Your company overview should include only the most basic details about your company that the reader needs to know.

Be passionate

When you share the history, mission statement, and vision for the future of your company, it’s okay to show your passion. You wouldn’t be in business if you didn’t love what you do.

Your excitement for your business could spark interest for the reader and keep them engaged with your company overview and business plan.

Keep it succinct

When you’re passionate about something, it’s easy to get carried away. Remember that you’ve got plenty of space for details in your business plan. The company overview should be just the most basic information someone needs to understand your business.

It’s OK if your first draft of your company overview is long. Simply go through and edit it to be shorter, removing unnecessary details and words each time you read through it. Clear, concise descriptions are more likely to be read and to keep the reader reading to other sections of your business plan.

Have structure

Your company overview is just one piece of a multi-tiered business plan. Creating a clear structure for your business plan makes it easier to read. The same is true for your company overview.

Your business plan should have chapters, one of which is the company overview. Then, you can further break down the content for easy skimming and reading by adding sub-chapters. You can denote these breaks in content with bold headers.

While you can break down each section of the company overview with bold headers based on the above suggestions, you can also interweave some information together, such as the company structure and leadership structure. Each section should be only a few sentences long.

Write it later

If you’re struggling to write your company overview, come back to it. Write the rest of your business plan first and then write your company overview.

While this might seem like the opposite way of doing things, knowing what will be contained in the rest of your business plan can help you to focus in on the very most essential details in the company overview and to leave everything else out.

Get a test reader

If you’re struggling to edit down your company overview, get a test reader. Ideally, you’ll want to ask someone who doesn’t know a lot about your business. They’ll help you understand whether or not you’ve clearly communicated your message.

Proofreading is the final step in editing something you’ve written. This type of editing looks for typos, misspellings and grammatical errors that have been missed. Many of these small errors can be difficult to spot in our own writing, so be sure to ask someone who hasn’t seen multiple drafts of your company overview.

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Company overview examples

If you don’t want to shell out for business planning software, but would still like some company overview examples to get you started, there are many places online you can look to for help getting started, like the Small Business Administration and SCORE.

Many successful companies also have some version of their company overview made public as their company profile page online. There are some variations from the company overview steps we’ve listed above, of course, but you can use the language and style of these company overview examples for inspiration:

Starbucks company profile .

Puma company page .

TaskRabbit About page .

Peloton company page .

Nestlé About page .

If you’re still feeling stuck, or want more company overview examples, try searching the websites of your favorite companies for more information. You might be surprised what you find — the Nestlé page, for example, has more information about their strategy and business principles.

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Step-by-Step Guide to Writing a Simple Business Plan

By Joe Weller | October 11, 2021

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A business plan is the cornerstone of any successful company, regardless of size or industry. This step-by-step guide provides information on writing a business plan for organizations at any stage, complete with free templates and expert advice. 

Included on this page, you’ll find a step-by-step guide to writing a business plan and a chart to identify which type of business plan you should write . Plus, find information on how a business plan can help grow a business and expert tips on writing one .

What Is a Business Plan?

A business plan is a document that communicates a company’s goals and ambitions, along with the timeline, finances, and methods needed to achieve them. Additionally, it may include a mission statement and details about the specific products or services offered.

A business plan can highlight varying time periods, depending on the stage of your company and its goals. That said, a typical business plan will include the following benchmarks:

  • Product goals and deadlines for each month
  • Monthly financials for the first two years
  • Profit and loss statements for the first three to five years
  • Balance sheet projections for the first three to five years

Startups, entrepreneurs, and small businesses all create business plans to use as a guide as their new company progresses. Larger organizations may also create (and update) a business plan to keep high-level goals, financials, and timelines in check.

While you certainly need to have a formalized outline of your business’s goals and finances, creating a business plan can also help you determine a company’s viability, its profitability (including when it will first turn a profit), and how much money you will need from investors. In turn, a business plan has functional value as well: Not only does outlining goals help keep you accountable on a timeline, it can also attract investors in and of itself and, therefore, act as an effective strategy for growth.

For more information, visit our comprehensive guide to writing a strategic plan or download free strategic plan templates . This page focuses on for-profit business plans, but you can read our article with nonprofit business plan templates .

Business Plan Steps

The specific information in your business plan will vary, depending on the needs and goals of your venture, but a typical plan includes the following ordered elements:

  • Executive summary
  • Description of business
  • Market analysis
  • Competitive analysis
  • Description of organizational management
  • Description of product or services
  • Marketing plan
  • Sales strategy
  • Funding details (or request for funding)
  • Financial projections

If your plan is particularly long or complicated, consider adding a table of contents or an appendix for reference. For an in-depth description of each step listed above, read “ How to Write a Business Plan Step by Step ” below.

Broadly speaking, your audience includes anyone with a vested interest in your organization. They can include potential and existing investors, as well as customers, internal team members, suppliers, and vendors.

Do I Need a Simple or Detailed Plan?

Your business’s stage and intended audience dictates the level of detail your plan needs. Corporations require a thorough business plan — up to 100 pages. Small businesses or startups should have a concise plan focusing on financials and strategy.

How to Choose the Right Plan for Your Business

In order to identify which type of business plan you need to create, ask: “What do we want the plan to do?” Identify function first, and form will follow.

Use the chart below as a guide for what type of business plan to create:

Is the Order of Your Business Plan Important?

There is no set order for a business plan, with the exception of the executive summary, which should always come first. Beyond that, simply ensure that you organize the plan in a way that makes sense and flows naturally.

The Difference Between Traditional and Lean Business Plans

A traditional business plan follows the standard structure — because these plans encourage detail, they tend to require more work upfront and can run dozens of pages. A Lean business plan is less common and focuses on summarizing critical points for each section. These plans take much less work and typically run one page in length.

In general, you should use a traditional model for a legacy company, a large company, or any business that does not adhere to Lean (or another Agile method ). Use Lean if you expect the company to pivot quickly or if you already employ a Lean strategy with other business operations. Additionally, a Lean business plan can suffice if the document is for internal use only. Stick to a traditional version for investors, as they may be more sensitive to sudden changes or a high degree of built-in flexibility in the plan.

How to Write a Business Plan Step by Step

Writing a strong business plan requires research and attention to detail for each section. Below, you’ll find a 10-step guide to researching and defining each element in the plan.

Step 1: Executive Summary

The executive summary will always be the first section of your business plan. The goal is to answer the following questions:

  • What is the vision and mission of the company?
  • What are the company’s short- and long-term goals?

See our  roundup of executive summary examples and templates for samples. Read our executive summary guide to learn more about writing one.

Step 2: Description of Business

The goal of this section is to define the realm, scope, and intent of your venture. To do so, answer the following questions as clearly and concisely as possible:

  • What business are we in?
  • What does our business do?

Step 3: Market Analysis

In this section, provide evidence that you have surveyed and understand the current marketplace, and that your product or service satisfies a niche in the market. To do so, answer these questions:

  • Who is our customer? 
  • What does that customer value?

Step 4: Competitive Analysis

In many cases, a business plan proposes not a brand-new (or even market-disrupting) venture, but a more competitive version — whether via features, pricing, integrations, etc. — than what is currently available. In this section, answer the following questions to show that your product or service stands to outpace competitors:

  • Who is the competition? 
  • What do they do best? 
  • What is our unique value proposition?

Step 5: Description of Organizational Management

In this section, write an overview of the team members and other key personnel who are integral to success. List roles and responsibilities, and if possible, note the hierarchy or team structure.

Step 6: Description of Products or Services

In this section, clearly define your product or service, as well as all the effort and resources that go into producing it. The strength of your product largely defines the success of your business, so it’s imperative that you take time to test and refine the product before launching into marketing, sales, or funding details.

Questions to answer in this section are as follows:

  • What is the product or service?
  • How do we produce it, and what resources are necessary for production?

Step 7: Marketing Plan

In this section, define the marketing strategy for your product or service. This doesn’t need to be as fleshed out as a full marketing plan , but it should answer basic questions, such as the following:

  • Who is the target market (if different from existing customer base)?
  • What channels will you use to reach your target market?
  • What resources does your marketing strategy require, and do you have access to them?
  • If possible, do you have a rough estimate of timeline and budget?
  • How will you measure success?

Step 8: Sales Plan

Write an overview of the sales strategy, including the priorities of each cycle, steps to achieve these goals, and metrics for success. For the purposes of a business plan, this section does not need to be a comprehensive, in-depth sales plan , but can simply outline the high-level objectives and strategies of your sales efforts. 

Start by answering the following questions:

  • What is the sales strategy?
  • What are the tools and tactics you will use to achieve your goals?
  • What are the potential obstacles, and how will you overcome them?
  • What is the timeline for sales and turning a profit?
  • What are the metrics of success?

Step 9: Funding Details (or Request for Funding)

This section is one of the most critical parts of your business plan, particularly if you are sharing it with investors. You do not need to provide a full financial plan, but you should be able to answer the following questions:

  • How much capital do you currently have? How much capital do you need?
  • How will you grow the team (onboarding, team structure, training and development)?
  • What are your physical needs and constraints (space, equipment, etc.)?

Step 10: Financial Projections

Apart from the fundraising analysis, investors like to see thought-out financial projections for the future. As discussed earlier, depending on the scope and stage of your business, this could be anywhere from one to five years. 

While these projections won’t be exact — and will need to be somewhat flexible — you should be able to gauge the following:

  • How and when will the company first generate a profit?
  • How will the company maintain profit thereafter?

Business Plan Template

Business Plan Template

Download Business Plan Template

Microsoft Excel | Smartsheet

This basic business plan template has space for all the traditional elements: an executive summary, product or service details, target audience, marketing and sales strategies, etc. In the finances sections, input your baseline numbers, and the template will automatically calculate projections for sales forecasting, financial statements, and more.

For templates tailored to more specific needs, visit this business plan template roundup or download a fill-in-the-blank business plan template to make things easy. 

If you are looking for a particular template by file type, visit our pages dedicated exclusively to Microsoft Excel , Microsoft Word , and Adobe PDF business plan templates.

How to Write a Simple Business Plan

A simple business plan is a streamlined, lightweight version of the large, traditional model. As opposed to a one-page business plan , which communicates high-level information for quick overviews (such as a stakeholder presentation), a simple business plan can exceed one page.

Below are the steps for creating a generic simple business plan, which are reflected in the template below .

  • Write the Executive Summary This section is the same as in the traditional business plan — simply offer an overview of what’s in the business plan, the prospect or core offering, and the short- and long-term goals of the company. 
  • Add a Company Overview Document the larger company mission and vision. 
  • Provide the Problem and Solution In straightforward terms, define the problem you are attempting to solve with your product or service and how your company will attempt to do it. Think of this section as the gap in the market you are attempting to close.
  • Identify the Target Market Who is your company (and its products or services) attempting to reach? If possible, briefly define your buyer personas .
  • Write About the Competition In this section, demonstrate your knowledge of the market by listing the current competitors and outlining your competitive advantage.
  • Describe Your Product or Service Offerings Get down to brass tacks and define your product or service. What exactly are you selling?
  • Outline Your Marketing Tactics Without getting into too much detail, describe your planned marketing initiatives.
  • Add a Timeline and the Metrics You Will Use to Measure Success Offer a rough timeline, including milestones and key performance indicators (KPIs) that you will use to measure your progress.
  • Include Your Financial Forecasts Write an overview of your financial plan that demonstrates you have done your research and adequate modeling. You can also list key assumptions that go into this forecasting. 
  • Identify Your Financing Needs This section is where you will make your funding request. Based on everything in the business plan, list your proposed sources of funding, as well as how you will use it.

Simple Business Plan Template

Simple Business Plan Template

Download Simple Business Plan Template

Microsoft Excel |  Microsoft Word | Adobe PDF  | Smartsheet

Use this simple business plan template to outline each aspect of your organization, including information about financing and opportunities to seek out further funding. This template is completely customizable to fit the needs of any business, whether it’s a startup or large company.

Read our article offering free simple business plan templates or free 30-60-90-day business plan templates to find more tailored options. You can also explore our collection of one page business templates . 

How to Write a Business Plan for a Lean Startup

A Lean startup business plan is a more Agile approach to a traditional version. The plan focuses more on activities, processes, and relationships (and maintains flexibility in all aspects), rather than on concrete deliverables and timelines.

While there is some overlap between a traditional and a Lean business plan, you can write a Lean plan by following the steps below:

  • Add Your Value Proposition Take a streamlined approach to describing your product or service. What is the unique value your startup aims to deliver to customers? Make sure the team is aligned on the core offering and that you can state it in clear, simple language.
  • List Your Key Partners List any other businesses you will work with to realize your vision, including external vendors, suppliers, and partners. This section demonstrates that you have thoughtfully considered the resources you can provide internally, identified areas for external assistance, and conducted research to find alternatives.
  • Note the Key Activities Describe the key activities of your business, including sourcing, production, marketing, distribution channels, and customer relationships.
  • Include Your Key Resources List the critical resources — including personnel, equipment, space, and intellectual property — that will enable you to deliver your unique value.
  • Identify Your Customer Relationships and Channels In this section, document how you will reach and build relationships with customers. Provide a high-level map of the customer experience from start to finish, including the spaces in which you will interact with the customer (online, retail, etc.). 
  • Detail Your Marketing Channels Describe the marketing methods and communication platforms you will use to identify and nurture your relationships with customers. These could be email, advertising, social media, etc.
  • Explain the Cost Structure This section is especially necessary in the early stages of a business. Will you prioritize maximizing value or keeping costs low? List the foundational startup costs and how you will move toward profit over time.
  • Share Your Revenue Streams Over time, how will the company make money? Include both the direct product or service purchase, as well as secondary sources of revenue, such as subscriptions, selling advertising space, fundraising, etc.

Lean Business Plan Template for Startups

Lean Business Plan Templates for Startups

Download Lean Business Plan Template for Startups

Microsoft Word | Adobe PDF

Startup leaders can use this Lean business plan template to relay the most critical information from a traditional plan. You’ll find all the sections listed above, including spaces for industry and product overviews, cost structure and sources of revenue, and key metrics, and a timeline. The template is completely customizable, so you can edit it to suit the objectives of your Lean startups.

See our wide variety of  startup business plan templates for more options.

How to Write a Business Plan for a Loan

A business plan for a loan, often called a loan proposal , includes many of the same aspects of a traditional business plan, as well as additional financial documents, such as a credit history, a loan request, and a loan repayment plan.

In addition, you may be asked to include personal and business financial statements, a form of collateral, and equity investment information.

Download free financial templates to support your business plan.

Tips for Writing a Business Plan

Outside of including all the key details in your business plan, you have several options to elevate the document for the highest chance of winning funding and other resources. Follow these tips from experts:.

  • Keep It Simple: Avner Brodsky , the Co-Founder and CEO of Lezgo Limited, an online marketing company, uses the acronym KISS (keep it short and simple) as a variation on this idea. “The business plan is not a college thesis,” he says. “Just focus on providing the essential information.”
  • Do Adequate Research: Michael Dean, the Co-Founder of Pool Research , encourages business leaders to “invest time in research, both internal and external (market, finance, legal etc.). Avoid being overly ambitious or presumptive. Instead, keep everything objective, balanced, and accurate.” Your plan needs to stand on its own, and you must have the data to back up any claims or forecasting you make. As Brodsky explains, “Your business needs to be grounded on the realities of the market in your chosen location. Get the most recent data from authoritative sources so that the figures are vetted by experts and are reliable.”
  • Set Clear Goals: Make sure your plan includes clear, time-based goals. “Short-term goals are key to momentum growth and are especially important to identify for new businesses,” advises Dean.
  • Know (and Address) Your Weaknesses: “This awareness sets you up to overcome your weak points much quicker than waiting for them to arise,” shares Dean. Brodsky recommends performing a full SWOT analysis to identify your weaknesses, too. “Your business will fare better with self-knowledge, which will help you better define the mission of your business, as well as the strategies you will choose to achieve your objectives,” he adds.
  • Seek Peer or Mentor Review: “Ask for feedback on your drafts and for areas to improve,” advises Brodsky. “When your mind is filled with dreams for your business, sometimes it is an outsider who can tell you what you’re missing and will save your business from being a product of whimsy.”

Outside of these more practical tips, the language you use is also important and may make or break your business plan.

Shaun Heng, VP of Operations at Coin Market Cap , gives the following advice on the writing, “Your business plan is your sales pitch to an investor. And as with any sales pitch, you need to strike the right tone and hit a few emotional chords. This is a little tricky in a business plan, because you also need to be formal and matter-of-fact. But you can still impress by weaving in descriptive language and saying things in a more elegant way.

“A great way to do this is by expanding your vocabulary, avoiding word repetition, and using business language. Instead of saying that something ‘will bring in as many customers as possible,’ try saying ‘will garner the largest possible market segment.’ Elevate your writing with precise descriptive words and you'll impress even the busiest investor.”

Additionally, Dean recommends that you “stay consistent and concise by keeping your tone and style steady throughout, and your language clear and precise. Include only what is 100 percent necessary.”

Resources for Writing a Business Plan

While a template provides a great outline of what to include in a business plan, a live document or more robust program can provide additional functionality, visibility, and real-time updates. The U.S. Small Business Association also curates resources for writing a business plan.

Additionally, you can use business plan software to house data, attach documentation, and share information with stakeholders. Popular options include LivePlan, Enloop, BizPlanner, PlanGuru, and iPlanner.

How a Business Plan Helps to Grow Your Business

A business plan — both the exercise of creating one and the document — can grow your business by helping you to refine your product, target audience, sales plan, identify opportunities, secure funding, and build new partnerships. 

Outside of these immediate returns, writing a business plan is a useful exercise in that it forces you to research the market, which prompts you to forge your unique value proposition and identify ways to beat the competition. Doing so will also help you build (and keep you accountable to) attainable financial and product milestones. And down the line, it will serve as a welcome guide as hurdles inevitably arise.

Streamline Your Business Planning Activities with Real-Time Work Management in Smartsheet

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When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time.  Try Smartsheet for free, today.

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How To Write the Company Summary in a Business Plan

Company Overviews Show How the Pieces of a Business Work

business plan overview example

What To Include in Your Company Summary

Getting started on your company summary, examples of a company summary, tips for writing a company summary, frequently asked questions (faqs).

Image by Theresa Chiechi © The Balance 2019

The company summary in a business plan —also known as the company description or overview—is a high-level look at what you are as a company and how all the elements of the business fit together.

An effective company summary should give readers, such as potential investors, a quick and easy way to understand your business, its products and services, its mission and goals, how it meets the needs of its target market, and how it stands out from competitors.

Before you begin writing your company summary, remember to stick to the big picture. Other sections of your business plan will provide the specific details of your business. The summary synthesizes all of that information into one page.

Key Takeaways

  • The company summary in a business plan provides an overview containing a description of your company at a high level.
  • A company summary might include your mission statement, goals, target market, products, and services, as well as how it stands out from competitors.
  • The company summary can also be customized for a specific objective or audience, such as to secure financing from investors or banks.

The company summary section of a business plan should include:

  • Business name
  • Legal structure (i.e., sole proprietorship ,  LLC ,  S Corporation , or  partnership )
  • Management team
  • Mission statement
  • Company history (when it started and important milestones)
  • Description of products and services and how they meet the needs of the marketplace
  • Target market (who will buy your product or services)
  • Competitive advantage (what sets you apart in the marketplace to allow you to succeed)
  • Objectives and goals (plans for growth)

The U.S. Small Business Administration (SBA) website has a lot of information available if you've never written a business plan before. The SBA provides examples of business plans for different types of companies.

Before you begin, you should decide whether you want to go with a traditional business plan format or a lean startup format. The traditional format is appropriate if you want to have a comprehensive, detail-oriented plan or if you are requesting financing. The lean startup format is best for those who have a relatively simple business and want to start it quickly or as a starting point for those who plan to refine and change the plan regularly.

No matter which type of business plan you choose, you'll need to include a company summary.

Although there are many blueprints for writing a company summary, below are a couple of examples to get you started.

Consulting Firm

You can opt for a concise opening paragraph such as this one:

XYZ Consulting is a new company that provides expertise in search marketing solutions for businesses worldwide, including website promotion, online advertising, and search engine optimization techniques to improve its clients' positioning in search engines. We cater to the higher education market, including colleges, universities, and professional educational institutions.

Several elements of the company summary are covered here, including the name (XYZ Consulting), history (new company), description of services (web promotion, SEO, advertising) and why it's needed (improve positioning in search engines), and the target market (higher education).

Starbucks Coffee Company Overview

Starbucks breaks down the company overview on their website into the following sections:

"Our Heritage"

Here the company describes how long the company has been in business, citing its roots, the founder, Howard Schultz, and how he was inspired to open the first Starbucks in Seattle after visiting Italy. It briefly mentions the growth of millions of customers and how the company's heritage remains important to its long-term success.

"Coffee & Craft"

The overview describes the high-quality products and services being offered and why they stand out from the competition by describing the detailed process of choosing and growing coffee beans. You'll notice they don't suggest their product is a low-cost product but instead provide a high level of "experiences to savor."

"Our Partners"

Starbucks describes its employees as partners that work together in an inclusive manner to achieve success. It highlights how they are at the center of the experience.

"Pursuit of Doing Good"

The company describes its values and how it gives back to the community.

Tesla Inc. Business Overview

Below are excerpts of the business overview pages from the annual 10-K filing on Dec. 31, 2021, for Tesla Inc.

"We design, develop, manufacture, sell and lease high-performance fully electric vehicles and energy generation and storage systems, and offer services related to our products. We generally sell our products directly to customers, including through our website and retail locations.
We also continue to grow our customer-facing infrastructure through a global network of vehicle service centers, mobile service technicians, body shops, supercharger stations and destination chargers to accelerate the widespread adoption of our products.
We emphasize performance, attractive styling and the safety of our users and workforce in the design and manufacture of our products and are continuing to develop full self-driving technology for improved safety.
Our mission to accelerate the world’s transition to sustainable energy, engineering expertise, vertically integrated business model and focus on user experience differentiate us from other companies."

Competition

Tesla highlights the competitive automotive market and how the company differentiates itself from the larger, more established competitors.

"The worldwide automotive market is highly competitive and we expect it will become even more competitive in the future as we introduce additional vehicles in a broader cross-section of the passenger and commercial vehicle market and expand our vehicles’ capabilities. We believe that our vehicles compete in the market both based on their traditional segment classification as well as based on their propulsion technology.
Competing products typically include internal combustion vehicles from more established automobile manufacturers; however, many established and new automobile manufacturers have entered or have announced plans to enter the market for electric and other alternative fuel vehicles."

Intellectual Property

The company highlights its intellectual property, including trademarks and patents.

"We place a strong emphasis on our innovative approach and proprietary designs which bring intrinsic value and uniqueness to our product portfolio. As part of our business, we seek to protect the underlying intellectual property rights of these innovations and designs such as with respect to patents, trademarks, copyrights, trade secrets and other measures, including through employee and third-party nondisclosure agreements and other contractual arrangements."

Mission Statement

The company highlights its mission statement and its sustainability goals using environmental, social, and governance (ESG) and human capital resources.

"The very purpose of Tesla's existence is to accelerate the world's transition to sustainable energy. We believe the world cannot reduce carbon emissions without addressing both energy generation and consumption, and we are designing and manufacturing a complete energy and transportation ecosystem to achieve this goal. As we expand, we are building each new factory to be more efficient and sustainably designed than the previous one, including with respect to waste reduction and water usage, and we are focused on reducing the carbon footprint of our supply chain."

There are other items you can include in your company summary to expand on the areas that you'd like people to focus on, depending on your objective.

You might provide more information about the company's location, legal structure, and management team. You can also include more information about the:

  • Company's history, such as a family business that's been in operation for multiple generations
  • Business objectives, including short-term and long-term goals
  • Business strengths, highlighting anything that might give your company a competitive advantage in the field

You can also customize the summary if you have a specific objective or a targeted audience. For example, if the goal of your business plan is to secure funding, you might focus on areas that appeal to investors and lending institutions, including:

  • Why you're the best person to manage the business
  • Your experience in your field, as well as the total years of experience of your management team
  • Expertise or special talents of your team, including training, licenses, certifications
  • How you plan to make the business a success
  • Financial information, such as a high-level discussion of your track record of revenue growth and the financial opportunities that can be realized as a result of securing financing

You may also want to address any areas of perceived weakness by explaining how you'll overcome them or compensate.

How do you write a company overview?

You might provide a description of the company, its location, legal structure, and management team. You can also highlight the company's business objectives, goals, and strengths. You can also customize the summary to a specific audience, such as a bank or lender, focusing on your competitive advantages and highlights of recent financial success.

What should an organizational overview include?

Some of the discussion points to include in a company overview might be:

  • Company name and location
  • Legal structure such as a sole proprietorship, LLC, or partnership
  • Mission statement and management team
  • Description of your products and services and how they are needed
  • Target market or who are your customers
  • Competitive advantage or what makes your company different

The Clute Institute. " Using Business Plans for Teaching Entrepreneurship ," Page 734.

U.S. Small Business Administration. " Write Your Business Plan ."

Starbucks Coffee Company. " Our Company ."

United States Securities and Exchange Commission. " Form 10-K, Annual Report Pursuant to Section 13 or 15(D) of the Securities Exchange Act of 1934 for the Fiscal Year Ended December 31, 2021, Tesla, Inc., " Pages 3-12.

business plan overview example

The 7 Best Business Plan Examples (2024)

So you want to start a business . Kudos! You’re doing big things.

One of the first steps to building a strong foundation for your new venture is to write a rock-solid business plan . When done right, your business plan can pave your path to success, all while helping you to smoothly cruise through any obstacles that may come up.

Plus, a good business plan can help you secure critical partnerships and funding that you might need in your early stages.

If you’re unsure how to write one, a great place to start is to learn from the pros. In this article, we’ll look at companies that built incredible business plans.

Take notes on the structure, format, and details. Hopefully you’ll leave with plenty of inspiration to write your own.

business plan overview example

Start selling online now with Shopify

business plan overview example

7-part template for business plan examples

We’ll look at a business plan that is structured using a seven-part template. Here’s a quick review of those parts:

  • Executive summary: A quick overview of your business and the contents of your business plan.
  • Company description: More info about your company, its goals and mission, and why you started it in the first place.
  • Market analysis: Research about the market and industry your business will operate in, including a competitive analysis about the companies you’ll be up against.
  • Products and services: A detailed description of what you’ll be selling to your customers.
  • Marketing plan: A strategic outline of how you plan to market and promote your business before, during, and after your company launches into the market.
  • Logistics and operations plan: An explanation of the systems, processes, and tools that are needed to run your business in the background.
  • Financial plan: A map of your short-term (and even long-term) financial goals and the costs to run the business. If you’re looking for funding, here’s the place to discuss your request and needs.

7 business plan examples (section by section)

In this section, you’ll find hypothetical and real-world examples of each aspect of a business plan to show you how the whole thing comes together. 

  • Executive summary

Your executive summary offers a high-level overview of the rest of your business plan. You’ll want to include a brief description of your company, market research, competitor analysis, and financial information.  

In ThoughtCo’s sample business plan for a fictional company called Acme Management Technology, the executive summary is three paragraphs and occupies nearly half the page:

business plan executive summary

  • Company description

You might go more in-depth with your company description and include the following sections:

  • Nature of the business. Mention the general category of business you fall under. Are you a manufacturer, wholesaler, or retailer of your products?
  • Background information. Talk about your past experiences and skills, and how you’ve combined them to fill in the market. 
  • Business structure. This section outlines how you registered your company —as a corporation, sole proprietorship, LLC, or other business type.
  • Industry. Which business sector do you operate in? The answer might be technology, merchandising, or another industry.
  • Team. Whether you’re the sole full-time employee of your business or you have contractors to support your daily workflow, this is your chance to put them under the spotlight.

You can also repurpose your company description elsewhere, like on your About page, Instagram page, or other properties that ask for a boilerplate description of your business. Hair extensions brand Luxy Hair has a blurb on its About page that could easily be repurposed as a company description for its business plan. 

company description business plan

  • Market analysis

Market analysis comprises research on product supply and demand, your target market, the competitive landscape, and industry trends. You might do a SWOT analysis to learn where you stand and identify market gaps that you could exploit to establish your footing. Here’s an example of a SWOT analysis we did for a hypothetical ecommerce business: 

marketing swot example

You’ll also want to run a competitive analysis as part of the market analysis component for your business plan. This will show you who you’re up against and give you ideas on how to gain an edge over the competition. 

  • Products and services

This part of your business plan describes your product or service, how it will be priced, and the ways it will compete against similar offerings in the market. Don’t go into too much detail here —a few lines are enough to introduce your item to the reader.

business plan overview example

  • Marketing plan

Potential investors will want to know how you’ll get the word out about your business. As such, it’s essential to build a marketing plan that highlights the promotion and customer acquisition strategies you’re planning to adopt. 

Most marketing plans focus on the four Ps: product, price, place, and promotion. However, it’s easier when you break it down by the different marketing channels . Mention how you intend to promote your business using blogs, email, social media, and word-of-mouth marketing. 

Here’s an example of a hypothetical marketing plan for a real estate website:

marketing section template for business plan

Logistics and operations

This section of your business plan provides information about your production, facilities, production, equipment, shipping and fulfillment, and inventory.

Financial plan

The financial plan (a.k.a. financial statement) offers a breakdown of your sales, revenue, expenses, profit, and other financial metrics. You’ll want to include all the numbers and concrete data to project your current and projected financial state. For example, the financial statement for ecommerce brand Nature’s Candy includes forecasted revenue, expenses, and net profit in graphs.

financial plan example

It then goes deeper into the financials, citing:

  • Funding needs
  • Project cash-flow statement
  • Project profit-and-loss statement
  • Projected balance sheet

You can use Shopify’s financial plan template to create your own income statement, cash-flow statement, and balance sheet. 

Types of business plan (and what to write for each)

A one-page business plan is a pared down version of a standard business plan that’s easy for potential investors and partners to understand. You’ll want to include all of the sections, but make sure they’re abbreviated and summarized.

  • Logistics and operations plan
  • Financials 

A startup business plan is meant to secure outside funding for a new business. Typically, there’s a big focus on the financials, as well as other sections that help determine the viability of your business idea —market analysis, for example. Shopify has a great business plan template for startups that include all the below points.

  • Market research: in depth
  • Financials: in depth

Internal 

Your internal business plan acts as the enforcer of your company’s vision. It reminds your team of the long-term objective and keeps them strategically aligned toward the same goal.

  • Market research

Feasibility 

A feasibility business plan is essentially a feasibility study that helps you evaluate whether your product or idea is worthy of a full business plan. 

Mix and match to make a killer business plan

The good news is: there’s no single right way to write a business plan. If you’re feeling unsure about how to craft yours, pull bits and pieces that you like from other examples, and leave out the parts that don’t apply or make sense for you.

The important thing is to clearly communicate your reason for starting the company, what’s needed to operate it, and how you plan to make it work in the long run.

When you can convince others that you have a killer game plan, you’ve nailed it.

Want to learn more?

  • Question: Are You a Business Owner or an Entrepreneur?
  • Bootstrapping a Business: 10 Tips to Help You Succeed
  • Entrepreneurial Mindset: 20 Ways to Think Like an Entrepreneur
  • 101+ Best Small Business Software Programs 

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How to Write a Powerful Executive Summary [+4 Top Examples]

Caroline Forsey

Published: August 31, 2023

Whether you're an entrepreneur looking for investors for your small business or the CEO of a large corporation, an executive summary can help you succeed and is a critical component for long-term growth.

Executive summary with examples

A short, attention-grabbing executive summary is an essential part of your business plan . Done correctly, it will ensure your company becomes or remains a key player in your industry. In this post, you’ll learn what an executive summary is and how to write one that engages investors, customers, and general audiences.

Executive Summary

An executive summary is a brief overview of a long document, such as a business plan, proposal, or report. It's a section that grabs readers’ attention and summarizes critical information from the document, such as the problem or opportunity being addressed, objectives, key findings, goals, and recommendations.

Some documents that may have an executive summary include:

  • Business plans
  • Research documents
  • Project proposals
  • Annual reports

Ultimately, the executive summary is meant to inform readers of the most important information in the document, so they don't have to read it all and can get caught up quickly.

business plan overview example

Free Executive Summary Template

Use this executive summary template to provide a summary of your report, business plan, or memo.

  • Company & Opportunity
  • Industry & Market Analysis
  • Management & Operations
  • Financial Plan

You're all set!

Click this link to access this resource at any time.

Executive Summary vs. Business Plan

All business plans have an executive summary, but not all executive summaries belong to business plans.

A business plan includes a company overview, your company's short-term and long-term goals, information on your product or service, sales targets, expense budgets, your marketing plan, and a list including each member of your management team. In this case, the executive summary is the first section of the business plan that convinces readers that it’s worth their time to read the whole thing.

Business plans are very detailed and comprehensive, and can be as short as a dozen pages or as long as 100 pages. However, a CEO or investor might not have the interest or time to read your full business plan without first getting the general gist of your company or goals through an executive summary.

Executive Summary vs. Mission Statement

Mission statements and executive summaries are typically both found in business plans, but they serve different purposes.

A mission statement defines your organization’s purpose, values, and vision. It’s your company’s north star and communicates your core identity and reason for existence. On the other hand, an executive summary provides a high-level overview of the document.

Ultimately, your mission statement provides direction for developing your business plan, while your executive summary describes your business plan to executives and shareholders.

Executive Summary vs. Company Description

Like mission statements and executive summaries, company descriptions can also be found in business plans as well as the “About us” page of your website . It provides an overview of your business, including essential details like company history, what your company does, unique selling points, goals, management team, and overall value proposition.

Executive Summary vs. Objective

An objective is a specific goal or target that your company takes aims to achieve its overall goal. It is a concrete, measurable outcome that guides your business’s actions and decisions. Objectives are usually set at the strategic level and are typically aligned with the company’s mission, vision, and overall strategic plan.

Company objectives are often included in executive summaries, but are not the sole focus of them.

What is the purpose of an executive summary?

Writing an executive summary may not seem that necessary. After all, you can find the same information just by reading the rest of the document.

However, the executive summary serves many purposes for your document and those who read it. Here are some of the benefits of having one:

  • It saves your readers time. CEOs and investors often have limited time to review lengthy documents. An executive summary allows them to quickly grasp the main points, key findings, and recommendations without needing to read the entire document.
  • It provides clarity and conciseness. By providing a condensed overview, executive summaries help to distill complex information and present it in a manner that’s easy to understand.
  • It helps with document navigation. For longer documents or reports, an executive summary provides a roadmap for readers. It helps them navigate through the document by signaling the main sections or topics covered, improving overall document usability and accessibility.

To write an impressive executive summary that effectively embodies all the important elements of your business plan, we've cultivated a list of necessary components for an executive summary, as well as an example to get you started.

Follow Along With HubSpot's Executive Summary Template

Executive summary template from HubSpot

Click to Download

How to write an executive summary.

A good executive summary tells your company’s story, contains in-depth research, conveys information with an appropriate tone, is void of clichés, and follows your business plan’s structure. These elements will ensure your executive summary is effective, informative, and impactful.

1. Tell your story.

When investors or CEO's read your executive summary, they should understand what your business is about. This is one of the first elements of your business plan, so it should set the tone.

In your executive summary, be sure to tell your story and include an overview about what your company does and why you do what you do. You can also briefly highlight important details about your company’s management.

For instance, you could talk about your founder or CEO’s qualifications and motivations. You can also provide a high-level summary of your company’s business operations and any management methods or best practices that you abide by.

You’ll also want to explain the problem or opportunity that is being addressed, and how it is valuable to investors and customers. Think of this like an elevator pitch . If someone stopped reading and you only had the executive summary to explain your company, what information would you include?

2. Highlight important data.

An executive summary, while short, should include plenty of research.

Highlight the most important findings and insights from the document, including any critical data or statistics discovered in your competitor analysis . While your business plan will flesh out the details, it's important to include your key findings in your executive summary.

You should also provide a basic rundown of your target market, how you plan on addressing their needs and pain points, and how you will reach them.

Additionally, you should include key financial information. The main points you should cover are the overall budget, the price per product/service, and your financial projections.

3. Pay attention to your tone.

Although the tone of your executive summary should be professional and concise, it should also be true to your company and target audience. Aim to convey a sense of authority and credibility while remaining accessible and engaging.

Here are some tips to keep in mind:

  • Focus on presenting information objectively with facts and evidence.
  • Don’t voice your personal opinions or use subjective statements.
  • Strive for clarity and simplicity in your language and ensure that your message is easily understood.
  • Avoid unnecessarily complexity or convolution.
  • Don’t use hyperbole or excessive claims.
  • Use strong verbs, active voice, and concise language to make your points effectively.
  • Aim to resonate with the reader’s interests and concerns.

By striking the right balance between professionalism, clarity, and engagement, you can effectively deliver your message and compel the reader to take action or make informed decisions based on the summary.

4. Avoid cliché language.

With any style of writing, it's best to avoid clichés. Clichés can convey the wrong message or be misunderstood, which is something you want to avoid when someone reads your executive summary.

Additionally, clichés tend to overpromise and under-deliver. For example, including something like “The Best Restaurant in Town” isn‘t true because you’re untested as a business. Your executive summary should reflect the truth and who you are as a company.

To avoid clichés while writing, it’s essential to be aware of their presence. Familiarize yourself with common clichés and be mindful of them as you write. Some examples include:

  • “Thinking outside the box”
  • “Innovative solutions”
  • “Cutting-edge technology”

Instead of relying on these overused phrases, be descriptive and embrace the uniqueness of your brand when writing your executive summary. For instance, there’s no need to vaguely refer to your product as a “game-changer,” when you could explain how it benefits your target audience instead. Show, don’t tell.

By staying true to your voice and delivering an honest message, you can keep your writing fresh and your audience engaged.

5. Write it after completing your business plan.

An executive summary is a summary of your business plan. However, it‘s hard to write a summary when you haven’t written your business plan yet. That's why your executive summary should be the final thing you write.

By saving this step for last, you’re able to gain a thorough understanding of the entire plan, including your business’s goals, strategies, market analysis, and financial projections. This enables you to accurately depict the most important aspects in your summary.

If you write you executive summary first, you’re more likely to miscommunicate the essence of your business plan to executives and shareholders. Sure, you may have an outline prepare, but not having all the information can lead to inconsistencies or inaccuracies in your summary. You also risk including irrelevant details or omitting important details that come up during the planning process.

Ultimately, writing your executive summary last ensures that precisely represents the content and findings your plan.

If you don’t have a business plan yet, don’t worry; we have a comprehensive business plan template to help you create one quickly and effectively.

Featured Resource: Business Plan Template

how to write executive summary: use business plan template from hubspot

Download Your Free Template Here

Now that you know how to write an executive summary, let's dive into the details of what to include.

What to Include in Your Executive Summary

Your business plan should convey your company‘s mission, your product, a plan for how you’ll stand out from competitors, your financial projections, your company's short and long-term goals, your buyer persona, and your market fit.

Ultimately, an executive summary should provide a preview for investors or CEO's, so they know what to expect from the rest of your report. Your executive summary should include:

  • The name, location, and mission of your company
  • A description of your company, including management, advisors, and brief history
  • Your product or service, where your product fits in the market, and how your product differs from competitors in the industry
  • Financial considerations, start-up funding requirements, or the purpose behind your business plan — mention what you hope the reader will help your company accomplish

How long should an executive summary be?

While there is no hard and fast rule for the exact length, executive summaries typically range from one to three pages. However, it's important to note that the length should be determined by the document it accompanies and the content itself rather than a predetermined page count.

At the end of the day, your executive summary should engage the reader and highlight the most important points of your document while avoiding unnecessary details.

Feeling at a loss? Download a free template below that will take you through the executive summary creation process.

Executive Summary Template

executive summary template from hubspot

Download Your Free Executive Summary Template Here

In this free executive summary template, you’ll be able to outline several pieces of information, including:

  • Introduction: Explain what your executive summary contains.
  • Company & Opportunity: Explain who you are and your biggest opportunities for growth.
  • Industry & Market Analysis: Explain the state of your industry and your target market.
  • Management & Operations: Explain who your key leaders are and their roles.
  • Implementation & Marketing: Explain how you plan to deploy your product to the marketplace.
  • Financial Plan: Explain your company’s finances. Change the verbiage depending on whether you’re writing to investors or a general audience.
  • Conclusion: Summarize what you’ve covered.

Ready? Download your free executive summary template .

To understand more tactically how an executive summary should look, let’s review a few examples.

Executive Summary Examples

1. connected.

executive summary example: connected

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550+ Business Plan Examples to Launch Your Business

550+ Free Sample Business Plans

Need help writing your business plan? Explore over 550 industry-specific business plan examples for inspiration. Go even further with LivePlan , which harnesses AI-assisted writing features and SBA-approved plan examples to get you funded.

Find your business plan example

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Business plan template: There's an easier way to get your business plan done.

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Finish your plan faster with step-by-step guidance, financial wizards, and a proven format.

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View all sample business plans

Example business plan format

Before you start exploring our library of business plan examples, it's worth taking the time to understand the traditional business plan format . You'll find that the plans in this library and most investor-approved business plans will include the following sections:

Executive summary

The executive summary is an overview of your business and your plans. It comes first in your plan and is ideally only one to two pages. You should also plan to write this section last after you've written your full business plan.

Your executive summary should include a summary of the problem you are solving, a description of your product or service, an overview of your target market, a brief description of your team, a summary of your financials, and your funding requirements (if you are raising money).

Products & services

The products & services chapter of your business plan is where the real meat of your plan lives. It includes information about the problem that you're solving, your solution, and any traction that proves that it truly meets the need you identified.

This is your chance to explain why you're in business and that people care about what you offer. It needs to go beyond a simple product or service description and get to the heart of why your business works and benefits your customers.

Market analysis

Conducting a market analysis ensures that you fully understand the market that you're entering and who you'll be selling to. This section is where you will showcase all of the information about your potential customers. You'll cover your target market as well as information about the growth of your market and your industry. Focus on outlining why the market you're entering is viable and creating a realistic persona for your ideal customer base.

Competition

Part of defining your opportunity is determining what your competitive advantage may be. To do this effectively you need to get to know your competitors just as well as your target customers. Every business will have competition, if you don't then you're either in a very young industry or there's a good reason no one is pursuing this specific venture.

To succeed, you want to be sure you know who your competitors are, how they operate, necessary financial benchmarks, and how you're business will be positioned. Start by identifying who your competitors are or will be during your market research. Then leverage competitive analysis tools like the competitive matrix and positioning map to solidify where your business stands in relation to the competition.

Marketing & sales

The marketing and sales plan section of your business plan details how you plan to reach your target market segments. You'll address how you plan on selling to those target markets, what your pricing plan is, and what types of activities and partnerships you need to make your business a success.

The operations section covers the day-to-day workflows for your business to deliver your product or service. What's included here fully depends on the type of business. Typically you can expect to add details on your business location, sourcing and fulfillment, use of technology, and any partnerships or agreements that are in place.

Milestones & metrics

The milestones section is where you lay out strategic milestones to reach your business goals.

A good milestone clearly lays out the parameters of the task at hand and sets expectations for its execution. You'll want to include a description of the task, a proposed due date, who is responsible, and eventually a budget that's attached. You don't need extensive project planning in this section, just key milestones that you want to hit and when you plan to hit them.

You should also discuss key metrics, which are the numbers you will track to determine your success. Some common data points worth tracking include conversion rates, customer acquisition costs, profit, etc.

Company & team

Use this section to describe your current team and who you need to hire. If you intend to pursue funding, you'll need to highlight the relevant experience of your team members. Basically, this is where you prove that this is the right team to successfully start and grow the business. You will also need to provide a quick overview of your legal structure and history if you're already up and running.

Financial projections

Your financial plan should include a sales and revenue forecast, profit and loss statement, cash flow statement, and a balance sheet. You may not have established financials of any kind at this stage. Not to worry, rather than getting all of the details ironed out, focus on making projections and strategic forecasts for your business. You can always update your financial statements as you begin operations and start bringing in actual accounting data.

Now, if you intend to pitch to investors or submit a loan application, you'll also need a "use of funds" report in this section. This outlines how you intend to leverage any funding for your business and how much you're looking to acquire. Like the rest of your financials, this can always be updated later on.

The appendix isn't a required element of your business plan. However, it is a useful place to add any charts, tables, definitions, legal notes, or other critical information that supports your plan. These are often lengthier or out-of-place information that simply didn't work naturally into the structure of your plan. You'll notice that in these business plan examples, the appendix mainly includes extended financial statements.

Types of business plans explained

While all business plans cover similar categories, the style and function fully depend on how you intend to use your plan. To get the most out of your plan, it's best to find a format that suits your needs. Here are a few common business plan types worth considering.

Traditional business plan

The tried-and-true traditional business plan is a formal document meant to be used for external purposes. Typically this is the type of plan you'll need when applying for funding or pitching to investors. It can also be used when training or hiring employees, working with vendors, or in any other situation where the full details of your business must be understood by another individual.

Business model canvas

The business model canvas is a one-page template designed to demystify the business planning process. It removes the need for a traditional, copy-heavy business plan, in favor of a single-page outline that can help you and outside parties better explore your business idea.

The structure ditches a linear format in favor of a cell-based template. It encourages you to build connections between every element of your business. It's faster to write out and update, and much easier for you, your team, and anyone else to visualize your business operations.

One-page business plan

The true middle ground between the business model canvas and a traditional business plan is the one-page business plan . This format is a simplified version of the traditional plan that focuses on the core aspects of your business.

By starting with a one-page plan , you give yourself a minimal document to build from. You'll typically stick with bullet points and single sentences making it much easier to elaborate or expand sections into a longer-form business plan.

Growth planning

Growth planning is more than a specific type of business plan. It's a methodology. It takes the simplicity and styling of the one-page business plan and turns it into a process for you to continuously plan, forecast, review, and refine based on your performance.

It holds all of the benefits of the single-page plan, including the potential to complete it in as little as 27 minutes . However, it's even easier to convert into a more detailed plan thanks to how heavily it's tied to your financials. The overall goal of growth planning isn't to just produce documents that you use once and shelve. Instead, the growth planning process helps you build a healthier company that thrives in times of growth and remain stable through times of crisis.

It's faster, keeps your plan concise, and ensures that your plan is always up-to-date.

Download a free sample business plan template

Ready to start writing your own plan but aren't sure where to start? Download our free business plan template that's been updated for 2024.

This simple, modern, investor-approved business plan template is designed to make planning easy. It's a proven format that has helped over 1 million businesses write business plans for bank loans, funding pitches, business expansion, and even business sales. It includes additional instructions for how to write each section and is formatted to be SBA-lender approved. All you need to do is fill in the blanks.

How to use an example business plan to help you write your own

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How do you know what elements need to be included in your business plan, especially if you've never written one before? Looking at examples can help you visualize what a full, traditional plan looks like, so you know what you're aiming for before you get started. Here's how to get the most out of a sample business plan.

Choose a business plan example from a similar type of company

You don't need to find an example business plan that's an exact fit for your business. Your business location, target market, and even your particular product or service may not match up exactly with the plans in our gallery. But, you don't need an exact match for it to be helpful. Instead, look for a plan that's related to the type of business you're starting.

For example, if you want to start a vegetarian restaurant, a plan for a steakhouse can be a great match. While the specifics of your actual startup will differ, the elements you'd want to include in your restaurant's business plan are likely to be very similar.

Use a business plan example as a guide

Every startup and small business is unique, so you'll want to avoid copying an example business plan word for word. It just won't be as helpful, since each business is unique. You want your plan to be a useful tool for starting a business —and getting funding if you need it.

One of the key benefits of writing a business plan is simply going through the process. When you sit down to write, you'll naturally think through important pieces, like your startup costs, your target market , and any market analysis or research you'll need to do to be successful.

You'll also look at where you stand among your competition (and everyone has competition), and lay out your goals and the milestones you'll need to meet. Looking at an example business plan's financials section can be helpful because you can see what should be included, but take them with a grain of salt. Don't assume that financial projections for a sample company will fit your own small business.

If you're looking for more resources to help you get started, our business planning guide is a good place to start. You can also download our free business plan template , or get started right away with LivePlan .

Think of business planning as a process, instead of a document

Think about business planning as something you do often , rather than a document you create once and never look at again. If you take the time to write a plan that really fits your own company, it will be a better, more useful tool to grow your business. It should also make it easier to share your vision and strategy so everyone on your team is on the same page.

Adjust your plan regularly to use it as a business management tool

Keep in mind that businesses that use their plan as a management tool to help run their business grow 30 percent faster than those businesses that don't. For that to be true for your company, you'll think of a part of your business planning process as tracking your actual results against your financial forecast on a regular basis.

If things are going well, your plan will help you think about how you can re-invest in your business. If you find that you're not meeting goals, you might need to adjust your budgets or your sales forecast. Either way, tracking your progress compared to your plan can help you adjust quickly when you identify challenges and opportunities—it's one of the most powerful things you can do to grow your business.

Prepare to pitch your business

If you're planning to pitch your business to investors or seek out any funding, you'll need a pitch deck to accompany your business plan. A pitch deck is designed to inform people about your business. You want your pitch deck to be short and easy to follow, so it's best to keep your presentation under 20 slides.

Your pitch deck and pitch presentation are likely some of the first things that an investor will see to learn more about your company. So, you need to be informative and pique their interest. Luckily, just like you can leverage an example business plan template to write your plan, we also have a gallery of over 50 pitch decks for you to reference.

With this gallery, you have the option to view specific industry pitches or get inspired by real-world pitch deck examples. Or for a modern pitch solution that helps you create a business plan and pitch deck side-by-side, you may want to check out LivePlan . It will help you build everything needed for outside investment and to better manage your business.

Get LivePlan in your classroom

Are you an educator looking for real-world business plan examples for your students? With LivePlan, you give your students access to industry-best business plans and help them set goals and track metrics with spreadsheet-free financial forecasts. All of this within a single tool that includes additional instructional resources that work seamlessly alongside your current classroom setup.

With LivePlan, it's not just a classroom project. It's your students planning for their futures. Click here to learn more about business planning for students .

Ready to get started?

Now that you know how to use an example business plan to help you write a plan for your business, it's time to find the right one.

Use the search bar below to get started and find the right match for your business idea.

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How to Write an Effective Company Overview for Your Business Plan

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How to Write an Effective Business Overview for Your Business Plan

Writing a detailed company overview is a significant part of chalking out an efficient business plan. While investors and other concerned parties might be interested in listening to your business ideas and several raw details, having an overview of your brand or company can have a little more impact.

A well-laid-out overview can present all details of your business, including its history, business structure, etc. A traditional business plan wouldn’t include. It might be a little overwhelming to know where to start to draft an effective Company Overview for your business plan .

What to Include in an Effective Company Overview

Things Include In An Effective Company Overview

To get started with writing an impactful business overview, start by exploring certain aspects of your desired/existing business:

Basic Business Information –

Teams and partners –, business history and mission statement –, target customer base and services included –, future goals for the business –, write a comprehensive company overview.

Comprehensive Company Overview

Once you have fundamental data for your brand and peripheral organizations in place, you can start drafting your company overview. If you can write an impactful overview, you need not even draft an elaborate business plan. You can write a quick one-page business plan for an urgent meeting with an investor or partner if you have a power-packed overview ready.

Having the information isn’t sufficient for your overview to be effortlessly communicated. It has to be presented in a way that makes it easy for the reader while also conveying all significant points.

Stick to the Structure

The first thing to remember is to have a robust structure. Do not write sentences haphazardly just to fill in all the data. The reader should be able to grasp the structure in one look. Perhaps you can create sections for relevant aspects and create an overview accordingly. Some typical sections in the structure can be:

  • Registered details
  • Business History
  • Mission Statement
  • Services and products
  • Finance Goals
  • Service Goals
  • Future Scope

You can tweak these sections to fit the specific case of your business. This will help to draft an overview that is detailed and easy to read.

Pitch the past Achievements

business overview past achievements

An overview allows you to talk about your brand on paper, enabling a great opportunity to pitch your past achievements. The tone of describing your victories shouldn’t be pompous. Rather, subtly mentioning aspects you have successfully handled in the past does great for your credibility. Here you can highlight areas that you want to work on and have proved your mettle in.

Highlight the Basics

The rest of your business plan is likely to contain other details more concerned with several business factors. The overview is one place where you can clearly write down the basics. Whether it is a prime location that you operate from or a secure financial strategy that you have adopted over the years, highlight all the basics to speak volumes for your brand.

Show Passion and Interest

The tone of writing can make a world of difference for a perfectly pitched company overview. Keeping it too formal can be monotonous, while a flashy representation can be distracting. It is best to highlight information subtly and matter-of-factly while showing your passion for the field of work. These are the qualities when conveyed, will reflect in the form of conversions and profitable partnerships.

Take Your Team’s Input to Improve the Draft

team collaboration for writing business overview

Typically, different team members are likely to know more about certain aspects better than others. Take their valuable input in drafting a business overview that can accurately reflect your business ideals and strong features.

Your team can further assist you while writing the detailed business plan with marketing, management, finance, operations, market, and customer analysis, as per their areas of expertise. Using Upmetrics software, you can draft a business plan quickly and easily.

Keep it Concise

Last but not least, keep it short and sweet. With presenting your plan and overview to several parties, they might not have the time to go through each overview thoroughly. Keep yours concise to convey the relevant points easily and then draw their attention to your vision at large.

Example Text of the Company Overview

Crafty Cones Ltd. holds the central objective of retailing novelty ice cream cones. With our prior experience in the food industry with Dough’s Pizzeria, our three-year-old venture; our mission is to expand our customer base in the confections industry and bring top-quality delicacies to our consumers. With our Ice Cream outlet, we wish to bring gourmet quality confections to the busy sectors in Houston.

Our team is structured to work on different target aspects separately. It then comes together to deliver quality food to our customers. With communication and transparency at different tiers of our cooking, managerial, sales, and marketing teams, we hope to bring in a working mechanism where experts are working in tandem. Our teams will also include dedicated, customer support, photo, and documentation teams as well as a legal team to assist with conflict management and run the outlet in alignment with State guidelines.

Crafty Cones stands out with gourmet quality ice cream cones that will be delivered at an affordable price for the everyday consumer. Our flavors are intended to be original and created from scratch. We have several flavor combinations in addition to those popularly cherished in ice cream parlors. Ours as a dessert line will stand out not only with the novel flavors incorporated but our cones will be “crafty” to be a unique selling point on their own. Our goal is to bring in fun flavors that are sophisticated and enjoyable for people of all age groups.

Financial Estimation

Financially, it is estimated that our venture is set to cost $$$ dollars for cooking and staffing, equipment, marketing, and other support avenues. Our staffing is estimated to be a total of 8 members including a managerial and head pastry chef post. The equipment for crafting cones and additional condiments as per our menu is estimated to require an investment of $$$.

We deem the support of our investors in the said financial aspects which amounts up to a total of $$$ dollars. Our experience with a prior food outlet resonates with our experience in the industry. Thus, all estimates are readily chalked to the practical requirements, and they are considered in our plan. We believe that Crafty Cones can have the potential to put gourmet pastry cooking on the map. It can aim to hone that sophistication along with the central goal of bringing quality food to our consumers.

Thus, a short and to-the-point business overview can play the twin role of presenting relevant information and establishing your company’s credibility as a brand. You can tweak and update or overview as and when you grow and diversify into new lanes.

Draft a business overview to be ready to walk into any meeting where your brand can be represented accurately. With Upmetrics, you can quickly draft or update a plan. And the bag that project or lock that investor down with impactful and concise documentation for any project!

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About the Author

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Avid writer and content marketer, Sudeshna Ray, has created content for diverse premises including technical niches, business and marketing, finances, creative character sketches, and much more. Engineer-turned-Writer-turned-Marketer, she has explored several aspects of performance, lead generation and establishing a brand presence in the digital domain.

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Free business plan template (with examples)

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Starting a business can be a daunting undertaking. As with so many large projects, one of the most difficult challenges is just getting started, and one of the best ways to start is by putting together a plan. A plan is also a powerful tool for communication and can serve as a cornerstone for onboarding new partners and employees or for demonstrating your philosophy and priorities to potential collaborators. 

A solid business plan will not only provide a framework for your business going forward but will also give you an early opportunity to organize and refine your thoughts and define your mission statement, providing a guidepost that can serve as a beacon for your business for years to come. We’ve provided a business plan template below to help guide you in the creation of your new enterprise.

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Business plan template

What should a business plan include?

Regardless of the type of business you own or the products and services you provide, every business plan should include some core elements:

  • Mission statement. The definition and executive summary of your business.
  • Market analysis. A breakdown of the market segment and customers you hope to reach, built through primary (gathered by you) and secondary (gathered from outside sources) research.
  • Organization and logistics. The nuts and bolts of how your business is operated
  • Products or services. What your company provides its customers.
  • Advertising and marketing. How you intend to get your products in front of your customers.
  • Forecasting. Revenue forecasting for partners or potential investors.

Why do you need a business plan?

A business plan is a framework for success. It provides a number of key benefits:

  • Structure. The outline around which to design your business.
  • Operational guidance. A signpost for how to run your business from day to day.
  • Expansion. A vision for the future growth of your enterprise.
  • Definition. A platform to consider every element of your business and how best to execute your plans for them.
  • Collaboration. A synopsis of what’s exceptional about your business and a way to attract funding, investment or partnerships.
  • Onboarding. An efficient summary of your business for new or potential employees.

Business plan examples

We’ve created two fictional companies to illustrate how a business might use a business plan to sketch out goals and opportunities as well as forecast revenue.

Bling, Incorporated

Our first hypothetical example is a jewelry and accessory creator called Bling, Incorporated. A hybrid business that manufactures its products for sale both online and through physical retail channels, Bling’s mission statement is focused on transforming simple, inexpensive ingredients into wearable statement pieces of art. 

Market analysis includes gathering data around sourcing sustainable, inexpensive components, aesthetic trends in fashion and on which platforms competitors have had success in advertising jewelry to prospective customers. Logistics include shipping products, negotiating with retailers, establishing an e-commerce presence and material and manufacturing costs. 

Bling, Incorporated advertises initially through social platforms like TikTok and Facebook, as well as with Google AdSense, with plans to eventually expand to television advertising. Revenue forecasting is structured around a low overhead on the basis of inexpensive materials, no dedicated storefront and broad reach through digital platforms.

Phaeton Custom Cars

Phaeton is a custom car builder and classic car restoration business with a regional focus and reach. Its mission statement defines it as a local, family-owned business serving a community of auto enthusiasts and a broader regional niche of collectors. 

Market analysis breaks down the location and facilities of other competitor shops in the region as well as online communities of regional car enthusiasts likely to spend money on custom modifications or restoration projects. It also examines trends in valuations for custom parts and vintage cars. Logistics include pricing out parts and labor, finding skilled or apprentice laborers and mortgaging a garage and equipment. 

Phaeton advertises in regional publications, at local events and regional car shows and online through Facebook and Instagram, with an emphasis on a social presence highlighting their flashiest builds. Revenue forecasting is built around a growing reputation and high-value commissions.

Frequently asked questions (FAQs)

A business plan may not be a prerequisite for every type of business, but there are few businesses that wouldn’t benefit from one. It can serve as an important strategic tool and help crystalize a vision of your business and its future.

Business plans do just that: they help you plan the future of your business, serve as a platform to brainstorm ideas and think through your vision and are a great tool for showcasing why your business works to potential investors or partners.

Blueprint is an independent publisher and comparison service, not an investment advisor. The information provided is for educational purposes only and we encourage you to seek personalized advice from qualified professionals regarding specific financial decisions. Past performance is not indicative of future results.

Blueprint has an advertiser disclosure policy . The opinions, analyses, reviews or recommendations expressed in this article are those of the Blueprint editorial staff alone. Blueprint adheres to strict editorial integrity standards. The information is accurate as of the publish date, but always check the provider’s website for the most current information.

Alan Bradley

Alan is an experienced culture and tech writer with a background in newspaper reporting. His work has appeared in Rolling Stone, Paste Magazine, The Escapist, PC Mag, PC Gamer, and a multitude of other outlets. He has over twenty years of experience as a journalist and editor and is the author of the urban fantasy novel The Sixth Borough.

Sierra Campbell is a small business editor for USA Today Blueprint. She specializes in writing, editing and fact-checking content centered around helping businesses. She has worked as a digital content and show producer for several local TV stations, an editor for U.S. News & World Report and a freelance writer and editor for many companies. Sierra prides herself in delivering accurate and up-to-date information to readers. Her expertise includes credit card processing companies, e-commerce platforms, payroll software, accounting software and virtual private networks (VPNs). She also owns Editing by Sierra, where she offers editing services to writers of all backgrounds, including self-published and traditionally published authors.

How to start a small business: A step-by-step guide

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How to Write Company Overview for Business Plan

How to Write a Company Overview for a Business Plan

A company overview introduces your company.

People reading your business plan want to know about your business idea , how you plan to make your business idea a success and what are your chances of success. 

Why should you Write a Company Overview?

What goes into a company overview, how to write a business overview, company overview examples.

Your company overview is one of the important pieces of a business plan. Think of your company as a vehicle and your business plan a journey. You can navigate your way to success with a strong vehicle.  

Many business plans are made with the sole purpose of attracting funding and investment. If you have the same goal, writing a good company overview is essential.

A company overview is your chance to show your company’s strengths and the unique value proposition that your company offers. 

You can answer investors’ concerns here and convince them of your success. Lenders and investors want to know if their debt or investment will be secure with your business. 

When you can develop their confidence with your company overview section, it is likely that they will consider your business for investment. 

Want to write a business plan? Get help from our business plan writers for hire !

Here is what you should include in your company overview section of a business plan.

What you should include in your company overview

1-Basic Information

 The basic information of your company includes when your company was formed, how many employees you have, how much you are selling currently, your customer demographics, etc.

2- Owners & Managers Profiles  

Include your owners’ and managers’ profiles in the business plan company overview section. 

Showing the responsible people in your company and introducing your capable team to the world helps you gain investors’ confidence. 

If you can show that your business idea is credible and your team is capable of successfully carrying out the plan, your chances of getting funds from investors and backers increase.

3- Company History

Company history is relevant for old businesses. 

The companies working in the industry for some time and have shown steady growth over time have an easy time convincing lenders. 

Many times, a company that has already developed the product, tested it in the market, and has representative customers to show gets investment.

If you are in the business for a few years, investors would like to know about your representative customers, product or service performance in the past, and data on how soon the product will pay for itself in terms of reduced costs or increased efficiency.

4- Mission Statement

Try to write a simple mission statement. It should be easy to read and easy to understand. 

Keep your mission statement short to one or two sentences only. 

5- Product/Service and Customer 

Shortly discuss your product or service in your business overview. 

Tell your readers about your product or service, how it is different and why it will capture a market share.

You’ll need to shortly discuss your competitors to clear your unique proposition. Discuss what the competitors’ product or service is lacking and how you are filling that gap.

Mention your target customers. Many people will overestimate their target customers. Keep the estimates realistic and take a second opinion on this from a knowledgeable person.

Discuss your future goals at the end of the company overview section. 

Consider answering these questions when writing about your business goals. 

  • How will you grow your customer base?
  • How will you increase your market share?
  • If and how will you increase your service area

Access our free business plan examples now!

How to write a business overview

Follow these simple steps to write a business overview for your business plan. Remember your business overview is only a small section and you’d want to keep it short. 

Use Elevator Pitch

Your elevator pitch is the shortest version of your business plan. Start your company overview with your elevator pitch.

Keep yourself to the Basics

A company description is meant to shortly introduce your company. Make a small paragraph for each point but restrict yourself to the basics. 

Fight the urge to lengthen it as you have a full document ahead to explain your business plan. We recommend that you write the company overview after you have written your business plan. That way, you’ll know what is the most concise way to include all necessary details.

Show Passion for your Business

Show your love and passion for your business. Make your company introduction engaging with your passion and excitement for your business.

Keep it Compact

You know your company better than anyone elsel. Your emotions may carry you away from the topic. Here, think in terms of the readers of your business plan and write a compact, to-the-point firm overview or corporate overview. 

Your business plan readers are only partly interested in your company. They want to know if your company can meet business plan goals. Keeping your company overview brief will help readers get to the point easily.

Have Structure 

A company overview example structure looks like this:

  • Basic Introduction to your company
  • Introduction the team
  • Company history 
  • Mission Statement 
  • Product or Service 
  • Customer profile
  • Future goals 

Consider writing 1, 2 sentence paragraphs for each point to write a compact and well-structured company overview.

Get a test reader 

Ask someone with some knowledge of the topic to read your company overview. 

You may miss your mistakes or even not recognize them. However, the second pair of eyes will be able to spot errors and mistakes without any bias.

Proofreading checks your work for grammar, punctuation, and spelling. Some tools like Grammarly also help you do that but it is still better to ask a human to proofread your work.

Why should you put so much effort into writing a business plan and a company overview? 

You may need to see a business description example to exactly know what you need to write about.

Cleaning Service Company Overview Example

Anna Active Cleaning Services offers home cleaning services in Detroit. This sole proprietorship is based in East Side, Detroit. 

Anna Active Cleaning offers services to local residents. We are also available on call for jobs in the other areas of the city. 

Our CEO, Ms. Anna Smith,  is a single mother with an ambition for helping people live well. She has a high school diploma. 

Ms. Smith has over 5 years of combined experience in managing home cleaning businesses. Our team includes 4 female workers with over 10 years of experience and 3 of them have a professional house cleaning certificate. 

Anna Active Cleaning started in May 2018 as a small local business. The lack of quality home cleaning services in her area inspired Ms. Smith to start this business. 

We have successfully served over 1000 customers in the past 3 years. Most of our customers repeatedly hire us. 

Our mission statement is: “Everyone deserves a clean and shining home, we will make it happen for you”.

Anna Cleaning Service offers home cleaning, kitchen cleaning, floor cleaning, and laundry services. Our customers include homeowners, working women, parents with kids who can’t spare time, or new movers. 

Our goal is to first expand to all areas of Detroit city and then to all major cities in Michigan and neighboring states. We are working hard to achieve the first goal within one year and expansion goals within 5 years i.e, before the end of 2027.

Worried about writing a business plan? Hiring a business plan writer can ease your worries and create a strong plan.

Tips for writing a strong company overview for a business plan:.

  • Keep it concise: Your company overview should be no more than a few pages long. The goal is to give your readers a high-level overview of your business without overwhelming them with too much detail.
  • Your company name and legal structure.
  • Your mission statement and vision.
  • Your products or services.
  • Your target market.
  • Your competitive landscape.
  • Your management team.
  • Your financial projections.
  • Proofread carefully: Before you submit your business plan to potential investors or lenders, be sure to proofread your company overview carefully for any errors in grammar or spelling.

 A company overview in a business plan provides a summary of your business, including its mission, vision, goals, and key details such as its legal structure, location, and founding date. It gives readers a snapshot of your business and sets the stage for the rest of the plan.

A company overview should include essential information about your business, such as its name, legal structure, location, industry, target market, unique selling proposition, and competitive advantage. It should also highlight any notable achievements, milestones, or partnerships.

Structure your company overview by starting with a concise mission statement that encapsulates your business’s purpose. Then, provide an overview of your business history, including key milestones and achievements. Finally, outline your business’s unique value proposition and competitive advantage.

A company overview is important in a business plan as it gives readers an understanding of your business’s identity, purpose, and market positioning. It helps investors, lenders, and other stakeholders grasp the essence of your business and its potential for success.

When writing a company overview, focus on presenting a clear and compelling narrative that highlights your business’s strengths, values, and market relevance. Use concise and impactful language, and make sure to tailor the content to your target audience’s needs and interests.

  • Focus on your unique selling proposition (USP).
  • Be specific and data-driven.
  • Write in a clear and engaging style.
  • Tell a story.

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Sample Car Rental Business Plan

car rental business plan

Writing a business plan is a crucial step in starting a car rental. Not only does it provide structure and guidance for the future, but it also helps to create funding opportunities and attract potential investors. For aspiring car rental business owners, having access to a sample car rental business plan can be especially helpful in providing direction and gaining insight into how to draft their own car rental business plan.

Download our Ultimate Car Rental Business Plan Template

Having a thorough business plan in place is critical for any successful car rental venture. It will serve as the foundation for your operations, setting out the goals and objectives that will help guide your decisions and actions. A well-written business plan can give you clarity on realistic financial projections and help you secure financing from lenders or investors. A car rental business plan example can be a great resource to draw upon when creating your own plan, making sure that all the key components are included in your document.

The car rental business plan sample below will give you an idea of what one should look like. It is not as comprehensive and successful in raising capital for your car rental as Growthink’s Ultimate Car Rental Business Plan Template , but it can help you write a car rental business plan of your own.

Example – WheelsJourney Rentals

Table of contents, executive summary, company overview, industry analysis, customer analysis, competitive analysis, marketing plan, operations plan, management team, financial plan.

At WheelsJourney Rentals, based in Dallas, TX, we are committed to transforming the car rental landscape through our exceptional service offerings. Our focus is on providing a diverse and well-maintained fleet of vehicles, complemented by superior customer service. We emphasize the importance of a seamless rental process, facilitated by our advanced online booking system and flexible rental plans designed to meet a wide range of customer needs. Our dedication to safety, reliability, comfort, and customer satisfaction positions us as a leader in the local car rental industry.

Our success stems from our competitive rates, high-quality service, and the use of cutting-edge technology to enhance the rental experience. We have established ourselves as the preferred choice for car rentals in Dallas by prioritizing customer needs and offering customizable rental solutions. Our achievements to date highlight our ability to adapt to market demands and maintain a competitive edge through continuous improvement in our services and fleet quality.

The car rental industry is highly competitive and influenced by technological advancements, customer preferences, and economic factors. In Dallas, TX, the demand for car rentals is driven by tourism, business travel, and local residents’ needs. The industry’s success is closely tied to the overall health of the economy and the travel industry. Companies that leverage technology to improve the customer experience and offer flexible, cost-effective solutions are well-positioned to succeed. The current trend towards eco-friendly and technologically advanced vehicles presents an opportunity for growth and differentiation within the market.

Our primary target customers include tourists, business travelers, and local residents seeking reliable and convenient transportation solutions in Dallas. These customers value flexibility, quality, and efficiency in their rental experience. By understanding and catering to the specific needs of these diverse customer segments, we aim to build lasting relationships and encourage repeat business. Our focus on customer satisfaction and tailored services enables us to meet the expectations of our target market effectively.

Top competitors in the Dallas car rental market include established national chains and local providers. These competitors offer a range of vehicles and services, but WheelsJourney Rentals distinguishes itself through competitive rates, superior service quality, and a user-friendly online booking system. Our commitment to customer satisfaction and flexibility in rental plans further enhances our competitive advantage, making us a leader in the local market.

WheelsJourney Rentals employs a multifaceted marketing strategy that combines online and traditional advertising methods to reach a broad audience in Dallas, TX. Our online marketing efforts focus on social media engagement, SEO, and targeted email campaigns, while traditional advertising includes billboards and local radio ads. We also leverage partnerships with local businesses and tourism agencies for cross-promotion. Customer referral and loyalty programs are integral to our strategy, encouraging repeat business and attracting new customers through word-of-mouth. Participation in local events and exhibitions allows us to engage directly with potential customers, showcasing our services and fleet quality. This comprehensive approach ensures that WheelsJourney Rentals remains a preferred choice in the vehicle rental market.

Our operations are centered around providing a seamless rental experience, from vehicle selection to return. Key operational processes include fleet maintenance, customer service, and the efficient handling of bookings through our online platform. We have set milestones for expanding our fleet, incorporating eco-friendly vehicles, and upgrading our technology to enhance the customer experience. Achieving these milestones will be critical to our growth and the continuous improvement of our services.

Our management team comprises industry veterans with extensive experience in car rentals, customer service, and business management. Their expertise is instrumental in guiding WheelsJourney Rentals towards achieving its strategic goals and maintaining its competitive edge in the Dallas market. The team’s commitment to excellence and innovation ensures that we remain at the forefront of the car rental industry.

WheelsJourney Rentals is a new Car Rental serving customers in Dallas, TX. As a local car rental business, we saw a gap in the market for high-quality local car rentals in the area and decided to fill it. Our mission is to provide our customers with an unparalleled rental experience, offering a wide range of services tailored to meet their needs.

Our product and service offerings are comprehensive, designed to cater to a wide array of customer needs. We offer daily rental options for those in need of a short-term solution, as well as long-term or monthly rentals for customers requiring a more extended service. For those arriving or departing from the airport, our airport transfer service ensures a seamless travel experience. Additionally, we provide chauffeur services for clients looking for premium convenience and luxury. For our corporate clients, we offer corporate rentals, allowing businesses to meet their mobility needs efficiently and effectively.

Based in Dallas, TX, WheelsJourney Rentals is perfectly positioned to serve customers within the Dallas area. Our local insight and dedication to the community make us the go-to choice for all car rental needs in the region.

Our success is built on a solid foundation. The founder of WheelsJourney Rentals brings a wealth of experience from previously running a successful car rental business. This experience, combined with our commitment to offering better car rental services at competitive rates, sets us apart from the competition. We are uniquely qualified to succeed in the Dallas car rental market.

Since our founding on January 4th, 2024, we have achieved several key milestones as a S Corporation. We have developed a distinctive logo that resonates with our brand identity, carefully selected and trademarked our company name, and secured a prime location that will serve as the base for our operations. These accomplishments mark the beginning of our journey to becoming a leading car rental service in Dallas, TX.

The Car Rental industry in the United States is a thriving and lucrative market. According to recent market research, the industry generated approximately $38 billion in revenue in 2020. This impressive figure showcases the size and potential of the market, indicating promising opportunities for new players like WheelsJourney Rentals.

Furthermore, the Car Rental industry is expected to experience steady growth in the coming years. Market forecasts estimate a compound annual growth rate (CAGR) of 5.6% from 2021 to 2026. This growth can be attributed to various factors, including increasing disposable incomes, rising urbanization, and the growing popularity of domestic and international travel. As a result, WheelsJourney Rentals can anticipate a favorable market environment to establish its presence and attract a significant customer base.

Trends in the Car Rental industry also align favorably with the business model of WheelsJourney Rentals. One significant trend is the rising demand for flexible and convenient mobility solutions. Customers now prefer on-demand car rentals rather than owning a vehicle outright. Additionally, the increasing popularity of ride-sharing platforms and the need for reliable transportation options in urban areas contribute to the growth of the Car Rental industry. By providing hassle-free car rental services in Dallas, TX, WheelsJourney Rentals is well-positioned to tap into this growing trend and capture a substantial share of the market.

Below is a description of our target customers and their core needs.

Target Customers

WheelsJourney Rentals will target local residents who are in need of a temporary vehicle. This customer segment includes individuals whose cars are temporarily unavailable due to maintenance or repairs. The service will tailor its offers to meet the convenience and flexibility that local residents require, providing them with a seamless rental experience.

Additionally, WheelsJourney Rentals will also serve customers who are looking for an upgrade or a special vehicle for occasions such as weddings, anniversaries, or weekend getaways. This segment seeks luxury and premium vehicle options that are not typically available in their personal garages. The company will ensure a variety of vehicle options are available to meet these specific needs.

Moreover, WheelsJourney Rentals is poised to meet the demands of business travelers and professionals who visit Dallas for short-term assignments or corporate events. This segment values efficiency, reliability, and convenience. The company will streamline its booking and vehicle collection processes to cater to the fast-paced nature of business travelers’ schedules.

Customer Needs

Customers in search of reliable transportation solutions can find exceptional value and convenience at WheelsJourney Rentals. They expect a wide range of well-maintained, modern vehicles that cater to diverse needs, whether it’s a compact car for city driving or a spacious SUV for family vacations. Providing the best car rental services means ensuring each vehicle offers comfort, safety, and the latest technology features to enhance the driving experience.

Flexibility in rental terms is another crucial need WheelsJourney Rentals fulfills. Customers appreciate the ability to choose short-term or long-term rentals, adapting to their changing needs whether they’re in town for business, pleasure, or facing unexpected personal circumstances. This flexibility extends to customized pick-up and drop-off options, making the rental process seamless and accommodating to busy schedules.

Moreover, WheelsJourney Rentals understands the importance of transparent pricing and exceptional customer service. Customers seek clear, upfront information about costs, without hidden fees, ensuring they can make informed decisions that fit their budget. Exceptional customer service, including responsive support and quick resolution of any issues, reinforces trust and loyalty, making WheelsJourney Rentals a preferred choice for car rental services in the area.

WheelsJourney Rentals’s competitors include the following companies:

Alamo Rent A Car offers a range of services including economy cars, SUVs, and luxury vehicles for both leisure and business travelers. Their price points vary depending on vehicle type, rental duration, and location but are competitive within the industry. Alamo generates significant revenue from both domestic and international travelers, thanks to its presence in major airports across the United States and in several other countries. Alamo serves a wide customer segment including individual travelers, families, and business professionals. They operate in numerous geographies including the United States, Canada, Mexico, Europe, Australia, and South America. A key strength of Alamo is their self-service kiosks that expedite the rental process for customers. However, a potential weakness is their reliance on airport locations, which may limit their reach to local renters who prefer more accessible city or neighborhood locations.

Enterprise Rent-A-Car offers a broad spectrum of vehicles including cars, trucks, and vans to cater to a variety of customer needs. Their pricing is flexible, with options for daily, weekly, and long-term rentals, often including deals and discounts for certain customer segments. Enterprise boasts substantial revenues, underpinned by a strong brand and extensive network of locations. Enterprise targets a diverse customer base from individual renters to large corporations requiring fleet services. The company has a vast geographical presence, operating not just in the United States but also in Europe, Canada, Asia, and beyond. One of Enterprise’s key strengths is its customer service, often recognized as industry-leading. However, its size and scope can sometimes lead to inconsistencies in service quality across different locations.

Rose Car Rentals might not have the same level of brand recognition as Alamo or Enterprise but offers competitive products and services in select markets. Their vehicle offerings include standard cars, luxury models, and specialty vehicles. Rose Car Rentals’ pricing strategy aims to attract budget-conscious consumers with competitive rates and transparent fees. Rose Car Rentals primarily serves customers in urban and suburban areas, focusing on convenience and personalized service. They operate in a limited geographical area but are looking to expand their presence. A strength of Rose Car Rentals is their focus on customer satisfaction and local market expertise. However, their limited geographical reach and smaller fleet size compared to larger competitors could be seen as weaknesses.

Competitive Advantages

At WheelsJourney Rentals, we pride ourselves on delivering superior car rental services that set us apart from the competition. Our dedication to excellence ensures that customers receive not only competitive rates but also unparalleled quality in every aspect of our service. We understand that to stand out in the bustling Dallas market, it is crucial to offer more than just affordability. Therefore, we focus intently on maintaining a fleet of vehicles that are not only diverse to cater to the varied preferences and needs of our clients but are also meticulously maintained to ensure safety, reliability, and comfort. Our commitment to providing exceptional customer service further enhances our competitive edge, making us a preferred choice for both locals and visitors.

In addition to our competitive rates and superior service quality, we also leverage the latest technology to streamline the rental process, making it more efficient and user-friendly. Our online booking platform is designed with the customer in mind, offering a seamless experience from selection to payment. Furthermore, we understand the importance of flexibility in today’s fast-paced world, which is why we offer customizable rental plans that can be tailored to meet the specific needs of our clients. Whether it’s a short-term rental for a quick trip or a long-term arrangement for extended stays, we have the capability to accommodate various requirements with ease. This adaptability, combined with our unwavering commitment to customer satisfaction, solidifies our position as a leader in the Dallas car rental market.

Our marketing plan, included below, details our products/services, pricing and promotions plan.

Products and Services

For customers seeking versatile transportation options in Dallas, WheelsJourney Rentals offers a suite of car rental services tailored to meet a variety of needs. From daily rentals for quick trips around town to long-term or monthly rentals for extended stays, each service is designed with customer convenience and satisfaction in mind. Moreover, WheelsJourney Rentals facilitates seamless airport transfers and provides chauffeur services for those desiring a more luxurious and relaxed travel experience. For businesses, the company’s corporate rentals offer a reliable solution for accommodating visiting professionals or facilitating company travel requirements.

The daily rental service allows customers to enjoy the flexibility of having a car for short durations without the commitment of a long-term contract. Prices for daily rentals start from an average of $45 per day, depending on the vehicle model chosen. This option is perfect for tourists or locals needing a temporary vehicle.

For clients requiring a vehicle for a longer period, the long-term or monthly rental service presents an economical and hassle-free alternative to leasing or purchasing. Prices for this service are competitive, with rates averaging $900 per month. This option is ideal for individuals on extended stays or businesses in need of a fleet for a project duration.

Ensuring a smooth and comfortable transition from the airport to the final destination, WheelsJourney Rentals offers airport transfer services. With prices starting at $60, clients can expect a seamless experience right from their arrival, without the common hassles associated with airport transportation.

Chauffeur services cater to those seeking a premium travel experience, whether for special occasions, business, or leisure. Clients can enjoy the luxury of being driven by a professional chauffeur in a high-end vehicle. This service is priced from $150, varying by the duration and specific requirements of the client.

Finally, corporate rentals provide businesses with a flexible and cost-effective solution for their transportation needs. Whether it’s accommodating employees on business trips or managing a temporary increase in operational demand, WheelsJourney Rentals offers tailored packages with special rates, starting from an average price of $800 per month for corporate clients.

WheelsJourney Rentals is committed to delivering exceptional service and value across all its offerings, ensuring that every customer finds the perfect vehicle solution for their needs in Dallas.

Promotions Plan

WheelsJourney Rentals employs a variety of promotional methods and tactics to attract customers in Dallas, TX. Online marketing stands at the forefront of these efforts, leveraging the power of social media platforms, search engine optimization (SEO), and targeted email campaigns. By engaging potential customers where they spend a significant portion of their time, WheelsJourney Rentals ensures its visibility and relevance in a competitive market.

In addition to online marketing, WheelsJourney Rentals also utilizes traditional advertising methods such as billboards and local radio ads. These mediums offer broad exposure, helping to build brand recognition and trust within the community. Furthermore, partnerships with local businesses and tourism agencies will play a crucial role in cross-promotion, reaching an audience that is already interested in travel and vehicle rental services.

Customer referral programs are another key tactic in WheelsJourney Rentals’ promotional strategy. By incentivizing current customers to refer friends and family, the company taps into the power of word-of-mouth marketing. This not only increases the customer base but also strengthens customer loyalty, as people tend to trust recommendations from people they know.

Loyalty programs will also be implemented to encourage repeat business. These programs reward customers for their continued patronage, offering discounts, special offers, and exclusive benefits. This approach not only fosters a loyal customer base but also differentiates WheelsJourney Rentals from its competitors.

Lastly, attending and sponsoring local events and exhibitions will raise the profile of WheelsJourney Rentals. Participation in such events demonstrates the company’s commitment to the community and allows for direct engagement with potential customers. It provides an excellent opportunity to showcase the range of services and the quality of vehicles offered, creating a lasting impression on event attendees.

By employing these promotional methods and tactics, WheelsJourney Rentals expects to attract a wide range of customers in Dallas, TX. The combination of online and traditional marketing, alongside customer engagement programs, ensures that WheelsJourney Rentals remains competitive and becomes a preferred choice for vehicle rental services.

Our Operations Plan details:

  • The key day-to-day processes that our business performs to serve our customers
  • The key business milestones that our company expects to accomplish as we grow

Key Operational Processes

To ensure the success of WheelsJourney Rentals, there are several key day-to-day operational processes that we will perform.

  • Vehicle Maintenance and Cleaning: We ensure all vehicles are thoroughly cleaned and sanitized before each rental. Regular maintenance checks are conducted to ensure safety and reliability.
  • Inventory Management: We track the availability of our fleet in real-time, allowing us to efficiently manage reservations and anticipate vehicle needs.
  • Customer Service: We provide exceptional customer service, handling inquiries, reservations, and any issues that arise, promptly and professionally.
  • Booking and Reservation Management: We utilize an online booking system that allows customers to easily rent vehicles. This system is regularly updated to reflect our current inventory.
  • Payment Processing: We securely process payments, offering multiple payment options to cater to all customers. We also manage financial records for each transaction.
  • Insurance and Liability Management: We ensure all vehicles are covered by comprehensive insurance policies and manage any claims that may arise.
  • Marketing and Promotions: We actively engage in marketing activities, including social media promotion, to attract new customers and retain existing ones.
  • Compliance and Regulations: We stay updated on and comply with all local and federal regulations that affect the car rental industry, ensuring our operation is legal and ethical.
  • Feedback Collection and Analysis: We collect customer feedback through various channels and analyze it to identify areas for improvement and to enhance customer satisfaction.
  • Employee Training: We conduct regular training for our staff to ensure they are knowledgeable about our fleet, customer service best practices, and safety protocols.

WheelsJourney Rentals expects to complete the following milestones in the coming months in order to ensure its success:

  • Secure a Strategic Location: Identify and secure a prime location in Dallas, TX, that is accessible and visible to potential customers, such as near airports, hotels, or major tourist attractions.
  • Fleet Acquisition: Purchase or lease a diverse and reliable fleet of vehicles that cater to a wide range of customer preferences, including economy, luxury, and specialty vehicles.
  • Obtain Necessary Licenses and Insurance: Ensure all regulatory requirements are met, including obtaining a business license, vehicle insurance, and liability coverage to protect the company and its customers.
  • Develop an Online Booking System: Launch a user-friendly website and mobile app that allows customers to easily browse the fleet, make reservations, and manage their bookings.
  • Launch Marketing Campaigns: Implement targeted marketing strategies to build brand awareness and attract customers. This includes digital marketing, partnerships with local businesses, and promotional offers.
  • Hire and Train Staff: Recruit a team of professionals for customer service, vehicle maintenance, and operations. Provide comprehensive training to ensure high-quality service and safety standards are met.
  • Launch Our Car Rental: Officially open for business and start serving customers. This involves making sure all the previous steps are completed successfully and the service is ready for public use.
  • Implement Customer Feedback Mechanisms: Establish channels for receiving and analyzing customer feedback to continually improve service quality and customer satisfaction.
  • Reach $15,000/Month in Revenue: Focus on growing the customer base and increasing rental volume to achieve a monthly revenue target of $15,000, indicating initial signs of profitability and market acceptance.
  • Expand Fleet and Services: Based on demand and customer feedback, gradually expand the fleet with additional vehicles and potentially introduce new services like car sharing or long-term rentals to diversify revenue streams. These milestones are designed to systematically address the key aspects of launching and growing a successful car rental business in Dallas, TX, while mitigating risks associated with new business ventures.

WheelsJourney Rentals management team, which includes the following members, has the experience and expertise to successfully execute on our business plan:

William Johnson, CEO

With a proven track record of entrepreneurial success, William Johnson brings a wealth of knowledge and expertise to WheelsJourney Rentals. Having successfully run a car rental business in the past, Johnson possesses a deep understanding of the industry’s intricacies. His leadership skills, coupled with his ability to navigate the competitive landscape of car rentals, make him exceptionally qualified to guide WheelsJourney Rentals towards achieving its goals. Johnson’s strategic vision and commitment to excellence are foundational to fostering a culture of innovation and customer satisfaction within the company.

To reach our growth goals, WheelsJourney Rentals requires significant investment in fleet expansion, technology upgrades, and marketing initiatives. The financial plan outlines our strategy for securing the necessary funding to support these initiatives and ensure our continued success in the competitive Dallas car rental market.

Financial Statements

Balance sheet.

[insert balance sheet]

Income Statement

[insert income statement]

Cash Flow Statement

[insert cash flow statement]

Car Rental Business Plan Example PDF

Download our Car Rental Business Plan PDF here. This is a free car rental business plan example to help you get started on your own car rental plan.  

How to Finish Your Car Rental Business Plan in 1 Day!

Don’t you wish there was a faster, easier way to finish your car rental business plan?

With Growthink’s Ultimate Business Plan Template you can finish your plan in just 8 hours or less!

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Orthopedic Clinic Business Plan PDF Example

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  • February 17, 2024
  • Business Plan

the business plan template for an orthopedic clinic

Creating a comprehensive business plan is crucial for launching and running a successful orthopedic clinic. This plan serves as your roadmap, detailing your vision, operational strategies, and financial plan. It helps establish your orthopedic clinic’s identity, navigate the competitive market, and secure funding for growth.

This article not only breaks down the critical components of an orthopedic clinic business plan, but also provides an example of a business plan to help you craft your own.

Whether you’re an experienced entrepreneur or new to the healthcare industry, this guide, complete with a business plan example, lays the groundwork for turning your orthopedic clinic concept into reality. Let’s dive in!

Our orthopedic clinic business plan is structured to encompass all vital elements necessary for a robust strategy. It outlines the clinic’s operations, marketing approach, market environment, competitors, management team, and financial predictions.

  • Executive Summary: Offers an overview of the Orthopedic Clinic’s business concept, emphasizing its specialized orthopedic services, market analysis highlighting the growing demand for orthopedic care, a highly qualified management team, and a financial strategy aimed at achieving sustainability and growth.
  • Clinic & Location: Describes the clinic’s design, state-of-the-art orthopedic equipment, patient amenities, and the strategic significance of its location for accessibility and patient convenience.
  • Operations: Lists the comprehensive range of orthopedic treatments available, including fracture care, joint replacement, sports medicine, and specialized surgeries, alongside a transparent pricing model.
  • Key Stats: Discusses the industry’s size and growth trends, emphasizing the increasing interest in minimally invasive surgical techniques and treatments for an aging population.
  • Key Trends: Highlights significant trends such as the integration of advanced technology in treatment and diagnostics, the focus on value-based care, and the shift towards ambulatory surgery centers.
  • Key Competitors: Analyzes the main competitors in the area, noting how the Orthopedic Clinic distinguishes itself through its wide range of specialized services, advanced treatment techniques, and patient-centered care approach.
  • SWOT: A detailed Strengths, Weaknesses, Opportunities, and Threats analysis, tailored to the Orthopedic Clinic’s context, to inform strategic planning.
  • Marketing Plan: A comprehensive strategy for promoting the clinic’s services, including digital marketing, partnerships with healthcare providers, patient education seminars, and community health initiatives.
  • Timeline: Sets key milestones and objectives from the clinic’s conceptualization through to its first year of operation, including critical phases like staff recruitment, service launch, and the initiation of marketing activities.
  • Management: Provides information on the Orthopedic Clinic’s management team, detailing the roles, qualifications, and expertise of key personnel, emphasizing their capability to lead the clinic towards achieving its strategic goals.
  • Financial Plan: Projects the Orthopedic Clinic’s 5-year financial performance, including detailed forecasts of revenue from various treatments, projected expenses, and profitability analysis to demonstrate the clinic’s potential for financial success and operational sustainability.

the business plan template for an orthopedic clinic

Orthopedic Clinic Business Plan

Download an expert-built 30+ slides Powerpoint business plan template

Executive Summary

The Executive Summary introduces your orthopedic clinic’s business plan, offering a concise overview of your clinic and its services. It should detail your market positioning, the range of orthopedic and rehabilitative services you offer, its location, size, and an outline of day-to-day operations. 

This section should also explore how your orthopedic clinic will integrate into the local healthcare market, including the number of direct competitors within the area, identifying who they are, along with your clinic’s unique selling points that differentiate it from these competitors. 

Furthermore, you should include information about the management and co-founding team, detailing their roles and contributions to the clinic’s success. Additionally, a summary of your financial projections, including revenue and profits over the next five years, should be presented here to provide a clear picture of your clinic’s financial plan.

Make sure to cover here _ Business Overview _ Market Overview _ Management Team _ Financial Plan

Orthopedic Clinic Business Plan executive summary1

Dive deeper into Executive Summary

Business Overview

For an Orthopedic Clinic, the Business Overview section can be effectively divided into 2 main slides:

Clinic & Location

Briefly describe the clinic’s physical environment, focusing on its design, accessibility, and the professional atmosphere that reassures and welcomes patients. Mention the clinic’s location, highlighting its convenience for patients, such as proximity to major transportation routes or integration within a medical complex. Explain why this location is beneficial for reaching your target patient demographic and ensuring ease of access for those with mobility issues.

Operations & Services

Detail the range of orthopedic services and treatments offered, from routine consultations and diagnostics to advanced surgical procedures and post-surgery rehabilitation. Outline your service delivery model, ensuring it reflects the high standard of care and aligns with the expectations of your target market. Highlight any specialized programs, such as sports injury rehabilitation, pediatric orthopedics, or geriatric orthopedic care, that provide added value to your patients, fostering patient engagement and loyalty.

Make sure to cover here _ Facility&location _ Treatment&Pricing

Orthopedic Clinic Business Plan business overview1

Market Overview

In the Market Overview of your orthopedic clinic business plan, begin by examining the size of the orthopedic care industry and its growth potential. This analysis is essential for understanding the market’s scope and pinpointing areas for expansion.

Proceed to discuss recent market trends, such as the growing patient preference for minimally invasive surgical techniques, the increasing use of telemedicine for consultations and follow-ups, and the emphasis on integrated care models that combine surgical treatment with physiotherapy and rehabilitation. For instance, highlight the demand for services that cater to specific orthopedic needs, such as sports injuries, joint replacements, or pediatric orthopedics, alongside the rising interest in clinics that offer comprehensive care from diagnosis to full recovery.

Then, consider the competitive landscape, which includes a spectrum of providers from specialized orthopedic hospitals to multi-specialty clinics, as well as independent practitioners. For example, emphasize what makes your clinic stand out, whether it’s through advanced surgical technologies, a team of renowned specialists, or a patient-centered approach to care. This section will help articulate the demand for orthopedic services, the competitive environment, and how your clinic is positioned to succeed within this evolving market.

Make sure to cover here _ Industry size & growth _ Key competitors _ Key market trends

Orthopedic Clinic Business Plan market overview1

Dive deeper into Key competitors

First, conduct a SWOT analysis for the orthopedic clinic, highlighting Strengths (such as experienced orthopedic specialists and state-of-the-art medical equipment), Weaknesses (including reliance on healthcare insurance reimbursements or intense competition in the area), Opportunities (for example, an aging population with increasing orthopedic needs or advancements in orthopedic treatments), and Threats (such as changes in healthcare regulations that may affect operational costs or reimbursement rates).

Next, develop a marketing strategy that outlines how to attract and retain patients through targeted advertising in healthcare publications, promotional health check-up camps, an informative and engaging online presence, and community involvement through health awareness programs.

Finally, create a detailed timeline that outlines critical milestones for the orthopedic clinic’s inauguration, marketing initiatives, patient base growth, and expansion goals, ensuring the business advances with clear direction and purpose.

Make sure to cover here _ SWOT _ Marketing Plan _ Timeline

Orthopedic Clinic Business Plan strategy1

Dive deeper into SWOT

Dive deeper into Marketing Plan

The Management section focuses on the orthopedic clinic’s management and its direct roles in daily operations and strategic direction. This part is crucial for understanding who is responsible for making key decisions and driving the orthopedic clinic toward its financial and operational goals.

For your orthopedic clinic business plan, list the core team members, their specific responsibilities, and how their expertise supports the orthopedic clinic’s mission.

Orthopedic Clinic Business Plan management1

Financial Plan

The Financial Plan section is a comprehensive analysis of the orthopedic clinic’s financial strategy, including projections for revenue, expenses, and profitability. It lays out the orthopedic clinic’s approach to securing funding, managing cash flow, and achieving breakeven.

This section typically includes detailed forecasts for the first 5 years of operation, highlighting expected revenue, operating costs and capital expenditures.

For your orthopedic clinic business plan, provide a snapshot of your financial statement (profit and loss, balance sheet, cash flow statement), as well as your key assumptions (e.g. pricing strategies for memberships and services, etc.).

Make sure to cover here _ Profit and Loss _ Cash Flow Statement _ Balance Sheet _ Use of Funds

Orthopedic Clinic Business Plan financial plan1

Privacy Overview

  • Growth and Jobs at Davos 2024: What to know
  • How using genAI to fuse creativity and technology could reshape the way we work

1. Generative AI boosts productivity, unevenly

In 2024, most chief economists surveyed by the Forum believe generative AI will increase productivity and innovation in high-income countries. But for low-income countries, just over a third think this will be the case.

Productivity boosts are expected in knowledge-heavy industries, including IT and digital communications, financial and professional services, medical and healthcare services, retail, manufacturing, engineering and construction, energy and logistics.

These potential benefits are in "sharp contrast with concerns about the risks of automation, job displacement and degradation", says the report.

Almost three-quarters (73%) of chief economists surveyed "do not foresee a net positive impact on employment in low-income economies".

business plan overview example

2. Digital jobs keep growing

By 2030, the number of global digital jobs is expected to rise to around 92 million. These are generally higher-paid roles, according to the Forum's white paper, The Rise of Digital Jobs .

Digital jobs could help to balance skill shortages in higher-income countries, while boosting opportunities for younger workers in lower-income countries: "If managed well, global digital jobs present an opportunity to utilize talent around the world, widening the talent pool available to employers and providing economic growth pathways to countries across the income spectrum."

3. Unemployment levels could rise

The labour market showed resilience in 2023, with employment remaining high, said Gilbert Fossoun Houngbo, Director-General of the International Labour Organization (ILO), in the Davos session ' What to Expect From Labour Markets '.

But he said ILO projections in early January suggested the global unemployment rate could rise from 5.1% to 5.2% in 2024, with an extra two million workers expected to be looking for jobs.

In the US, the jobs market remained stronger than expected for the first month of the year, with more than 350,000 new jobs added. The unemployment rate for January was 3.7%, close to a 50-year low, according to The Guardian .

Houngbo said ILO data shows inequalities persist between low- and high-income countries, while young people are 3.5 times more at risk of being unemployed than the rest of the adult population and "many workers are struggling to pay bills, which is very worrisome".

The impact of AI on jobs was not going to be "an employment apocalypse", but that reskilling, upskilling and lifelong learning would be key to managing the transition to augmentation, he stressed.

4. More pop-up offices

LinkedIn has seen a drop in the number of fully remote job postings, from a peak of 20% in April 2022, to just 8% in December 2023, said co-founder Allen Blue, speaking in a Davos session ' The Role of the Office is Still TBC ' .

But employee interest in taking remote or hybrid jobs remains high, at around 46% of applications.

"The office is going to be in competition with working from home ... that’s a good thing for the office," he said, as management would need to innovate and create a workplace environment that "emphasizes dynamic human interaction".

Young people taking their first job want human connection, so they're more interested in hybrid than remote roles.

Martin Kocher, Austria's Federal Minister of Labour and Economy, said that some Austrian villages are actually paying for pop-up community office spaces, because people don’t want to work from home, and they can make use of other amenities close by.

He predicted the development of more pop-up office spaces away from company headquarters.

Have you read?

  • Davos 2024: 6 innovative ideas on reskilling, upskilling and building a future-ready workforce
  • From hierarchy to partnership: rethinking the employee/employer relationship in 2024

5. Skills will become even more important

With 23% of jobs expected to change in the next five years, according to the Future of Jobs Report, millions of people will need to move between declining and growing jobs.

Coursera CEO, Jeff Maggioncalda and Denis Machuel, CEO of Adecco Group AG, joined the Davos session ' The Race to Reskill ' to discuss the transferability of skills, and the potential of AI to help with personalized learning and productivity, which also levels the playing field for job opportunities globally.

But the key is in learning how to use AI and digital technologies, as Code.org Founder and CEO, Hadi Partovi, pointed out in the session ' Education Meets AI '.

When people think about job losses due to AI, he said, the risk isn't people losing their jobs to AI: "It's losing their job to somebody else who knows how to use AI. That is going to be a much greater displacement.

"It's not that the worker gets replaced by just a robot or a machine in most cases, especially for desk jobs, it's that some better or more educated worker can do that job because they can be twice as productive or three times as productive.

“The imperative is to teach how AI tools work to every citizen, and especially to our young people."

6. More women enter the workforce

In 2020, the World Bank found that potential gains from closing economic gender gaps could unlock a “gender dividend” of $172 trillion for the global economy.

But the Forum’s Global Gender Gap Report 2023 found that the Economic Participation and Opportunity gap has only closed by just over 60%.

Several sessions at Davos looked at how inclusion could benefit the economy , particularly by helping mothers return to the workforce, which could close skills gaps.

“There are 606 million women of working age in the world who are not working because of their unpaid care responsibilities, compared to 40 million men," Reshma Saujani, Founder and CEO of Moms First, explained in a session on the ‘ Workforce Behind the Workforce ’.

“At Moms First, we're working with over 130 companies in every sector, who are saying, ‘I don't have enough workers’. We are working with them to redesign their childcare packages and increase their subsidies.

“Childcare pays for itself. When you offer childcare to employees, you get higher worker productivity and lower rates of attrition, and greater rates of retention. We have to look at care as an economic issue that world leaders must actually do something about.”

business plan overview example

Create a form in Word that users can complete or print

In Word, you can create a form that others can fill out and save or print.  To do this, you will start with baseline content in a document, potentially via a form template.  Then you can add content controls for elements such as check boxes, text boxes, date pickers, and drop-down lists. Optionally, these content controls can be linked to database information.  Following are the recommended action steps in sequence.  

Show the Developer tab

In Word, be sure you have the Developer tab displayed in the ribbon.  (See how here:  Show the developer tab .)

Open a template or a blank document on which to base the form

You can start with a template or just start from scratch with a blank document.

Start with a form template

Go to File > New .

In the  Search for online templates  field, type  Forms or the kind of form you want. Then press Enter .

In the displayed results, right-click any item, then select  Create. 

Start with a blank document 

Select Blank document .

Add content to the form

Go to the  Developer  tab Controls section where you can choose controls to add to your document or form. Hover over any icon therein to see what control type it represents. The various control types are described below. You can set properties on a control once it has been inserted.

To delete a content control, right-click it, then select Remove content control  in the pop-up menu. 

Note:  You can print a form that was created via content controls. However, the boxes around the content controls will not print.

Insert a text control

The rich text content control enables users to format text (e.g., bold, italic) and type multiple paragraphs. To limit these capabilities, use the plain text content control . 

Click or tap where you want to insert the control.

Rich text control button

To learn about setting specific properties on these controls, see Set or change properties for content controls .

Insert a picture control

A picture control is most often used for templates, but you can also add a picture control to a form.

Picture control button

Insert a building block control

Use a building block control  when you want users to choose a specific block of text. These are helpful when you need to add different boilerplate text depending on the document's specific purpose. You can create rich text content controls for each version of the boilerplate text, and then use a building block control as the container for the rich text content controls.

building block gallery control

Select Developer and content controls for the building block.

Developer tab showing content controls

Insert a combo box or a drop-down list

In a combo box, users can select from a list of choices that you provide or they can type in their own information. In a drop-down list, users can only select from the list of choices.

combo box button

Select the content control, and then select Properties .

To create a list of choices, select Add under Drop-Down List Properties .

Type a choice in Display Name , such as Yes , No , or Maybe .

Repeat this step until all of the choices are in the drop-down list.

Fill in any other properties that you want.

Note:  If you select the Contents cannot be edited check box, users won’t be able to click a choice.

Insert a date picker

Click or tap where you want to insert the date picker control.

Date picker button

Insert a check box

Click or tap where you want to insert the check box control.

Check box button

Use the legacy form controls

Legacy form controls are for compatibility with older versions of Word and consist of legacy form and Active X controls.

Click or tap where you want to insert a legacy control.

Legacy control button

Select the Legacy Form control or Active X Control that you want to include.

Set or change properties for content controls

Each content control has properties that you can set or change. For example, the Date Picker control offers options for the format you want to use to display the date.

Select the content control that you want to change.

Go to Developer > Properties .

Controls Properties  button

Change the properties that you want.

Add protection to a form

If you want to limit how much others can edit or format a form, use the Restrict Editing command:

Open the form that you want to lock or protect.

Select Developer > Restrict Editing .

Restrict editing button

After selecting restrictions, select Yes, Start Enforcing Protection .

Restrict editing panel

Advanced Tip:

If you want to protect only parts of the document, separate the document into sections and only protect the sections you want.

To do this, choose Select Sections in the Restrict Editing panel. For more info on sections, see Insert a section break .

Sections selector on Resrict sections panel

If the developer tab isn't displayed in the ribbon, see Show the Developer tab .

Open a template or use a blank document

To create a form in Word that others can fill out, start with a template or document and add content controls. Content controls include things like check boxes, text boxes, and drop-down lists. If you’re familiar with databases, these content controls can even be linked to data.

Go to File > New from Template .

New from template option

In Search, type form .

Double-click the template you want to use.

Select File > Save As , and pick a location to save the form.

In Save As , type a file name and then select Save .

Start with a blank document

Go to File > New Document .

New document option

Go to File > Save As .

Go to Developer , and then choose the controls that you want to add to the document or form. To remove a content control, select the control and press Delete. You can set Options on controls once inserted. From Options, you can add entry and exit macros to run when users interact with the controls, as well as list items for combo boxes, .

Adding content controls to your form

In the document, click or tap where you want to add a content control.

On Developer , select Text Box , Check Box , or Combo Box .

Developer tab with content controls

To set specific properties for the control, select Options , and set .

Repeat steps 1 through 3 for each control that you want to add.

Set options

Options let you set common settings, as well as control specific settings. Select a control and then select Options to set up or make changes.

Set common properties.

Select Macro to Run on lets you choose a recorded or custom macro to run on Entry or Exit from the field.

Bookmark Set a unique name or bookmark for each control.

Calculate on exit This forces Word to run or refresh any calculations, such as total price when the user exits the field.

Add Help Text Give hints or instructions for each field.

OK Saves settings and exits the panel.

Cancel Forgets changes and exits the panel.

Set specific properties for a Text box

Type Select form Regular text, Number, Date, Current Date, Current Time, or Calculation.

Default text sets optional instructional text that's displayed in the text box before the user types in the field. Set Text box enabled to allow the user to enter text into the field.

Maximum length sets the length of text that a user can enter. The default is Unlimited .

Text format can set whether text automatically formats to Uppercase , Lowercase , First capital, or Title case .

Text box enabled Lets the user enter text into a field. If there is default text, user text replaces it.

Set specific properties for a Check box .

Default Value Choose between Not checked or checked as default.

Checkbox size Set a size Exactly or Auto to change size as needed.

Check box enabled Lets the user check or clear the text box.

Set specific properties for a Combo box

Drop-down item Type in strings for the list box items. Press + or Enter to add an item to the list.

Items in drop-down list Shows your current list. Select an item and use the up or down arrows to change the order, Press - to remove a selected item.

Drop-down enabled Lets the user open the combo box and make selections.

Protect the form

Go to Developer > Protect Form .

Protect form button on the Developer tab

Note:  To unprotect the form and continue editing, select Protect Form again.

Save and close the form.

Test the form (optional)

If you want, you can test the form before you distribute it.

Protect the form.

Reopen the form, fill it out as the user would, and then save a copy.

Creating fillable forms isn’t available in Word for the web.

You can create the form with the desktop version of Word with the instructions in Create a fillable form .

When you save the document and reopen it in Word for the web, you’ll see the changes you made.

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COMMENTS

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  5. How to Write a Simple Business Plan

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  13. 7 Business Plan Examples to Inspire Your Own (2024)

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  14. The 7 Best Business Plan Examples to Inspire Your Own (2024)

    In this section, you'll find hypothetical and real-world examples of each aspect of a business plan to show you how the whole thing comes together. offers a high-level overview of the rest of your business plan. You'll want to include a brief description of your company, market research, competitor analysis, and financial information.

  15. How to Write a Powerful Executive Summary [+4 Top Examples]

    Project proposals Annual reports Ultimately, the executive summary is meant to inform readers of the most important information in the document, so they don't have to read it all and can get caught up quickly. Free Executive Summary Template Use this executive summary template to provide a summary of your report, business plan, or memo.

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  17. How to Write an Effective Company Overview for Business Plan

    Business History and Mission Statement -. Any company overview must definitely include a brief history of the business - when it was conceived, the years of active operation, and diversification and growth over the past years if any. You can follow this up with an impactful mission statement of the company's motto and central vision.

  18. A Quick Guide to How to Write a Company Overview for Your Business Plan

    We have handpicked eight business overview templates to help you get started! 1. Consultancy Business Plan Template. The consulting industry has steadily grown over the past several years. It is expected to reach $343.5 billion by 2025. So if you're looking for investors or promoting a consulting agency, then this professional business ...

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    If you're looking for a free business plan template, read our guide to see some of the examples we found. ... An efficient summary of your business for new or potential employees.

  20. How to Write a Great Business Plan: Overview and Objectives

    Consider our bicycle rental business example. It's serves retail customers. It has an online component, but the core of the business is based on face-to-face transactions for bike rentals and...

  21. How to Write a Company Overview [With Examples]

    Example 3: Apple. Apple's company overview provides a brief history of the company and its mission statement, which is to design the best products in the world and enrich people's lives. It also includes a section on the company's products and services, which include iPhones, Macs, iPads, and Apple Watches.

  22. How To Write a Company Overview in a Business Plan?

    2- Owners & Managers Profiles. Include your owners' and managers' profiles in the business plan company overview section. Showing the responsible people in your company and introducing your capable team to the world helps you gain investors' confidence. If you can show that your business idea is credible and your team is capable of ...

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  24. Orthopedic Clinic Business Plan PDF Example

    The Executive Summary introduces your orthopedic clinic's business plan, offering a concise overview of your clinic and its services. It should detail your market positioning, the range of orthopedic and rehabilitative services you offer, its location, size, and an outline of day-to-day operations.

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    Digital jobs could help to balance skill shortages in higher-income countries, while boosting opportunities for younger workers in lower-income countries: "If managed well, global digital jobs present an opportunity to utilize talent around the world, widening the talent pool available to employers and providing economic growth pathways to countries across the income spectrum."

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  27. Create a form in Word that users can complete or print

    Open a template or use a blank document. To create a form in Word that others can fill out, start with a template or document and add content controls. Content controls include things like check boxes, text boxes, and drop-down lists. If you're familiar with databases, these content controls can even be linked to data.