BLY Business Plan Template

8/6/2019 BLY Business Plan Template

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Business Plan

Name of Business

Author

Date


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INDEX

Page Index

BUSINESS

PLAN


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Business Details

2

Executive Summary (including financerequired)...3

Personal Details

4

Personal Survival Income

5

Type of Business

6

Aims

7

Marketing

8,9,10

Premises

11

Equipment

12

Year 1 Profit & Loss Account

13

Year 2 Profit & Loss Account

14

Additional Information

15

S.W.O.T. analysis

16

Business Details

Name of the

business

1


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Address

Tel. No. Mobile No.

Type of Business

Proposedor ActualStart Date

2

Executive Summary(An overview of the business to include a summary of finance required)

E-MailWebAddress

Sole Trader Partnership LimitedCom an

LimitedPartnershi

Start-up Existing Franchise

LocalBusinessSupportAgency


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Funding Required

Premises

Equipment

Vehicles

Working Capital (from CFF)

Total

Made up from:

Own resources Grants

Loans

Total

3

Personal Details

Name


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Address

Postcode Tel.No.

Date of / / Age

Skills/QualificationsCV to be attached if available

Previous EmploymentCV to be attached if available

Personal Assets Personal Commitments Outstanding

House Mortgage

Vehicle Hire Purchase

Investments/Savings Loans

TOTAL TOTAL

N.B. If a partnership or a company include a sheet for each partner ordirector

4

Personal Survival Income

A Estimated Expenditure - by you and your family to survive the


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next 12 months

Mortgage/Rent

Council tax

Water rates

Gas or oil/electricity

Telephone (private)

Property insurance

Personal insurance

Food and general housekeeping

Hire charges Sky TV etc

Hire purchase payments

Annual subscriptions - clubs/societies

Car (private use)

Pension contributions Savings plan

Building maintenance for house and garden

Childrens expenses - presents

Childrens education and pastimes

Personal - including clothing, hobbies etc

Holidays

Subtotal

Contingency @ 5%

Total Expenditure

B Estimated Income

Non-business

Partner (Net income, after deduction) 12 months total

Child Benefit etc

Other (part-time employment/pension)

Total Income

Survival income required from business (A B)

N.B. If a partnership or a company, include a sheet for each partner ordirector

5

Type of BusinessDescribe your Business and why it is distinctive


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6


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AIMS

7Marketing

6

Year 1

Year 2

Longer Term


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AWhat are you going to sell?

BWho are your major customers?

Is the market price sensitive? Yes No

CWhat evidence of market research have you carried out toshow the demand for your product or service?

i.e. response to leaflets, letters, questionnaires, face to face, phone etc

D Who are your major competitors?- name them

8E Describe their strengths/weaknesses


11/18

S:

W:

F What are your strengths/weaknesses?

S:

W:

G How do you intend to promote and sell your product orservice?Include marketing costs

9


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HWhat is the basis of costing your product or service?

Including materials, overheads and direct labour

IHow do you propose to decide the price for your product orservice?

10

JWho are your major suppliers? What are their terms oftrade?


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Premises

If leasehold

Term of leasePeriod

outstandin

Present rentper annum

Date of nextrent review

PlannedAlterations withcosts

Planning permission obtained Yes No

Building regulationsobtained Yes No

11

Floor Area Purchase Cost

PlanningAuthority


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Equipment/Fixtures & Fittings

Existing

Proposed

TOTAL

Vehicles

Existing

Proposed

12


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Year 1

Forecast Profit and Loss account for year 1(all figures exclude VAT if registered)

Sales

Less cost of sales Gross profit

Less overheads

Salaries & Wages

Employees NIC

Rent

Rates & Water

Repairs & Maintenance

Gas & Electric

Business Telephone

Insurance

Motor Expenses

Advertising

Stationery & Printing

Legal and Professional fees

Bank Charges & Interest

Sundry Expenses

Total Overheads

Net profit for year

Drawings/PSI

Tax & NI

Total personal requirement

Profit after Drawings

13


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Year 2

Forecast Profit and Loss account for year 2(all figures exclude VAT if registered)

Sales

Less cost of sales Gross profit

Less overheads

Salaries & Wages

Employees NIC

Rent

Rates & Water

Repairs & Maintenance

Gas & Electric

Business Telephone

Insurance

Motor Expenses

Advertising

Stationery & Printing

Legal and Professional fees

Bank Charges & Interest

Sundry Expenses

Total Overheads

Net profit for year

Drawings/PSI

Tax & NI

Total personal requirement

Profit after Drawings

14


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Additional Information

15


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S.W.O.T. Analysis

16

Strengths (internal) Weaknesses (internal)

Opportunities (external) Threat (external)

Documents

BLY Business Plan Template