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If you have completed the rest of the financial section, you should have all of the information you need to transfer to this document. All other documents which have been referred to, but not included in the main body of the plan.(for example: location plans, demographics, competition analysis, advertising rate sheets, cost analysis, etc.) Your Business Plan should look professional, but the potential lender or investor needs to know that it was done by you.
It can be expressed in: (1) Total dollars or revenue exactly offset by total expenses -or- (2) Total units of production (cost of which exactly equals the income derived by their sales).
This analysis can be done either mathematically or graphically.
It summarizes the content and purpose of your finished plan, covering all of the key points. The Marketing Plan defines all of the components of your marketing strategy.
You will address the details of your market analysis, sales, advertising, and public relations campaigns.
Your final plan may vary according to your specific needs or individual requirements of your lender or investor.
The executive summary is the abstract of your business plan.
Include only the supporting documents that will be of immediate interest to the person examining your plan.
Keep the others with your own copy where they will be available on short notice.
Use the revenue and expense totals from the Pro Forma Cash Flow Statement for the 1st year's figures and project for the next two years according to expected economic and industry trends.
The break-even point is the point at which a company's expenses exactly match the sales or service volume.