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Free VC Directory

With any B-Plan Purchase
425 Page Capital Directory
Through Nov. 30


Business Plan Writer
$425 Flat Rate
No Templates Used
7 Day Turnaround

All Purchased Plans
Are Updated for 2017

Business Startup Guides
Checkout our new sister site!

Free Halloween Costume Shop Business Plan
For Raising Capital from Investors, Banks, or Grant Companies!

Please note that the financials in this complete free business plan are completely fictitious and may not match the text of the business plan below. This free business plan demonstration purposes only. If you are interested in purchasing the completed editable MS Word and Excel documents for this business plan, please click the button below! Also, the text of the business plan is formatted with a fully automated table of contents.



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It should be noted that there is no special software required to use these templates. All business plans come in Microsoft Word and Microsoft Excel format. Each business plan features:

  • Excecutive Summary
  • Company and Financing Summary
  • Products and Services Overview
  • Strategic Analysis with current research!
  • Marketing Plan
  • Personnel Plan
  • 3 Year Advanced Financial Plan
  • Expanded Financial Plan with Monthly Financials
  • FREE 30 Page Sample Private Placement Memorandum
  • FREE PowerPoint Presentation for Banks, Investors, or Grant Companies!

1.0 Executive Summary

The purpose of this business plan is to raise $100,000 for the development of a Halloween costume and sundries store while showcasing the expected financials and operations over the next three years. The Halloween Store, Inc. (“the Company”) is a New York based corporation that will provide a number of Halloween costumers, cosmetics, and other related products to customers in its targeted market. The Company was founded by John Doe.

1.1 Products and Services

As stated above, the primary product line for the business will be Halloween costumes, face paint, and other items related to Halloween. This business will generate a substantial majority of its revenues during September and October. The Company will earn significant margins on the products sold throughout the business. However, the Company will operate on a full year basis despite the fact that the primary focus on the Halloween Store’s operations are seasonal. During the rest of the year, the Company will sell other items such as stationery, candles, incense, toys, wigs, jewelry, and other general merchandise items. This will ensure that the business maintains year round revenue generation with moderate profitability in off season months. The third section of the business plan will further describe the services offered by the Halloween Store.

1.2 The Financing

Mr. Doe is seeking to raise $100,000 from as a bank loan. The interest rate and loan agreement are to be further discussed during negotiation. This business plan assumes that the business will receive a 10 year loan with a 9% fixed interest rate.

1.3 Mission Statement

The Halloween Store’s mission is to provide customers with a diverse selection of Halloween costumes and related items while concurrently acting as a general merchandise store during off season months.

1.4 Mangement Team

The Company was founded by John Doe. Mr. Doe has more than 10 years of experience in the retail management industry. Through his expertise, he will be able to bring the operations of the business to profitability within its first year of operations.

1.5 Sales Forecasts

Mr. Doe expects a strong rate of growth at the start of operations. Below are the expected financials over the next three years.

1.6 Expansion Plan

The Founder expects that the business will aggressively expand during the first three years of operation. Mr. Doe intends to implement marketing campaigns that will effectively target individuals within the target market.

2.0 Company and Financing Summary

2.1 Registered Name and Corporate Structure

Halloween Store, Inc. The Company is registered as a corporation in the State of New York.

2.2 Required Funds

At this time, the Halloween Store requires $100,000 of debt funds. Below is a breakdown of how these funds will be used:

2.3 Investor Equity

Mr. Doe is not seeking an investment from a third party at this time.

2.4 Management Equity

John Doe owns 100% of the Halloween Store, Inc.

2.5 Exit Strategy

If the business is very successful, Mr. Doe may seek to sell the business to a third party for a significant earnings multiple. Most likely, the Company will hire a qualified business broker to sell the business on behalf of the Halloween Store. Based on historical numbers, the business could fetch a sales premium of up to 4 times earnings.

3.0 Products and Services

Below is a description of the products offered by the Halloween Store.

3.1 Halloween Products and Merchandise

The primary source of revenue for the business come during the months of September and October when the Company will revamp its store operations to focus on the sale of Halloween costumes, related cosmetics, and related costume products. The Company will also sell prepackaged Halloween candy, plastic pumpkins, lighting, and other items related to the season. The business will generate substantial margins from the sales of these products during the pre-Halloween season. Mr. Doe has planned an extensive marketing campaign that will be used throughout August, September, and October to ensure that the business maintains maximum visibility for its busy season.

3.2 General Merchandise Sales

As stated in the executive summary, the Company intends to operate on a year round basis despite the fact that during the busy season, the store’s product will focus will be towards Halloween related products. During the off season months, the store will sell general merchandise items such as candles, cards, gift wrapping materials, stationary, small children’s toys, and other general merchandise items that will ensure that the business maintains a year round revenue stream with a positive cash flow. The Company’s marketing plan will brand the Halloween store for this multifaceted retail operation.

4.0 Strategic and Market Analysis

4.1 Economic Outlook

This section of the analysis will detail the economic climate, the Halloween and general merchandise industry, the customer profile, and the competition that the business will face as it progresses through its business operations. Currently, the economic market condition in the United States is in recession. This slowdown in the economy has also greatly impacted real estate sales, which has halted to historical lows. Many economists expect that this recession will continue until mid-2010, at which point the economy will begin a prolonged recovery period.

4.2 Industry Analysis

Halloween costume and apparel stores are classified as general merchandise stores according to the US Economic Census. Based on information from the Federal Government, the total yearly expenditures on Halloween related products totaled $5 billion dollars. The growth rate of this business is expected to remain in lockstep with that of the economy and population. There are approximately 10,000 companies in the United States that specialize in the retail sale and distribution of Halloween based products. As the business also intends to operate in a general merchandise capacity, it should be noted that this industry is comprised of almost 1,000,000 businesses that aggregate generate more than $480 billion dollars of revenue per year. The general merchandise industry employs more than 2.8 million people. Aggregate payrolls in each of the last five years have exceeded $42 billion.

4.3 Customer Profile

In this section of the analysis, you should describe the type of customer you are seeking to acquire. These traits include income size, type of business/occupation; how far away from your business is to your customer, and what the customer is looking for. In this section, you can also put demographic information about your target market including population size, income demographics, level of education, etc.

4.4 Competitive Analysis

This is one of the sections of the business plan that you must write completely on your own. The key to writing a strong competitive analysis is that you do your research on the local competition. Find out who your competitors are by searching online directories and searching in your local Yellow Pages. If there are a number of competitors in the same industry (meaning that it is not feasible to describe each one) then showcase the number of businesses that compete with you, and why your business will provide customers with service/products that are of better quality or less expensive than your competition.

5.0 Marketing Plan

The Halloween Store intends to maintain an extensive marketing campaign that will ensure maximum visibility for the business in its targeted market. Below is an overview of the marketing strategies and objectives of the Halloween Store.

5.1 Marketing Objectives

  • • Establish massive local marketing campaigns during the months of August, September, and October.

  • • Implement a local campaign with the Company’s targeted market via the use of flyers, local newspaper advertisements, and word of mouth.

  • • Develop an online presence by developing a website and placing the Company’s name and contact information with online directories.

5.2 Marketing Strategies

Mr. Doe intends on using a number of marketing strategies that will allow the Halloween Store to easily target men and women (especially those with children) within the target market. These strategies include traditional print advertisements and ads placed on search engines on the Internet. The Halloween Store will also use an internet based strategy. This is very important as many people seeking local product businesses, such as Halloween stores and general merchandise businesses, now the Internet to conduct their preliminary searches. Mr. Doe will register the Halloween Store with online portals so that potential customers can reach the business. The Company will also develop its own online website, which will include information about the Halloween Store’s location, its product lines, and information regarding its year round operations as a general merchandise store. During the pre-Halloween season, the Company will aggressively distribute mail flyers, place advertisements in local newspapers, and develop relationships with local school newsletter that offer advertising space. Many schools distribute “back to school” newsletters in the Fall, and Management will aggressively seek to place advertisements in these circulars.

5.3 Pricing

In this section, describe the pricing of your services and products. You should provide as much information as possible about your pricing as possible in this section. However, if you have hundreds of items, condense your product list categorically. This section of the business plan should not span more than 1 page.

6.0 Organizational Plan and Personnel Summary

6.1 Corporate Organization

6.2 Organizational Budget



6.3 Management Biographies

In this section of the business plan, you should write a two to four paragraph biography about your work experience, your education, and your skill set. For each owner or key employee, you should provide a brief biography in this section.

7.0 Financial Plan

7.1 Underlying Assumptions

  • • The Halloween Store will have an annual revenue growth rate of 16% per year.

  • • The Owner will acquire $100,000 of debt funds to develop the business.

  • • The loan will have a 10 year term with a 9% interest rate.

7.2 Sensitivity Analysis

In the event of an economic downturn, the business may have a decline in its revenues. However, Halloween will continue to come every year, and children will still want costumes and related products despite deleterious economic conditions. The high margin revenues generated from the sale of Halloween related products will ensure the business’ continued profitability on a year to year basis. The general merchandise operations (during the off season) will also ensure that the Halloween Store can remain profitable on a monthly basis.

7.3 Source of Funds


7.4 General Assumptions

7.5 Profit and Loss Statements 

7.6 Cash Flow Analysis

 

7.7 Balance Sheet

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7.8 General Assumptions

7.9 Business Ratios

Expanded Profit and Loss Statements

Expanded Cash Flow Analysis