Free Pack and Ship Store 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.
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!
- All plans are updated for 2013!
1.0 Executive Summary
The purpose of this business plan is to raise $100,000 for the development of a pack and ship store while showcasing the expected financials and operations over the next three years. Pack and Ship Store, Inc. (“the Company”) is a New York based corporation that will provide packing/shipping of boxes and ancillary services to customers in its targeted market. The Company was founded in 2007 by John Doe.
1.1 Products and Services
The Company’s retail business center will provide a number of services needed by local businesses, professionals, and individuals. The business will also offer mailboxes and mail forwarding services, which generate a recurring income stream for the business from month to month rental fees. Section three of the business plan will further detail the services offered by the Company.
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 Pack and Ship’s mission is to become the recognized leader in its targeted market for packing, shipping, and small business services.
1.4 Mangement Team
The Company was founded by John Doe. Mr. Doe has more than 10 years of experience in the retail 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
Pack and Ship Store , Inc. The Company is registered as a corporation in the State of New York.
2.2 Required Funds
At this time, the Pack and Ship 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 Pack and Ship 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 Pack and Ship Store, Inc. 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 services offered by the Pack and Ship Store.
3.1 Packing and Shipping Services
The Company will derive its primary income from the sale of packing and shipping services to local businesses and individuals. The Company will carry FedEx, UPS, and DHL shipping services as well as regular US Post Mail services. The Company will also carry insurance for all shipments over $100 dollars for an additional fee. The Company will also provide professional packing services for customers that have not packed the items that they are shipping. The Company will maintain a complete supply of Styrofoam packing bubbles, bubble wrap, and cardboard boxes that our customer service employees will use to properly protect and ship our customer’s items. Additionally, the Company will advertise itself with eBay as a shipping location for eBayers in the target market.
3.2 Business Services
The business will also provide a number of services needed by local businesses, professionals, and individuals. Management feels that offering these services will provide the business with a predictable stream of revenue. All businesses require specialized business services from time to time, and as the Company develops its local affinity with consumers, we feel that we will become the number one service provider for these people.
4.0 Strategic and Market Analysis
4.1 Economic Outlook
This section of the analysis will detail the economic climate, the pack and ship 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-2009, at which point the economy will begin a prolonged recovery period.
4.2 Industry Analysis
There are over 10,000 businesses that operate retail locations that provide business services identical or substantially similar to that of the Company. The industry generates more than $8.2 billion dollars a year in gross receipts. Additionally, copy and business service centers employ more than 90,000 people and the industry pays over $2 billion dollars a year in average annual payrolls. The growth rate of the industry has remained unusually high over the last ten years. With more and more people developing entrepreneurial ventures, the demand for low cost copies and business services has increased tremendously. The average five year growth rate for the industry is 17%. Retail sales operations are a significantly riskier operation to maintain. This is due to the fact that there are significant costs in maintaining a high end retail location in an urban or upscale suburban market. There failure rate for these businesses is approximately 65% for the first five years of operations. Management is currently building a number of proprietary marketing and pricing models to help ensure the continued success of the Company.
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 Pack and Ship 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 Pack and Ship
5.1 Marketing Objectives
• 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 Pack and Ship to easily target men and women within the target market. These strategies include traditional print advertisements and ads placed on search engines on the Internet. Below is a description of how the business intends to market its services to the general public. The Pack and Ship will also use an internet based strategy. This is very important as many people seeking local services, such as pack and ship stores, now the Internet to conduct their preliminary searches. Mr. Doe will register the Company with online portals so that potential customers can easily reach the business. The Company will also develop its own online website. The Company will maintain a sizable amount of print and traditional advertising methods within local markets to promote the business services and shipping services that the Company is selling.
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 Owner will acquire $100,000 of debt funds to develop the business.
• The Pack and Ship will have an annual revenue growth rate of 16% per year.
• 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, shipping and small business services are demanded regardless of the general economy. As such, only a severe economic drawback would result in a decline in revenues for the business.
7.3 Source of Funds
7.4 General Assumptions
7.5 Profit and Loss Statements
7.6 Cash Flow Analysis
7.7 Balance Sheet
7.8 General Assumptions
7.9 Business Ratios
Expanded Profit and Loss Statements
Expanded Cash Flow Analysis