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With any B-Plan Purchase
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Through Nov. 30

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No Templates Used
7 Day Turnaround

All Purchased Plans
Are Updated for 2020

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Free Equipment Leasing Broker 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
  • Loan Amortization and ROI Tools
  • 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 an equipment leasing brokerage (with minor equipment loan brokering operations) while showcasing the expected financials and operations over the next three years. The Equipment Leasing Broker, Inc. (“the Company”) is a New York based corporation that will provide equipment lease financial services to customers in its targeted market. The Company was founded by John Doe.


1.1 Products and Services

The Company provides standard and sophisticated equipment leasing services to companies that need to acquire specific types of equipment for use within their construction and contracting businesses. The Company will also maintain a base of corporate and institutional clients that seek the expertise of the team to finance the leases that are sought after by the Company’s clients. Regardless of the credit quality or income of a client, the Company seeks to provide equipment lease financing to clients.

1.2 The Financing

Mr. Doe is seeking to raise $100,000 from an investor. The terms, dividend payouts, and aspects of the deal are to be determined at negotiation. This business plan assumes that an investor will receive 50% of the Company’s stock, a regular stream of dividends, and a seat on the board of directors. The financing will be used for the following:


  • Development of the Company's office.

  • Financing for the first six months of operation.

  • Capital to purchase a company vehicle.

1.3 Mission Statement

The Equipment Leasing Broker’s mission is to become the recognized leader in its targeted market for equipment leasing services.

1.4 Mangement Team

The Company was founded by John Doe. Mr. Doe has more than 10 years of experience in the finance 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. Management will work closely with equipment distributors, contractors, machine shops, and construction companies that need to acquire capital lease financing for their business.


2.0 Company and Financing Summary

2.1 Registered Name and Corporate Structure

Equipment Leasing Broker, Inc. The Company is registered as a corporation in the State of New York.

2.2 Required Funds

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

2.3 Investor Equity

John Doe intends to sell 50% of the Equipment Leasing Broker in exchange for the capital.

2.4 Management Equity

John Doe will retain 50% of the business once the capital is raised.

2.5 Exit Strategy

If the Equipment Leasing Broker 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 Equipment Leasing Broker. Based on historical numbers, the business could fetch a sales premium of up to 4 times earnings.

3.0 Products and Services

3.1 Equipment Leasing Services

As stated in the executive summary, the business will actively work with small, medium, and large companies that require construction, machine shop, or general contracting businesses that are looking to acquire specific types of equipment for their operations. The business will work closely with the manufacturer/seller of the equipment in order to properly secure a lease on behalf of the business.

In exchange for securing the lease, the business will receive a fee equal to 2% of the face value of the equipment. For instance, if the Company secures a lease for a $500,000 piece of construction equipment then Equipment Leasing Broker will receive a fee of $10,000.

The Company will also generate moderate fees from preparing the proper documentation and credit checks (business and personal if required by the financing institution). These fees will be approximately $750 to $1,000 per transaction.

4.0 Strategic and Market Analysis

4.1 Economic Outlook

Equipment leasing brokerages have exploded with growth over the last ten years. As interest rates decreased, and the overall demand for equipment at low interest rate leasing prices have increased substantially. As such the number of agents in this market has more than tripled.

Currently, the economic condition in the United States is moderate. Unemployment rates have declined while asset prices have risen substantially. As such, the demand for equipment for manufacturing and construction related purposes have increased.

4.2 Industry Analysis

In the United States there are over 60,000 businesses that operate as non-depository credit institutions. Among these businesses, an aggregates receipt over each of the last five years has been in excess of $229 billion dollars of interest revenue. These businesses employ over 500,000 people and provide gross annual payrolls in excess of $22 billion dollars. Approximately 5,000 of these businesses operate within a similar capacity as that of the Company.

The industry has recently undergone a revolution with the advent of the Internet. With instant access to customer verification, people can seamlessly borrow capital from banks that conduct business on the Internet. This aspect of the industry is expected to grow at a rate of 10% per year for the next five years. The Company intends to capitalize on this trend.

4.3 Customer Profile

Many construction, contracting, and manufacturing businesses require equipment leases. As such, it is difficult to determine the exact demographics of companies that will use the Company’s services. However, Management has developed the following demographic profile of businesses that will use the Company’s services:

  • Annual revenues of $2,000,000+ per year

  • Will spend $100,000 to $500,000 on new equipment via leasing methods.

  • Will spend $20,000 to $50,000 per month on equipment leasing.

4.4 Competitive Analysis

There is a tremendous amount of competition among leasing companies to acquire equipment leases as they are considered low risk. As such, Management must effectively differentiate itself from other equipment leasing brokerages so that the business is able to source a lease for any type of equipment as it relates to manufacturing and construction.  


5.0 Marketing Plan

The Equipment Leasing Broker 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 Equipment Leasing Broker.

5.1 Marketing Objectives

  • Develop an online presence by acquiring accounts for major equipment sales/leasing portals.

  • Establish relationships with manufacturing and construction equipment companies.

  • Develop relationships with financial institutions that will underwrite the leases sourced by the Company.

5.2 Marketing Strategies

Equipment lease brokering marketing will be the most difficult portion of the marketing strategy. This is because one of the essential elements to reaching this audience is that the Company must build a brand affinity with the customer. This task will be accomplished through the business’s broad marketing campaign throughout its targeted market.

The Equipment Leasing Broker will also use an internet based strategy. This is very important as many people seeking specialized capital equipment leases use the Internet to conduct their preliminary searches. Mr. Doe will register the Equipment Leasing Broker and its agents with these online portals so that potential lessees can easily reach the business. The Company will also develop its own online website showcasing current interest rates, the Management Team, and the equipment lease brokering services offered by the business.

The Company will maintain a sizable amount of print and traditional advertising methods within local markets to promote the equipment leasing services that the Company is selling.

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.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 Company has based its proforma financial statements on the following:

  • Equipment Leasing Broker will have an annual revenue growth rate of 18% per year.

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

  • The business will not seek debt financing in the first three years of operation.

7.2 Sensitivity Analysis

The Company’s revenues can change depending on the general economic climate of the manufacturing and construction industries. In times of economic recession, the Equipment Leasing Broker may have issues with its top line income as fewer sales will be made.


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