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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 2020

Business Startup Guides
Checkout our new sister site!

Free Business Valuation Expert 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 a business valuation firm while showcasing the expected financials and operations over the next three years. Business Valuation Expert, Inc. (“the Company”) is a New York based corporation that will provide expert opinions as to the value of businesses to business customers in its targeted market. The Company was founded by John Doe.

1.1 Products and Services

The Company will specialize in providing licensed and certified expert opinions as it relates to the valuation of businesses on behalf of clients throughout the United States and within the Company’s targeted market. The business will generate fees ranging from $500 to more than $10,000 depending on the complexity of the business valuation report. The business will generate revenues from per hour fees and as well as per project fees rendered to clients. The third section of the business plan will further describe the services offered by the Business Valuation Expert.

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. The financing will be used for the following: • Development of the Company’s location. • Financing for the first six months of operation. • Capital to purchase a company vehicle. Mr. Doe will contribute $10,000 to the venture.

1.3 Mission Statement

The Business Valuation Expert’s mission is to become the recognized local leader in its targeted market for expert opinions as it relates to business valuations.

1.4 Mangement Team

The Company was founded by John Doe. Mr. Doe has more than 10 years of experience in the business valuation and business advisory 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 small business owners and business brokers within the target market.

2.0 Company and Financing Summary

2.1 Registered Name and Corporate Structure

Business Valuation Expert, Inc. The Company is registered as a corporation in the State of New York.

2.2 Required Funds

At this time, the Business Valuation Expert 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 Business Valuation Expert, 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 Business Valuation Expert. 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 Business Valuation Expert, Inc.

3.1 Business Valuations

The primary source of income for the business will come from providing expert business valuations to small and medium sized businesses to companies throughout the United States. The business will provide these services directly to small and medium sized businesses as well as to business brokers (and loan brokers). The business will generate substantial fees for rendering these services. From time to time, Mr. Doe will testify in court regarding the valuations of businesses that are currently facing or pursuing litigation. Mr. Doe has been qualified as a business valuation expert by many professional organizations.



4.0 Strategic and Market Analysis

4.1 Economic Outlook

This section of the analysis will detail the economic climate, the business valuation 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 moderate. The meltdown of the sub prime mortgage market coupled with increasing gas prices has led many people to believe that the US is on the cusp of a double dip economic recession. This slowdown in the economy has also greatly impacted real estate sales, which has halted to historical lows. However, the demand among business valuation experts among business brokers and loan brokers is expected to remain strong over the next five years.

4.2 Industry Analysis

The business valuation industry is a highly fragmented group of individual practitioners, certified public accountants, business brokerages, and large auditing institutions. There are over 621,000 firms within the United States that have the ability to render business valuation services. Aggregately, the business advisory industry (which includes business valuation experts) generates over $38 billion dollars a year, and employs over 390,000 Americans. At the time of this writing, there are approximately 4,000 business valuation experts with all applicable licensure within the United States. Specifically, the business valuation industry generates approximately $800,000,000 per year of revenues. The demand for businesses that require business valuations is expected to increase significantly over the next ten years as many people in the Baby Boomer population begin to retire and wish to divest their businesses to third parties.

4.3 Customer Profile

By acting in a business valuation capacity, the Company will be able to instruct and guide small businesses and corporate clients based on their valuation and business divestiture needs. Below is a demographic profile of the businesses that Management will continue to target as potential clientele: Businesses • Is a privately owned business that intends to be sold within the next two years. • Is a privately owned business that may be seeking financing. • Has less than $1,000,000 per year of revenue • Has EBITDA of $50,000 to $250,000 per year. Management has determined that there are approximately 26,000 businesses within the New York metropolitan area that could potentially need a business valuation every two to three years. As such, this is a very good market to render the Company’s valuation services.

4.4 Competitive Analysis

Competition in the business valuation field is limited. This is primarily due to the fact that extensive training and licensure are required in order to act in this capacity. As such, Management has only identified only three other individuals that have the ability to provide similar services within this market. Mr. Doe will retain a competitive advantage due to the fact that he has more than 10 years of experience regarding the valuation of small and medium sized businesses.

5.0 Marketing Plan

The Business Valuation Expert 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 Business Valuation Expert.

5.1 Marketing Objectives

  • • Establish relationships with other business consultants, business brokers, loan brokers, and financial institutions within the target market.

  • • Implement a local campaign with the Company’s targeted market via the use of 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 Business Valuation Expert to easily target small and medium sized businesses within the market. These strategies include traditional print advertisements and ads placed on search engines on the Internet as well as developing relationships with attorneys, CPAs, business brokerage firms, and financial institutions within the greater New York metropolitan area. In time, referrals will become an invaluable resource for the business. The Business Valuation Expert will also use an internet based strategy. This is very important as many people seeking specialized business valuation services now the Internet to conduct their preliminary searches. Mr. Doe will register the Business Valuation Expert Company with online portals so that potential customers can easily reach the business from anywhere within the United States. Although Mr. Doe will be primarily operating within the New York metropolitan area, he will have the ability to render these services to any small or medium sized business on a nationwide basis. The Company will also develop its own online website which will showcase the firm’s valuation experts, their educational/experience backgrounds, the Company’s preliminary fee structure, and the Business Valuation Expert’s ability to render services. The Company will maintain a sizable amount of print and traditional advertising methods among business journals within local markets to promote the business valuation services that the Company is selling.

5.3 Pricing

Management anticipates that each business valuation will generate $2,500 to $10,000 in revenue for the business depending on the size and complexity of the corporation.

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 Business Valuation Expert, Inc. 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, specialized business valuation services are typically in demand despite difficult economic climates as small and medium sized businesses seek financing (which requires a formal valuation of the business). Additionally, the very high margin revenues generated from producing expert business valuation opinions will ensure that the business can continually satisfy its debt obligations despite declines in top line income.

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