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 $150,000 for the development of a notary and business services company while showcasing the expected financials and operations over the next three years. Notary, Inc. (“the Company”) is a New York based corporation that will provide notary and ancillary businesses services. The Company was founded by John Doe.

1.1 Products and Services

As stated above, the business will render state based notary services to legal professionals, businesses, and individuals that need to have documents notarized. The business may also provide specialized preprinted legal forms to the general public if required by a client. The business intends to operate as an agency for independent notaries as well.

The Company will also recognize revenues from ancillary services such as ongoing large scale notary services for law firms and other organizations that have frequent notarization needs.

1.2 The Financing

Mr. Doe is seeking to raise $150,000 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 Notary location.

• Financing for the first six months of operation.

• Capital to purchase general office equipment.

Mr. Doe will contribute $25,000 to the venture.

1.3 Mission Statement

Management’s mission is to develop Notary, Inc. into a premier notary and business services agency within the New York metropolitan area.

1.4 Mangement Team

The Company was founded by John Doe. Mr. Doe has more than 10 years of experience in the notary 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 effected individuals, businesses, and law firms within the target market.

2.0 Company and Financing Summary

2.1 Registered Name and Corporate Structure

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

2.2 Required Funds

At this time, Notary, Inc. requires $150,000 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 Notary, Inc.

2.5 Exit Strategy

If the businesIf 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 Exotic Car Rental Service, Inc. Based on historical numbers, the business could fetch a sales premium of up to 3 times earnings.

3.0 Products and Services

As stated in the executive summary, Notary, Inc. will provide notarization services to law firms, businesses, and individuals that have notary needs. The business will also sell a variety of preprinted legal forms that will assist individuals with their ongoing legal filing needs.

All individuals retained by the business will be required to have an appropriate notary license granted by the State. The business will confirm this matter prior to hiring any associate notary.

4.0 Strategic and Market Analysis

4.1 Economic Outlook

This section of the analysis will detail the economic climate, the notary 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. Unemployment rates have declined while asset prices have risen substantially. However, Notary businesses operate with great economic stability as people will continue to require notary services despite deleterious changes to the economy.

4.2 Industry Analysis

Within the United States, there are approximately 15,400 businesses that provide supportive legal services (which includes notary services). Each year, these businesses aggregately generate more than $11.6 billion of revenues while concurrently providing jobs to more than 100,000. Annual payrolls in each of the last five years have exceeded $4 billion.

This is a mature industry and the expected growth rate is expected to remain on par with that of the general business economy.

4.3 Customer Profile

Management anticipates that the business will have a number of different clients including:

• Individuals with notary needs.

• Law firms that have substantial notary needs.

• Businesses that frequently file notarized business forms (especially among debt servicing and financial businesses.)

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

Notary 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 Notary, Inc.

5.1 Marketing Objectives

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

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

• Establish relationships with law firms, debt collection agencies, financial services firms, and other businesses within the target market.

5.2 Marketing Strategies

Mr. Doe intends on using a number of marketing strategies that will allow Notary, Inc. to easily target its demographics within the New York metropolitan area. 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.

Notary, Inc. will also use an internet based strategy. This is very important as many people seeking local services, such as specialized legal support and notary services, now the Internet to conduct their preliminary searches. Mr. Doe will register the Notary 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 notary and legal support 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

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:

• Notary, Inc. will have an annual revenue growth rate of 16% per year.

• The Owner will acquire $150,000 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 Company will not see a major decline in revenues. The demand for notary services remains static as people, businesses, financial service firms, and law firms require these services on an ongoing 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

7.8 General Assumptions

7.9 Business Ratios

Expanded Profit and Loss Statements

Expanded Cash Flow Analysis