Free VC Directory
With any B-Plan Purchase
425 Page Capital Directory
Through Sept. 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 VC Directory

With any B-Plan Purchase
425 Page Capital Directory
Through Sept. 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 Sheet Metal Fabricator 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.

Return to Samples Page

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 $300,000 for the development of a sheet metal fabrication shop while showcasing the expected financials and operations over the next three years. Sheet Metal Fabrication, Inc. (“the Company”) is a New York based corporation that will provide custom development of sheet metal components to customers in its targeted market. The Company was founded by John Doe.

1.1 Products and Services

The Company will specialize in producing, to specification, sheet metal components on behalf of its customer base, which will include other manufacturing companies as well as general contractors that have sheet metal needs for roofing and gutters. The Company will produce all of its components from its sheet metal fabrication and production shop. One of the strongest aspects to this business is that the Company will be able to maintain profitability in almost any economic climate as several ordinances require building owners have properly installed and maintained roofing and gutter systems, which require significant sheet metal fabrication work. The third section of the business plan will further describe the services offered by Sheet Metal Fabrication, Inc.

1.2 The Financing

Mr. Doe is seeking to raise $300,000 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

Sheet Metal Fabrication, Inc.’s mission is to become the recognized leader in its targeted market for sheet metal fabrication products and services.

1.4 Mangement Team

The Company was founded by John Doe. Mr. Doe has more than 10 years of experience in the machine services 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 businesses with sheet metal fabrication needs within the target market.

2.0 Company and Financing Summary

2.1 Registered Name and Corporate Structure

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

2.2 Required Funds

At this time, Sheet Metal Fabrication, Inc. requires $300,000 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 Sheet Metal Fabrication, 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 Sheet Metal Fabrication. 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 sheet metal fabrication products and related services offered by the Company.

3.1 Sheet Metal Component Production and Manufacturing

The primary source of revenue for the business will be the production, manufacturing, and fabrication of sheet metal and sheet metal components on behalf of manufacturers, contractors, and other businesses that have sheet metal component and sheet metal needs. The business will earn moderately high gross margins on both sales of sheet metal and components produced to specification on behalf of clients. The Company will have three machinists on staff to produce components at the onset of operations. Mr. Doe is currently sourcing an industrial location from which Sheet Metal Fabrication, Inc. can operate.

3.2 Ancillary Services

From time to time, the Company may also become involve with the design and development of specialized components requested by the Company’s clients. This ancillary revenue stream would be derived by outsourcing the work to a qualified engineer and then having the Sheet Metal Fabrication company produce the work requested by the client. The Company would be able to mark-up the outsourced engineering services. Management anticipates that 10% of the Company’s aggregate revenues will come from this operating segment.

4.0 Strategic and Market Analysis

4.1 Economic Outlook

This section of the analysis will detail the economic climate, the sheet metal fabrication and contracting 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. However, sheet metal fabrication firms tend to operate with a strong degree of economic stability as commercial clients will continue to require specialized components, especially as they relate to maintaining building standards code.

4.2 Industry Analysis

According the U.S. Economic Census, sheet metal fabrication companies and installation contractors generated gross revenues of $16 billion dollars. The industry employs more than 100,000 people and outputs gross annual payrolls of $4 billion dollars. The market growth in this industry has been resilient, with its five year growth rate nearing 15%. This trend is expected to continue as the demand for housing increases. This growth is expected to taper off as the demand for new housing construction wanes. The increase in the prevailing prime interest rate has caused a significant drop off in the number of new housing starts. One of the primary keys to surviving in contracting industry is to develop relationships with property managers and building owners so that the business can generate a recurring stream of revenue from ongoing purchase orders for new roofing and gutter components. Overall, the outlook for the industry is strong. Sheet metal fabrication/contracting and maintenance is only something that a trained and licensed professional can perform, and as such, the demand for specialty contractors is excepted to remain strong regardless of the general economic condition.

4.3 Customer Profile

The Company anticipates that a majority of its clients will be building owners and property management firms contracting on behalf of building owners. Management expects that the client base will continue to consist of commercial, industrial, and residential clientele. However, Management anticipates that its largest client base will come from the residential arena.

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

Sheet Metal Fabrication 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 Company.

5.1 Marketing Objectives

  • • Establish relationships with manufacturers, general contractors, roofing contractors, and other businesses.

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


5.2 Marketing Strategies

As the Company’s primary market will consist of other businesses, it is imperative that Mr. Doe develop a highly targeted marketing campaign that will focus on producing ongoing relationships with customers that will place regular purchase orders for sheet metal products with the Company. To that end, Mr. Doe intends to develop an extensive sales brochure that will showcase Sheet Metal Fabrication, Inc.’s ability to produce any type of sheet metal fabricated product. This brochure will provide all necessary contact information and preliminary pricing information for the customer. Sheet Metal Fabrication, Inc. will also use an internet based strategy. This is very important as many people seeking local services, such as sheet metal fabricators, 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 that will showcase the operations of the business, its facilities, preliminary pricing, and other information that is contained in the Company’s sales brochures. Finally, the Company will maintain a modest level of print and media advertising within local trade publications.

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

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

  • • The Owner will acquire $300,000 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. Manufactured and sheet metal products have declines in demand during economic recessions, and as such, Sheet Metal Fabrication, Inc. may see lower revenues during downward business cycles. However, the high margins generated by the business will ensure that the business can remain profitable and cash flow positive despite moderate declines in revenue.

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