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 $1,000,000 for the development of a boarding school while showcasing the expected financials and operations over the next three years. The Boarding School, Inc. (“the Company”) is a New York based corporation that will provide education and boarding services to customers in its targeted market. The Company was founded by John Doe.

1.1 Products and Services

The services rendered by the boarding school will include education for students between the ages of 9 and 18. The business will offer teaching for grades 5 to 12. The business will generate revenues from parents as well as state sponsored programs that subsidize the costs of boarding school for parents that earn under a certain amount of income. The business will serve breakfast and lunch for children enrolled in the Company’s boarding school programs. The third section of the business plan will further describe the services offered by the Boarding School.

1.2 The Financing

Mr. Doe is seeking to raise $1,000,000 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 Boarding School location. • Financing for the first six months of operation. • Capital to purchase FF&E. Mr. Doe will contribute $100,000 to the venture.

1.3 Mission Statement

The Boarding School’s mission is to provide dedicated boarding school education services to children and teenagers within the Company’s targeted market.

1.4 Mangement Team

The Company was founded by John Doe. Mr. Doe has more than 10 years of experience in the education 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 with children within the target market within the State of New York.

2.0 Company and Financing Summary

2.1 Registered Name and Corporate Structure

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

2.2 Required Funds

At this time, the Boarding School requires $1,000,000 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 Boarding School, 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 Boarding School. 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 boarding school services offered by the Boarding School.

3.1 Education Services

The revenue center for the Company will come from rendering boarding school education services, and boarding care for children enrolled in the Boarding School’s programs. The business, from time to time, will receive state based grants that focus on subsidizing the costs associated with boarding school for young children within the State. The business will provide a broad range of educational services, for grades 5 to 12, including artistic training, general education, and computer training in addition to traditional subject teaching. The secondary revenue center for the business will come from providing room and board to students that in enrolled in the Company’s boarding school programs. It should be noted that children that reside in the target market will be able to enroll in the school without having to stay at the Boarding School’s residence hall. All residence halls will be co-educational. At all times, the business will ensure that all employees possess the necessary licensure and background check so that they are qualified to work with children under the age of six. This will be one of the foremost priorities of the business.

4.0 Strategic and Market Analysis

4.1 Economic Outlook

This section of the analysis will detail the economic climate, the boarding school industry, the customer profile, and the competition that the business will face as it progresses through its business operations. Currently, the economy is coming out of a difficult economic period. The job picture has improved and lending has resumed to small businesses. As such, the demand for boarding school services has increased. Additionally, wealthy parents that work will always require boarding school services and as such the business will be able to remain profitable and cash flow positive at all times.

4.2 Industry Analysis

Within the United States, there are approximately 4,000 companies that provide boarding school education services to the general public. Each year, these businesses generate $2 billion of revenue while providing jobs for 18,000 people. Annual payrolls in each of the last five years have exceeded $1 billion. Boarding Schools are considered to be part of a mature industry, and the expected future growth rate will remain in line with that of the economy’s GDP.

4.3 Customer Profile

The Boarding School’s average client will be a middle to upper middle class man or woman living in the Company’s target market. Common traits among clients will include: • Annual household income exceeding $250,000 • Lives or works no more than 150 miles from the Company’s location. • Will spend $4,000 per month on Boarding School services.

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 Boarding School 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 Boarding School.

5.1 Marketing Objectives

• • Establish relationships with local schools within the target market that will refer children to become enrolled in the Boarding School’s services.

• • 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 Boarding School to easily target men and women with children 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 Boarding School will also establish relationships with public and private schools within the Company’s target market in order to generate referrals among parents that have older children in grade school and are seeking boarding school services for their younger children. The Boarding School will also use an internet based strategy. This is very important as many people seeking specialized organizational services, such as boarding schools, now the Internet to conduct their preliminary searches. Mr. Doe will register the Boarding Schools with online portals so that potential customers can easily reach the business. The Company will also develop its own online website.

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

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 Boarding School will have an annual revenue growth rate of 16% per year.

• • The Owner will acquire $1,000,000 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, the demand for parents that want to enroll their children in boarding school is increasing steadily among wealthy people. As such, the Boarding School will be able to remain profitable and cash flow positive at all times despite certain drawbacks in the economy.

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