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 $225,000 for the development of a surgical practice while showcasing the expected financials and operations over the next three years. Surgery Practice, Inc. (“the Company”) is a New York based corporation that will provide general surgical services, consultations, and care to customers in its targeted market. The Company was founded by Dr. John Doe.

1.1 Products and Services

Dr. Doe will render general surgical services to adults and children within the greater targeted community. These services include consultation, in-office minor surgical procedures, and in-hospital surgical procedures. Mr. Doe maintains hospital privileges with several local hospital. The third section of the business plan will further describe the services offered by the Surgical Practice.

1.2 The Financing

Dr. Doe is seeking to raise $225,000 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

Dr. Doe’s mission is to become the recognized leader in its targeted market for general surgical services.

1.4 Mangement Team

The Company was founded by Dr. John Doe. Dr. Doe has more than 10 years of experience as a practicing general surgeon. 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

Dr. 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. Dr. Doe intends to implement marketing campaigns that will effectively target individuals with surgical needs within the target market.

2.0 Company and Financing Summary

2.1 Registered Name and Corporate Structure

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

2.2 Required Funds

At this time, the Surgery Practice requires $225,000 of debt funds. Below is a breakdown of how these funds will be used:

2.3 Investor Equity

Dr. Doe is not seeking an investment from a third party at this time.

2.4 Management Equity

John Doe owns 100% of the Surgery Practice, Inc.

2.5 Exit Strategy

If the business is very successful, Dr. Doe may seek to sell the practice 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 Surgery Practice. Based on historical numbers, the business could fetch a sales premium of up to 2 to 3 times earnings.

3.0 Products and Services

Below is a description of the medical services offered by the Surgery Practice.

3.1 Surgical Services

The primary source of revenue for Dr. Doe’s practice will come from general surgical services, both in office and in hospital. As mentioned in the executive summary, Dr. Doe maintains operating and hospital privileges among several area hospitals. Procedures often practiced by Dr. Doe

3.2 Consultations

The Company will also generate secondary revenues from surgical consultations and medical appointments where Dr. Doe examines a patient, provides medical opinion, but does not directly perform any surgery on the patient. Dr. Doe will also lend his medical and surgical expertise to healthcare companies that frequently require medical consultation.

4.0 Strategic and Market Analysis

4.1 Economic Outlook

This section of the analysis will detail the economic climate, the medical industry, the customer profile, and the competition that the business will face as it progresses through its business operations.

4.2 Industry Analysis

Within the United States there are approximately 200,000 medical/surgical practices (excluding mental health practices) that comprise of one or more doctors that act in a private practice capacity. Each year, these practices generate more than $190 billion dollars of revenue and employ more than 1.8 million people (including the doctors). The growth of this industry has remained in lockstep with the growth of the general population. Approximately 5% of these doctors retire each year. Approximately 16,000 doctors enter private practice each year.

4.3 Customer Profile

In this section of the analysis, you should describe the type of customer you are seeking to acquire. These traits include income size, type of business/occupation; how far away from your business is to your customer, and what the customer is looking for. In this section, you can also put demographic information about your target market including population size, income demographics, level of education, etc.

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

Surgery Practice 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 Surgery Practice.

5.1 Marketing Objectives

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

• • Establish relationships with referring primary care doctors and hospitals within the targeted market.

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5.2 Marketing Strategies

Dr. Doe intends on using a number of marketing strategies that will allow the Surgery Practice to quickly develop its revenue base. Primarily, Dr. Doe will receive a large influx of his business from primary care physicians and hospitals that will refer patients in need of surgery to Dr. Doe. As an established surgeon, many of these relationships have been formed, and Dr. Doe will be able to immediately operate in a private practice setting profitably from the onset of operations. Surgery Practice will also use an internet based strategy. This is very important as many people seeking local services, such as doctors and surgeons, now the Internet to conduct their preliminary searches. Dr. Doe will register the Surgery Practice with online portals so that potential patients can easily reach the practice. The Company will also develop its own online website showcasing Dr. Doe’s abilities as a surgeon.

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 Surgery Pactice will have an annual revenue growth rate of 16% per year.

• • The Owner will acquire $225,000 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. Medical and Surgical services are in demand regardless of the general economic climate as they are an essential service for health.

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