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This sample business plan has been made available to users of Business Plan Pro®, business planning software published by Palo Alto Software. Names, locations and numbers may have been changed, and substantialportions of the original plan text may have been omitted to preserve confidentiality and proprietary information.

You are welcome to use this plan as a starting point to create your own, but you do not have permission to resell, reproduce, publish, distribute or even copy this plan as it exists here.

Requests for reprints, academic use, and other dissemination of this sample plan should beemailed to the marketing department of Palo Alto Software at marketing@paloalto.com. For product information visit our website: www.paloalto.com or call: 1-800-229-7526.

Copyright © Palo Alto Software, Inc., 1995-2009  All rights reserved.


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Confidentiality Agreement

The undersigned reader acknowledges that the information provided by _______________ in this business plan isconfidential; therefore, reader agrees not to disclose it without the express written permission of _______________.

It is acknowledged by reader that information to be furnished in this business plan is in all respects confidential in nature, other than information which is in the public domain through other means and that any disclosure or use of same by reader, may cause serious harm or damageto _______________.

Upon request, this document is to be immediately returned to _______________.

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This is a business plan. It does not imply an offering of securities.


1.0 Executive Summary 1
Chart: Highlights 1
1.1 Mission 1
1.2 Keys to Success 1
2.0 CompanySummary 2
2.1 Company Ownership 2
2.2 Company Background 2
2.3 Start-up Summary 2
Chart: Start-up 3
Table: Start-up 3
Table: Start-up Funding 4
3.0 Services 4
4.0 Market Analysis Summary 5
Chart: Market Analysis (Pie) 5
Table: Market Analysis 5
4.1 Market Segmentation 6
4.2 Target Market Segment Strategy 6
4.3 Market Needs 6
4.4 Service BusinessAnalysis 6
4.5 Competition and Buying Patterns 7
5.0 Strategy and Implementation Summary 8
5.1 Competitive Edge 8
5.2 Sales Strategy 8
Chart: Sales by Year 8
Table: Sales Forecast 9
6.0 Management Summary 9
6.1 Personnel Plan 9
Table: Personnel 10
7.0 Financial Plan 10
7.0 Financial Plan 10
7.1 Break-even Analysis 11
Chart: Break-even Analysis 11
Table:Break-even Analysis 11
7.2 Projected Balance Sheet 12
Table: Balance Sheet 12
7.3 Projected Profit and Loss 12
Chart: Highlights 13
Table: Profit and Loss 13
7.4 Projected Cash Flow 14
Chart: Cash 15
Table: Cash Flow 14
7.5 Business Ratios 15
Table: Ratios 16
Table: Sales Forecast 1
Table: Personnel 2
Table: Personnel 2
Table: General Assumptions 3...