Business plan template pdf aime group (249.46 KB)

File Name: Business-Plan-Template.pdf

File Size: 249.46 KB

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Language: English

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Summary

Business Plan Template PDF
We’ve created a template for you to utilize while developing
your own business plan, follow the instructions below to begin
writing:
1. Download this PDF Template
2. Click into the text boxes below to begin typing for each
section
3. Follow each description to understand what’s needed for
each section
4. Add any additional supporting documents at the end
5. Save and submit your plan
If you have any questions, please feel free to reach out to the
team at [email protected]

1
Company Name
Your Company Name Here
Business Plan
Date: Date Prepared For
Contact Information
Name:
Email:
Phone:
Website:
Address:
Table of Contents
Executive Summary. . . . . . . . . . . . . . . . . 3
Company Description . . . . . . . . . . . . . . . 4
Market Analysis. . . . . . . . . . . . . . . . . . . 5
Products/Services Line . . . . . . . . . . . . . . . 6
Organization & Management . . . . . . . . . . . 7
Marketing & Sales . . . . . . . . . . . . . . . . . 8
Funding Request . . . . . . . . . . . . . . . . . . 9
Financial Projections . . . . . . . . . . . . . . . 10
Appendix . . . . . . . . . . . . . . . . . . . . . . 11
Executive Summary
Briefly describe the fundamental elements of your business. This section serves as
a complete summary of your business plan and should highlight everything you’ve
about within your plan. Oftentimes, it’s easier to write this section last

The Association of Independent Mortgage Experts (AIME) is a non-profit, national
trade membership association dedicated to supporting, protecting and growing
the independent mortgage broker community..

4
Company Description
Provide an in-depth description of what you intend your company to be, any
problems you may encounter, mission statement and your goals/objectives for
the future

AIME is committed to fostering an inclusive environment to support and protect
independent mortgage brokers across the country to grow the wholesale
mortgage channel..

5
Market Analysis
Describe your current market. Give examples of geographic locations and
certain demographics of your target audience. This should be focused on
describing who it is you plan to serve

The target audience for AIME are mostly independent mortgage brokers, loan
officers, processors, underwriters, lenders and vendors. To capitalize on
opportunities that are geographically close, AIME will target..

What is the growth potential in your market? Highlight how you believe your
company can grow in your target market

AIME will ensure growth in our desired target market by (add in relevant research,
trends and flushed strategies for growing your business and connecting with your
audience)..

Highlight certain trends you see within your market, talk about your competitors
and how you plan to market your business ahead of them

Because AIME provides services and products, our advantages compared to
others are….. We excel among competitors because…. We can provide our
audience with..

6
Products/Services Line
List and describe the products/services you plan to offer consumers. Highlight
how will these products/services best serve consumers in your market

Focus this section on detailing out your products/services in bullet point form

Talk about specific research, pricing and what you’ll be doing to constantly
develop these products/services

7
Organization & Management
Describe your current management team and list out your strengths and weaknesses

List higher level management positions & touch on your team’s existing strengths
and weaknesses..

Provide a detailed plan for how you would like to develop your team moving
forward

Highlight hiring potentials, how you’d like to grow your team in the future and
what positions you’ll need filled ASAP

Describe your management succession plan. Who will take over in the event of
a continued absence among any owner or key employee

Create a list or diagram of your management succession or hierarchy of your
business

8
Marketing & Sales
Describe your plan for marketing your business and generating sales. Highlight
needs/wants of your target market, industry trends, competition/buying patterns
and main competitors

To grow our company, we will be doing the following…. Our communication
strategy will be…. We plan on engaging with our customers by..

How will your marketing plan help your business grow? Highlight growth
opportunities here

As AIME continues to grow, we will be adding more employees to handle social
media and in-depth online marketing..

9
Funding Request
Describe how much funding your business will need. This section will be what
investors care about most so highlight why funding is needed, total amount,
how you will be spending and the parameters of your spending

To meet the needs of our consumers, we will need support from
investors/partners….. Include specific information about how much you will need
and any expenses you’ll need help with..

10
Financial Projections
Describe to investors, partners or sponsors why your company will become a
financial success. Include Key Performance Indicators, Break-Even Analysis, Long
Term Plan and Business Ratios to back yourself up

Increase overall membership to 20,000 by…. Highlight the first 12 months of
operation within this section and you can create graphs/comparison charts to
show details

11
Appendix
Include any relevant documents that will back up anything in your entire
business plan -- references, licenses, permits, patents, legal documents, etc

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Frequently Asked Questions

Are there any free business plan templates for organizations?

We’ve gathered the most useful collection of business plan PDF templates and samples, including options for organizations of any size and type. On this page, you’ll find free PDF templates for a simple business plan, small business plan, startup business plan, and more.

How do i create a business plan from a pdf?

Click “Insert” to open the business plan template PDF with the program. Choose the language and output format. Save the file onto your Windows PC. Open the editable version of your business plan template, then edit in defaulted processor to create your own business plan.

What is included in a business plan pdf template?

These simple business plan PDF templates are ready to use and customizable to fit the needs of any organization. This template contains a traditional business plan layout to help you map out each aspect, from a company overview to sales projections and a marketing strategy.

Where can i find business plan samples?

On accaglobal, you can find 4 business plan samples from 4 different companies, to learn how they established their business successfully. If you want more samples for reference, you can go to dynamicbusinessplan for 3 more alternatives. How to Create Your Own Business Plan Basing on A PDF Template?

Business Plan Template Pdf Aime Group