Please see a sample of part of an
Executive Summary
and part of our
Questionnaire
and sample
Testimonial.
Executive Summary Sample
There is an opportunity in Pleasant, USA to expand a
successful investment company handling property,
currency and commodity investments. John Smith and
Thomas Jones recognize this opportunity and have
decided to go forward with the expansion of the
company that they have named
ABC Investments,
Inc. The company will penetrate the
market in the business of buying real estate lease
options, real estate rentals, “flipping” real estate
for profit, land development, commercial development
and office development. The company will also
penetrate the commodities and securities markets.
They also recognize the opportunities for currency
investments. ABC
Investments, Inc. will serve its area of
business working to make its lines more productive
while at the same time controlling expenses. The
money required getting the company organized has
been provided by the founders. To make this company
expansion a reality, there will be an amount needed
of $10,000,000.00. The founders will be investing
$200,000.00, leaving a balance of $9,800,000.00,
which will come as a loan. The $10,000,000.00 is the
complete amount needed to expand and further operate
this business. The money will be allocated to take
care of all the requirements, including:
$8,330,000.00 for acquiring national and
international real estate by means of REO
foreclosures and property management buyouts; and
$1,670,000.00 for working capital and miscellaneous
expenses. This business plan will show the
components that make up and accomplish this exciting
business venture.
Our business is based
on two vital components:
1. Excellent
management that has a mastery of choosing the right
product and the right service at the right time with
a mastery of knowing what their total market is and
how to keep gaining a greater share of that market.
2. Providing an
excellent product or service that is not only well
accepted now but also whose acceptance and use will
continue to grow at an accelerated rate into the
future.
At
ABC
Investments, Inc.
we coordinate worker productivity
with increasing market demand to ensure continued
company growth and development. Our approach
emphasizes the individual participation of every
employee and member of our organization and the
total process of building the company to acquire an
ever-increasing market share. By guiding and helping
our employees with the knowledge and awareness we
build a solid foundation for achieving our most
ambitious goals.
ABC Investments,
Inc.
realizes that this is an ideal time to
expand our business in this expanding industry and
move forward in a steady progression over the next
five years. Some of the highlights of our strategy
are here briefly summarized:
ü
Our talent and experience
is superior for the marketplace.
ü
Profitability is assured
by our preparation of knowing what the market
requirements are presently and what they are to be
in the next several years.
ü
With our strategy and
budget in place, sales are expected to multiply
rapidly and we expect to move in on the leaders in
this industry.
Questionnaire Sample
Complete!
Our Company is also particularly proud of the fact
that:
17b. -
[_________________________________________________________]
Example:
We have a 100% customer Satisfaction Guarantee or We
can paint
an average size home completely in three days
Complete!
The founders of the Company will be investing.
18. -
[___________________________________________________________]
Example: all of the money
at the beginning…. or 25% of the start-up
costs… or all of the equipment and
inventory… or …….
Complete!
Our total amount needed for our
business:
19. - $
[__________________________________________________________]
Example: 30,000.00 or
50,000.00.
Complete!
After the owners’ portion, what is the
balance needed?
20. - [______________________________]
Example: Investors 50% of
30,000.00 = 15,000.00 Balance Needed
15,000.00.
Complete!
Money received including owner’s portion will be
allocated as follows.
21. -
[____________________________________________________________]
Example:
10,000.00 equipment; 10,000.00. Leased premises;
10,000.00,
Miscellaneous operating
expenses
Complete!
The locations other than the primary location will
be:
22. -
[____________________________________________________________]
Example: Palm Beach, Fla.
and Jacksonville, Fla…. or near downtown
and around the
university…. or ……..
Complete!
Features
of our core product (if applicable) are:
23a. -
[___________________________________________________________]
Example: It is more
durable and comes in designer colors or our
Finished
parts have a 99% customer satisfaction experience.
Complete!
Strengths of our products (if applicable)
are that our products:
23b. -
[__________________________________________________________]
Example: don’t fade and
stay shiny…or can be generated at our facility
quickly
and are
consistently of the highest quality…. or …….
Several
Actual Testimonials Of Hundreds Received
"Thank
you very much for your time. I am very pleased. I
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You are welcomed to use this email
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Steve Lukasik
Decorative Concrete Concepts, LLC"
