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A good business plan always requires a good Executive Summary, and a solid Executive Summary can also serve

as a quick pitch to a potential investor.

Executive Summary Template


[The Company] was founded in [year] and [describe what your business does or its principal mission or objective. For example and is a growing manufacturer of pencil lead ]. !ur principal offices are located in [x]. Business/Product or Service [The Company] ma"es [describe your product#service line]. The Company produces#provides the following products#services$ [list products here in order of significance]. %resently& our [main product] is in the [pic" one of$ introductory& growth& maturity] stage. 't competes primarily based on [competitive advantage]. !ur future plans include developing [x& y& and (] in [year or timeframe]. The Market )e define our mar"et as [define mar"et. e.g. women*s athletic apparel& "itchen appliances& small business software]. The total mar"et si(e was approximately [+x] last [period available]& and is expected to grow by [x,] by [year]. )e currently hold [y,] of this mar"et and believe we can capture [(,] of it by [year]. -ome of our most notable customers include [examples of customers]. Competition )e compete directly with [x and y] and alternatives to our product include [u and v]. !ur product is uni.ue#superior because of [x]. )e have a competitive advantage because of our [speed to mar"et& established brand name& low cost producer status]. )e [anticipate # do not anticipate] new companies to enter this mar"et. Risk/Opportunity The greatest ris"s associated with our business today are [x& y& and (]. )e feel we can overcome these ris"s because of [m]. !ur biggest recogni(ed opportunities include [a& b& c] Management Team The management team is led by Chief /xecutive !fficer [0ame of C/!] who [founded the company in 1year2 # joined the company after wor"ing as 1position2 at 1company2]. [3dd any relevant previous wor" experience]. [3dd education. e.g. -he received her 4.5.3. from the 6niversity of 'owa in 7887 ] The [title of position] is [name of position holder]& [3dd relevant wor" experience and education] The [title of position] is [name of position holder]& [3dd relevant wor" experience and education] The [title of position] is [name of position holder]& [3dd relevant wor" experience and education] !perations )e have [manufacturing facilities # offices # branches] located in [location& location& location]. )e currently perform [u] in house& while outsourcing [v]. !ur total full time staff is [9: people] and our products are distributed by [method or distributor] Capital Re uirements )e are see"ing [+] which will enable us to [describe what you will accomplish with the funds] by [describe how the funds will be spent]. )e expect to provide an exit within [x] years by [a dividend of excess profits& recapitali(ation&sale of company& or public offering]. !inancial Snapshot

'n [the most recent .uarter#month]& our company had sales of [x]& and net income of [y]& compared to sales of [u] and net income of [v] in [the previous .uarter#month]. ;ast <ear This <ear 0ext <ear <ear Two -ales$ Cash$ 3ssets$ 5oo" =alue$ %revious capital raises for e.uity included [+x] in [month#year] from [name] for [y, for the company]& [and>]

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