Skip to main content

Original text


Powered by Google TranslateTranslate
Powered by Google TranslateTranslate
Business Plan Template for an Established Business
>
January 23, 2023
Rating
Young business owner in wheelchair working on papers at table with laptop
Download Template

Business plans aren't just for startups. Developing a business plan for an established business serves several purposes: It can help convince investors or lenders to finance your business, persuade a business buyer to purchase your business or entice partners or key employees to join your company. Most importantly, it serves as a roadmap guiding the growth and continued success of your business throughout its next stages.

Writing a business plan is an opportunity to carefully think through every step to achieving your goals for your company. This is your chance to discover any weaknesses that may threaten your business, identify opportunities you may not have considered, and plan how you will deal with challenges that are likely to arise.

This template includes instructions for each section of the business plan for your established business, followed by corresponding fillable worksheet/s.

Sections of this business plan include:

  • Executive Summary
  • Company Description
  • Products and Services
  • Marketing Plan
  • Operational Plan
  • Management & Organization
  • Personal Financial Statement
  • Financial History and Analysis
  • Financial Plan
  • Appendices

The last section in the instructions, “Refining Your Plan,” explains ways you may need to modify your plan for specific purposes, such as getting a bank loan, or for specific industries, such as retail.

After you complete the worksheets, print them out, and you will have a working business plan for your established business. Then, contact your local SCORE mentor to review and refine your plan.

Learn how OnDeck can help your small business.

SHARE THIS ARTICLE
Sponsor

OnDeck

OnDeck has business financing that is tailored for today’s small businesses, with fast access to capital, a streamlined and efficient application process, and service customers rave about. Since 2007, OnDeck has delivered billions of dollars to customers in more than 700 different industries across the United States, Canada, and Australia. The company has an A+ rating with the Better Business Bureau and operates the website BusinessLoans.com which provides credit education and information about small business financing.​ Learn how OnDeck can help your small business.

About
OnDeck
CONNECT
1165 Herndon Parkway, Suite 100
}
Herndon, VA 20170
1-800-634-0245

Copyright © 2023 SCORE Association, SCORE.org

Funded, in part, through a Cooperative Agreement with the U.S. Small Business Administration. All opinions, and/or recommendations expressed herein are those of the author(s) and do not necessarily reflect the views of the SBA.

In partnership with
Jump back to top