This book shows you how to build a bank ready business plan in 7 sections that investors expect.
Contents:

1.0 Executive Summary
Provides a condensed overview of the entire business plan. Quickly providing readers (like investors, lenders, or partners) a clear understanding of what the business is, what it aims to achieve and why it will succeed. It serves as a snapshot designed to capture attention and encourage the reader to explore the full plan.
Real World Example
Reference the Executive Summary of a real business plan, modified and updated for a digital first economy relevant in today’s market.
Step-by-Step Framework
Use this strategic framework to create a compelling executive summary of your own.
Entity Classification Decision Map
Use this one-of-a-kind, easy to follow tool to help classify your business and form its legal structure.

2.0 Business Description
Explains the foundational details of the company, including its legal structure, ownership, history, industry background and the nature of the business. It outlines what the business does, who it serves, and how it operates, while highlighting the company’s mission, vision, and overall goals.
Real World Example
Reference the business description of a real business plan to position your company with confidence.
Step-by-Step Framework
Follow the simple components provided to you so your plan reads like a real company, not just an idea.

3.0 Company Summary
Provides a concise overview of the key facts about the business. It typically covers the company’s name, location, legal structure, ownership and stage of development.
Real World Example
Use a real business plan example to model your company summary the same way banks, investors and partners expect to see it written, clear, professional and complete.
Step-by-Step Framework
Use a proven framework to structure your company summary the way decision makers expect to see it (clear, credible, and easy to understand at a glance).

4.0 Market Strategies
Explains how the business plans to reach its target customers and generate sales. It details the company’s understanding of the market and outlines its approach to positioning, pricing, distribution and promotion.
Real Market Research
Reference a real modern example of true market research to understand how to define it yourself and support your plan with facts instead of hope.
Sample Market Survey Questions
These sample questions help you confirm demand, uncover customer pain points and shape your product or service around what people actually want.
Sources for Secondary Research
Use trusted research sources provided to you to back up your market size, customer demand and growth potential the way lenders and investors expect.
Market Research Components
Follow a proven market research framework that breaks it all down so your strategy is complete and easy to defend.
SWOT Analysis and Framework
Use a real SWOT breakdown to understand where you win, where you are exposed and how to position your company with a clear competitive advantage.
Real Market Strategy
Reference a real-world strategy model that connects your target market, pricing, messaging and sales approach to ensure your plan is actionable not theoretical.
Market Strategy Components
This step-by-step framework breaks down a complete market strategy into components simplifying its complexity while ensuring its complete and actionable.

5.0 Design & Development Plan
Outlines how the company’s product or service is created, improved and brought to market. It explains the design process, features technical specifications, and any unique innovations, as well as the timeline for development and milestones.
Real World Example
Use a real example to model your Design and Development plan.
Components
This framework shows you what to include in your own plan and how to organize it so your plan reads clean, realistic and professional.
Intellectual Property
Learn how to present and protect your intellectual property so your business looks stronger, more valuable and more defensible to investors.
Case Study
Reference a real-world branding example to understand the true value and limitations of real IP.

6.0 Operations & Management
Explains how the business will run on a day-to-day basis and who will be responsible for leading it. It covers the organizational structure, key roles and responsibilities, ownership and management team qualifications.
Real World Example
Use a real example to model your operations plan, staffing, processes, responsibilities and management structure so your business looks organized and scalable.
Step-by-Step Framework
Build an Operations and Management plan that decision makers trust by using a structured format that shows accountability, execution and scalability.

7.0 Financial Factors
Presents the company’s projected financial performance and funding requirements. It includes key financial statements such as income statements, cashflow projections and balance sheets. This section highlights revenue streams, expected expenses, profitability and break-even analysis, demonstrating that the business is financially viable and has a clear plan for growth and sustainability.
Real World Example
Reference real financial examples from a real business plan so you can see how numbers are presented clearly, professionally and realistically.
Core Components
Use a proven structure that helps investors and lenders quickly evaluate your financials, showing stability, potential and a clear path to profit.
Financial Glossary
Learn the financial terms lenders and investors look for, so you can present your business with clarity and credibility.
Borrowing Structure and Requirements
Understand how borrowing works and what lenders require so you can structure funding requests correctly and avoid wasting time on the wrong approach.
Loan Calculator
Strengthens your loan readiness by understanding how to calculate your DCSR the right way and prove your business can repay what it borrows.
Pre-Qualification Master Checklist
Know if you qualify before you apply with a check-list built around real lender requirements.
Real Assumptions and Examples
Learn how to build financial projections using real assumptions and reference real examples so your numbers are believable, defensible and easy to explain to lenders and investors.

More
Branding Strategy
Learn how to position your business with a real branding strategy that separates you from competitors and makes you recognizable.
Social Media Strategy
Learn how to create a simple, highly effective posting strategy that has been tested and measured to attract an audience and grow your brand over time.
Strategic Marketing Channel
This strategic channel is already built for you. Use it to practice real marketing strategies as an affiliate while earning commission and gaining real world experience,

Transform your idea into a strategic asset that you can take to the bank.