Ashland Entrepreneur CenterEXAMPLE Business PlanQuestions regarding this plan should be directed to:Larry Ferguson, E-Center Director(606) 326-2232OrKim Boggs, E-Center Coordinator(606) 326-2164
Private Investigator FirmPrivate Investigator FirmStrategic Business and Marketing Plan2
Private Investigator FirmThe information in this document is confidential and is to be only readby authorized parties. Please refer to the confidentiality agreement forfurther details. This business plan is not an offering for securities.Confidentiality AgreementThe undersigned reader acknowledges that the information provided in this business planis confidential; therefore, the reader agrees not to disclose it without the express writtenpermission of or an authorized agent of Private Investigator Firm, Inc.It is acknowledged by the reader that information furnished in this business plan is in allrespects confidential in nature, other than information which is in the public domainthrough other means and that any disclosure or use of same by reader, and may causeserious harm or damage to aforementioned parties.This business plan is not to be copied or reproduced by any means without the solewritten consent of an authorized agent of Private Investigator Firm, Inc.Upon request, this document is to be immediately returned.SignatureDateName (typed or printed)3
Private Investigator FirmTable of Contents1.0 Executive Summary . 51.1 The Services . 51.2 Financing. 51.3 Mission Statement. 51.4 Management Team. 61.5 Sales Forecasts . 61.6 Expansion Plan. 62.0 Company and Financing Summary. 72.1 Registered Name and Corporate Structure . 72.2 Required Funds . 72.3 Investor Equity . 72.4 Management Equity . 82.5 Exit Strategy. 83.0 Services . 93.1 Private Investigation Services . 93.2 Ancillary Services . 94.0 Strategic and Market Analysis . 104.1 Economic Outlook . 104.2 Industry Analysis . 104.3 Customer Profile . 104.4 Competition. 115.0 Marketing Plan . 125.1 Marketing Objectives . 125.2 Marketing Strategies . 125.3 Pricing . 126.0 Organizational Plan and Personnel Summary . 136.1 Corporate Organization . 136.2 Organizational Budget . 136.3 Management Biographies . 147.0 Financial Plan . 157.1 Underlying Assumptions . 157.2 Sensitivity Analysis . 157.3 Source of Funds . 157.4 General Assumptions . 157.5 Profit and Loss Statements. 167.6 Cash Flow Analysis . 177.8 Breakeven Analysis . 19Three Year Profit and Loss Statement . 20Three Year Cash Flow Analysis . 244
Private Investigator Firm1.0 Executive SummaryThe purpose of this business plan is to raise 100,000 for the development of a privateinvestigation firm while showcasing the expected financials and operations over the nextthree years. The Private Investigator Firm, Inc. (“the Company”) is a New York basedcorporation that will provide private investigation services for individuals and attorneysto customers in its targeted market. The Company was founded in 2009 by John Doe.1.1 The ServicesThe primary revenue source for the Company will come from the private investigation ofindividuals as requested by attorneys and other individuals. Primarily, Managementexpects that a significant portion of its revenues will come from people that are currentlyseparated and planning to divorce due to infidelity. Many attorneys often hire privateinvestigation firms to gather evidence of marital infidelity to present during courthearings. The Company will also provide ancillary services such as surveillance.At all times, the Private Investigator Firm will comply with all state and federal lawsregarding private investigation.The third section of the business plan will further describe the services offered by thePrivate Investigation Firm.1.2 FinancingMr. Doe is seeking to raise 100,000 from as a bank loan. The interest rate and loanagreement are to be further discussed during negotiation. This business plan assumes thatthe business will receive a 10 year loan with a 9% fixed interest rate. The financing willbe used for the following: Development of the Company’s Office location.Financing for the first six months of operation.Capital to purchase a company vehicle.Mr. Doe will contribute 10,000 to the venture.1.3 Mission StatementThe Private Investigator Firm
EXAMPLE Business Plan Questions regarding this plan should be directed to: Larry Ferguson, E-Center Director (606) 326-2232 Or . Most likely, the Company will hire a qualified business broker to sell the business on behalf of the Private Investigator Firm. Based on historical numbers, the business could fetch a sales premium of up to 4 times .