Let’s get down to business.

Business plans should be straight to the point and easy to follow. Let’s work together to make one that works for you.

U.S. Small Business Association Guide to Market Analysis

Pricing for Trailhead Digital’s Hybrid Business Plan Approach is $380. *Expedited Services Are Available Upon Request and for an Additional Fee.
What is the Hybrid Approach? By filling out the form below, you have done most of the research for your plan which saves you money. We will take that criteria and refine it, based on our research and analytics, into a formal plan for distribution. This saves you on cost of hiring a business planning consultant, usually charging $1000-$5000.

If you need us to complete market, competition and financial analysis, no problem. Our Complete Business Plan Approach is $1950.

Comprehensive Business Plan Submission Form

BASIC BUSINESS INFORMATION

Business Name

What is the name of your business?

Business Structure

Is your business a sole proprietorship, partnership, corporation, or LLC?

Business Location

Where is your business located?

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Business Description

Provide a brief description of your business.

Mission Statement

The purpose of your business.

Business Objectives

What are your objectives in 1,3, and 5 years?

Ownership Structure

Who are the owners, and what are their percentages of ownership?

Management Team

Provide details on your management team, including backgrounds and roles.

Employee Structure

How many employees do/will you have, and what are their roles?

BUSINESS FINANCIALS

Is your business currently producing income?

Yes

Financial Status

What is the current financial status of your business?

Funding Requirements

How much funding are you seeking, and how will it be used?

Financial Projections

Provide financial projections for the next 1, 3, and 5 years. If this is in a supplemental document please email to awillis@trailheaddigital.com

Revenue Model

How does your business make money?

Pricing

What is your pricing strategy? Market specific or to cover cost, etc.

Break-even Analysis

At what point do you expect to break even?

Capital Structure

What is your business' current capital structure? Your Assets, Your Debt and Your Equity.

BUSINESS MARKET

Target Market

Who is your target market?

Market Size

What is the size of your target market?

Market Trends

What trends are affecting your target market?

Customer Needs

What needs of your customers are you fulfilling?

Marketing and Sales Strategy

What marketing and sales strategies do you plan to use?

BUSINESS COMPETITION

Main Competitors

Who are your main competitors?

Competitive Advantage

What is your competitive advantage over these competitors?

Market Share

What is your current market share, and what is your target market share?

BUSINESS VALUATION

Valuation Method

What method will you use to value your business?

Current Valuation

What is your business's current valuation?

Future Valuation

What do you estimate your business’s valuation to be in the next 1, 3, and 5 years?

LEGAL COMPLIANCE

Licenses and Permits

What licenses and permits do you have or need?

Regulatory Compliance

How do you comply with the relevant laws and regulations in your industry?

OPERATIONAL PLAN

Production Process

Describe your production process (if applicable).

Suppliers and Vendors

Who are your suppliers and vendors?

Facilities and Equipment

Describe the facilities and equipment needed for your business.

RISK MANAGEMENT

Identified Risks

What are the primary risks to your business?

Mitigation Strategies

What strategies have you implemented or plan to implement to mitigate these risks?

PRIMARY CONTACT FOR BUSINESS PLAN DEVELOPMENT

Name

First Name

Last Name

Phone

(###)

###

####

Website

http://