how to write a business plan for existing business

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This guide walks you step-by-step through writing a business plan for an existing business. The template includes easy-to-follow instructions for completing each section of the business plan, questions to help you think through each aspect, and corresponding fillable worksheet/s for key sections.

The business plan sections covered in this template include:

Confidentiality Agreement

I. Instructions: Executive Summary

Executive Summary

II. Instructions: Company Description

Company Description Worksheet

III. Instructions: Products & Services

Product & Service Description Worksheet

IV. Instructions: Marketing Plan

SWOT Analysis Worksheet

Competitive Analysis Worksheet

Marketing Expenses Strategy Chart

Pricing Strategy Worksheet

Distribution Channel Assessment Worksheet

V. Instructions: Operational Plan

VI. Instructions: Management & Organization

Management Worksheet

Organization Chart

VII. Instructions: Personal Financial Statement

VIII. Instructions: Financial History & Analysis

1X. Instructions: Financial Plan

X. Instructions: Appendices

XI. Instructions: Refining the Plan

Now That You’re (Almost) Finished . . .

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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.