Fill in the Blank
Business Plan
Training (Do you have training for any staff prior to opening? If so list all costs associated with
training):
________________________________________________________________________
Professional liability insurance (one year’s premium costs): _________________________________
You will have ongoing operating expenses for your business. Think through the following and provide
information where you can. Bring your back-up calculations to your first meeting.
Revenues (this is always the toughest to think through!): ___________________________________
________________________________________________________________________________
What are you selling (typical product/service)? ___________________________________________
________________________________________________________________________________
How many are you selling per month/week/day? _________________________________________
________________________________________________________________________________
What is the average cost of the product/service you are selling? _____________________________
________________________________________________________________________________
The devil is in the details – list as many revenue sources as you feel you need to adequately
understand how money comes into your business.
Cost of Goods Sold – this applies to some businesses – not all. If you are reselling and have
inventory typically that is your costs of goods. Bring to your appointment any information you have on
what the product will cost you to purchase and what you will then sell it for – we can calculate the
COGS for you. If you have industry averages or any historical information, bring that as well.
________________________________________________________________________________
________________________________________________________________________________
________________________________________________________________________________
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