This inventory brokerage firm business plan template has 29 pages and is a MS Word file type listed under our business plan kit documents.
Sample of our inventory brokerage firm business plan template:
Confidentiality Agreement The undersigned reader acknowledges that the information provided by [YOUR COMPANY NAME] in this business plan is confidential; therefore, reader agrees not to disclose it without the express written permission of [YOUR COMPANY NAME]. It is acknowledged by reader that information to be furnished in this business plan is in all respects confidential in nature, other than information which is in the public domain through other means and that any disclosure or use of same by reader may cause serious harm or damage to [YOUR COMPANY NAME]. Upon request, this document is to be immediately returned to [YOUR COMPANY NAME]. ___________________ Signature ___________________ Name (typed or printed) ___________________ Date This is a business plan. It does not imply an offering of securities. 1.0 Executive Summary 1 Chart: Highlights 3 1.1 Objectives 3 1.2 Mission 3 1.3 Keys to Success 4 2.0 Organization Summary 4 2.1 Legal Entity 4 2.2 Start-up Summary 4 Table: Start-up 4 Chart: Start-up 5 3.0 Products and Services 5 4.0 Market Analysis Summary 5 4.1 Market Segmentation 5 Table: Market Analysis 6 Chart: Market Analysis (Pie) 6 4.2 Target Market Segment Strategy 6 4.3 Service Providers Analysis 6 4.3.1 Alternatives and Usage Patterns 7 5.0 Strategy and Implementation Summary 7 5.1 SWOT Analysis 7 5.1.1 Strengths 7 5.1.2 Weaknesses 7 5.1.3 Opportunities 8 5.1.4 Threats 8 5.2 Competitive Edge 8 5.3 Marketing Strategy 8 5.4 Fundraising Strategy 8 5.4.1 Funding Forecast 9 Table: Funding Forecast 9 Chart: Funding Monthly 9 Chart: Funding by Year 10 5.5 Milestones 10 Table: Milestones 10 Chart: Milestones 11 6.0 Management Summary 11 6.1 Personnel Plan 11 Table: Personnel 11 7.0 Financial Plan 11 7.1 Start-up Funding 12 Table: Start-up Funding 12 7.2 Important Assumptions 12 7.3 Break-even Analysis 13 Table: Break-even Analysis 13 Chart: Break-even Analysis 13 7.4 Projected Surplus or Deficit 13 Table: Surplus and Deficit 14 Chart: Surplus Monthly 15 Chart: Surplus Yearly 15 Chart: Gross Surplus Monthly 16 Chart: Gross Surplus Yearly 16 7.5 Projected Cash Flow 17 Table: Cash Flow 17 Chart: Cash 18 7.6 Projected Balance Sheet 18 Table: Balance Sheet 19 7.7 Standard Ratios 19 Table: Ratios 20 Table: Funding Forecast 1 Table: Personnel 2 Table: Surplus and Deficit 3 Table: Cash Flow 4 Table: Balance Sheet 5 1.0 Executive Summary [YOUR COMPANY NAME] is headquartered in Houston, TX Owner: [YOUR NAME] INSERT ADDRESS Phone: Email: Introduction The aim of [YOUR COMPANY NAME] is to provide an avenue for manufacturers, warehouses, and large retailers to sell excess inventory. [YOUR COMPANY NAME] has developed a relationship with a prominent financier and is able to purchase inventory for cash using their funds. Therefore as a broker of inventory, [YOUR COMPANY NAME] will supply instant liquidity to its clients. At this point [YOUR COMPANY NAME] plans to utilize effective marketing to expand its presence in the national consumer goods market. [YOUR COMPANY NAME] was an idea initiated in June of 2010 by longtime teacher, insurance""broker and business owner [YOUR NAME]. She started by leasing a small office, training 6 sales associates and hiring an office manager. [YOUR NAME]has over 40 years of combined experience in business ownership, training and consultation. She has worked in insurance sales, as a licensed cosmetologist with her own beauty salon. [YOUR NAME]saw an opportunity this past summer and decided to act on it. The economy was ripe for a company that could alleviate the burden of excess inventories of consumer goods. [YOUR NAME]teamed up with a company that would finance the purchase of inventory as long as [YOUR COMPANY NAME] would locate the sellers and seek buyers to repurchase the inventories. [YOUR NAME]then acquired a small office to accommodate a full time office assistant to monitor two phone lines and computer work stations. To date [YOUR COMPANY NAME] has completed two transactions and expects to increase this volume in the coming months. Its trainees have an initial six month learning curve and then they become full commission sales brokers. This will happen in November of this year. Location [YOUR COMPANY NAME] is located in Houston, TX and has access to retail establishments nationwide through internet and telephone sales campaigns. It plans to expand its current office space in the same business park location. The Company [YOUR COMPANY NAME] is an inventory brokerage firm that supplies instant liquidity to manufacturers and sellers of consumer goods. The Company accomplishes these transactions by utilizing an inventory finance company, which pays [YOUR COMPANY NAME] a percentage of gross sales. [YOUR COMPANY NAME] is currently 4 months old and has 6 sales associates in training and one full-time office assistant to oversee the office headquarters in Houston, TX. The Company also plans to add a sales manager/investor to help with start-up financing and assist in training of the sales associates. Our Services [YOUR COMPANY NAME] is a broker of inventory sales nationwide. The Company is able to purchase entire warehouses of consumer products. These products are purchased for cash and then resold to companies for sale to other warehouses or retailers. [YOUR COMPANY NAME] and its partner financing firm provide a complete service from purchase and pick-up to sale and delivery. The Market [YOUR COMPANY NAME] focuses on warehouses, large retailers and manufacturers who are in need of immediate inventory liquidation. The market includes the entire country because purchased inventory is able to be purchased and delivered to buyers nationwide. Financial Considerations The current financial plan for [YOUR COMPANY NAME] is to obtain grant funding in the amount of $250,000. The grant will be used to lease a larger office space and furnish it with eight computer sales workstations, train new employees as well as increase its advertising and marketing campaign to encompass the national market (for a more detailed list please refer to the milestones table). The major focus for grant funding is as follows: 1. The Company is a 100% woman owned business 2. Training at least 10 total employees in the inventory brokerage business 3. Hire a sales manager to assist in office management and employee training 4. Incorporate a manager who will double as a cash investor in the business 5. Purchase additional office space and computer workstations to expand its sales operations Chart: Highlights 1.1 Objectives Lease additional office space to accommodate up to (8) sales workstations and a meeting room. Enroll approximately 4 more sales associates into the training program in 2011. To break-even financially, covering pay for employees, staff and all expenses in the second year of this plan. Hire a managing partner to help train associates and invest capital into the business. 1.2 Mission [YOUR COMPANY NAME] is a nonprofit organization that was created to help the economy by providing instant liquidity to manufacturers, warehouses and large retailers nationwide. Its mission is founded on the evidence that many businesses in the current economy simply don't have the resources or connections to turn over their excess inventory in an expedient manor. Thus, [YOUR COMPANY NAME]'s mission is to aid the economic downturn by first providing cash for the sale of a company's excess inventory and then redistributing this inventory to buyers who are in need. Furthermore [YOUR COMPANY NAME] seeks to provide its employees with the knowledge and skills to become assets to the company, the community, and themselves. The training and employment benefits will ensure those who come to work for [YOUR COMPANY NAME], are prepared for a lifelong journey of success. 1
