CRT Group Services

CRT Group is a leading provider of Business Consulting Services
for businesses that are:

Business Startups
Businesses Ready to Grow
Businesses Needing Financing

Whatever stage you are in your business….
Just thinking about starting it….
Or well underway….
We can provide assistance for your next step!

Let us know if you need any help.

You can contact us at:

cthompson@crtgrp.com

CRT Group, LLC

Business Startup Plan Outline 

Here is the outline for developing a business plan to successfully
start and operate your own new business.

  1. Company History
    • Company Name, Legal Entity and Ownership
    • Domain Name
    • Mission and Vision
    • Opportunities Assessment
  2. Industry Analysis
    • Industry Description
    • Industry Size and Trends
    • Industry Provided Opportunities
  3. Competitive Analysis
    • Competitors Analysis
    • Their Strengths and Weaknesses
    • Your Company
    • Your Strengths and Weaknesses
    • Competitive Advantages
  4. Products/Services Analysis
    • Products and/or Services
    • Selections and Description
    • Positioning Strategy
    • Pricing Strategy
  5. Customer Analysis
    • Target Customer Demographics
    • Age
    • Income
    • Education
    • Gender
    • Race
  6. Sales and Marketing
    • Sales and Marketing Plan
    • Website and Blog
    • Social Media
    • Podcast
    • Email and Text Marketing
    • One Page Summary
    • Direct Marketing
  7. Management and Personnel Team
    • Management Requirements
    • Personnel Needs
    • Culture
  8. Operational Plan
    • Accounting and Taxes
    • Facility, Furniture, Fixtures and Equipment (FF&E)
    • Information Technology (IT)
    • Legal, Regulatory, Permits, Licensing
  9. Financial Plan
    • Startup Costs
    • Projected Income Statement – 5 years
    • Projected Cash Flow Statement – 5 years
    • Projected Balance Sheet – 5 years
    • Sources and Uses of Financing
  10. Financing Plan
    • Owner Investment
    • Bank Loan
    • Alternative Lending Sources Loan
    • SBA Guaranteed Loan – 7(a) and/or 504
    • Income Tax Returns – 3 years
    • Personal Financial Statement
    • Credit Score
    • Sources and Uses of Financing
“Wait! Don’t pull your hair out….
Contact us first for your business solutions.”

CRT Group, LLC

Business Growth Plan Outline

Here is the outline for a business plan to rapidly grow an existing business.

  1. Executive Summary
    • Brief overview of the existing business and its current status.
    • Summary of the growth objectives and strategies to be implemented.
    • State your clearly defined Mission.
    • State your clearly defined Vision.
    • Provide detailed explanation of an Opportunity Assessment for your business.
    • Develop detailed financial projections.
    • Determine financial funding requirements.
  2. Business Description
    • Detailed description of your existing business, its products and/or services.
    • Statement of the unique value proposition.
    • Define how to develop competitive advantages.
  3. Market Analysis
    • In-depth analysis of the industry, market trends, and potential growth opportunities.
    • Identification of target customer segments and their needs and wants.
    • Competitive analysis highlighting key competitors and their strengths/weaknesses.
    • Define your strengths and weaknesses.
    • List how to use your strengths to match up to your competitor’s weaknesses.
  4. Growth Strategies
    • Expansion of products or services offerings and/or the introduction of new products or services.
    • Explain the features, benefits, and pricing strategies.
    • Market penetration strategies to increase the business’s market share.
    • Market development strategies to expand geographical markets.
    • Diversification strategies to enter new industries or markets.
  5. Sales and Marketing Plan
    • Detailed marketing strategies to reach target customers.
    • Digital marketing, social media, content marketing, and other channels to be utilized.
    • Define your Unique Value Proposition.
    • Pricing strategy and promotions to attract new customers.
    • Sales tactics and approaches for converting leads into customers.
  6. Operational Plan
    • Explanation of how the business will scale its operations to accommodate growth.
    • Resource allocation for increased production or service delivery.
    • Inventory management and supply chain enhancements.
  7. Financial Projections
    • Projections for revenue growth, expenses, and profitability over a specific timeframe.
    • Detailed financial forecasts including income statements, balance sheets, and cash flow statements.
    • Assessment of required funding for expansion and how it will be acquired.
  8. Team and Organizational Structure
    • Overview of the current team and their roles.
    • Identification of key roles to be filled to support growth.
    • Explanation of how the organizational structure will evolve to support expansion.
  9. Implementation Timeline
    • Milestones and timelines for the execution of growth strategies.
    • Phased approach to expansion, with clear objectives for each stage.
  10. Risk Management:
    • Identification and assessment of potential risks associated with rapid growth.
    • Mitigation strategies to address operational, financial, and market risks.
  11. Monitoring and Measurement:
    • Metrics and key performance indicators (KPIs) to track the success of growth strategies.
    • Regular review process to assess progress and make necessary adjustments.
  12. Funding and Investment:
    • Discussion of financing options, including equity investment, loans, or internal funds.
    • Presentation of a compelling business case to attract investors or secure financing.
  13. Exit Strategy:
    • Contingency plans in case growth objectives are not met.
    • Potential strategies such as an acquisition or merger in the event of substantial success.
Want to see gold in your future?
Hit the spot with the Right Formula!

CRT Group, LLC

Business Plan Outline for Businesses Needing Financing

Here is a basic outline for a business plan for a business to secure financing.

  1. Executive Summary
    • Briefly introduce your business concept, its mission and goals.
    • Highlight the unique value proposition of your business.
    • Provide detailed explanation of the Opportunity Assessment.
    • Provide an overview of your financing needs and how the funds will be utilized.
    • Include key financial projections, such as revenue, expenses, and anticipated profits.
  3. Company Description
    • Detail the nature of your business, including its products and/or services.
    • Explain your business’s history, mission, and vision.
    • Describe your target market and the problem your business solves for customers.
    • Highlight your competitive advantages and how you plan to stand out in the market.
  4. Market Analysis
    • Conduct a thorough analysis of your industry, market trends, and customer needs.
    • Identify your primary competitors and their strengths and weaknesses.
    • Explain your market strategy and how you plan to capture market share.
    • Present data on the size of your target market and the potential for growth.
  5. Organization and Management
    • Outline the organizational structure of your business and key team members.
    • Describe the roles and responsibilities of each team member.
    • Highlight any industry experience or expertise that sets your team apart.
    • Emphasize your team’s ability to execute the business plan successfully.
  6. Product or Service Line
    • Provide detailed information about your products and/or services.
    • Explain the features, benefits, and pricing strategy.
    • Describe any research and development efforts or plans for innovation.
    • Highlight how your offerings meet the needs of your target market.
  7. Marketing and Sales Strategy
    • Outline your marketing approach to reach your target audience.
    • Describe your branding, advertising, and promotional strategies.
    • Explain your sales process, including distribution channels and sales tactics.
    • Discuss how you plan to acquire and retain customers.
  8. Funding Request
    • Specify the amount of financing you’re seeking and how you arrived at that figure.
    • Break down how the funds will be allocated, including areas like product development, marketing, operations, and working capital.
    • Explain the timeline for when you’ll need the financing and when you expect to achieve certain milestones.
  9. Financial Projections
    • Provide detailed financial forecasts for the next three to five years.
    • Include projected income statements, balance sheets, and cash flow statements.
    • Present different scenarios to demonstrate how your business could perform under varying conditions.
    • Highlight key performance indicators (KPIs) that will be used to measure success.
  10. Appendix
    • Include additional information that supports your business plan, such as market research data, legal documents, patents, contracts, and resumes.
    • Attach any relevant images, charts, or graphs that provide visual context.
    • Customize each section to accurately reflect your business and its financing needs.
First you have to believe….
Then you have to try!
The JOY of SUCCESS!!!
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