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DJ Coulter & Associates

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Chartered Certified Accountants

 

Business Plan Checklist

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We take pride in being different from other accountants.

Our work is clearly explained to you, and we are happy to act as your business advisors only if we know we can add value and help you grow your business.

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Business Plans - Review Checklist

If you are writing a business plan remember it must grab the readers attention QUICKLY! 

Here’s a useful checklist of the things you should consider when writing the plan especially the executive summary.
   

Strategy
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Do you have a strategic vision of where the business is going?

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Does the business plan describe how you are going to achieve your vision?

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What’s unique about this business?

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Does the business plan show an exit route?
 

Marketing
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Is this business attractive?

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Have you done market research and is it corroborated?

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Do you know the market position and where you want to be in that market?

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Is there a SWOT analysis with corrective actions?
 

Management
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 Has the management/Business got a track record?

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Do they have a “proper” management structure?

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Do you have confidence in the management to deliver the strategic vision?

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Is the business model structured and achievable?
   

Finance
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Does the finance you require look realistic?

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What is the Internal Rate of Return for any investor?

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What’s the breakeven point?

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Are assumptions made in the plan realistic?

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Does the Business Plan specify how the money will be used and the benefits?
 

If you are interested in discovering how DJ Coulter & Associates can provide you with a competitive and friendly service contact us today on 08700 460 765

  

DJ Coulter & Associates Limited
Head Office: 7 Clarence Parade, Cheltenham  GL50 3NY
Also at: Hodfar House, Hodfar Road, Stourport on Severn  DY13 9QB
T: 08700 460 765 and 01242 265766   F: 08700 460 766

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DJ Coulter & Associates Limited, Registered in England and Wales, Registered Number 5878773,  Registered Office 7 Clarence Parade, Cheltenham GL50 3NY