Example 1
Executive Summary
Company Description:
The Company name is Sherry Lee's Mac N Cheese LLC, this is a family established small
business restaurant, as in we only have one restaurant location; however, we also have a food
truck available for events. We sell different varieties of deep-dished macaroni and cheese and
other foods such as smoke ham, smoked turkey legs, fried chicken, different sides and desserts.
Mission Statement:
Sherry Lee’s Mac N Cheese LLC’s mission statement, “Our mission is to bring the best deep-
dish macaroni and cheese to your home, providing food that creates happiness, joy for the
palate, and appetite fulfillment for any occasion through integrity, family atmosphere, and
authenticity.
Stage and Development:
Our company is a startup business which was established in January 2021. As of January, we
have already started selling our food products out of our Lithonia, GA location. We are
projecting to make $68,178 in nets sales in the first three months of operation.
Products and Services:
Along with offering outstanding customer service, our business sells different varieties of deep-
dished macaroni and cheese and other foods such as smoke ham, smoked turkey legs, fried
chicken, different sides and desserts.
Target Market:
Lower middle to upper class consumers, ages 17-43, and lower middle to middle class families;
moreover, our secondary market is college students and African American consumers.
Marketing and Sales Strategy:
Our plan is to attract customers who want a quick meal with gourmet restaurant quality, and not
as expensive, but do not have time to dine-in, or simply just do not want to go in a restaurant due
to the current pandemic. Families looking to get a good family sized meal on the go.
We will advertise through flyers, radio, social media applications, direct mail, and website.
Competitors and Market Distribution:
We are aware of other restaurants, in our area, that sell similar food products on their menu as we
do. Prior, to entering the market, our business has identified all possible competitors within our
restaurant location, what our competitive basis is, and how we compare to our competition.
Our market is divided Caribbean, Mexican, and American food dine-in restaurants, and fast-food
restaurants.
Competitive Advantages and Distinctions:
Our company will compete successfully through efficiently serving the best tasting soul-food fast
which will be gourmet restaurant quality, yet affordable, and our business will use the most up-
to-date and effective technology software and electronic systems for operations of the restaurant.
Management:
Management positions are Chief Executive Officer (CEO)/President, Chief Operating Officer
(COO), and Marketing/Sales Director. There is 30 total years of management experience and
leadership between personnel in management positions.
Operations:
Our business will operate out of an office suite space located in a Stonecrest, GA plaza which is
1,500 square feet. The space will be on a three-year rental lease which will cost us $30,000 per
year. All of the necessary utilities needed to operate the business will be water and sewer, gas,
electricity, and trash removal. The approximate costs for these utilities will be $215 per month.
Financials:
Year 2021 Net Sales/Net Profit- $907,005/$71,096 Year 2022 Net Sales/Net Profits
$1,321,006/$208,120 Year 2023 Net Sales/Net Profit- $1,978,528/$449,658
Funds Sought and Utilization:
Our company is seeking $135,000 in equity capital investments for a 20% share of the company.
Funds raised will go towards equipment and expanding number of employees.
Example 2
Executive Summary
The Company
Special Angel's Agency Services (SAAS) is an Applied Behavior Analysis (ABA) Agency.
SAAS offers ABA therapy services in three different settings: In-Home, Online, and In-Office.
The target audiences are the parents of children with autism spectrum disorder (ASD) who live
in Dublin, Ohio. The service focuses on breaking patients' goals into mini achievable tasks to
help them become independent, increase language and daily skills, and ultimately decrease
harmful behaviors. Children diagnosed with autism rates are increasing, and the treatment market
is growing with estimates at $1.85 billion for 2016 and expected to grow 3.9% annually.
The Mission
"Our mission is to provide unique and custom ABA therapy services to autistic children and
improve their family member's lives. SAAS is committed to the highest quality of services that
we coordinate with the school curriculum to personalize Individualized Education Program (IEP)
to achieve positive changes in children's daily skills and educate family members with skills and
knowledge to enhance their daily living".
Product and Services
SAAS specializes in ABA therapy services to help autistic children and their families. The
service focuses on breaking children's goals into mini attainable tasks: self-care, daily social
skills, and academic assistance. There are three ways that the service is delivered: In-Home,
Online, and In-Office.
Marketing and Sales Strategy
SAAS' approach is more personalized to each student's needs. The agency employs quality
certified staff who primarily interface face-to-face between the school and the target market
parents. The company has a diverse Online marketing strategy that includes advertising its
website, 89.7 NPR News FM Radio Station, exhibiting autism events and trade shows, and
continuing active Facebook SAAS page.
The Competition
Haugland Learning Center, Hopebridge Autism Therapy Center, and Ability Matters are existing
competitors. They have substantial financial assets which are highly striving with creativity
management's style. SAAS maintains the following advantages over these potential competitors;
an increasing reputation for delivering highly effective ABA therapy customized to each child's
needs and outstanding customer support.
Target Market
SAAS's target audiences are the parents of children with autism who live in Dublin, Ohio,
ranging from 26 to 54, and obtain an average household income of $131,23.00 to $198,516.00.
The children's ages range from 3 to 21 before they exit the school.
Management
The key management personnel is the owner and CEO who has over twenty years of experience
overseeing autistic day-to-day operations companies by ensuring employees, clients, and
children's therapy success. Office Manager is the second key manager who has obtained a
business degree in finance and has over ten years of intensive healthcare industry experience,
handles human resource tasks, and manages public relations interacting with school intervention
specialists. Also, there are three business advisors: Business Mentor, Legal Expert, and
Investment Advisor.
Operations
The current SAAS employees include the company's owner and CEO, One Office
Administrators, three ABA therapists, and one Behavior Coordinator. By the end of the second
year, SAAS plans to expand to one Office Manager, two Office Administrators, five Behavior
Coordinators, and twelve ABA therapists.
Stage of Development
SAAS began operations in Jan. 2021 and opened its first Online class therapy in Feb. 2021.
Financials. SAAS's financial strategy stresses reinvesting income for growth during the first two
years of operation. The company intends to reach a capacity of 1 million by the end of the
second year. The projected net profits are $119,315 for 2021 and $290,937 for 2022.
Funds Sought and Utilization
The company plans to raise funds of $50,000 from Venture Capitalists' investors with a 5%
equity giveaway in exchange for the funds. These funds will be used to expand company
marketing and advertising on TV and social media Twitter. The remaining $30,000 to develop
SAAS's full and half a day fun summer program.
Example 3
Executive Summary
The Company
KS Credit & More, LLC provides consumers with tools and assistance with handling all of their
financial needs. We offer credit repair services, tax solution services, money management, as
well as small business start-up services. All of the listed services are available within one
company, providing yet another convenience for our clients.
Mission
Our mission is to educate individuals on how to gain control of their debts and maintain their
debts. We aim to help people understand how their credit works, and how to repair it and keep it
in a safe zone. Consumers have to file taxes on a yearly basis and companies on a quarterly basis
and we are here to ensure these services are done correctly. We aim to ensure that once a
consumer decides that they would like to gain financial freedom, or make the purchases they
have always dreamed of, that goal is reached.
Product and Services
The services currently being offered are credit repair, individual and corporate tax returns,
money management (budgeting, financial guidance, planning, investing), and small business
start-up.
Marketing and Sales Strategy
We will market and advertise through many channels (local radio, tv ads, community events, and
more). We will stand out because our strategy is to build genuine relationships with our clients.
We work truthful and with integrity. We are able to provide our customers with face-to-face
interactions and provide a plan that gives options. Our customers always feel included in the
services being provided for them.
The Competition
The competition we will encounter will come from companies such as Lexington Law and
Edward Jones. What we provide that these companies are unable to provide is physical
relationships. Our customers know who they will be working with each time they are getting
assisted. They know who they are following up with, rather than getting a different person each
time and holding while yet another person is researching their notes. Other than other small
startup companies offering the services, KS Credit & More is the only place a client can get
multiple services provided to them at one time.
Target Market
We are open and available to anybody that can use our services. We are specifically targeting
people that range from the age 30-65 and have an income of at least $20,000. These are the only
specifics with our target market.
Management
Management includes the CEO, which is me. We have 2 Client Support Representatives that
work directly with determining the needs of the customers. A Marketing Support Agent has been
employed to help with marketing, advertising, and community events.
Operations
We provide customer service so well that if we cannot provide what our clients need, we are
willing to refer them to who we believe can help them. We work based off knowledge, integrity,
and confidence.
Stage of Development
KS Credit began operating as a home-based business in November 2019 and opened its first
facility in January 2021.
Financials
Other than needing an initial investment, KS Credit & More, LLC will not need further
financing. We are using most of the funds to develop our own software that we can run once our
contract is up with the 3rd party we are using. We are showing profits beginning at $439,566 in
year 1, $428,732 in year 2, up to $1,598,926 in year 5. All loan debt will be paid by the end of
year 1.
Funds Sought and Utilization
We are seeking $120,000 to assist with developing our own software and providing training for
the software, as well as achieving more marketing vehicles for the company.
