PLAN YOUR SERVICE PROVIDER BUSINESS

Write a service provider business plan

PlanMagic Business 11.0 offers you easy to use well written consultant or services business plan template in a popular word processor format, a fully automated close-to-reality financial projection application in MS Excel, an easy to use presentation template, and a comprehensive business plan guide. The Advanced Edition -AE- includes more state-of-the-art financial analysis tools as well as a Web marketing guide.

NOW PLAN TO STARTUP, EXPAND OR MONITOR A SERVICE PROVIDER BUSINESS THE EASY WAY

plan any service provider business like a pro
plan to finance any service provider business start-up or expansion
surprise any potential investor with a thorough and complete presentation
analyze the financial situation with state-of-the-art analysis tools
stay up-to-date with the real financial situation at all times
unlimited what-if and other analyses for 5 years without loss of data

It's the easiest to use business plan program available today. A program that produces faster results than any other, and is brought to you by a company with over 25 years of related experience. It is a helpful business plan program and offers the necessary flexibility. Its structure is the preferred format today and it offers you a template that includes all that should be included in a service provider business plan geared toward success. The financial application is among the best in the world.

Designed to help entrepreneurs and managers make smarter decisions faster and easier, it's the best value your money can buy when it comes to service provider business plan software.

Services business plan template

The preferred format service provider business plan template for investors, SBA, banks and angel investors in MS Word format.

You don't have to create your own contents from scratch or delete most of it as may be the case with a sample plan. You'll also get the most professional printed results. The program includes products, services and one additional business plan template of your choice. You can also purchase one additional business plan template. The services business plan template is fully geared towards the service provider business. Easily add project plans, phasing diagrams, floor plans, specific plans and more as is needed. Easily insert financial data from the financial application.

Services Business Plan Template

Table of Contents (automated)

Executive summary
- Business goals/mission
- Business description
- Business formation
- Business philosophies/identity
- Character
- Location
- Main objectives
- Directors
- Management team
- Key advantages
- Strategic positioning
- Strategic alliance
- Licenses
- Sales summary
- Vision of the future
- Funds required

Development
- Location determination
- Development process
- Project plan
- Development team

Marketing
- The product mix
- Sales estimates
- Analysis current product mix
- Market analysis
- Marketing goals & strategies
- Competitive research
- Pricing policy
- Operations
- Advertising & promotion
- SWOT analysis

Historic analysis
- General view
- The market position
- Income statement historic
- Balance sheet historic

The organizational structure
- Management and personnel
- Administrative organization
- Contingency planning

Service provider operations
- Service provider identity
- Service provider location
- Service provider premises
- Service provider layout

Risk management
- Risk reduction
- Exit strategy

Financial plan
- The investment budget
- Statistical data (ratios)
- The return on investment
- Financial projections

Appendices
- Personal income statement
- Other

service provider business plan start-up business plan

Business plan financials

Trend setting financial application written in MS Excel that has no competition when it comes to close-to-reality projections.

You will not find a better solution as specific, as detailed, and as automated. For consultants there is no limit to the number of projections and business plans that can be created. Enter some main assumptions, and start entering your financial data into the clearly marked cells. Use it for a service provider business plan as well as for ongoing monitoring of your business.

Key advantages

Offers PlanMagic's Smart Entry System (SES)™ to minimize and significantly speed up data entry.
Validation checks for data consistency.
Development can start up to 5 years prior to operations.
Fiscal year and forecasts can start in any month.
Forecasts include months, quarters, and years.
Up to 5 years can be forecast in one financial workbook, with no limit if multiple workbooks are used.
Views are collapsible for clear summaries.
Costs can be split between fixed and variable cost for contribution, break-even and similar analyses.
Projected balance sheets that are always balanced.
More than 40 charts illustrate trends in expenses, sales, revenues, cash flow and more.

If you have purchased the Advanced Edition -AE- you can enjoy more detailed financial analysis and reports that surpass even the most expensive accounting programs.

business plan financials business financials start-up business plan

PlanMagic Business Financial Application

The Ultimate in Modern Business Financial Planning & Analysis
for products, services, manufacturing type businesses, and non-profit organizations

- Assumptions (General, form, financial, inventory, loans, tax, franchise, product mix, tax, dividend, and more)
- Development planning (up to 2 phases (AE 4 phases), 5 years prior and 5 years of planning with automated development timeline)
- Investment budget (unlimited number of new/existing assets, depreciation schedule using SLN, DB, DDB or SYD)
- Funding (shareholders' capital, unlimited number of new/existing loans, deferred loans, flexible loans, amortization - 5 years)
- Beginning balance sheet (with/without historic data)
- Personnel wizard - add persons, groups or departments (max. 10), monthly and quarterly (3 years), annual (5 years)
- Personnel assumptions - payroll burden, hourly/overtime rates, bonuses payment schedule
- Personnel plan monthly & quarterly (3 years) - with headcount, payroll, overtime, bonuses and payroll burden summary
- Personnel plan annual (5 years)
- Product details & Cost of Goods with minimum stock level entry (3 years) - Add/Edit/Remove product lines and products using the
products wizard to add up to 10 product lines (or market areas) and unlimited products per product line.
- Sales projections monthly & quarterly (3 years) - enter sales by units or amounts, or in bulk per product line, rebates & allowances
- Sales projections annual (5 years)
- Income statement (Profit & Loss) monthly & quarterly (3 years) - with automated discounts & returns, bad debts and losses & thefts.
- Income statement (Profit & Loss) annual (5 years) - with EBITDA and earnings per share details for companies
- Cash flow projection monthly & quarterly (3 years) - direct method used
- Cash flow projection annual (5 years)
- Balance sheet projection monthly (3 years)
- Balance sheet projection annual (5 years) - with no. of shares issued and net asset value per share details
- Notes to the financial statements - with automated data from the projections
- Tax account - sales tax, income tax
- Inventory account (5 years)

SERVICE PROVIDER BUSINESS ANALYSIS

- Historic ratios (3 years)
- Projected ratios (5 years) - including IRR/NPV, (AE only: Z-score) for business valuation
- Industry standards comparison (5 years)
- Loan capacity ratios (5 years)
- Annual summary matrix (balanced scorecard) - beginning balance, income statement, cash flow, ending balance (5 years)
- Annual dynamic What-If analysis (5 years)
- Best/Worst case scenarios (Sensitivity analysis) (5 years)
- Comparison analysis - personnel, sales, advertising, income, cash flow, balance sheet (5 years)
- Overdraft scenario

THE ADVANCED EDITION - AE - ALSO INCLUDES:

- Development planning (up to 4 phases, 5 years prior and 5 years of planning with automated development timeline)
- Advertising & promotion plan detailed (3 years), annual (5 years)
- Annual ROA / ROE / SGR dynamic analysis tree (5 years)
- Projected ratios include Z-score
- Detailed break-even analysis per product line with break-even charts per product line
- Financial summary with CAGR (5 years)
- Revenue analysis per product line (5 years)
- Timeline with a task wizard (3 years) - entries are as easy as 1-2-3, with project cost, start date and end date
- Dashboard of charts
- Exchange rate multiplier to easily convert values into another currency

BONUS TOOLS

- Services estimation worksheets
- Equipment, office, lunch room, machinery list worksheets
- Personal financial statement worksheet
- Partnership accounts worksheet
- USA benchmarks workbook

Feature	Benefit
Automated from A to Z.	Incomparably automated from start to finish. No manual calculations needed.
After the first year numbers are automated based on averages or increase %.	Provides fast results by eliminating unnecessary manual input.
Categorized income statement.	Categorized expenses and extra rows can be added.
Persons, groups, departments personnel plan wizard.	Entry as simple as 1-2-3, departments, groups, persons with monthly or hourly wages, bonuses, overtime, payroll burden.
New improved sales projections.	Enter monthly sales by units or amounts per product, or in bulk per product line.
More than 40 automated charts.	Gives you a quick overview when and where needed.
Print wizard: quickly print any selection of predefined print areas.	Saves you time collecting data to be printed. Click and Go.
Export wizard: easily export multiple values-only worksheets.	Handy for conferencing or external consultants.
Exchange rate wizard: easily recalculate into another currency.	Indispensable for a global presentation.

The PlanMagic Business 11.0 Financial Application

The application offers you about 45 worksheets (see the Details for a description of each).
A quick browse of the screenshots should give you a pretty good picture of the
overall capabilities of the PlanMagic Business 11.0 Financial Application.

Main menu

Business Plan Menu

Developments

Business Development Plan

New fixed assets (Investment Budget)

Fixed assets

Personnel

Personnel Plan

Product details

Product details

Sales annual summary (Sales Projection)

Sales projection

Income statement summary

Income statement

Cash flow monthly (Cash Flow Forecast)

Cash Flow Forecast

Projected balance sheet

Balance Sheet

Annual summary

Annual summary

Break-even Analysis per product line (AE only)

Break-even Analysis per product line

What-If Analysis

What-If Analysis

Financial Summary (AE only)

Financial Summary

Overdraft scenario

The application offers you about 45 worksheets all linked in perfect harmony, so to speak.
You can check the Details for a description of each. We hope this helped to give you a good
picture of the overall depth provided in our state-of-the-art financial application.

Business plan guide

A complete business plan guide in HTML format. The guide covers subjects such as organizational structure, financing (owners' equity, foreign capital), marketing (market analysis, business goals, marketing strategies, advertising), operations (business identity, business location), business financials (projections, historic analysis, ratios) and more.

PlanMagic Business Guide

The introduction
- How to use
- Introduction
- Marketing
- Historic analysis
- Financing
- Organizational structure
- Financial projections
- Analysis
- Useful tips

Marketing
- The product mix
- Analysis current product mix
- Competitive research
- Market analysis
- Marketing goals
- Marketing strategies
- Operations
- Advertising & promotion
- Pricing and costing
- Sales management
- SWOT analysis

Historic analysis
- General view
- The market position
- Balance sheet
- Income statement

Organization
- Management
- Staff
- Personnel analysis & expenditures
- Administrative organization

Financials
- Assumptions
- Investment budget
- Funding
- Beginning balance sheet
- Capital
- Return on investment
- Ratios
- Loan capacity

Projections
- Personnel plan
- Sales forecast
- Income statement
- Tax accounts
- Inventory account
- The cash flow projection
- The balance sheet
- Notes to the financial statements
- The charts
- The time table

Analysis
- Annual summary
- ROA/ROE/SGR analysis
- Break-even analysis
- What-if analysis
- Sensitivity analysis
- Financial summary
- Revenue analysis
- Comparison analysis
- Overdraft scenario

Useful tips
- General tips
- Company formation
- Choosing a bank
- Choosing a location
- Choosing an accountant
- Presenting your plan

Presentation

Easy to complete presentation template (> 50 slides) in PPT (MS PowerPoint) format. You can copy text from the document templates, link to tables in the document template, or link to worksheet data in the financial application. The template contains the same chapters and subchapters as the services business plan template.

service provider business plan presentation start-up business plan presentation

Advantages

PlanMagic Advantages

Legendary Ease of Use
Designed to work the way you work, so you don't have to change your current business processes. Familiar and intuitive MS Office interfaces (MS Word, MS Excel, MS Powerpoint).
Advanced Functionality
Built-in charts, analysis tools and advanced reports, perform in-depth financial analyses, and much more.
Low Cost of Ownership
Starts at just $99.95.00 for a single user license, which includes free technical support.
Customer Approved
Used by over 100,000 starting and growing businesses around the world. PlanMagic software products serve customers in every industry, including manufacturers, wholesalers, contractors, retailers, distributors, services providers, consultants, non-profits and many many others.
Competitor 'Approved'
More and more 'competitors' copy our innovative ideas and trend setting concepts into their lesser product(s). Still there is no way their product(s) can compare to ours.
Backed by PlanMagic Corporation
PlanMagic software products are the financial planning and analysis solution recommended by more accountants, CPAs and other business consultants than any other, and we are confident you will be 100% satisfied.

Summary

Easy to use - Use of simple and understandable terms. You do not have to be an accountant.
Thorough - Incredibly complete and thorough.
Versatile - Incredibly versatile (see some usage options). Optimal for products, services, manufacturing businesses and non-profits.
Automated - Automated financial projections made easy and yet so complete. Sales, investments, depreciation, loan payments, accounts receivable/payable, inventory, dividends, company tax, sales tax, payroll burden and more.
Personnel wizard - add, edit, remove departments, groups and persons easily.
Product wizard - add, edit, remove product lines and products easily.
Print wizard - Professionally printed results. Business financial printouts are preformatted in Letter, Legal or A4 paper size.
Sales tax - Financials handle US sales tax, VAT, GST or similar calculations.
Multiple currency - The financials can use any currency, and you can use the exchange rate multiplier to quickly update all the values.
Useful guide - Comprehensive business plan guide.
Business plan template - Consultant or services business plan template.
Competitive price - A competitive price of $99.95, Advanced Edition $195.00.

No one knows or cares about your business like you do. Nor will anyone spend the time analyzing or monitoring your financials without it costing you a fortune. Can you afford (not) to get the best available software to get the job done professionally and fast? No one has made it easier for you to write the contents of the service provider business plan, offers the same high quality printed result, offers the same level of financial automation, a complete business plan guide, as well as a professional business plan presentation template.

"Congratulations for the best business plan solution
I've found on the market.

Your financials are awesome!"

More testimonials

Comparison chart

Minimum requirements PlanMagic Business 11.0:
A personal computer with MS Windows XP/Vista, a Java enabled browser, MS Office 2002 (XP)/2003/2007. Optional MS PowerPoint 2002 (XP)/2003/2007. Click here for MAC.

Delivery: via Electronic Download (~9.3Mb, AE ~10.4Mb).