TRAVEL AGENCY BUSINESS PLAN

WRITE A PROFESSIONAL TRAVEL AGENCY BUSINESS PLAN AND EASILY COMPLETE A TRAVEL AGENCY FINANCIAL PLAN FOR 5 YEARS AND USE IT TO MONITOR YOUR TRAVEL AGENCY BUSINESS

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travel agency business plan

 

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Retail business plan


Minimum requirements

A personal computer with
MS Windows XP/Vista
and
MS Office
2002(XP)/2003/2007

travel agency business plantravel agency business plan 

PLAN YOUR TRAVEL AGENCY BUSINESS BETTER

Get a travel agency business plan template

PlanMagic Retail 11.0 offers you easy to use well written retail store + travel agency business plan templates 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- provides additional state-of-the-art financial analysis tools.

NOW PLAN TO STARTUP, EXPAND OR MONITOR A TRAVEL AGENCY THE EASY WAY

  • plan any travel agency business like a pro
  • plan to finance any travel agency 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 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 travel agency 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 travel agency business plan geared toward success. The financial application is the only retail specific close-to-reality planner in the world.

Designed to help retail entrepreneurs and retailers make smarter decisions faster and easier, it's the best value your money can buy when it comes to travel agency business plan and retail financial plan software.

travel agency business plan template

Travel agency business plan template

The preferred format travel agency 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 the retail store template by default and one additional business plan template of your choice (in this case travel agency business plan template). You can also purchase some additional retail business plan templates. The travel agency business plan template is fully geared towards the travel agency business. Easily add project plans, phasing diagrams, floor plans, specific plans and more as is needed. Easily insert financial data from the financial application.

travel agency business plan template

Travel Agency 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

Travel agency operations
- Travel agency identity
- Travel agency location
- Travel agency premises
- Travel agency 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

travel agency business plan   start-up retail business plan   travel agency business plan   retail start-up business plan   travel agency business plan

 

Retail business plan financialsBusiness Plan Financials

Trend setting retail financial application written in MS Excel that has no competition when it comes to close-to-reality retail store 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 retail 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 travel agency business plan as well as for ongoing monitoring of your retail 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.
 

travel agency business plan financial projections  travel agency business plan financial screenshots

travel agency financials  retail business financials  start-up retail business plan

PlanMagic Retail Financial Application

The Ultimate in Modern Retail Business Financial Planning & Analysis
for any retailer, or retail type businesses

- Assumptions (General, form, financial, inventory, loans, tax, franchise, product mix, tax, dividend, and more)
- 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 accounts - sales and income tax
- Inventory account (5 years)

TRAVEL AGENCY 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

AE Tools 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

travel agency bonus tools BONUS TOOLS

- Retail equipment list worksheet
- 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 % using our Smart Entry System (SES)™. 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 Retail 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 Retail 11.0 Financial Application.

Main menu

Business Plan Menu

Developments (AE only)

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

Inventory account

Inventory account

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.

travel agency business plan

PlanMagic Retail 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

travel agency business plan

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 travel agency business plan template.

  travel agency plan presentation  start-up travel agency business plan presentation  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 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'
    Though more and more 'competitors' copy our innovative ideas and trend setting concepts into their lesser product(s). There is no competitor for retail business planning.
  • 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 all retailers.
  • 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 - Travel agency 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 travel agency business plan, offers the same high quality printed result, offers the same level of retail 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!"
 
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Comparison chart

Minimum requirements PlanMagic Retail 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 (~8.8Mb, AE ~9.2Mb).

ONLINE ORDERING

PlanMagic Retail 11.0 - $99.95

PlanMagic Retail AE 11.0 - $195.00

PlanMagic Retail AE 11.0 + Marketing 7.0 - $234.95

PLANMAGIC RETAIL
INTELLIGENT RETAIL BUSINESS PLAN SOFTWARE

MS Office, MS Word, MS Excel and MS PowerPoint are registered trademarks of Microsoft Corporation. All copyrights acknowledged.

Worldwide customers

PlanMagic Retail is used around the world!

Customer list

Available versions:

English (v11.0)

Sales tax systems:
USA, EU VAT, GST, any In/Out system.

Available currencies:
any currency ($, €, £ etc.)

 

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