PLAN D’AFFAIRE

Le plan d’affaire sert principalement à convaincre des partenaires financiers d’investir dans l’entreprise. Le banquier examinera le plan de l’entreprise afin d’en déterminer la solvabilité, c’est à dire sa capacité à faire face à ses engagements financiers. L’investisseur en fonds propres quant à lui utilisera le plan d’affaires pour évaluer la valeur de l’entreprise et son potentiel de rentabilité à long terme.

 
Written only when the business plan is complete, the executive summary is a summary that draws readers' attention to the most essential points. This is perhaps the most important part of the document, as in many cases it will influence the reader's opinion. Presented in an attractive and realistic manner, it succinctly describes the business, its objectives and the reason (s) why the planned plan will be successful. It is recommended to present it on a single page.
 

The summary must contain the following elements:

  • The project brief

  • Describe the business opportunity you propose to exploit, as well as the strategy put forward to exploit it.

  • The skills of project leaders

  • Briefly present the entrepreneurial team and the skills of each of its members in relation to the business opportunity you wish to exploit.

Market characteristics

Briefly describe the target market, as well as its potential in terms of turnover.

The elements of differentiation

Briefly describe the advantages of your offer over the offerings of your competitors.

Sales forecasts

Present your sales forecast for the first 3 years of operation.

Profitability

Present the profitability of your project in terms of profitability, return on invested capital, economic benefits in the community, etc.

Funding needs and sources

Indicate the amount of funding sought, if any, and what your business is offering in return, as well as the intended use of the funds you requested.

The executive summary should allow the reader to get a good general idea of the business plan, without having to read it in full