Executive Summary of the Business Plan, business plan executive summary.

Business plan executive summary

An executive summary of a business plan is an overview. Its purpose is to summarize the key points of a document for its readers, saving them time and preparing them for the upcoming content.  

For established businesses the executive summary typically includes information about achievements, growth plans, etc.   A typical executive summary outline for an established business includes:

Having trouble getting started? The easiest way of writing the executive summary is to review your business plan and take a summary sentence or two from each of the business plan sections you’ve already written.

Start by following the list above and writing one to two sentences about each topic (depending on whether your business is a startup or an established business). No more!

How to Write an Executive Summary That Gets Your Business Plan Read

Business plan executive summary

Because it is an overview of the entire plan, it is common to write the executive summary last (and writing it last can make it much easier).

Then finish your business plan’s executive summary with a clinching closing sentence or two that answers the reader’s question, “Why is this a winning business?”

(You may find it useful to read the entire Pet Grandma executive summary example before you write your own.)

Business plan executive summary

The Executive Summary section of a business plan is a high-level overview of your home business. It includes a summary of information about:

Many business plans start the executive summary with a mission statement. Others outline the business and your goals. If it's an existing business, you might include a bit of the history and any achievements you've made.

In this section, you want to describe the history of your company including when and where it was formed. Plus you want to provide information about the products and services you offer. Finally, give a brief overview of who the owners and key people are in the running of the business.

In this section, you want to show there is a need for the business you're starting. Especially if you're asking for money, you'll want to provide stats that show a need for what you offer. This can include the number of search engine searches on your product or service, research data on your industry, trends, and economic outlook.

Why You Need an Executive Summary in Your Business Plan

But even if you're not going to ask for money, summarizing your business can help you gain focus and clarity about your business. This can be helpful when you're trying to network with others in your industry, write your media kit, or seek publicity.

You want to describe your competition and then provide information on why your business can compete. What will make you stand out and attract the market away from your current competition. Your competitive advantage can include a variety of factors including price, location, service level, and more.

In your financial section of the executive summary, you want to provide the money goals for your business. How much do you expect to spend and earn in the next year? How many sales will you make? Beyond the first year, what are your projected growth rates? What do you hope to invest back into your business to expand?

Business plan executive summary

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You’re already investing time and energy in planning your small business—there’s no need to reinvent the wheel when it comes to formatting your plan. Instead, to help build a complete and effective plan, lean on time-tested structures created by entrepreneurs and startups who have come before you.

Business plans often are used to secure funding, but plenty of businesses find writing a plan valuable, even if they never work with an investor. That’s why we put together a free business plan template to help you get started.

Business planning is often used to secure funding, but plenty of business owners find writing a plan valuable, even if they never work with an investor. That’s why we put together a free business plan template to help you get started.

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Business plan executive summary

This free business plan template includes the following sections:

There are some high-level strategic guidelines beyond the advice included in this free business plan template that can help you write an effective, complete plan while minimizing busywork.

It’s tempting to dive right into execution when you’re excited about a new business or side project, but taking the time to write a business plan and get your thoughts on paper allows you to do a number of beneficial things:

Business plan executive summary

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Business plan executive summary

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Business plan executive summary

Experienced business plan consultants and business plan writers will be able to understand and analyze your business feasibility reports, projections and other essential materials and be able to create a strong and impactful business plan executive summary that will be designed to work in your favor. This is where we can be of assistance.

One mistake that many entrepreneurs make when developing a business plan executive summary is to provide too many details in the summary (see also how to write a business plan). It is important to remember that the summary is just that – a summary of your business and your plans. It should include the highlights of each section within your business plan and it should champion your strengths, assets, and capabilities.

The executive summary of a well-written professional business plan will contain a thorough but to the point commentary about the proposed business.

At Businessplan.org, we have worked with numerous businesses from around the world, drafting premium-quality executive summaries for them. From automobiles to medicine to pet grooming, we have worked with businesses from different industries and our business plan creation service is well-equipped to help you with everything you need.

What is included in the business plan executive summary?

Business plan executive summary

This is why it’s extremely important to get your business plan executive summary drafted by business plan creation specialists. Our team at Businessplan.org is poised to help you develop the most compelling executive summary for your business plan.

  • Business opportunity – why the entrepreneur felt the need for the business, with statistics and other evidence.
  • The Business’s USP – how the new venture will address the problems/needs
  • Company mission and vision statement
  • Target market – audience analysis
  • Marketing and sales plans
  • Financial forecasts and projections
  • Competitor analysis
  • Management/owner information
  • Business model – product portfolio, operational strategy and management strategy
  • Brand promise.

Executive summaries are probably the most crucial part of your professional business plan. They are quite literally the face of your business plan and, by extension, a representative of you and your new company.

After the table of contents, your business plan executive summary is one of the first things that your bankers, suppliers, and potential partners read when they peruse your business plan. The impression they form, based on this content, will color their entire perspective about your new venture and in the worst cases, may discourage investors from investing in your business.

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