A sample business plan presentation suitable to bankers and investors. Financial information has been deleted

1. Name of Company
Business Plan Summary

2. Company Background
Small company in founded in 1991
Founders are people who developed air
excavation products for other
companies
Specialize in the R&D of air excavation
Commercial products are offspring of
prior R&D projects with EPRI, DOE, and
DOD

3. Mission Statement
(name of company) seeks to apply its
superior technology in air excavation to
provide equipment and services in the
growing market for safe excavation.

4. Products
Hand Tool and Accessories
Air-Vacuum Excavator
Demining and UXO Removal Systems
Purchase Resale Compressors
Service Projects

5. Hand Tool and
Accessories

6. Air-Vacuum Excavator

7. Demining and UXO Removal
Systems

8. Purchase Resale Compressors

9. Service Projects and Other
Environmental Clean
Up
Use of air nozzles
for special purposes
such as industrial
cleaning
Special purpose
custom built air
excavation
equipment

10. Our Management Team
President –
Marketing Director –
Consultant –Accomplishments:
- Over 20 years experience in air excavation,
!
numerous patents
– Over 25 years experience in management and
!
marketing with West. Elec. 4 years with company
– Over 50 years business experience
!
Management has over 40 years combined
experience in air excavation
Staff – 3 Full Time, 5 part time employees

11. Markets
Air-vacuum
Hand Tool
excavator
Arboricultural - 50,000
!
Utility location Firms - 150
Industrial – 50,000 !
!
Subsurface Engineering Firms
Utilities – 43,000 !
!
- 100
Fire/Rescue – 29,000
!
Utilities – 20,000
!
Municipalities – 80,000
!
Excavation Contactors
!
Misc./Rental – 2,000 including those in HDD –
!
40,000
Total US = 250,000
Municipalities/Misc. – 80,000
Potential Customers
!
Total US = 150,000
US Market = $.4B to $.5B Potential Users
(Internationally 2 to 3 X) US Market = $6- $10B

12. Market Comments
Hand Tool and Accessory Market
Current rate of sales is 200 to 300 units per year
!
(worldwide) = $600k
Our Growth rate – Avg. 25% over three years
!
Comparative tests show company technology to
!
be superior
Very little competition
!
is growing into the industry standard
!
Use has recently become an accepted practice in
!
arboriculture.
Market awareness is increasing in other markets
!
with more exposure

13. Market Comments Con’t.
Vacuum Excavator Market
1500 to 2500 air and water excavation units sold
!
every year
10% or so is air-vacuum units (where the
!
plays) 125 to 250 units per year
Growth rate of market is 3 – 4%, air could grow
!
much faster >20% with market product exposure
Regulator environment favors air excavation
!
Only 2 real competitors in the market
!

14. Opportunity Summary
Excavates around sensitive underlying
features…roots, pipes, cables etc.
Replaces expensive hand digging
Eliminates environmentally unfriendly or
unsafe practices and processes

15. Business Strategy
Take advantage of a real or perceived
advantage of Technology. (10 patents)
Establish the ____ and _____
brand names as the preferred choice in
air excavation products.

16. Competition Con’t
Air-vacuum excavator
2 relatively smaller but established competitors
!
($1M to $5M in sales)
Products are in the $70K to $175K range
!
Strategy
Focus on focused markets which require smaller
!
units
Company has a product cost advantage in these
!
applications – priced from $30K to
$60K
Target selective geographical locations
!

17. Competition
Hand Tool
Few small or relatively unknown companies with
!
outdated technology
Customers who think they can create this product
!
on their own
Company Advantage
Proven technological advantages and larger
!
installed base
Emphasize safety (OSHA) issues
!

18. Goals & Objectives
Five-year goals
Sales growth of 15 to 20% in hand tool
!
market
Obtain a 20% or more market share in the
!
air-vacuum excavator market
Maintain and average revenue growth of
!
20%
Maintain a positive cash flow
!
Keep gross margin at 30% or more
!

19. Financial Plan
Normally this page is for financial
information
All in Constant $1000
Unit Plan

20. Uses of Funds
Technology Development
Lower air use excavation methods
!
Small vacuum product
!
Patents
!
Personnel requirements
Engineer
!
Additional Sales person
!
Additional shop and support staff
!
Internal Improvements
Facility improvements and expansion
!
Marketing and Brand Development
Demo unit construction 60 and 150
!
Marketing development and positioning (web site development etc.,
!
advertising promotions, and trade shows)

21. Funds Required
Technology Development –
Personnel –
Internal Improvements –
Marketing and Brand Development -

22. Sources of Funds
Internal – 10%
Investors – 25%
State and Local Programs – 15%
Conventional Bank Financing or other –
50%