executive summary format.pdf

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Product Company market Year sale business describe net income include

Executive Summary Template 
 
Company 
[The Company] was founded in [date] and [describe what your business does]. Our principal offices are 
located at [x]. 
 
Business/Product or Service 
[The Company] makes [describe your product/service line]. 
 
The Company produces/provides the following products/services: [list products here in order of 
significance]. 
 
Presently, our [main product] is in the [introductory, growth, maturity] stage. We plan to follow this 
product with extensions to include [x, y, and z]. 
 
Critical factors in our business are [x, y, and z]. [Main product] is unique because [u and v] and/or we have 
an advantage in the marketplace because of our [patent, speed to market, brand name, etc.]. 
 
The Market 
We define our market as [manufacture and sale of writing and drawing instruments, low fat cheese, oral 
care products…]. This market was approximately [$x] last [period available], and is expected to grow to 
[$x]. Our key customers include [list those that would lend credibility]. 
 
Competition 
We compete directly with [x and y] and alternatives to our product include [u and v]. Our product is 
unique/superior because of [x]. We have a competitive advantage because of our [speed to market, 
established brand name, low cost producer status]. 
 
Risk/Opportunity 
The greatest risks associated with our business today are [x, y, and z]. We feel we can overcome these risks 
because of [x]. We have the opportunity to [x] if we can [x]. 
 
Management Team 
Our team consists of [John Doe] most recently with [Big Company A] as its [National Marketing Manager] 
who presently owns [x% of the company]; of …, and of … 
 
Capital Requirements 
We seek [$] which will enable us to [describe what you will accomplish with the funds] by [describe how 
the funds will be spent]. We expect to provide an exit within [x] years by [a dividend of excess profits, re-
capitalization, sale of company, or public offering]. 
 
Financial Snapshot 
In [the most recent quarter/month], our company had sales of [x], and net income of [y], compared to sales 
of [u] and net income of [v] in [the previous quarter/month]. 
 
Last Year 
This Year 
Next Year 
Year Two 
 
Sales: 
Pre-tax: 
 
Cash: 
Assets: 
Book Value: 
 
Previous equity infusions have consisted of [$x] in [month/year] from [name] for [y% for the company], 
and …