Self-Study On-Demand


5 CPE

How to Write a Business Plan [2025-2026]

Self-Study On-Demand
5 CPE

Learning Objectives

Upon successful completion of this course, participants will be able to: Identify the contents of a business plan. Specify the topics of a planning self-assessment. Describe the advantages and disadvantages of a SWOT analysis. Identify some of the barriers to entry that may be found in an industry. Specify the key measurements to use when evaluating a business plan. Identify the circumstances under which a decline in sales would be especially troubling. Recall the elements of a marketing campaign for a start-up business. Specify the different types of sales promotions for a start-up business. Describe the sources of an organization's culture. Specify the characteristics of the different components of the cost of goods sold. Specify the considerations when budgeting for capital spending. Recall the flaws that can appear in a business plan financial projection. Recall the legal issues associated with a cosigning arrangement. Specify the options for funding a start-up business. Identify the requirements of angel investors and venture capital firms. Recall the disadvantages of working with a money broker. Recall the contents of a personal financial statement. Specify the requirements for each component of a business plan. Identify the most appropriate page length for a business plan. Recall the advantages and disadvantages of each form of organizational structure.

Major Topics

Business Plans The Writing Process Identify the Business Type Marketing Considerations Personnel Considerations The Projected Income Statement Projected Startup Expenses Business Financing The Lender's Perspective The Investor's Perspective Other Cash Sources The Structure of the Business Plan Types of Business Entities

CPE Credits Available

5 CPE
5
General

Things to Know About This Course

Course Level

  • Overview

Intended Audience

Partners, Leaders, Managers and CPAs

Provider

Western CPE

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