This swimming pool maintenance company business plan template has 26 pages and is a MS Word file type listed under our business plan kit documents.
Sample of our swimming pool maintenance company business plan template:
Confidentiality Agreement The undersigned reader acknowledges that the information provided by [YOUR COMPANY NAME] in this business plan is confidential; therefore, reader agrees not to disclose it without the express written permission of [YOUR COMPANY NAME]. It is acknowledged by reader that information to be furnished in this business plan is in all respects confidential in nature, other than information, which is in the public domain through other means, and that any disclosure or use of same by reader may cause serious harm or damage to [YOUR COMPANY NAME]. Upon request, this document is to be immediately returned to [YOUR COMPANY NAME]. ___________________ Signature ___________________ Name (typed or printed) ___________________ Date This is a business plan. It does not imply an offering of securities. 1.0 Executive Summary 1 1.1 Objectives 3 1.2 Mission 3 1.3 Keys to Success 4 2.0 Company Summary 5 2.1 Company Ownership 5 2.2 Company History 5 Table: Past Performance 6 3.0 Services 8 4.0 Market Analysis Summary 9 4.1 Market Segmentation 9 Table: Market Analysis 10 4.2 Target Market Segment Strategy 10 4.3 Service Business Analysis 11 4.3.1 Competition and Buying Patterns 11 5.0 Strategy and Implementation Summary 12 5.1 SWOT Analysis 12 5.1.1 Strengths 12 5.1.2 Weaknesses 12 5.1.3 Opportunities 12 5.1.4 Threats 12 5.2 Competitive Edge 13 5.3 Marketing Strategy 13 5.4 Sales Strategy 13 5.4.1 Sales Forecast 14 Table: Sales Forecast 14 5.5 Milestones 15 Table: Milestones 15 6.0 Management Summary 16 6.0 Management Summary 16 6.1 Personnel Plan 16 Table: Personnel 16 7.0 Financial Plan 17 7.0 Financial Plan 17 7.1 Important Assumptions 17 7.2 Break-even Analysis 17 Table: Break-even Analysis 17 7.3 Projected Profit and Loss 18 Table: Profit and Loss 18 7.4 Projected Cash Flow 20 Table: Cash Flow 20 7.5 Projected Balance Sheet 21 Table: Balance Sheet 21 7.6 Business Ratios 22 Table: Ratios 22 1.0 Executive Summary [YOUR COMPANY NAME] will provide top-quality residential and commercial pool maintenance and repair services to clients in the Naples and Bonita Springs, Florida area. The principal, [NAME], has 20 years experience and operated this business for 16 years. He has concluded that word-of-mouth referral, the traditional method of marketing in this industry, has become outdated. He will utilize his funding to secure new pool 'routes' by purchasing them from independent sellers. [YOUR COMPANY NAME] believes that it can further improve upon and exploit this weakness by adding a company internet website and internet business directories to gain additional local market share. The objectives for [YOUR COMPANY NAME] over the next three years are: To achieve sales revenues of approximately $1,000,000 by year 3 To achieve a customer base of 3 additional routes in year 1 and 2 routes in year 2; for a total of 8 To expand operations to include leak repair as a part of his comprehensive service offering The company will seek to provide its pool maintenance and repair services in the timeliest manner and with an ongoing complete quality-control program to provide 100% customer satisfaction. The company's principal sees each contract as an agreement not between a business and its customers, but between partners that wish to create a close and mutually beneficial long-term relationship. This will help to continue greater long-term profits through referrals and repeat business. [YOUR COMPANY NAME] will institute the following key procedures to reach its goals: Hire an office manager and lease in year 1; then purchase a headquarters, which will provide a centralized business location. Have a dedicated route technician manager who can handle major assignments and quality-control issues. Assign at least one servicemen per route until he reaches the designated total of 8. Purchase two new route servicing flat bed trucks and two repair and renovation mini vans. [YOUR COMPANY NAME] will be located in a 2,000 sq. ft. leased office/warehouse suite in Naples, Florida. The facilities will include a reception area, office for the principal, and storage area for inventory. At the end of year 1 it will acquire a 2,000 sq. ft. facility as a permanent long-term asset. [YOUR COMPANY NAME] offers a wide variety of services primarily focused on residential and commercial pool servicing. The firm also provides such services as electrical and plumbing repair and maintenance, pool surface and deck renovation, and well as others. The idea is to provide clients with a broad range of related services that will minimize their need to employ a variety of contractors. [YOUR COMPANY NAME], Inc. will engage in a cost effective leadership strategy while maintaining an excellent level of service quality. The company has rigorously examined its financial projections and concluded that they are both conservative in profits and generous in expenditures. This was to provide for unforeseeable events. The company's principal believes that its cash flow projections are realistic. 1.1 Objectives The objectives for the company over the next three years are to: Achieve sales revenues of approximately $1,000,000 by year three. Achieve an increase in total routes (blocks of contracted clients) from 3 to 6 routes in year 1 and 8 by year 2. Purchase a 2,000 sq. ft. office/warehouse facility to serve as a headquarters. Increase the number of employees from 3 to 6 in year one and maintain 11 by year three. 1.2 Mission The mission of [YOUR COMPANY NAME] is to provide top-quality residential and commercial pool maintenance and repair services. The principal also plans to add leak repair further complimenting its service offerings. The company will seek to provide these services in the timeliest manner and with an ongoing comprehensive quality control program to provide 100% customer satisfaction. The company's principal officer sees each contract as an agreement not between a business and its customers, but between partners that wish to create a close and mutually beneficial long-term relationship. This will help to provide greater long-term profits through referrals and repeat business. 1.3 Keys to Success The [YOUR COMPANY NAME] believes that the keys to success include: Using state-of-the-art technology to provide the highest quality service, maintenance, and renovation Providing a centralized location and servicing systems for complete customer satisfaction Increasing the number of service vehicles and employees for timely and consistent service fulfillment Retaining knowledgeable management and service staff, with professional appearances and work ethics The company also believes that it can minimize certain risk factors by: Re-capitalization of the company to expand operations over the next three years Low overhead through the use of multi-skilled employees and continual training Strong customer base through aggressive route purchasing and internet marketing Strong community ties and involvement through little league and boy scout sponsorships 2.0 Company Summary [YOUR COMPANY NAME] is an S-corporation founded by owner [YOUR NAME] who has 20 years of industry experience. The company was formed in 1994 as a joint venture with a friend's landscaping company, to take advantage of the concept of a total outdoor home-servicing vehicle. By 1996, the business began to focus solely on pool servicing and in 1998 YOUR NAMEbought his partner out and purchased a two route pool company. At that time, as sole principal in the company, [YOUR NAME] began investing his own capital and grew his workforce to accommodate his increase in clients. [YOUR COMPANY NAME] is now seeking additional funding to cover future expansion. [YOUR COMPANY NAME] located at 5891 Westport Lane, in Naples, FL will be re-located to an approximately 2,000 square foot rented office/warehouse facility in Naples, FL for the first year after funds have been allocated
