import company business plan pdf

Import Export Business Plan Template

Written by Dave Lavinsky

Import Export Business Plan

You’ve come to the right place to create your Import Export business plan.

We have helped over 1,000 entrepreneurs and business owners create business plans and many have used them to start or grow their Import Export businesses.

Below is a template to help you create each section of your Import Export business plan.

Executive Summary

Business overview.

Trade Global is a startup Import/Export company located in Houston, Texas. The company was founded by Ted Rogers, who has deep experience as a wholesale distribution executive. Ted has long aspired to work for himself, and has been systematically acquiring the tools and knowledge necessary to successfully operate an import/export business. The combination of his skills and drive positions him to succeed. What’s more, he has an extensive network of contacts across the globe, which will provide an edge in acquiring clientele.

Product Offering

Trade Global has acquired a warehouse in Hong Kong, and has entered into contracts with five Asian manufacturers to export goods to the United States. As the company gains credibility and grows its client base, it has plans to begin building its own fleet of cargo ships that will carry goods both into and out of the United States.

Customer Focus

Trade Global will procure products from manufacturers and wholesale products to distributors throughout the United States, Southeast Asia, and Europe.

Management Team

Trade Global will be owned and operated by Ted Rogers. Ted has a background as a wholesaler, and is a graduate of Michigan State University’s Supply Chain Management program, and subsequently earned an Export/Import Certificate from the International Chamber of Commerce (ICC).

Success Factors

Trade Global will be able to achieve success by offering the following competitive advantages:

• Friendly, knowledgeable, and highly qualified owner
• An ideal warehouse location in Hong Kong, with ample room for expansion
• FTZ status with Port Houston

Financial Highlights

Trade Global is seeking $750,000 in debt financing to launch its import/export operation. The funding will be dedicated towards procuring, packing, and shopping products, and payroll of the staff until the firm reaches break even. The breakout of the funding is below:

• Inventory: $250,000
• Shipping costs: $250,000
• Office equipment, supplies, and materials: $10,000
• Overhead expenses (payroll, rent, utilities): $200,000
• Marketing costs: $20,000
• Working capital: $20,000

The following graph below outlines the pro forma financial projections for Trade Global.

Company Overview

Who is trade global.

Trade Global is a startup import/export company located in Hong Kong and Houston, Texas. The company was founded by Ted Rogers, who has deep experience as a wholesale distribution executive. Ted has long aspired to work for himself, and has been systematically acquiring the tools and knowledge necessary to successfully operate an import/export business. The combination of his skills and drive positions him to succeed. What’s more, he has an extensive network of contacts across the globe, which will provide an edge in acquiring clientele.

  Trade Global aims to deliver a wide variety of goods both into and out of the United States. The team is highly qualified and experienced in sales and supply chain management.

Trade Global History

Trade Global is owned and operated by Ted Rogers, a former distribution executive and ICC certified Importer/Exporter. Ted has worked for a large wholesale company and oversaw a wide variety of accounts from around the world. Derek’s tenure with the wholesale distribution company, as well as his education in Supply Chain Management has given him the skills and knowledge required to venture out and start his own company. Ted has been awarded contracts with two large Chinese manufacturers, which guarantees Trade Global stability while it works to increase its reach.

Since incorporation, Trade Global has achieved the following milestones:

• Registered Trade Global, LLC to transact business in the state of Texas.
• Acquired an import license from US Customs and Border Protection (CBP)
• Has acquired an existing warehouse in Hong Kong.
• Reached out to numerous manufacturers to apply for wholesale contracts.
• Entered into a contract with a deep sea cargo transportation company.
• Began recruiting warehouse workers, and office personnel to work at Trade Global.

Import Export Services

Trade Global has signed contracts with two manufacturers, to export goods from China to the US. It will begin as a small exporter, with ample warehouse space for growth. The company will keep abreast of logistics technology innovations as it grows.

Industry Analysis

The US import/export industry is significant in terms of revenue. According to the United States International Trade Commission (USITC), the total value of US goods and services exports in 2022 was approximately $2.09 trillion, and the value of imports was approximately $3.0 trillion. This resulted in a trade deficit of roughly $948.1 billion for the year. The revenue generated by the industry is a combination of goods and services exported and imported by the United States.

Over the last few decades, the US import/export industry has seen consistent growth. The USITC data indicates that the total value of US exports and imports has grown substantially since the 1980s. This growth is influenced by factors such as globalization, trade agreements, technological advancements, and evolving consumer demands.

The trade deficit, which occurs when the value of imports exceeds exports, has been a subject of concern for policymakers. Reducing the trade deficit has been a goal of various US administrations.

Several trends have shaped the US import/export industry:

• Globalization: Increased globalization has allowed US businesses to access international markets and global supply chains. This trend has led to an expansion in both exports and imports, as well as an interconnected global economy.
• E-commerce: The growth of e-commerce has had a substantial impact on the industry. Small and medium-sized enterprises (SMEs) have easier access to international markets through online platforms, leading to a boost in exports of services and goods.
• Trade Policies: Trade policies, such as tariffs and trade agreements, have a significant impact on the industry. The US has experienced trade tensions with several countries, notably China. These policies can influence the types of goods and services that are imported and exported.
• Technology: Advancements in technology have made it easier for businesses to engage in international trade. Technologies like blockchain, logistics software, and automation have improved efficiency and tracking in the import/export process.
• Environmental and Ethical Concerns: There is a growing focus on sustainable and ethical trade practices. Consumers and businesses are increasingly concerned about the environmental impact of products, leading to changes in supply chain management and the types of goods being imported and exported.
• Geopolitical Factors: Geopolitical factors, such as trade relations with China, Brexit, and tensions in the Middle East, can affect trade patterns and the stability of the import/export industry.

Customer Analysis

Profile of target market.

Trade Global will initially target manufacturing companies in China, and wholesale companies in the US.

The precise data for these target markets are:

China In 2022, the total merchandise exports from China amounted to around 24 trillion yuan. This included 6.3 trillion yuan worth of high and new-tech products and over 13.6 trillion yuan worth of mechanical and electronic products.

As of 2021, there were around 25,200 state-owned industrial enterprises above designated size in China.

United States The Wholesale Trade sector is an intermediary step in the supply chain process. Companies in the sector distribute goods from agriculture, mining, manufacturing and information industries to downstream markets, typically without any transformation. In 2023, the US Wholesale sector is valued at $11.3 trillion.

Customer Segmentation

Trade Global will primarily target the following customer profiles:

• Small to medium manufacturers of FMCG in China
• Wholesale distributors of FMCG in US

Competitive Analysis

Direct and indirect competitors.

Trade Global will face competition from other companies with similar business models. A description of each competitor company is below.

Global Electronic Imports & Exports, Inc.

Established in 1990, Global Electronic Imports & Exports specializes in the import and export of consumer electronics, including smartphones, tablets, and audio equipment. They also deal in a range of accessories and components related to consumer electronics.

Global Electronic Imports & Exports has long-standing partnerships with major electronics manufacturers in Asia, including Samsung, LG, and Panasonic. They also collaborate with major US-based retailers for distribution.

Global Electronic Imports & Exports reported an annual trade volume of approximately $150 million in consumer electronics and related products last year.

Natural Foods International

Established in 2005, Natural Foods International specializes in the import and export of food products, with a focus on organic and non-GMO items. They deal in a wide range of commodities, including grains, nuts, and dried fruits.

The company has established partnerships with a network of international organic farms and cooperatives. They also have distribution agreements with major US grocery chains, such as Whole Foods Market and Trader Joe’s.

Last year, Natural Foods International reported a trade volume of approximately $85 million in organic and non-GMO food products.

Titan Heavy Machinery, Inc.

Established in 1998, Titan Heavy Machinery is a specialized import/export company focusing on the heavy equipment and construction industry. Their product range includes excavators, bulldozers, and industrial vehicles.

The company has close partnerships with leading heavy machinery manufacturers, particularly in Japan and Germany. They also collaborate with construction and mining companies in the US and overseas.

Last year, Titan Heavy Machinery reported a trade volume of approximately $60 million in heavy equipment and machinery, serving the construction and infrastructure development sectors.

Competitive Advantage

Trade Global will be able to offer the following advantages over their competition:

• Smaller, more personal operation, with highly-qualified supply chain experts
• Trade Global stays abreast of all technology developments, constantly seeks to improve the supply chain, and delivers an accurate and complete shipment to each customer.
• Trade Global offers competitive pricing for its services. Their pricing structure is the most cost effective compared to the competition.

Marketing Plan

Brand & value proposition.

Trade Global will offer the unique value proposition to its clientele:

• Highly-qualified team of supply chain experts that provide a comprehensive suite of export/import services (sales, packaging, shipping, customs, tariff/financial, marketing, expedient delivery).
• Unbeatable pricing to its clients – Trade Global does not mark up its services at a large percentage, offering competitive pricing.

Promotions Strategy

Flexibility and adaptability are key in marketing, as the import/export industry is subject to changes in international trade policies, global economic conditions, and shifting market dynamics.

The promotions strategy for Trade Global is as follows:

Create a Strong Online Presence:

Trade Global will build a professional, user-friendly website that showcases the company’s services, products, and expertise. The site will be optimized for search engines (SEO) to improve its visibility in online search results.

Network and Build Relationships:

Trade Global will make a point of attending a variety of trade shows and industry events to meet potential clients, suppliers, and partners, since building and maintaining relationships in the import/export industry is often critical to success.

Trade Global will also join industry-specific associations and chambers of commerce to gain credibility and access a network of contacts.

Online Marketing:

Trade Global will list products or services on established online B2B marketplaces like Alibaba, Global Sources, or TradeIndia to reach a global audience.

Trade Global will launch an email marketing campaign to reach potential clients, partners, and suppliers. Share industry news, company updates, and promotional offers.

The company will use online advertising platforms such as Google Ads and social media advertising to deliver targeted ads that promote import/export services.

Trade Publications and Directories:

Trade Global will advertise the business in relevant industry directories and advertise in trade publications specific to each product niche.

Trade Global’s pricing will be moderate and on par with competitors so clients feel they receive value when purchasing their goods and services.

Operations Plan

The following will be the operations plan for Trade Global. Operation Functions:

• Ted Rogers will initially handle all procurement, finding goods, buyers for goods, negotiating prices, and arranging logistics.
• The company will employ an administrative assistant, who will handle all documentation and answer non-urgent communications.
• The company will employ three warehouse managers to oversee logistics operations.

Milestones:

Trade Global will have the following milestones complete in the next eight months.

• 5/1/202X – Finalize construction of warehouse space
• 6/1/202X – Complete recruitment process for warehouse management
• 6/15/202X – Finalize shipping partnerships
• 8/1/202X – Finalize wholesale contracts
• 11/15/202X – Complete hiring of warehouse team
• 12/1/202X – Receive first products intended for export

Trade Global will be owned and operated by Ted Rogers, who will oversee the procurement and logistical operations.

Ted Rogers has a background in wholesale, and is a graduate of Michigan State University’s Supply Chain Management program, and subsequently earned an Export/Import Certificate from the International Chamber of Commerce (ICC).

Trade Global has begun the recruitment process for experienced Warehouse Managers in Hong Kong, and expects to complete the hiring process within one month.

Financial Plan

Key revenue & costs.

The revenue drivers for Trade Global will largely rely on finding the best buyers for products being imported/exported. In addition, negotiating the lowest shipping costs will be a significant factor in revenue realized.

The cost drivers will be the overhead costs required to procure goods, and operate the warehouse. The major expenses will be payroll, and shipping costs.

Funding Requirements and Use of Funds

Key assumptions.

The following outlines the key assumptions required to achieve the revenue and cost numbers in the financials and to pay off the startup business loan.

• Sales Revenue: Projected sales revenue will be broken down by product or service, region, and customer segments.
• Gross Margin: Profit projections will account for variations in costs, such as shipping, import duties, and currency fluctuations.
• Cost of Goods Sold (COGS): This includes the cost of acquiring the goods for import or export.
• Currency Exchange Rates: Exchange rates can significantly impact the financial performance of an importer/exporter.
• Credit Terms: Credit terms offered to customers and suppliers impact cash flow and working capital requirements.
• Inventory Turnover: Carrying costs and storage expenses will impact profit; therefore, an accurate forecast of how quickly inventory will need to be replenished is important
• Taxes and Duties: Import/export duties, taxes, and customs fees based on the countries involved in the trade
• Economic Conditions: inflation rates, interest rates, and political stability can affect profitability

Financial Projections

Income statement.

Balance Sheet

Cash Flow Statement

Import Export Business Plan FAQs

What is an import export business plan.

An import export business plan is a plan to start and/or grow your import export business. Among other things, it outlines your business concept, identifies your target customers, presents your marketing plan and details your financial projections.

You can easily complete your Import Export business plan using our Import Export Business Plan Template here .

What are the Main Types of Import Export Businesses? 

There are a number of different kinds of import export businesses , some examples include: Export management company, Export trading company, and Import-export merchant (or free agent).

How Do You Get Funding for Your Import Export Business Plan?

Import Export businesses are often funded through small business loans. Personal savings, credit card financing and angel investors are also popular forms of funding.

What are the Steps To Start an Import Export Business?

Starting an import export business can be an exciting endeavor. Having a clear roadmap of the steps to start a business will help you stay focused on your goals and get started faster.

1. Develop An Import Export Business Plan - The first step in starting a business is to create a detailed import export business plan that outlines all aspects of the venture. This should include potential market size and target customers, the services or products you will offer, pricing strategies and a detailed financial forecast. 

2. Choose Your Legal Structure - It's important to select an appropriate legal entity for your import export business. This could be a limited liability company (LLC), corporation, partnership, or sole proprietorship. Each type has its own benefits and drawbacks so it’s important to do research and choose wisely so that your import export business is in compliance with local laws.

3. Register Your Import Export Business - Once you have chosen a legal structure, the next step is to register your import export business with the government or state where you’re operating from. This includes obtaining licenses and permits as required by federal, state, and local laws.

4. Identify Financing Options - It’s likely that you’ll need some capital to start your import export business, so take some time to identify what financing options are available such as bank loans, investor funding, grants, or crowdfunding platforms.

5. Choose a Location - Whether you plan on operating out of a physical location or not, you should always have an idea of where you’ll be based should it become necessary in the future as well as what kind of space would be suitable for your operations.

6. Hire Employees - There are several ways to find qualified employees including job boards like LinkedIn or Indeed as well as hiring agencies if needed – depending on what type of employees you need it might also be more effective to reach out directly through networking events.

7. Acquire Necessary Import Export Equipment & Supplies - In order to start your import export business, you'll need to purchase all of the necessary equipment and supplies to run a successful operation. 

8. Market & Promote Your Business - Once you have all the necessary pieces in place, it’s time to start promoting and marketing your import export business. This includes creating a website, utilizing social media platforms like Facebook or Twitter, and having an effective Search Engine Optimization (SEO) strategy. You should also consider traditional marketing techniques such as radio or print advertising.

Import Export Business Plan Template

Written by Dave Lavinsky

Import-Export Business Plan

Over the past 20+ years, we have helped over 1,000 entrepreneurs and business owners create business plans to start and grow their import-export businesses. On this page, we will first give you some background information with regards to the importance of business planning. We will then go through an import-export business plan template step-by-step so you can create your plan today.

Download our Ultimate Business Plan Template here >

What is an Import-Export Business Plan?

A business plan provides a snapshot of your import-export business as it stands today, and lays out your growth plan for the next five years. It explains your business goals and your strategy for reaching them. It also includes market research to support your plans.

Why You Need a Business Plan for an Import-Export Company

If you’re looking to start an import-export business, or grow your existing business, you need a business plan. A business plan will help you raise funding, if needed, and plan out the growth of your import-export business in order to improve your chances of success. Your import-export business plan is a living document that should be updated annually as your company grows and changes.

Sources of Funding for Import-Export Businesses

With regards to funding, the main sources of funding for an import-export business are personal savings, credit cards, bank loans and angel investors. With regards to bank loans, banks will want to review your business plan and gain confidence that you will be able to repay your loan and interest. To acquire this confidence, the lender will not only want to confirm that your financials are reasonable, but they will also want to see a professional plan. Such a plan will give them the confidence that you can successfully and professionally operate a business. Personal savings and bank loans are the most common funding paths for social media marketing businesses.

Finish Your Business Plan Today!

How to write a business plan for an import-export company.

If you want to start an import-export business or expand your current one, you need a business plan. Below are links to each section of your import-export business plan template:

Executive Summary

Your executive summary provides an introduction to your business plan, but it is normally the last section you write because it provides a summary of each key section of your plan.

The goal of your Executive Summary is to quickly engage the reader. Explain to them the type of import-export business you are operating and its status. For example, are you a startup, do you have an import-export business that you would like to grow, or are you operating import-export companies in multiple markets?

Next, provide an overview of each of the subsequent sections of your plan. For example, give a brief overview of the import-export industry. Discuss the type of import-export business you are operating. Detail your direct competitors. Give an overview of your target market. Provide a snapshot of your marketing plan. Identify the key members of your team. And offer an overview of your financial plan.  

Company Analysis

In your company analysis, you will detail the type of import-export business you are operating.

For example, you might operate one of the following types of import-export companies:

• Export management company – these types of businesses handle all the details (hiring distributors, handling logistics, creating marketing materials, etc) for companies wishing to export a product.
• Export trading company – these types of businesses determine what products foreign buyers want, and then find domestic companies who make the product.
• Import-export merchant (or free agent) – this type of business buys merchandise from a manufacturer, and resells that merchandise around the world.

In addition to explaining the type of import-export business you will operate, the Company Analysis section of your business plan needs to provide background on the business.

Include answers to question such as:

• When and why did you start the business?
• What milestones have you achieved to date? Milestones could include the volume of products you have exported or imported, number of import-export contracts signed, etc.
• Your legal structure. Are you incorporated as an S-Corp? An LLC? A sole proprietorship? Explain your legal structure here.

Industry Analysis

In your industry analysis, you need to provide an overview of the import-export industry.

While this may seem unnecessary, it serves multiple purposes.

First, researching the import-export industry educates you. It helps you understand the market in which you are operating.

Secondly, market research can improve your strategy, particularly if your research identifies market trends.

The third reason for market research is to prove to readers that you are an expert in your industry. By conducting the research and presenting it in your plan, you achieve just that.

The following questions should be answered in the industry analysis section of your import-export business plan:

• How big is the import-export industry (in dollars)?
• Is the market declining or increasing?
• Who are the key competitors in the market?
• Who are the key suppliers in the market?
• What trends are affecting the industry?
• What is the industry’s growth forecast over the next 5 – 10 years?
• What is the relevant market size? That is, how big is the potential market for your import-export business? You can extrapolate such a figure by assessing the size of the market in the entire country and then applying that figure to your local population.

Customer Analysis

The customer analysis section of your import-export business plan must detail the customers you serve and/or expect to serve.

The following are examples of customer segments: manufacturers, wholesalers, retailers, and consumers.

As you can imagine, the customer segment(s) you choose will have a great impact on the type of import-export business you operate. Clearly, individuals looking to purchase coffee beans online would respond to different marketing promotions than mobile phone manufacturers, for example.

Try to break out your target market in terms of their demographic and psychographic profiles. With regards to demographics, include a discussion of the ages, genders, locations and income levels of the customers you seek to serve. Because most import-export companies primarily serve customers living in their same city or town, such demographic information is easy to find on government websites.

Psychographic profiles explain the wants and needs of your target customers. The more you can understand and define these needs, the better you will do in attracting and retaining your customers.

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Competitive Analysis

Your competitive analysis should identify the indirect and direct competitors your business faces and then focus on the latter.

Direct competitors are other import-export companies.

Indirect competitors are other options that customers have to purchase from that aren’t direct competitors. This includes manufacturers with vertically integrated distribution operations, or consumers who prefer to purchase similar products made domestically.

With regards to direct competition, you want to describe the other import-export companies with which you compete. Most likely, your direct competitors will be import-export businesses located very close to your location.

For each such competitor, provide an overview of their businesses and document their strengths and weaknesses. Unless you once worked at your competitors’ businesses, it will be impossible to know everything about them. But you should be able to find out key things about them such as:

• What types of customers do they serve?
• Do they specialize in specific products, or in imports from a specific country or region?
• What is their pricing (premium, low, etc.)?
• What are they good at?
• What are their weaknesses?

With regards to the last two questions, think about your answers from the customers’ perspective. And don’t be afraid to ask your competitors’ customers what they like most and least about them.

The final part of your competitive analysis section is to document your areas of competitive advantage. For example:

• Will you provide a wider variety of products or maintain distribution contracts with more manufacturers?
• Will you offer extra services, such as brokerage?
• Will you provide better customer service?
• Will you offer better pricing?

Think about ways you will outperform your competition and document them in this section of your plan.  

Marketing Plan

Traditionally, a marketing plan includes the four P’s: Product, Price, Place, and Promotion. For an import-export business plan, your marketing plan should include the following:

Product : In the product section, you should reiterate the type of import-export company that you documented in your Company Analysis. Then, detail the specific products you will be offering. For example, in addition to mobile phones, will your import-export business offer other consumer electronics such as laptops or wireless headphones?

Price : Document the prices you will offer and how they compare to your competitors. Essentially in the product and price sub-sections of your marketing plan, you are presenting the services you offer and their prices.

Place : Place refers to the location through which you will sell your imported/exported goods. For example, will you distribute your goods directly to consumers online, or will you maintain supply contracts with retailers and wholesalers? In this section, document each method by which you will sell your products.

Promotions : The final part of your import-export marketing plan is the promotions section. Here you will document how you will drive customers to your business. The following are some promotional methods you might consider:

• Advertising in trade papers and magazines
• Direct contact with potential clients (cold calling)
• Social media marketing
• Exhibits at Trade Shows

Operations Plan

While the earlier sections of your business plan explained your goals, your operations plan describes how you will meet them. Your operations plan should have two distinct sections as follows.

Everyday short-term processes include all of the tasks involved in running your import-export business, including determining which products are needed, sourcing product manufacturers, securing and maintaining all necessary licenses and permits, arranging logistics, etc.

Long-term goals are the milestones you hope to achieve. These could include the dates when you expect to sign your 100 th supply contract, or when you hope to reach $X in revenue. It could also be when you expect to expand your import-export business to a new market.  

Management Team

To demonstrate your import-export business’ ability to succeed, a strong management team is essential. Highlight your key players’ backgrounds, emphasizing those skills and experiences that prove their ability to grow a company.

Ideally you and/or your team members have direct experience in managing import-export companies. If so, highlight this experience and expertise. But also highlight any experience that you think will help your business succeed.

If your team is lacking, consider assembling an advisory board. An advisory board would include 2 to 8 individuals who would act like mentors to your business. They would help answer questions and provide strategic guidance. If needed, look for advisory board members with experience in logistics, or successfully running small businesses.  

Financial Plan

Your financial plan should include your 5-year financial statement broken out both monthly or quarterly for the first year and then annually. Your financial statements include your income statement, balance sheet and cash flow statements.

Income Statement

An income statement is more commonly called a Profit and Loss statement or P&L. It shows your revenues and then subtracts your costs to show whether you turned a profit or not.

In developing your income statement, you need to devise assumptions. For example, will you import from one country, or will you operate globally? And will sales grow by 2% or 10% per year? As you can imagine, your choice of assumptions will greatly impact the financial forecasts for your business. As much as possible, conduct research to try to root your assumptions in reality.

Balance Sheets

Balance sheets show your assets and liabilities. While balance sheets can include much information, try to simplify them to the key items you need to know about. For instance, if you spend $50,000 on building out your import-export business, this will not give you immediate profits. Rather it is an asset that will hopefully help you generate profits for years to come. Likewise, if a bank writes you a check for $50,000, you don’t need to pay it back immediately. Rather, that is a liability you will pay back over time.

Cash Flow Statement

In developing your Income Statement and Balance Sheets be sure to include several of the key costs needed in starting or growing an import-export business:

• Warehouse build-out including fixtures, construction, etc.
• Cost of buying or leasing the necessary transportation equipment (containers, cargo ship / airplane, etc.), or otherwise securing the means of transporting your goods
• Payroll or salaries paid to staff
• Business insurance
• Taxes and permits
• Legal expenses

Attach your full financial projections in the appendix of your plan along with any supporting documents that make your plan more compelling. For example, you might include your warehouse lease, or contracts with manufacturers and distributors.  

Putting together a business plan for your import-export business is a worthwhile endeavor. If you follow the template above, by the time you are done, you will truly be an expert. You will really understand the import-export industry, your competition, and your customers. You will have developed a marketing plan and will really understand what it takes to launch and grow a successful import-export business.  

Import Export Business Plan FAQs

What is the easiest way to complete my import export business plan.

Growthink's Ultimate Business Plan Template allows you to quickly and easily complete your Import Export Business Plan.

What is the Goal of a Business Plan's Executive Summary?

The goal of your Executive Summary is to quickly engage the reader. Explain to them the type of import export business you are operating and the status; for example, are you a startup, do you have an import export business that you would like to grow, or are you operating a chain of import export businesses?

Don’t you wish there was a faster, easier way to finish your Import Export business plan?

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Home » How to Write a Business Plan for Your Import-Export Business

How to Write a Business Plan for Your Import-Export Business

January 20, 2021

The world is more interconnected than it’s ever been. This provides a perfect opportunity for you to create your own import-export business. Whether it’s importing beautiful textiles from another continent or exporting local Canadian products abroad, all you need is passion and drive to get started.

You probably have plenty of ideas swirling around in your head, but the only way to make your business a reality and ensure your success is to write a winning business plan. Business plans are notoriously long and complex but don’t be disheartened. Here are 6 steps to writing the perfect business plan for your import-export company:

1. Start with an Executive Summary.

Think of this as the ultimate introduction to your business. It should concisely delineate exactly what you want as a business owner. Remember, you need to know where your business is going. It’s up to you to clarify your vision. No one is going to be as passionate about your import-export storefront as you are.

Your executive summary should have:

• Your business concept : what you’ll sell, who will purchase it, and why your business will work
• Financial points : your sales, profits, cash flows, and ROI
• Required finances : what capital is needed and how it will be used
• Current business state : a short history of your business including key members of staff
• Achievements : may include test marketing, facility locations, important contracts, etc.

Keep it short and sweet. Ideally, your executive summary will be no more than half a page. The rest of your business plan is where you’ll go into greater detail about these components.

It might be helpful to go through How to Start an Import Export Business before you create your executive summary to ensure everything is carefully thought out before you present it in your business plan.

2. Include a Business Description.

This is your opportunity to describe exactly what you’re importing or exporting and how it will succeed. Are you importing Congolese avocados? Show how you can guarantee perfect ripeness when they reach stores. Are you exporting blenders to Bolivia? Demonstrate you’ve found the perfect blender to suit the demand of that market.

Here are some questions to consider and incorporate:

• How does the industry look now and how might it change in the future?
• Is your business brand new or already established?
• What kind of business is it (e.g. partnership, corporation)?
• What are the ins and outs of the distribution of your product?
• How is your business better than your competitors?
• What exactly makes your business profitable?

Don’t forget insurance. Investors and lenders need to see you’re responsible and won’t lose money from major oversights. You might think skipping product insurance will help you make more money, but this is a huge mistake in the long run. Find a premium insurance company and include that information in your business description.

3. Conduct a Market Analysis.

Roll up your sleeves—this part takes a lot of effort. If you put the work in and do  the research, it will pay off. The point of your market analysis is to demonstrate your knowledge of the market and your ability to claim a significant share of it. 

A great market analysis can look like this:

• Define the market : talk about size, trends, rules and regulations, prospective growth areas, and sales potential
• Nail down the total feasible market : specifically address the portion of the market your business can realistically capture
• Estimate market share : take into consideration industry growth and your product’s life cycle
• Determine pricing : discuss your reasons for pricing and how you will cover costs
• Explain your promotion strategy : this includes advertising, packaging, PR, etc.

Factor in exchange rates. As you’re figuring out your price, be sure to include  exchange rates in your calculations. Neglecting this could sink your business. You might want to consider using the local currency of the country you’re working with, especially if they use an international currency such as euros or US dollars. Are you planning on exporting to the EU? Don’t miss this helpful guide .

4. Summarize a Competitive Analysis.

Not quite the same as your market analysis, your competitive analysis focuses mainly on the strengths and weaknesses of your competitors. Planning to import Italian cars? Put yourself in your buyer’s shoes. What options do they have for purchasing an Italian car? What are the strengths and weaknesses of each option?

After you make a list of all your potential competitors, you’ll want to organize all the information in a competitive strength grid, which outlines which competitors are strong in each skill category and which ones are weak (e.g. price, product quality).

Lastly, you’ll need to clearly define your competitive advantage. Do you have a  lower price point? Are your cars of better quality? Do you have a more solid advertising plan? Can you break into a new market? 

Your price equates to your product’s value. If you price your product too far below your competitors, it may cheapen your product in the eyes of consumers. There’s nothing wrong with trying to outpace your competitors in pricing, but make sure you don’t overdo it and cause your customers to overlook your product due to a lower perceived quality.

5. Create a Design & Development Plan.

This is where you focus on details, details, details. How are you going to make your business a reality? Now is your opportunity to get it all on paper.

Here are some questions to answer in this section:

• What are your goals for product development?
• Which procedures will you have in place for product review, marketing, and distribution?
• What is your exact production schedule?
• What’s in your detailed development budget?
• How many employees need to be recruited and in what areas?
• What possible risks are apparent?
• How will your business function on a continuing basis?
• What is the organizational structure of your business?

If you’ve left any of these questions unanswered, you’ll need to add more details.

Don’t go it alone. You might prefer to do everything on your own, but that will only leave you overworked and exhausted. There are so many specifics in the import-export world that you can easily get overwhelmed. Do yourself a favor and hire a team to help.

Are you planning on selling your product on Amazon? Check out these useful logistical tips .

6. Don’t Forget the Financial Data.

When it comes down to it, this is what investors really want to see. This is how  they’ll determine whether your business – anything from exporting dresses to importing sailboats – will succeed or not.

You’ll need to include three statements in the financial section:

• Income statement : a simple report on monthly sales and expenses
• Cash flow statement : a schedule of what money is needed and where it will come from
• Balance sheet : a summary of your business’s assets, liabilities, and equity

Let your words be few. You should include a short analysis statement after the income statement, but resist the temptation to ramble. The idea is to let the financial statements in this portion speak for themselves.

Once you’ve finished your business plan, send it out to investors and lenders you’ve already established a connection with. Make big asks—you never know who might say yes! With an excellent import export business plan at your disposal, you’re well on your way to becoming a successful business owner.

BorderBuddy creates importing and exporting solutions for any size of business. We specialize in smoothing the process for you—handling the paperwork and logistics so you can focus on growing your company. We love supporting small businesses and are proud of the success stories we’ve been a part of. Give us a call and let us help you create a unique and sustainable import-export business today.

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Business Plan Template for Import Export Companies

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Starting an import-export business can be an exciting venture, but it requires careful planning and strategy to succeed in the global trade industry. That's where ClickUp's Business Plan Template for Import Export Companies comes in!

With this template, you can create a comprehensive business plan that covers all aspects of your import-export operations, including:

• Outlining your strategies and goals for entering and expanding in international markets
• Identifying target markets and customers to effectively position your products or services
• Assessing financial projections and budgets to ensure profitability and sustainability
• Determining logistics and supply chain management to streamline your operations
• Analyzing risks and competition to develop strategies for market penetration and differentiation

Don't miss out on the opportunity to create a roadmap for success in the import-export industry. Get started with ClickUp's Business Plan Template today!

Business Plan Template for Import Export Companies Benefits

Import and export companies can benefit greatly from using a business plan template specifically designed for their industry. Here are some of the advantages:

• Streamlining the strategic planning process by providing a structured framework for outlining goals and objectives
• Identifying target markets and customers, allowing for targeted marketing and sales efforts
• Assessing financial projections and forecasting revenue, expenses, and profitability
• Determining logistics and supply chain management strategies to optimize operations and minimize costs
• Analyzing risks and competition to develop effective risk management and competitive advantage strategies
• Creating a roadmap for success in the global trade industry, guiding the company's growth and expansion plans.

Main Elements of Import Export Companies Business Plan Template

ClickUp's Business Plan Template for Import Export Companies is specifically designed to help import and export companies create a comprehensive roadmap for success in the global trade industry. Here are the main elements of this template:

• Custom Statuses: Use the "Complete," "In Progress," "Needs Revision," and "To Do" statuses to track the progress of each section of your business plan and ensure that all tasks are completed on time.
• Custom Fields: Utilize the "Reference," "Approved," and "Section" custom fields to add important information to your business plan, such as references, approval status, and specific sections.
• Custom Views: Access different views, including "Topics," "Status," "Timeline," "Business Plan," and "Getting Started Guide," to easily navigate through your business plan and analyze different aspects, such as goals, progress, timelines, and overall plan structure.
• Collaboration: Collaborate with your team in real-time by assigning tasks, setting due dates, leaving comments, and attaching files within each section of your business plan.
• Integration: Seamlessly integrate with other tools, such as Google Drive, to import and export relevant documents and data, ensuring all your information is centralized and easily accessible.

How To Use Business Plan Template for Import Export Companies

If you're in the import-export business, having a well-thought-out business plan is crucial for success. Here are six steps to help you effectively use the Business Plan Template for Import Export Companies in ClickUp:

1. Define your mission and vision

Start by clearly defining the mission and vision of your import-export company. What do you aim to achieve? What values do you want to uphold? This will serve as the foundation for your business plan and guide your decision-making process.

Use a Doc in ClickUp to articulate your mission and vision statement and share it with your team for feedback.

2. Conduct market research

Before diving into the import-export industry, it's essential to conduct thorough market research. Identify potential target markets, assess competition, and analyze trends and opportunities. This step will help you understand the demand for your products and identify strategies to stay ahead.

Utilize custom fields in ClickUp to track key market research data, such as market size, competitors, and consumer behavior.

3. Define your products and services

Next, outline the specific products and services your import-export company will offer. Clearly define the unique selling points and advantages of your offerings. Additionally, identify potential suppliers and partners to ensure a smooth supply chain.

Create tasks in ClickUp to categorize and track your products and services, including details like pricing, sourcing, and quality control.

4. Develop a marketing and sales strategy

To attract customers and generate revenue, you'll need a robust marketing and sales strategy. Determine the most effective channels to reach your target audience, whether it's through digital marketing, trade shows, or partnerships. Additionally, outline your pricing strategy, sales targets, and promotional activities.

Use the Gantt chart in ClickUp to create a timeline for your marketing campaigns and track their progress.

5. Create a financial plan

A comprehensive financial plan is essential for the success of any business. Estimate your startup costs, projected revenue, and expenses. Determine your pricing structure, profit margins, and cash flow projections. Additionally, consider any financing options or investment opportunities that may be available.

Utilize the Table view in ClickUp to create financial projections, track expenses, and monitor your company's financial health.

6. Monitor and adapt

Once your business plan is in place, it's important to regularly monitor your progress and adapt as needed. Keep track of key performance indicators, such as sales volume, customer satisfaction, and market share. Review your plan periodically and make adjustments based on new information or changing market conditions.

Set up recurring tasks in ClickUp to review and update your business plan regularly, ensuring that it remains relevant and aligned with your goals.

By following these six steps and utilizing the Business Plan Template for Import Export Companies in ClickUp, you'll be well-equipped to navigate the import-export industry and achieve long-term success.

Get Started with ClickUp’s Business Plan Template for Import Export Companies

Import and export companies can use this Business Plan Template for Import Export Companies to streamline their planning process and ensure a successful global trade strategy.

First, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.

Next, invite relevant members or guests to your Workspace to start collaborating.

Now you can take advantage of the full potential of this template to create a comprehensive business plan:

• Use the Topics View to organize your business plan into different sections, such as market analysis, financial projections, and logistics
• The Status View will help you track the progress of each section, with statuses like Complete, In Progress, Needs Revision, and To Do
• Utilize the Timeline View to set deadlines and milestones for each section of your business plan
• The Business Plan View provides a holistic overview of your entire plan, allowing you to easily navigate and make updates
• Use the Getting Started Guide View to access helpful resources and tips for creating a successful business plan
• Customize the template by adding custom fields like Reference, Approved, and Section to track additional information and make your plan more organized
• Monitor and analyze your business plan to ensure it aligns with your goals and objectives
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How to write a business plan for your import/export company.

Starting an import/export company can be a great way to capitalize on global markets and create a profitable business.

It can also open up opportunities to source and sell products from different countries, allowing businesses to benefit from cost savings, new markets, and a wider selection of products.

Don't start without having built a business plan though.

Writing a business plan before starting a new project is an important step to ensure success. It will help identify potential risks and opportunities, and provide a roadmap for the project.

In short, a good business plan will help ensure the profitability of your import/export company .

What information should you put into the business plan of an import/export company? How should it be arranged? What financial metrics should be included? What are some tips for writing a business plan in the most efficient way possible?

Good news, you can find all the answers to these questions in the forthcoming article!

One last thing: it's not mandatory to start your business plan from scratch.

You can download our professional business plan for an import/export company and adjust it to match your preferences.

Crafting an elaborate business plan for an import/export company

Should you consider writing a business plan for your import/export company.

Yes, you should consider writing a business plan for your import/export company.

Designing a cohesive business plan will equip you to:

• learn about the import/export market
• stay tuned to the industry's fresh trends
• establish what makes an import/export company thriving
• understand market demands and international trade regulations to facilitate efficient import/export operations
• come up with a great value proposition for your global trade firm
• assess competitor brand reputation
• discover competitive differentiators for your import/export company
• find a business model that will lead to a positive bottom line
• establish and execute a strategic action plan to drive sustainable growth
• assess potential risks involved in running an import/export company, such as customs regulations, supply chain disruptions, and international trade policies

Our team has created a business plan for an import/export company to help you accomplish all the elements that have been listed

How to structure a business plan for an import/export company?

Your business plan will be filled with various metrics and data. It must be well structured, to make easy to read and digest.

When we built our business plan for an import/export company , we made sure to outline it properly.

There are 5 main sections (Opportunity, Project, Market Research, Strategy and Finances).

1. Market Opportunity

The opening section is labeled as "Market Opportunity."

Discover important data and figures about the import/export industry in this section, helping you understand global trade dynamics and market opportunities.

The data here is always fresh; we update it twice a year.

2. Project Presentation

In the "Project" section, you can detail your import/export company, specifying the products or goods you trade, target markets or countries, logistics and shipping capabilities, customs regulations expertise, trade financing services, and the unique value proposition that ensures smooth international trade transactions for your clients.

Also include a short description about yourself at the end of this section.

Explain your expertise in import/export operations, your knowledge of international trade regulations, and how you plan to provide seamless import/export services to clients. Highlight your network of global partners, your ability to navigate complex customs procedures, and your dedication to ensuring smooth and efficient international trade transactions for your customers.

We've written descriptions for you. You can keep them as they are or customize them to fit your business idea perfectly.

3. Market Research

Then, we reach the "Market Research" section.

In this section, you will find a detailed market segmentation analysis for your import/export company.

It includes a presentation of other import/export companies in the industry that will be competing with you. Your company's expertise in international trade and competitive advantages are also highlighted. A customized SWOT analysis is included.

4. Strategy

The "Strategy" section encompasses a complete growth plan, delineating the necessary steps and initiatives to make your import/export company exceptionally profitable.

Moreover, this section comprises a marketing plan, a strategy to mitigate risks, and a completed Business Model Canvas.

5. Finances

In the end, you'll find the "Finances" section, which outlines the financial details of your project.

How to draft the Executive Summary for an import/export company?

The Executive Summary is like an introduction to the business plan for your import/export company.

Don't surpass 2 pages; only include the necessary details.

When you show your business plan to a bank, this is the first part they will see. It needs to grab their attention and make them want to read the rest of the plan.

In the Executive Summary of your import/export company, provide answers to these questions: what types of products do you import/export through your company? who is your target market? who are your competitors in the industry? how do you differentiate from them? what is your budget?

How to do the market analysis for an import/export company?

Analyzing the market for your import/export company allows you to gain insights into factors such as global trade dynamics, competition within the import/export industry, and emerging trends in international commerce.

By conducting a comprehensive market analysis, an import/export company can identify international trade opportunities, establish strong supplier and client relationships, optimize pricing strategies, and execute targeted marketing campaigns, ultimately leading to increased trade volume, higher profitability, and a successful import/export business venture.

This is what we've outlined in the "Market Research" section of our business plan for an import/export company :

• fresh and updated data and statistics about the import/export market, including trade volumes, top trading partners, and global trade trends
• a list of potential market segments for an import/export company
• the competitor study
• the potential competitive advantages for an import/export company

The key points of the business plan for an import/export company

What's the business model of an import/export company, business model of an import/export company.

An import/export company's business model centers around facilitating the movement of goods or products between countries or markets. Revenue is generated through fees or commissions based on the value of imported/exported goods.

The business model focuses on global trade regulations and logistics, establishing relationships with international suppliers or buyers, ensuring efficient shipping and customs clearance, effective marketing to target importers/exporters, and building strong business relationships based on trust and reliable trade services.

Success depends on industry knowledge and connections, delivering timely and cost-effective import/export solutions, maintaining compliance with international trade regulations, fostering positive customer experiences and recommendations, and continuously adapting to changing global trade dynamics and market demands.

Business model vs Business plan

It's important to understand the distinction between "business plan" and "business model."

A business model is a framework that outlines how a company creates value, delivers products or services, and generates revenue.

In a business plan, you use a tool called the Business Model Canvas to outline how your business works.

And, of course, there is a Business Model Canvas (already completed) in our business plan for an import/export company .

How do you identify the market segments of an import/export company?

Market segmentation for your import/export company involves dividing your potential customers into different groups based on their import/export needs, target markets, and demographics.

These categories may include factors such as specific product categories, geographical regions, trading volumes, or customers seeking specific import/export services or expertise (e.g., customs clearance, logistics).

By segmenting your market, you can offer specialized import/export solutions and services that cater to each segment's specific requirements. For example, you might focus on specific product categories such as electronics, apparel, or food and provide import/export services and expertise within those categories, offer services targeting specific geographical regions or markets and facilitate trade between different countries or continents, specialize in import/export logistics and provide efficient supply chain solutions for businesses, or focus on specific import/export services or expertise such as customs clearance or trade compliance to meet the unique needs and preferences of each customer segment.

Market segmentation allows you to effectively target your marketing efforts, communicate your expertise in import/export operations, and provide reliable and smooth trade solutions that meet the unique needs and preferences of each customer segment.

In the business plan for an import/export company , you will find a detailed market segmentation that gives you insights into your potential customers.

How to conduct a competitor analysis for an import/export company?

It's clear that you won't be the only import/export company in the industry. There are other businesses facilitating the international trade of goods and products.

Conducting a comprehensive market study and analyzing your competitors' strengths and weaknesses are essential components of a well-rounded business plan.

Be aware of their weaknesses (such as inefficient logistics processes, limited market research, or poor supplier relationships).

Why is it important to address these aspects? Because these weaknesses can impact the success of import/export companies.

By focusing on these areas, you can ensure efficient logistics and customs clearance, establish strong international partnerships, and provide excellent customer service, positioning your company as a reliable and preferred choice for global trade solutions.

It's what we call competitive advantages—enhancing them will help your business excel.

Here are some examples of competitive advantages for an import/export company: extensive global network and trade connections, efficient logistics and supply chain management, expertise in international trade regulations, competitive pricing and terms, exceptional customer service and support.

How to draft a SWOT analysis for an international trading company?

A SWOT analysis can help identify potential opportunities and threats associated with starting an import/export company and inform decisions about how to best pursue success.

As you can guess, there is indeed a completed and editable SWOT matrix in our business plan for an import/export company

The strengths for an import/export company

S stands for Strengths in SWOT, representing the project's valuable strengths or advantages.

For an import/export company, potential strengths could include global connections, access to overseas markets, knowledge of international regulations, and an understanding of local cultures.

The weaknesses for an import/export company

The letter "W" signifies Weaknesses, which are the areas or aspects of the project that could be improved upon.

For an import/export company, potential weaknesses may include: limited product knowledge, lack of global market presence, lack of local contacts, and inadequate supply chain management.

The opportunities for an import/export company

O stands for Opportunities in SWOT, representing the external factors that can contribute to the project's success.

In the case of an import/export company, potential opportunities include importing goods from low-cost countries, exporting high-demand products to new markets, leveraging digital technology to optimize supply chains, and offering specialized services such as customs clearance and freight forwarding.

The threats for an import/export company

T represents Threats, which are the external factors or circumstances that can pose challenges or risks to the project.

How to outline a marketing strategy for an international trading company?

Including a marketing strategy in your business plan is important to attract customers and generate revenue.

An international trading company can gain clients by developing an effective marketing approach that highlights the company's global network, expertise in international trade, and ability to facilitate seamless import and export transactions.

Businesses won't trade with your international trading company without effective marketing; showcasing your global network, market expertise, and reliable sourcing capabilities is necessary.

Are you utilizing marketing tactics to promote your international trading company? Consider attending international trade shows or business expos, leveraging digital platforms to connect with potential clients or suppliers, and utilizing targeted advertising campaigns to reach businesses interested in global trade.

No need to worry if you're clueless about marketing and communication – it's not a big deal.

How to build financial projections for an international trading company?

A successful business plan must include detailed financial information, such as income and expense projections, cash flow statements, and a break-even analysis.

When creating your business plan, you must include anticipated revenue figures for your import/export company.

It is essential to have a revenue forecast that is both relevant and credible so that your business plan impresses banks or investors.

Our financial plan for an import/export company is easy to use and includes built-in checks to help you identify and correct any assumptions, ensuring you create reliable projections with confidence.

No doubt, you'll have to establish an initial budget for launching your import/export company. Don't overlook any expense. By the way, we've listed them all in our financial plan!

By conducting a break-even analysis, you can assess whether your import/export company will be profitable or not.

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Import/Export Business Plan

It is a fact that open economies do not have enough resources to meet the high demand of goods for their citizens. That is the reason why not only the national government but also private institutions import from other countries to make sure the demand is met and the supply of goods is replenished on a regular basis. You may also see business plan outline with examples .

If you’re planning to export or even import goods for your business, then you first need to create a business plan . Listed below are some import/export business plan examples which will be handy for your business.

Import Export Business Plan Example

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Import/Export Business Plan Thesis

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Import, Export, and Car Trading Business Plan

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Tips in Creating a Business Plan

Listed below are the tips when creating a business plan. Take note that the tips provided below are not only for an import/export business plan but for other types of business plans as well.

1. Create an executive summary

A business plan is mostly created with the purpose of investment. A business plan is not formulated just to be read by the individuals within the company. The actual contents of a business plan contains confidential industry and competitor information, in which these information are presented to investors, who will be aiming to invest in the company.

It is crucial that an executive summary should be well-written as possible investors will not be reading the entire business plan. Unfortunately, investors don’t have the time to read the entire plan, so make sure important details are laid out in the executive summary. Aside from placing their focus on the executive summary, they will also be browsing through the marketing and finance sections as important information can also be found here.

2. Focus on marketing

One of the key subsections of a business plan is the marketing plan . This subsection of a business plan is one of the most important as it does not only tackle the advertising and promotion strategies of the business but also introduces and analyzes the product and how it benefits customers.

As previously mentioned, marketing begins with the general analysis of the product before manufacturing even begins. There are numerous analysis tools available which are also being used by different companies around the world. Just choose which ones are applicable to your business.

The marketing plan is not only limited to product analysis but general information such as product specification should also be listed to provide clear and specific information for investors.

3. Focus on creating financial forecasts as well

Another key subsection of a simple business plan is the finance or financial forecasts plan. Some investors decide to take a further look at financial forecasts compared to the executive summary and general marketing plan . This is because investors are looking at gaining something from their investment, and not just the initial funds they invested in the company.

Financial forecasts are not usually short-term forecasts, but long-term—typically in a span of three to five years. Normally, investment is not recovered after one year, especially for large businesses with a large number of assets. As long as there is an upward trend of revenues and profits in the forecasts and external factors are analyzed, then the investor will be considering to invest. You may also see business plan guidelines examples .

4. Review and revise

Probably the most forgotten tip not only for a general business plan but all types of business documents as well. Constantly reviewing and revising the business plan is necessary for it to be effective. You never know if there are additional data or information that need to be included in the business plan that will be vital for investors in their decision to invest in your business or not.

Never rush in creating the basic business plan , unless you and your team have been slacking off and delaying to create the business plan. Additionally, a final review or revision should pass through the management team since they are in a better position to analyze the business plan.

Building an Import/Export Business Example

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The World’s Top Importers and Exporters (2016 data)

Germany is the top automobile and vehicle parts exporter in the world, thanks to its top-quality and classic homemade brands such as BMW, Audi, Mercedes-Benz, and Porsche. On the other side of the coin, the United States is the world’s top importer of automobiles as well as vehicle parts. You may also see network marketing business plan examples .

Hong Kong is the world’s top exporter of integrated circuits while China is the word’s top importer.

China is the world’s top exporter of consumer products such as computers, telephone products, and broadcasting equipment. China is the home of brands such as Lenovo, ASUS, Acer, Haier, Hasee, Xiaomi, ZTE, and Alcatel, to name a few. The USA meanwhile is the top importer for all three products. You may also like bookkeeping business plan examples .

The USA is the world’s top exporter and importer of refined petroleum. Exxon Mobil and Chevron, two of the biggest gas companies in the world are US-based. On the other hand, Russia is the world’s top exporter of crude petroleum while China is the world’s top importer. Gazprom, LukOil, and Rosneft are all based in Russia. You may also check out hotel business plan examples .

Minerals and exquisite items such as gold, diamonds, and jewelry are exported most by Switzerland, India, and China respectively. The top importers are Switzerland, the United States, and Hong Kong respectively.

France is the world’s biggest aircraft manufacturer, with China being the world’s top importer. Airbus (commercial aircrafts) and Dassault Aviation (military aircrafts) both hail from France.

British Columbia Import/Export Business Guide Example

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Import Business Plan Example

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International Export Business Plan Example

We hope you found this article to be informative as you will be creating your own import/export business plan .

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Sample Import Export Business Plan

Import export business plan sample.

A huge part of global commerce involves import and export of products between countries. This presents tremendous opportunities for entrepreneurs willing to partake in it.

This import export business plan comes to your aid by helping you with the planning process of setting up a thriving business.

We consider the various aspects of this business considered to be crucial to its realization.

Need to write a plan for your venture? Download a FREE Business Plan PDF Sample to develop a template for your own startup.

Here is a sample business plan for starting an importation / exportation company.

• First Things First

To succeed in any business endeavor, you need to first consider the most basic requirements for setting up your import export business. In this case, it involves registering your business. This involves several things such as writing your plan, choice of a business name, access to sufficient capital, as well as applying for licenses and permits depending on the type of product you want to export or import.

To ensure a smooth process, you will need to find out what is required by your state’s business registration department. This step is very crucial to how much success you achieve. A well laid foundation will ensure you overcome challenges that have become all too common for many import export businesses.

• Choosing a Product

When choosing a product you want to export or import, you don’t only go for products that resonate with you but those with high demand. Businesses thrive on demand and supply, hence your area of focus should include quality products, turnover, and an appropriate price structure for your goods or products. Also when making your decision, you also need to understand the dynamics of the industry.

A feasibility study is important in the planning process. Most import and export businesses deal with a tremendous amount of logistics. Hence, you will need to know the entire process involved in shipping a product into or out of your country as well as applicable laws of both originating and destination countries.

• Entering into the Right Partnerships

Whether you are an importer or exporter, you will need to work with product suppliers as well as finding reliable demand sources. These are vital to the success of your import export business. This aspect of your plan ensures you don’t need to encounter difficulties when delivering or taking delivery of export or import products respectively. You should know that quite a lot of work is required in making this possible.

While it is true that a significant amount of work is required, it is a usually rewarding process. This is mainly due to the fruitful relationships fostered which improve over time.

• Know your Customers

Before starting an import or export business, you need to have clearly figured out your target market. There is never a short supply of demand for a variety of products. Hence when choosing a product to export, it should be such that the demand for it is high. Exporting a product to Brazil for instance will require knowing those products in high demand and asking yourself if you can meet such demand.

There is huge potential here because the global community has increasingly become interdependent. No country can be said to be self-sufficient hence an opportunity for entrepreneurs to get involved by finding ways to provide vital services to people.

• Logistics is Crucial!

The import and export industry is one that involves a tremendous amount of logistics. This needs to be fully understood during the planning stages of your business.

In most situations, players in this industry work with professionals such as freight forwarders. These and other professionals have an in depth understanding of how the industry works and will help you establish a seamless process that ensures the prompt delivery of your products.This is one key area you don’t want to go wrong especially if you are dealing with perishable goods like fruit and vegetable export.

• Startup Costs

Startup costs are an import aspect of import export businesses you should consider. This is more so due to its capital intensive nature. Depending on your scale of operations, your startup cost may range from $6,000 to $30,000 as a small scale import export business. Small scale import businesses have been mentioned here because this is the starting point for most companies.

Most of the big import export businesses today started out small. As a matter of fact, many started out as home based before expanding into major companies. At this stage, some of the most basic things you will need include space or storage for your inventory, an office space (you can convert a room in your home for this), and office equipment such as a printer, a computer, an internet connection, as well as a functional website among others.

• Income Potential

Your import export business plan should include an income potential section. This is an area that cannot be overlooked. As an importer/exporter, your revenue potential is largely determined by the amount of work you decide to put in. This can be done either on a part-time or full-time basis depending on your schedule.

Small-scale importers/exporters earn an average of $75,000.

You should be able to conduct an assessment of what is required as well as your targeted or projected income. By including this in your plan, you would be able to work towards that goal with a greater chance of achieving it.

An import-export business plan should contain lots of details that are vital to the achievement of all your goals and targets. An advantage of having this in place is that it clarifies your goals as well as enables you to set definite, measured targets.

No matter how good or how much work has been put into writing a plan, it is never useful as long as its contents aren’t fully implemented. Success starts by following through with every intended action.

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Import and Export Business Plan Sample

Published Apr.29, 2017

Updated Apr.23, 2024

By: Jakub Babkins

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Table of Content

Open your import and export business to need treasure trove. To be frank, the advantages to run import and export business comprise the small investment, easy to operate companies and little requirement to establish the large organization to import or trading products. He needs to grow his emotional attachment with the importing and trading company. So, he must not suffer from stress and he’ll have to find better strategies, how to start your own import export business plans and tricks to boost up his business to import and trade products. Initially, any entrepreneur needs a new import export business plan with a draft financial budget report/chart to manage all expenses when he or she is interested to open a new business for product importing and exporting.

Are you dreaming to start an import export company online dynamically? You may take our help. OGScapital offers all kind of help regarding that. Be a global partner to live in sophisticated environment with a pack of innovative import/export business growth strategies to rebuild a solid infrastructure in the export industry. You have to be powerful and bold with resolution to become the topmost business tycoon in the import export industry. How to start an import export company must be a model for budding traders to emulate what you are preparing in your lab. OGSCapital representatives have all the knowledge required to create and enhance a wonderful strategy to accomplishing your aims & objectives. You are asked to fill a contact form if you need to initiate the process.

Be a Proactive Entrepreneur to Start Import/Export Business

You shouldn’t be a day dreamer with caboodle of fictitious ideas on how to start your own import export business. Before hiring any import/export financer to water the tree to flourish, chalk out import export business plans to manage the catch 22 situation in future. Online experts are there to train you how to start your own import export business without establishing a million dollar worth import/export start-up business portal. That’s why; novice traders must have fruitful guidance from experienced business proposers to know how to start an import/export business. Find the best places for exporting your products. Locate the developed areas where the number of affluent customers is considerably more than other parts of the world.

Right now, Canada, China, Germany, France, Singapore, Mexico and Taiwan are good clients to international entrepreneurs to ship different saleable products. There are also other parts in Caribbean Basin which lure import/trading entrepreneurs to start business with domestic clients. However, first of all, you need to do a vast compact marketing research to be familiar with the current trend in the product import trading market. What type of import/trading marketing platform do you require to expand the import export online business? How much money will you need to make the first down payment in the start-up import/export business? What sorts of products are to be exported by you? Import products at low prices and then resell these commodities in the regional market at handsome prices. So, you are a reseller with vast network to capture the domestic market.

Major Points to Remember

Often it is considerably cost efficient to import products from other countries to have more profits. For instance, South Korean toys are cheaper. Taiwan made electronic goods are comparatively affordable to import. Right now, China has established its fame in the world market as one of the best exporters. It supplies light weight electronic devices at low prices. In the domestic market for business, folks are crazy to buy German beer, perfumes imported from Paris and furniture pieces from Scandinavian countries. So, invest your money in specific areas which must give you a new dynamic identity as a product import export entrepreneur. Basic knowledge is not enough for serious persons to dream of earning million dollars selling import/trading products.

He must have a import/export research lab for workout. He should have a prefect import/export business plan for business analysis. He should go through regular updates, start-up import/export business newsletters and information which must help him to become one of the promising overseas entrepreneurs in the market. Decide to find the best start-up market for investing. Buying products is not easy as there are many hindrances to endanger your trading company to a great extent. Probe and then take decision. Strategies are vehicles for you to steer clear of hurdles. These innovative start-up business management methods must enable you to keep in touch with the modern trend in the global market as well. You have lot of rivals to force you to design new start-up business management strategies. Therefore, decision should be made perfectly.

Well, for instance, local clothes or any female apparel will be outperformed by foreign brands. So, the trick needs to be opted for. To impress your import/export business customers, try to bring few rare brands from Egypt, France, Germany or Italy to test the likelihoods of local consumers. If it is cost effective for a trader to import clothes from Egypt, it will be fine for him to win favors of customers due to the stunt in the start-up business promotion. Similarly, still, people are lured by French perfume, German beverage, and Italian champagne including cheap electronic toys from Japan. Local competitors will not be able to cope with the goods made by Japan or South Korea. Estimate the product importing cost and then you must resell these products.

Is it profitable to import products from Japan? Find out the information and guidelines from experts? To be frank, the expansion of global import/trading market depends on the internet. It is a must for an international import/export entrepreneur to decorate the corporate office by including cloud based computers to innovate the business dealing process. Sometimes, it is not possible for a local trader. However, internet is now becoming accessible to even remote backcountries in developing countries. So obviously, the sea change in look of the start-up import/export business must be palpable. Think of tailoring new start-up import/export business plans for enriching product trading company.

Import and export merchant is also a good trader to deal with start-up trading market. However, comparing to EMC, this merchant buys products from domestic companies and then resells his products in the market. He has no connection with large EMC organizations or dealers. He is responsible to sell products for getting 100 percent profits without sharing revenues with other partners. However, he is a broker also. If you need support, you must find such a professional import export merchant for table work in upcoming days.

Basic Points on How to start your own import export business

• Start your import export business in favorable location
• Establish a corporate house for communication
• Estimate budget to open an import-export business
• Planning to spend hard earned dollars to construct the business on the platform
• Opt for the new products which must be sold in the market
• Use internet for wireless communication
• Find better business clients
• Try to win customers as many as you can to promote import/export business
• Do the comprehensive research, comparison and workouts

Preliminary research is a must to have basic facts about the modern import export online business. Well, experts recommend few top sites to go through the content and reviews. A complete research paper guides a rookie how to start an import/export business for money earning. Top notch sites are also virtual tutoring platforms to lure

Target the Market for Product Importing Exporting

Most probably, you have to be a regular researcher to roam on the virtual field to see the changes in the world. What you are willing to sell or buy must not be left in turbid. Import products from a specific country which has the least obligation to trading products. Vice versa is also true in the case of d dealing with product trading. Different time zones do a matter for a domestic client in Asia when he goes to communicate with overseas customers in UK or USA.

Therefore, you must be well conversed with the whole process of overseas transaction. Money must be utilized properly. If you buy champagne or beer from Germany, the market must be well prepared for you to resell the bottles of wine at good prices. Your start-up logistic department must have a role to pack up and then do shipment to spoon feed domestic consumers after much hula -bulla with foreign importing/trading agencies. Locate the destination and then recycle your energy for more investment. Right now, pre-selling tricks, strategies, and free sample templates are productive to impress entrepreneurs to win in the rat race. Strategies are needed to outperform rivals.

Innovation in the Import and Export Merchandise

Change your attitude to correspond with overseas clients. Be modern, and computer literate. Use internet, mobile phone, tabs and cloud based infrastructures to innovate yourself. Today, international clients have lot of smart projects. You can also create a mobile application for your business, our experts will help you write a business plan for a mobile application . They have to be convinced about the product quality. Basically, foreign clients concentrate on following aspects before transactions.

• Product quality must be considerably good
• Good packaging
• Better prices
• Availability of discounts and promotional codes
• Online paperless contract
• Vigorous business clients
• Least obligation to receive products at door steps
• Less legal formalities
• Better correspondence
• Online customer care support round the clock

Reset the portal of your import/export business plan which must bloom in water and oxygen. That means, the durability, stability and compatibility of your companies must be excellent with eye catching credit ratings to put you in comfortable situation, otherwise you will have to create a business plan for a bank loan . Moreover, you must have the scope to open new business outlets, sister branches and companies in different countries. Channelize your thoughts and business management plans to subordinate offices for execution. Your employees must be reconnected with the main headquarters. It is smooth and easy import/export transaction to conduct. So innovation is needed in your trading company setting.

First of all, the place which you locate must not be unhygienic. The reconstruction, modification and technical advancement to upgrade the companies must be overwhelmingly good. Therefore, think of brining more innovative tools to reset the business strategies. Tailor new dynamic strategies to enhance the investment scope. The import/export field you find must be strong and resilient. The problems must be identified. Invest your resources in the business for faster growth. Now, if the distance between clients and you is wide, then the trouble to do transactions may be accelerated. Therefore, create much cool and acceptable business ambience to do regular tasks happily. An innovative business administration structure must have following features below

• Upgraded documentation and communication structure
• Fax machine
• Wireless wi-fi
• Data security systems
• Online customer care units
• Logistic department

Accept Innovation to Reset Import/Export Business

Rapidly, the visibility of online customers is surprisingly increasing. Instead of buying products from local market they are seen much more vigorous to complete transactions on the digital mart. Well, customers who are fond of buying their products from vendors must know you. Find out the ways to promote your import/export business? So, good business planners, advertising agencies and representatives are in high demand for hosting campaigns to motivate the visitors on the so-called virtual portal. EMC is such a helpful organization and its activities on internet seem to be strong to allure interested people to talk to them.

It is a compact business branding and product promotion campaign. Ask for complete papers, free sample models, papers and data for meticulous business analysis. Right now, human psychology is taking role in business environment. Customers coming from different backgrounds are not same in attitude. They have different mindsets, likelihoods, and behavioral patterns.

So, different theories and business promotion strategies must be applied to create strong rapport with customers online. Well, track what customers feel. Go to them to record their messages for offline business evaluation. You don’t need to be a complete researcher with deep knowledge in business ethics but you must have all useful resources, basic plans, new business ideas and data to start the business enthusiastically. Theories and practical knowledge in business must be blended. Ask customers what type of product they need at smart prices.

If it is fashionable clothes or footwear, you must have some attractive gifts with your products to entice customers. Fantastic product promotions, free quotes and discounts are the latest versions in the advertising agencies. If you have new artifacts electronic goods, cars, and cell phones imported from foreign countries, you should find suitable buyers to sell products.

Plan to promote new products imported or exported. Advertising agencies and marketing representatives are hired by companies to do the effective surveys, product promotion and endorsement to make people aware of the types of products. So, you should not underestimate the impact of the online advertisement. Many business consultants and business analyzers are also contacted to take their suggestions to post glossy ads online. Conventional advertisement for business is not fitted to the digital global market. New change must be acceptable as people are getting upgraded devices to correspond. So, festoons, bills, hoardings and distribution of leaflets must be sidelined by choosing the cross device compatible advertisement platform to attract people around the world.

Innovation in Logistics and Shipment

Your online import export business plan warehouse must have an optimized logistics department to ensure the hassle free product shipment. When a customer places the order, he must be given the product. Eventually, if the product shipment is cancelled for legal barriers and obligations, it must be dangerous to the company to trading products. So definitely, product packaging and then delivery must be completed successfully. Products found defective after delivery must be returned to the vendors.

So, it is a financial loss and company should not spare such a blunder any more. Logistic officers are very much experienced, competent and reliable. They are acquainted with the norms of product packaging for shipment. Recruit only competent packers and movers who must not humiliate you. A small size company must have good logistic department. Often, professional packers and movers companies are given the tasks of product delivery after packaging. These companies have fleets of large cargo trucks, vehicles, trolleys, and double compartment vehicles to transport the larger devices to distant land. Companies have no headache to deliver the products as professional packers with moving facility are available to help customers.

So, when you establish a logistic office for product shipment after completing the packing, you must not overlook the necessity of undergoing innovation. All costly imported devices must be wrapped up. The products lifting process should be hassle free. In addition, your logistic associates must be computer literate to update the top brass about the development in the product delivery. Procedures of product delivery must be innovative. Calculate the cost of consignment delivery. Hire best consultants to prepare result oriented budgets to have more savings eventually.

Virtual import/export logistic office must be created to help newcomers for enquiry. To be frank, online logistic department is open to invite global customers for solutions. If customers have to complain or probe regarding the product packing, they must contact the representatives online to discuss extensively. Virtual import/export office must have free sample papers, models and FAQ sheets with lot of easy solutions to enable customers to place orders fast. This glossy logistic office is the platform for online customers for research, data comparison, facts checking and navigation to have true facts regarding the online transactions. The paperless contract is possible and people have no hassle to keep in touch with your exporting company through smart phones. So, it is a great job from your part to launch a high compatible multifunctional office operated through internet.

Import and Export Industry

The industry of import and export must be enlarging. It attracts youngsters because of its glossiness and immense money earning scope. Today, none is self reliant. A nation can’t be totally independent to manufacture A to Z products. Therefore, interdependence is likely to be the most important thing in the global market. The product import and export industry creates million jobs to restructure the lifestyles of young persons. It is a new way to go to the international clients for deals. Internet helps a person living in Uganda to sell products in China. An Indian entrepreneur imports toys from China to sell the device in the local market.

So, the money is spinning for young traders to have it for bringing a change to their personal lives. In future, over 30 million jobs will be created in the import and export industry. So, young generation has a vast import/export business management infrastructure to handle global customers even through their mini 3 g smart phones. Industry for product exporting is spoon fed by foreign financers. A number of MOU, accords and contractual agreements take place to enhance the trading in the industry. So, you must be well trained with perfection in operating your company with expectation to compete in this industry.

Pack of New Updates for You to Start Export Business

• Before entertaining your customers and overseas clients, you must complete the paperwork to have registration code number along with approval letter to run the business under the roof.
• So, many lawyers online are competent to help entrepreneurs to complete registration process lawfully. Contact these experienced lawyers to have fruitful backup.
• PAN cards details are needed to open an import export online business. So verify you r PAN card to ensure the smooth business running without obligation.
• Overseas business accounts are needed to do transactions with business clients abroad. They will pay you through a number of online banking platforms. They have good credit cards to pay you instantly. Therefore, open cross device compatible bank account which must be applicable to overseas money transfer. For example, international entrepreneurs use Paypal and popular fast money transfer service providers.
• Keep your personal life clean without criminal charges. It will be disastrous if you are found in pool of false charges, complaints and criminal charges to discourage overseas clients to talk to you.
• IEC or Import Export Code should be collected to have permission to trading products. Online exporting company permits only traders with IEC code numbers. This IEC code number is obtained from DGFT.
• During registration process to have authenticated IEC number, you need colorful photograph with signature. Cross check the application procedures and instructions to make your online application successful in the long run.
• Need to launch a fast website to go to million customers through internet

Bring Change to Import/Export Business

To be frank, now-a-days, online presentation is so terrific that even a local trader feels it urgent to design a website for product promotion, ads and data management. So be an active import and export entrepreneur with a competitive e-commerce portal to do the regular business promotional campaigns. A website which is optimized is the platform for you as well as trillion customers. Right now, without website, an international entrepreneur finds it very cumbersome to reach overseas clients for deals.

So the emphasis on the website optimization is now given the higher priority. Ranging from business planning, selection of the most productive import export business in the field, down to the data security, recruitment process, customer management, logistics office running and content management must be taken care of through a complete website. Buyers will talk to you online. They have their own mobile devices to open the sites owned by you. Business clients check quotes, dates of appointment and product selling prices online. The support from customer care unit on internet is helpful to a newbie. So, it is significant to launch a new brand website for business expansion.

Download Import and Export Business Plan Sample in pdf

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OGSCapital’s team has assisted thousands of entrepreneurs with top-rate business plan development, consultancy and analysis. They’ve helped thousands of SME owners secure more than $1.5 billion in funding, and they can do the same for you.

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When starting your very own business, it’s very important that you know everything from how you’re going to start it up to how you’re going to keep it running. You have to understand that there are many different factors that can contribute to a business’s success or failure, meaning that you will need to know what they are and know how to use them. You May also see plan samples .

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Import Export Business Plan Template

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Sample Import and Export Business Plan

How to Make an Import and Export Business Plan

1. write down the mission and vision statement of your business, 2. write down the expenses that need to be made, 3. come up with the policies and procedures that need to be followed, 4. create your business structure, import and export business plan guide.

Import and Export Business Plan Example

Tips for Making Your Import and Export Business Plan

• Make sure that you gather all of the documents you need – When you’re coming up with a list of the expenses that your business needs to make, it’s best that you are able to acquire all of the documents which can help you come up with the total amount. What this means is that you will need things like your profit and loss statement , any receipts that you may have kept for business-related expenses and more.
• Always underestimate your potential sales and overestimate your expenses – It’s best that you do both so that you won’t be surprised by the amount of you have to shell out to pay for the expenses, and so that you won’t be disappointed in the event that your business didn’t gain exactly how much it was supposed to.
• Proofread and edit – Once you’ve written down all of the details, you want to check for any errors pertaining to grammar, spelling, and information. Make sure that you go through the document plan twice or you can have someone you can trust to help you spot any mistakes that you need to fix as soon as possible. You can also see commercial photography business plans .

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Sample Export Plan

Sample export plan .

Completing an international business plan helps you to anticipate future goals, assemble facts, identify constraints and create an action statement. It should set forth specific objectives and implement a timetable and milestones. A strategy for entering or expanding into targeted markets is critical to your success in the global marketplace.   

Conduct an “audit” of your company to determine how exporting will impact your operations. Consider the management issues for exporting, approaches to exporting, distribution channels and other important considerations that will impact your business. 

Understand the key components of an effective, actionable export plan. Just as no two companies are alike, there is no one-size-fits-all export plan. Your export plan should be an extension of your overall business plan, if not infused completely into your business plan. Many of the same questions for your international sales strategies will apply to your domestic sales plan. 

Have a clear idea of the information you need to collect and sources where you might find that information.  

Creating an international export plan is important for defining your company’s present status and internal goals and commitment. It is also required if you plan to seek export financing assistance. Prepare a plan prior to requesting bank loans. This can save both time and money.  

Sample Outline of an Export Plan 

Part I: Export Policy Commitment Statement    

Part II: Situation or Background Analysis 

Product/Service for Export 

Export License (if needed) 

Personal Export Organization 

Products/Services to be Exported 

Products that Qualify Under FTAs 

Resources Outside the Company 

Industry Structure, Competition, Demand Operations 

Export Control Compliance 

Product Classifications 

Resources Inside the Company 

​​  Part III: Marketing Component 

​Identifying, Evaluating, and Selecting Markets 

Product Selection and Pricing 

Distribution Methods                                             

Internal Organization and Procedures 

Sales Goals (Profit and Loss Forecasts)                

Terms and Conditions 

Pricing with Consideration of Duties, Taxes   

Freight Costs, and Logistics Included  

  Part IV: Tactics—Action Steps 

Primary Target Countries 

Indirect Marketing Efforts 

Quarterly Accomplishments 

Secondary Target Countries  

​  Part V: Export Budget 

Pro-forma Financial Statements     

Marketing Materials 

Travel       

Website Enhancements 

Trade Show Visits 

Other Costs 

​  Part VI: Implementation Schedule 

Follow-up 

Periodic Operational and Management Review (Measuring Results against the Plan) 

  Addenda: Background Data on Target 

Basic Market Statistics (Historical and Projected) 

Background Facts 

Competitive Environment