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Simple joint business plan template

Use this concise joint business plan template—fill each section with 1–3 short paragraphs or bullet points.

  • Title & date: business name, “Joint Business Plan,” partners’ names, date.
  • Executive summary: 2–3 sentences on opportunity, joint purpose, and desired outcome.
  • Parties & roles: list partners, equity/ownership %, decision rights, primary responsibilities.
  • Business description: product/service, target customers, value proposition.
  • Market & competition: target market size, top competitors, key advantage.
  • Revenue model: pricing, sales channels, projected revenue streams.
  • Operations: location, key suppliers, staffing/roles, tech or IP ownership.
  • Financials: startup costs, 12–24 month monthly cashflow forecast, breakeven estimate.
  • Capital & contributions: who invests money, assets, or sweat equity; payment schedule.
  • Governance & voting: meeting cadence, decision thresholds, tie-breaker process.
  • Profit distribution & accounting: payout timing, accounting method, tax responsibilities.
  • Dispute resolution & exit: mediation/arbitration, buyout formula, dissolution steps.
  • Milestones & timeline: 3–6 key next steps with deadlines.
  • Signatures: partner signatures and date.

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