Direct Mail Business Plan

Arrow Mail

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Company Summary

Arrow Mail is a creative and high-quality personalized direct mail business for the financial services companies that focus on small businesses. The company office and production facility is a 5,000 sq. ft. building in Monroe, Oregon (22 miles northeast of Portland).

Over the past twenty years, the competition in the financial services industries has intensified. The range of financial services available and the number of companies that are offering these services is extraordinary.

Arrow Mail's expertise selling to small businesses has facilitated the development of a number of successful strategies in reaching the target market groups. By focusing even further on the growing opportunities in equipment loans and motor vehicle lease programs, Arrow Mail has created an attractive niche for its services.

2.1 Company Ownership

Arrow Mail is owned by Todd Graham and a silent partner. The business will operate as a Limited Partnership.

2.2 Start-up Summary

The start-up expense for Arrow Mail is focused primarily on production and assembly setup. Todd will invest $80,000. A silent partner will invest $125,000. In addition, Todd will secure a $125,000 long-term loan.

The start-up costs will cover the production and assembly equipment and the capital to cover losses the first year. This will include computers, laser printers, scanners, and equipment to prep material for mailing.

Start-up
Requirements
Start-up Expenses
Legal $1,000
Stationery etc. $400
Brochures $8,000
Insurance $1,000
Rent $3,000
Setup $20,000
Expensed Equipment $140,000
Total Start-up Expenses $173,400
Start-up Assets
Cash Required $152,600
Start-up Inventory $4,000
Other Current Assets $0
Long-term Assets $0
Total Assets $156,600
Total Requirements $330,000
Start-up Funding
Start-up Expenses to Fund $173,400
Start-up Assets to Fund $156,600
Total Funding Required $330,000
Assets
Non-cash Assets from Start-up $4,000
Cash Requirements from Start-up $152,600
Additional Cash Raised $0
Cash Balance on Starting Date $152,600
Total Assets $156,600
Liabilities and Capital
Liabilities
Current Borrowing $0
Long-term Liabilities $125,000
Accounts Payable (Outstanding Bills) $0
Other Current Liabilities (interest-free) $0
Total Liabilities $125,000
Capital
Planned Investment
Todd Graham $80,000
Silent Partner $125,000
Additional Investment Requirement $0
Total Planned Investment $205,000
Loss at Start-up (Start-up Expenses) ($173,400)
Total Capital $31,600
Total Capital and Liabilities $156,600
Total Funding $330,000

2.3 Company Locations and Facilities

The company office and production facility is a 3,000 sq. ft. building in Monroe, Oregon (22 miles northeast of Portland).

This site was chosen for the following reasons:

  • Low production overhead.
  • Facility is located two miles from the FedEx and US Mail regional processing centers.
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Start-up
Requirements
Start-up Expenses
Legal $1,000
Stationery etc. $400
Brochures $8,000
Insurance $1,000
Rent $3,000
Setup $20,000
Expensed Equipment $140,000
Total Start-up Expenses $173,400
Start-up Assets
Cash Required $152,600
Start-up Inventory $4,000
Other Current Assets $0
Long-term Assets $0
Total Assets $156,600
Total Requirements $330,000
Start-up Funding
Start-up Expenses to Fund $173,400
Start-up Assets to Fund $156,600
Total Funding Required $330,000
Assets
Non-cash Assets from Start-up $4,000
Cash Requirements from Start-up $152,600
Additional Cash Raised $0
Cash Balance on Starting Date $152,600
Total Assets $156,600
Liabilities and Capital
Liabilities
Current Borrowing $0
Long-term Liabilities $125,000
Accounts Payable (Outstanding Bills) $0
Other Current Liabilities (interest-free) $0
Total Liabilities $125,000
Capital
Planned Investment
Todd Graham $80,000
Silent Partner $125,000
Additional Investment Requirement $0
Total Planned Investment $205,000
Loss at Start-up (Start-up Expenses) ($173,400)
Total Capital $31,600
Total Capital and Liabilities $156,600
Total Funding $330,000