How to Write a Company Overview for a Business Plan?

Company Profile Templates

Company Profile Templates

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How to Write Company Overview for Business Plan
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Writing a business plan?

If you were to invest in a business, what would be the first thing you’d like to know?

Of course, you’ll look at financials and numbers, but the first thing you would want to know would be the business idea, what the company does, who is behind it, and what it plans to accomplish.

A company overview section offers just that!

It’s a captivating sneak peek into your company and where it’s headed to keep readers hooked.

But the question is, what should you include in your company overview and how do you make it engaging?

We’ll learn exactly that in this blog post and also offer you examples to strengthen your practical understanding.

Let’s get started!

Why do you need a company overview?

A company overview is part of a business plan where you introduce your business and its fundamentals to the readers. It’s the most important section upon which the details of your entire plan will surface.

Whether you’re planning to attract potential investors or partners—a reader will require essential information regarding what you do, your goals, legal aspects, and the company’s history. This information is essential before they invest further time into reading your business plan.

This section does just that. It offers enough information about your business and drives the reader to continue further by winning over their trust in your business idea.

Besides, this is a section where you can add a humane touch to your story. Potential investors often want to know the story of your business idea and the passion that drives you. If your passion resonates with them, they’re likely to keep reading till the end.

So yes, adding a company description isn’t optional. However, you can modify the contents and choose the structure that tells your story adequately.

What to include in an effective company overview

what to include in an effective company overview

Let’s now understand what you should include in your company summary to make an impact.

1. Basic business information

For starters, you can include some basic information about your brand such as your registered company name, location(s) of operation, and the business structure or partnerships you’ve established.

While it’s not necessary to dive into much detail, you might need to explain why you have chosen a particular business or legal structure, i.e. limited liability company, sole proprietorship, or partnership.

2. Teams and partners

Elaborate further to write about the ownership, team members, management, and all other business partners. You can briefly record the names of those who hold key positions and the duties managed in their roles.

3. Business history

Any business overview must include a brief company history highlighting the following:

  • Date of incorporation
  • Number of active years
  • Growth and diversification

Even as a startup, you can highlight your milestones achieved till now to win over the investors. This can include details about product development, the number of beta users, loans secured, or the sales attained.

4. Target customer base and services included

You’ll require some information and statistics regarding your company’s current target audience and expected customer base with your novel business ideas.

Here you can mention the different products and services you offer, its unique selling propositions (USPs), and products that you’re likely to include in the brand’s future iterations.

Remember, it just needs to be an overview. You will dive into detailed depth when you write the products and services section.

5. Company mission statement

Include your company’s mission statement to highlight your company’s motto and central vision. If you don’t have a mission statement, create one highlighting your company’s purpose and what it aims to achieve.

Writing a mission statement doesn’t have to be complicated. Keep it as simple and crisp as possible.

6. Future goals for the business

For partners, investors, or any other party involved, laying out the future goals clearly can efficiently consolidate your vision. Highlight your service, financial, and business goals to get all concerned parties on the same page.

And that’s pretty much everything you would include in your company overview.

Tips to write an effective company overview

tips to write an effective company overview

As simple as it may sound, writing a company overview isn’t that simple. You’re likely to sway away and make this section unnecessarily long. Not only that, there are higher chances that you’ll miss out on essential information if you don’t follow a structure.

Well, let’s make it easier for you. These tips about writing a company description will come in handy when drafting a quick overview.

1. Add a structure

Just like you need a structure to place together your business plan contents, a structure is essential when you write a company overview.

The basic structure of a company overview flows like this:

  • Basic business details
  • Company history
  • Mission statement
  • Services and products
  • Future scope and objectives

Write these parts individually or merge them if required. However, make sure that you don’t stretch it unnecessarily. Add just a few sentences explaining each of these points with brevity.

2. Highlight the basics

When you write a company overview, focus on keeping things very basic. It’s very tempting to pile on additional information to make your business look peachier. However, don’t! Leave in-depth detailing for other sections of your business plan.

3. Demonstrate passion

Add passion and excitement to the narration of your business story, mission, and milestones. After all, the tone of writing can make a world of difference in how the readers perceive you.

Keeping it too formal can be monotonous, while a flashy representation can be distracting. Find a balance and maintain subtlety to get the investors excited.

4. Make it concise

Keep your company overview short and crisp.

Remember, the readers don’t have time to go through lengthy overviews all the time. They might lose interest and put aside your business plans.

Instead, get to the point quickly. Outline your goals, mission statement, and milestones, and quickly tell your story. You can uncover the details about the target market, product, financials, and strategies later on in the plan.

5. Write it at the end

Remember, how we skip writing an executive summary at the beginning. Similarly, you should always write your company overview after you’re done writing your entire plan.

This way you would have a very clear understanding about what details to include and how much depth to add.

6. Proofread and get it tested

It’s always a good idea to get someone to review your business plan and in this instance your company overview. A fresh perspective can help identify the mistakes and loopholes that exist in your summary.

Besides, always proofread the content again and again to find misspelled words, grammar, punctuation, and broken flow.

If you’re an existing company, revisit this section, time and again to keep it relevant and updated.

Now, before you head ahead and start working on your company description, check these company overview examples to get a better gist.

Company overview examples

Let’s get a more practical insight by referring to these real-life company overviews prepared by startups.

Ice cream cones company overview example

Example 2

Solar company overview example

Prepare an effective company overview section

Consider your company overview as an elevator pitch. It will quickly introduce your business and prove its mettle to the readers. This section comes in quite handy when you want the readers to learn about your business in a short time.

Now, as you begin writing your company overview, ensure that it covers all the key components addressed in this blog post. Don’t forget to refer to the examples and use them as a reference to build your own unique section.

However, remember that this section is just a part of your overall business plan. To put together your entire plan, you can consider taking the help of a business planning app like Upmetrics.

With an extensive collection of 400+ business plan samples, a step-by-step guide, and AI assistance—this tool makes business planning a lot easier and faster.

Build your Business Plan Faster

with step-by-step Guidance & AI Assistance.

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About the Author


Upmetrics Team

Upmetrics is the #1 business planning software that helps entrepreneurs and business owners create investment-ready business plans using AI. We regularly share business planning insights on our blog. Check out the Upmetrics blog for such interesting reads. Read more


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