Event Planning Company

Words in [brackets] are blanks you fill in with your own details when you adopt this sample in Supreme Plan AI.

Executive Summary

Milestone Event Planning Studio is an event planning company in Georgia. We plan weddings, corporate events and private celebrations with two kinds of packages: full planning from the first idea to the last guest, and day-of coordination for clients who have planned most of the event themselves. Every event is run from a written timeline and a trusted list of vendors.

Why this fits. Events are stressful, and most people only plan one or two in a lifetime. A planner who knows the vendors, keeps the budget honest and handles problems on the day gives clients something they value. Day-of packages are easy to sell and fill weekends, while full planning packages bring higher fees. A small studio with low overhead can earn a fair income from a modest number of events each year.

Here is what our numbers show. In Year 1 we plan about 15 full planning packages at about $4,200 each and about 25 day-of coordination packages at about $1,200 each. That brings in sales of $93,000, growing to $372,700 by Year 5. We expect a loss of about $900 in Year 1, a profit of about $11,200 in Year 2, a profit of about $27,600 in Year 3 and a profit of about $89,900 by Year 5. Marketing to build a portfolio and the owner's own pay are our largest costs, and the plan counts all of them.

We need $33,000 in total. Of that, $11,400 is startup costs (decor and props, tablets, a website and portfolio photography, software, insurance, an attorney review and a small cushion), and the rest is cash for the first months. I am putting in $10,000 of my own savings and asking for a $23,000 SBA microloan.

I am Naomi Brooks, the owner and lead planner. These numbers are estimates based on the assumptions listed at the end of this plan, not promises.

Company Description

Milestone Event Planning Studio will be a limited liability company (LLC) in Georgia, owned by Naomi Brooks. We work from a home office and meet clients at venues, coffee shops and by video call, with no storefront.

What we believe. An event should feel like the people it is for, and the host should enjoy it.

What we offer:
- Full planning packages for weddings, corporate events and celebrations.
- Day-of coordination packages for clients who have planned most of the event.
- Budget and timeline planning and vendor selection.
- Venue and vendor walk-throughs.
- A planning portal with checklists, contracts and payments.

What we promise and what we do not. We communicate clearly, keep the budget honest and follow the contract. We do not promise a particular vendor will be available or that the weather will cooperate, and we tell clients plainly about risks such as cancellations and delays. We never accept payment from a vendor to recommend them without telling the client. We confirm every license, tax and insurance rule with the state and the city before we start.

Where things stand today. The contract, price list, vendor list and budget are written. The next steps are the registration, the website and the first two portfolio events.

Problem & Opportunity

Planning a wedding or a corporate event takes dozens of decisions, many vendors and many deadlines. Clients often do not know which vendors to trust, how much things cost or what could go wrong. Many hire a planner only after something has gone wrong.

Small planners face a different problem. They are good at events but weak at contracts, marketing and pricing, and many give away too much time.

A planner who is organized, honest and calm solves both problems.

Products & Services

Milestone Event Planning Studio will be the organized, honest planner clients can relax with.

What makes us different:
1. A clear contract and price. What is included, when payments are due and what is not covered.
2. A trusted vendor list. Vendors with a record of reliable work.
3. A written timeline. Every event has a minute-by-minute schedule shared with vendors.
4. A budget that is honest. We show the client where every dollar goes.
5. Two ways to work with us. Full planning or day-of coordination.
6. A calm presence. Problems are handled quietly and quickly.

Why clients refer us. The event went smoothly and they had a good time.

Market Analysis

Who we serve:
- Engaged couples planning a wedding.
- Companies planning meetings, parties and fundraisers.
- Families planning milestone birthdays, showers and reunions.
- Venues that want a planner to run events.

How we sized the market. Our trade area is the cities and counties within about an hour's drive. We are not counting on every event in the area. Year 1 plans about 40 events, which is a small share of the weddings and corporate events in our trade area each year. Replace this estimate with your own count of venues, vendors and events near you.

Competitive Landscape

What clients can do today:

1. Large planning firms. Strong portfolios, but high prices and often a different planner from the one they meet.
2. Other independent planners. Many are good, but quality and contracts vary.
3. Venue coordinators. Convenient, but focused on the venue, not the whole event.
4. Doing it themselves. Cheap, but stressful.
5. Online planning tools. Helpful, but no one to run the day.

Where we fit. Milestone offers personal service, a clear contract and flexible packages. We will not try to be the cheapest or the largest. We will be the planner clients trust.

Marketing & Sales Strategy

How clients will find us.

Before opening:
- Plan two events at a reduced rate to build the portfolio.
- Build a website with real events, prices and an inquiry form.
- Meet venues, caterers, florists and photographers. We do not pay for referrals, and we tell clients about any relationship.
- Open the booking calendar.

After opening:
- A free consultation for every inquiry.
- A Google Business Profile and honest reviews.
- Bridal shows and local business events.
- Day-of packages as an easy way to try the studio.
- Referral thank-yous for past clients.

What we will measure. How clients heard about us, how many consultations become bookings and how many day-of clients upgrade next time.

Operations Plan

How the studio will run.

Booking. A client inquires, has a free consultation, signs the contract and pays a deposit to hold the date. We confirm the budget and timeline and meet the venue.

Planning. A shared portal holds the budget, vendor list, guest notes and checklists. We check in at set points and confirm each vendor before the event.

Event day. We arrive early, set up, manage vendors and guests, solve problems and close down.

Staffing in Year 1. Naomi plans and runs every event. An associate planner joins in Year 2. Pay for each role is listed at the end of this plan.

Safety and limits. We follow venue rules, keep emergency contacts for every event and never promise what a vendor controls. A contract covers cancellation and weather.

Records. Contracts, payments and vendor records are kept for several years.

Management & Organization

The people who will run Milestone Event Planning Studio.

Naomi Brooks, owner and lead planner. She meets every client, designs each event, manages the budget and vendors and runs the event on the day. (Replace this paragraph with your own background.)

Associate planner and day-of staff (from Year 2). Manage setup, guests and vendors on event days after training in the studio's checklists. Each associate signs the company's confidentiality and conduct policy.

Outside advisors. An attorney who reviews the client contract and vendor agreements, an insurance broker, a bookkeeper and a free mentor from SCORE or the Small Business Development Center.

Staff pay in this plan is a full year per person: owner / Lead Planner $50,000; associate Planner / Day-Of Staff $34,000. Replace them with the pay you can offer where you live.

Milestones Narrative

Our goals and when we plan to reach them.
- Before opening (3 months ahead): register the company, build the website and portfolio, write the contract and price list, meet at least 15 venues and vendors, plan two events at a reduced rate for the portfolio and open the booking calendar.
- Year 1: about 15 full planning packages and 25 day-of packages; $93,000 in sales and a loss of about $900.
- Year 2: about 25 full planning packages and 40 day-of packages with an associate planner; $156,500 in sales and a profit of about $11,200.
- Year 3: about 36 full planning packages and 55 day-of packages with two associates; $227,150 in sales and a profit of about $27,600.
- Year 4: about 46 full planning packages and 70 day-of packages with a larger vendor network; $296,250 in sales and a profit of about $69,900.
- Year 5: about 57 full planning packages and 85 day-of packages and a plan for corporate event contracts; $372,700 in sales and a profit of about $89,900.
Growth depends on winning and keeping customers, so treat the later years as goals, not promises.

What we check every week: inquiries, consultations booked, events booked, deposits received, vendor confirmations, event-day issues, reviews and cash in the bank.

Funding Request

How much we need and how we will use it. Total we are raising: $33,000.

How we got that number. The Funding Need Calculator in this plan adds up three things:
- Startup costs of $11,400, listed item by item in the Startup Costs section: $3,000 for event decor, props and signage inventory, $1,500 for tablets, portable printer and hotspot, $1,500 for day-of toolkit, supplies and vendor binders, $1,200 for LLC filing and contract review by an attorney, $1,500 for portfolio website and photography, $600 for planning and client portal software, Year 1, $1,000 for general and professional liability insurance, first year, $800 for bridal show table and opening promotion, $300 for contingency.
- The cash the business uses before it breaks even, about $4,100. Events are booked months ahead but the first months of marketing and insurance are paid before most fees arrive.
- A cash cushion of about $17,500: three months of Year 1 operating costs.
- Together, the cash used before break even and the cushion come to about $21,600, and the three pieces add up to about $33,000, rounded up to the nearest $500: $33,000.
We are raising $33,000 in all, which matches the calculator. With this funding, the lowest year-end cash balance is about $17,800, at the end of Year 1.

Where the money comes from:
- My own money: $10,000.
- SBA microloan: $23,000.

Kind of funding we are looking for. An SBA microloan from a nonprofit lender that finances very small businesses, backed by my own savings.

How we will pay it back. We expect a loss of about $900 in Year 1, a profit of about $11,200 in Year 2, a profit of about $27,600 in Year 3, a profit of about $69,900 in Year 4 and a profit of about $89,900 in Year 5. With this funding, the business has money in the bank at the end of every year of the plan. Our loan is the SBA microloan at 13% over 6 years, $462 a month. That payment is already included in our cash flow. We chose these as cautious planning rates; ask the lender for the real rates, which may be lower or higher.

What we are offering the lender: my personal guarantee.

A smaller first step, if needed. If we cannot raise the full amount right away, we can start smaller and grow into this plan:
- Phase 1: start with day-of coordination only, use my own planning tools and plan fewer events, which lowers the startup costs and the loan.
- Phase 2: once day-of bookings are steady, add full planning packages and an associate planner and follow this plan.
To plan the smaller start, make a copy of this plan (use Duplicate) and lower the numbers to match.

All numbers in this plan are estimates. We will update them as real results come in.

Appendix Notes

Documents to attach before you send this plan:

- Your resume and a personal financial statement (a list of what you own and what you owe; lenders usually provide a form).
- Business registration papers and your EIN (your business tax number from the IRS, free at irs.gov).
- Your portfolio and photos from past events.
- Your client contract, price list and vendor agreement.
- Your liability insurance quote.
- Letters or reviews from past clients and venues.
- Your sample timeline and budget template.
If you don't have any of this yet, no worries - let's continue.

The assumptions behind our numbers (change them in the Financials section to match your own):
- Full Planning Packages: about $4,200 in Year 1, rising to $4,600; about $900 in direct costs, rising to $980; about 15 in Year 1, growing to 57.
- Day-Of Coordination Packages: about $1,200 in Year 1, rising to $1,300; about $250 in direct costs, rising to $270; about 25 in Year 1, growing to 85.
- A full planning package is one event planned from start to finish at an average of about $4,200. A day-of coordination package is one event run on the day at an average of about $1,200. Clients pay a deposit when they book and the rest before the event.
- Prices rise about 2% a year.
- Equipment ($6,000 in Year 1) covers decor and props, tablets and a printer, and the day-of toolkit and supplies, and later years ($1,500, $2,000, $1,500 and $2,000) replace and add equipment.
- Pay (a full year, per person): owner / Lead Planner $50,000; associate Planner / Day-Of Staff $34,000.
- Other yearly costs in Year 1: marketing & Portfolio $9,000, event Equipment & Supplies $5,000, admin & Insurance $6,000. These grow between 4% and 6% a year.
- Customers and payers pay about 29 days after service, so at the end of Year 1 about $7,440 is still owed to us. Income tax at 21%.
- Every dollar amount is an estimate. Replace them with your own quotes and research.

Startup Costs