Summit Athletic Performance

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Executive Summary

Summit Athletic Performance is a sports training facility in Eugene, Oregon offering strength and conditioning, speed and agility and sport-specific skill training for youth athletes, high school teams and adult recreational athletes. It operates from one leased facility with turf, free weights and a small field house, and earns revenue from group training memberships, private coaching and team contracts and camps. Year 1 revenue is projected at about $205,000, growing to about $504,000 by Year 3. Startup costs are about $95,500.

Company Description

Summit Athletic Performance is an LLC owned by Marcus Martinez, a certified strength and conditioning specialist (CSCS) with nine years of coaching experience. The business leases a 4,800-square-foot facility suited to turf-based agility work and a free-weight training area. Services: group training memberships for ages 10 and up, private coaching, team and school contracts, seasonal camps and a short assessment for every new athlete.

How we make money. The plan has these income lines: group training memberships (per member per month) at about $130 each, about 923 in Year 1; private coaching sessions at about $70 each, about 786 in Year 1; team contracts and camps at about $1,200 each, about 25 in Year 1. Pricing is set so each line covers its direct cost and a share of overhead.

Unit economics. In Year 1 direct costs are about $29,796, a gross margin of about 85% of sales. Pay and overhead take most of what is left, so the plan first shows a profit in Year 2. Prices and volumes are set from the assumptions in the appendix and should be replaced with your own quotes.

Problem & Opportunity

Young athletes and their parents want safe, effective training but often find gym memberships that do not fit their sport and coaching that focuses on volume over technique. Teams want coaches who understand growth and injury risk. Adults who play recreational sports want a place to train without feeling out of place.

Products & Services

Small-group sessions led by certified coaches with a written program for each athlete, an assessment at the start and progress checks every eight weeks. Programs follow age-appropriate guidelines, and parents receive updates. Teams get customized sessions at the facility or at their field.

Market Analysis

Eugene has a strong sports culture with many youth leagues, high school programs and a university nearby. Demand is steady during school seasons, with peaks before fall and spring sports. Parents of athletes aged 10 to 18 are the main buyers, followed by teams and adults.

Who we serve first. Youth athletes ages 10 to 18 and their parents, high school and club teams and adult recreational athletes.

Competitive Landscape

Large gyms and franchised training centers compete on price and convenience. Several private coaches offer one-on-one work. Summit Athletic Performance competes on certified coaching, small groups and written programs. We do not promise scholarships or specific results and we tell parents what training can and cannot do.

Our strengths and weak points. Strengths: Head coach with a CSCS credential and nine years of coaching; Small groups and written programs, which large gyms rarely provide. Weak points we plan for: One facility and one head coach limit capacity until more coaches are hired; Revenue dips in summer and holidays when schedules change.

Marketing & Sales Strategy

Introductions to coaches and athletic directors, free assessment days for local teams, referral credits for current families and social posts that show technique tips and athlete progress with permission. The first goal is 90 active members and four team contracts by the end of Year 1.

The first 90 days. Days 1 to 30: sign the lease, install turf and equipment and buy insurance. Days 31 to 60: run free assessment days for two local teams and open registration. Days 61 to 90: open, fill the first small groups and start the eight-week progress checks.

Operations Plan

Every athlete starts with an assessment of movement, strength and mobility. Programs are written by Marcus and delivered by coaches in groups of eight or fewer. The facility is cleaned daily, equipment is inspected weekly and coaches follow written emergency plans with first aid and CPR certification. Waivers and parent consent forms are collected before the first session. Scheduling and billing run through an online booking system.

Key resources and partners. Resources: A leased facility with turf and weights, certified coaches, an online booking system and assessment tools. Partners: High school and club coaches, athletic directors, physical therapists who refer athletes and an equipment supplier.

What we measure. Active members, retention after three months, sessions per coach per week, team contracts and cash in the bank.

Risks and how we plan for them:
- Injuries. We use assessments, age-appropriate programs, trained coaches, written emergency plans and signed waivers, and we carry liability insurance.
- Seasonal swings. We sell summer camps, off-season team contracts and adult classes to fill slower months.
- Dependence on one head coach. A second coach is trained in Marcus's programs so sessions never depend on one person.
- Parents may expect scholarships or guaranteed results. We state in writing that training improves fitness and skill but cannot promise outcomes.
- Competition from big gyms. We compete on certified coaching, small groups and progress checks.

Safety and age-appropriate training. Youth programs avoid maximal lifting and follow recognized strength and conditioning guidelines. Coaches stop a session for pain or poor form, record any injury and follow up with the parent. Records. Assessments, programs and attendance are kept for each athlete, and personal information is shared only with parents or guardians.

A typical week. Mornings are for private sessions and adult classes, afternoons and evenings for youth groups and team sessions, and Saturdays for assessments and camps. Parents receive a short note after each eight-week cycle describing what improved and what comes next. Coaches meet every week to review programs and any injury notes. Community. We offer a few free sessions each season for local school teams and keep a small scholarship fund for families who cannot afford a membership, funded from sales and not promised as a program until the numbers allow.

Management & Organization

Marcus Martinez, Owner and Head Coach, designs programs and coaches. A part-time coach joins at opening and a second part-time coach in Year 2. A front-desk and booking assistant works evenings. A bookkeeper handles monthly reconciliation and taxes.

Hiring plan. Marcus coaches and runs the business. A part-time coach starts at opening, more part-time coaches are added as memberships grow, and a booking assistant works evenings.

Outside help. We rely on an outside bookkeeper for monthly reconciliation and tax filings, an attorney for contracts and licensing questions and an insurance agent who reviews our coverage every year. We meet with these advisors at least twice a year and keep notes of what they recommend.

Milestones Narrative

Year 1: sign the lease and install turf and equipment, open in month 2, reach 90 active members by month 10 and four team contracts, revenue about $205,000. Year 2: add a second coach and summer camps, revenue about $375,000. Year 3: add a speed and agility specialist and a second program location or satellite sessions, revenue about $504,000.

What the plan's numbers say. Year 1: sales about $205,000, loss about $4,500; Year 2: sales about $375,000, profit about $74,200; Year 3: sales about $504,000, profit about $122,600; Year 4: sales about $592,000, profit about $143,000; Year 5: sales about $660,200, profit about $157,500. The lowest year-end cash is about $92,900.

How we will keep score. Every month we compare real sales to the plan, check the cash in the bank, review the direct cost of each job or product, and look at what customers say. If sales are behind plan for two months in a row, we slow spending and delay hiring until the numbers catch up.

Funding Request

How much we need and how we will use it. Total needed: $135,500. This number comes from the Funding Need Calculator in this plan. It adds up:
- Startup costs of $95,500, listed item by item in the Startup Costs section (the largest are Racks, free weights and training equipment $28,000; Working capital reserve $20,000; Turf installation and flooring $16,000).
- A cash cushion of about $40,000. That is the deepest cash dip in the early months plus about three months of bills, so slow weeks do not put the business at risk. Lenders call this "working capital."
- Together that comes to about $135,500 (rounded up to the nearest $500), which is the total we are planning for.
Where the money comes from:
- Owner money: $35,000.
- SBA 7(a) loan: $100,500.
Kind of funding we are looking for: SBA 7(a) loan: $100,500 at 12.75% interest over 10 years, about $1,486 a month. A loan is money we pay back with interest, and the monthly payments are already included in our cash flow.
How we will pay it back. We expect sales of about $205,000 in Year 1, growing to about $660,200 by Year 5. We expect a loss of about $4,500 in Year 1, a profit of about $74,200 in Year 2, a profit of about $122,600 in Year 3, a profit of about $143,000 in Year 4 and a profit of about $157,500 in Year 5. Year 1 is lower than a full year because the facility opens in month 2 and memberships build over the year. The lowest year-end cash balance is about $92,900 (Year 1), so with this funding the business has money in the bank every year of the plan.
What we are offering the lender: the equipment we buy as collateral and a personal guarantee from the owner.
A smaller first step, if needed. If we cannot raise the full amount right away, we can start by renting field and gym time, offering only small-group sessions and moving into the facility when memberships cover the lease. Duplicate this plan and lower the buildout and equipment costs to match.
What if sales are slower? We also tested a cautious case where sales come in 20 percent lower every year. In that case the plan shows a loss of about $42,300 in Year 1, a profit of about $53,600 in Year 3 and the lowest year-end cash is about $92,900, so the business still has money in the bank every year.
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:

- LLC operating agreement.
- Oregon business registration and Eugene business license.
- Facility lease agreement.
- Insurance certificates for general and professional liability.
- Coach credentials and CPR and first aid cards.
- Waiver and parent consent forms.
- Membership agreement and cancellation terms.
- Emergency action plan.
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):
- Group Training Memberships (per member per month): about 923 units in Year 1 at about $130 each, costing about $18.00 each to deliver.
- Private Coaching Sessions: about 786 units in Year 1 at about $70 each, costing about $12.00 each to deliver.
- Team Contracts and Camps: about 25 units in Year 1 at about $1,200 each, costing about $150.00 each to deliver.
- Pay: owner / head coach $52,000 a year (the same number all five years); coach (part-time) $28,000 a year (people in Years 1 to 5: 1, 2, 3, 4, 5); front desk and booking assistant (part-time) $22,000 a year (people in Years 1 to 5: 0.5, 1, 1.5, 2, 2).
- Other yearly costs in Year 1: facility lease and utilities about $42,000, insurance (general and professional liability) about $8,000, equipment upkeep and supplies about $5,000, marketing about $6,000, software and booking system about $3,000, accounting and admin about $5,000.
- Tax rate: 21%.
- Every dollar amount is an estimate. Replace them with your own quotes and research.

Plain words used in this plan:
- CSCS: Certified Strength and Conditioning Specialist, a recognized coaching credential.
- Assessment: a first session that measures movement, strength and mobility.
- Group training: a coached session for a small group of athletes.
- Team contract: an agreement to train a whole team on a set schedule.
- Waiver: a signed form that explains risks and gives permission to train.

Startup Costs