company background example assignment

 How to Write a Company Background in Your Company Profile

by Editorial Staff | Business , Copywriting

Almost all Malaysian companies, incorporated or not, have at least a company profile.

A company profile introduces your business and creates a positive impression on prospective buyers or stakeholders. It often includes information on its ownership and management, mission statement, future goals, products and services, and other relevant details.

However, this article will focus on the company background, one of the most prominent elements in a company profile.

What is a Company Background?

A company background is a powerful tool to help build an inspiring narrative around your business.

Additionally, it gives readers a glimpse into the enterprise’s history and the people involved in establishing it. Understanding the company’s history helps consumers feel more confident in the brand and fosters loyalty.

Although it’s one of the shortest parts of a company profile, how you tell this story will positively impact your brand’s public image and engagement!

Importance of Company Background

Company background is a valuable asset that provides several benefits to a business, including:

• Adding Authenticity to the Company’s Message

Consumers often view businesses as impersonal entities solely focused on sales and profit.

However, behind every enterprise, there is a story detailing how it was established from scratch to its present stature. When customers research a company’s background, they can get an insider’s look at how it was founded and developed.

Therefore, it provides a greater sense of connection with the goals and people behind the company, augmenting the brand’s authenticity.

• Develop a Company Culture

From its roots to the relationships it builds, a company culture is a powerful tool in conveying an organisation’s essence. It reflects the core values and virtues upon which it was founded. 

Certainly, fostering a positive company culture means preserving history while inspiring growth.

Company culture can be particularly influential when engaging with other businesses by demonstrating one’s principles and practices through their actions.

• Build Trust with Customers

For any business to thrive, trust is an essential element between the company and its customers. Branding and marketing are fundamental tools for building confidence.

Your company’s background offers insights into its journey in the industry.

This reputable history, in turn, can provide credibility among potential customers, building trust and familiarity with your brand.

Elements of a Company Background

The company background is an integral part of your company’s profile.

Hence, it should be concise, informative, and interesting enough to keep your readers’ attention. Here is a brief list of a company background’s elements:

• Company’s Purpose

The reason behind the start of your company is a crucial part of establishing a mission statement and values. Besides, it helps establish an initial perception among audiences about your business.

• Overview of Founders

Providing a profile of the founders can give your company a human face. Moreover, you can include the timeline of the foundation of your company in the overview.

• Founding Values and Vision

Establishing founding values for your company helps you define what makes your company unique and distinctive. Besides, it offers insight into your company culture, which will help improve your employer branding .

• Key Events or Milestones

Include key events and milestones of your company in the company background. 

As such, you can demonstrate how those events and milestones have affected the current establishment of the company. Moreover, they can be the testaments to your company’s legitimacy.

• Contributions and Achievements

Remember to include your accolades, media coverage, and proofs of community engagements to your company background. This is due to the positive image and reputation you can derive from all these achievements and contributions.

Get a jump-start on your writing task with some preliminary planning.

Gather critical details and ideas so you can easily craft an engaging, comprehensive company background. Having the initial groundwork done allows for a streamlined creative process!

Tips on Writing a Company Background

Now that we have reviewed the basics, here are some tips we gathered to write a compelling company background.

• Identify Themes

Uncovering a core theme is the foundation of creating a convincing company background.

Therefore, you should review your draft and identify patterns or commonalities to help define your business’ image . For instance, if perseverance stands out as an essential thread running throughout, ensure this idea comes across clearly in all communication about your firm.

Google’s commitment to ‘innovation’, for example, has been integral in establishing itself as one of the most significant search engines worldwide.

• Determining a Tone

Time to set the tone for your company background?

You must consider how this information will be used and ensure it resonates with your target audience . Your chosen voice should align with that of the brand.

Brands like Julie’s Biscuits, for example, opt for a friendly, conversational style due to their playful nature.

• Design a Compelling Company Background

These days, visual appeal is paramount to communicating your narrative effectively.

Hence, incorporate imagery and videos – or even a graphic timeline of events – for an engaging read to captivate your audience! Your timeline can do a better job of conveying your company’s key events and milestones than mere words.

Walk Production

If you want to create a lasting impression with corporate partners, potential customers and employees alike, look no further than Walk Production.

Our comprehensive service package includes consultation sessions, professional copywriting services, and artistic design tailored specifically to your company profile needs. Partner up now for an exceptional experience in creating the perfect profile!

Related Concepts to Explore:

Company Profile Design

Company Profile Copywriting

What is Corporate Identity

Corporate Identity Elements

Corporate Branding

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• Oct 17, 2023
• 14 min read

How to Write a Company Profile in 10 Simple Steps + Samples

It’s your chance to make your brand stand out.

Electra Michaelidou

Career and Lifestyle Writer

Reviewed by Chris Leitch

Whether you own a small startup or an international company, having a company profile is a must. However, what you consider interesting could be an utter snooze-fest for the reader, making you miss the chance to  market your brand  successfully.

If you want to ensure that you’ve got all the correct information to entice your reader, you need to turn the traditional business profile on its head and consider what your audience wants to know about your company.

To help you do that, we’ve outlined the most critical steps you need to follow to create a captivating company profile, as well as why it’s crucial that you get it right.

What is a company profile?

A company profile is a document (print or digital) or a dedicated section on your website that introduces your brand, team and products to the world. It summarizes who you are and what you do, providing an opportunity to establish an even stronger connection with existing clients and win over new ones, as well as attract potential investors to your company or brand. It can also appeal to working professionals and entice them to join your team.

In terms of length, company profiles vary. It’s generally best, however, to keep it concise and impactful. As researchers from the Technical University of Denmark have found, our collective attention span seems to be getting narrower due to the staggering amount of information that’s presented to us daily.

Why do you need a company profile?

Think back to when you first started your business . It must have been an exciting time, right? That’s the sort of emotion you want to evoke in your reader, too: that you’re passionate about what you do, have something unique to offer, and are taking planned-out steps to keep getting better, all the while honoring your brand’s values and mission.

This unique side of your company is what makes your brand relatable to your readers, which then contributes to establishing a sense of trust between you and your audience, be that a prospective customer, employee or investor. This is vital if you want to keep growing your brand, which, given that you’re here, you most certainly do.

What to include in a company profile

To create an impactful company profile, make sure that you tick off the following sections in your writing:

• Your story. This is how, why and when your organization began; what drove you to do what you’re doing.
• Your mission. That is: what your overall goal is, what sort of world you envision and how you’re going to contribute to its creation.
• Information about your products or services. Briefly explain what it is that you offer and what makes it one of a kind.
• Any awards or recognition you’ve received. This is important in establishing yourself as an expert in your field, worthy of both investors’ and clients’ trust.
• Information about your workforce. Share some insights into your overall workforce demographics and introduce top-level executives .

How to write a company profile

As we’ve seen, an effective company profile is essential in growing your business. Below, we’ll discuss in more detail how you can go about crafting your own.

Step 1: Identify the profile’s purpose

Businesses use company profiles for different scenarios, including company websites, trade portfolios and investment plans. So, before you even put pen to paper, it’s vital to identify the profile’s purpose. Don’t worry — you can adapt it at a later stage if needed!

Let’s say your profile is meant to go on your business website. Create a list of points your readers would want to read about regarding your business and create a structure for your content.

You should also make sure that the content’s tone matches your target audience. For example, you don’t want to make it sound stuffy by bombarding a  timeline  of facts because — quite frankly — no one will care (other than yourself, of course)!

Step 2: Decide on a style

Now that you’ve established what kind of tone you should set for your profile, it’s time to identify how you will present this information. Do you want a typical style broken down by different sections, or do you want it presented in the form of a timeline? Some companies even choose to tell their story through a more visual approach, like  Philips .

That said, you shouldn’t be afraid of being different and swaying away from the norm, as long as it’s compatible with your brand and industry. For example, if you’re an accounting firm , it would probably be best to stick to the traditional format, including details of recent awards and achievements.

Step 3: Tell a story

When you’re trying to encourage people to pay attention to your business, you need to create a captivating story, not churn out a dry company description. It’s no use simply listing dates and figures; you need to make sure your reader is on board while walking them through your company’s story.

Whether you started by working at a lemonade stand or you grew up in the family business, the way you put your story across is the most important part. After all, not everyone’s story is going to be as exciting as the other.

Take a look at  Zappos ’s take for some inspiration, as this popular brand has mastered the art of storytelling.

Step 4: Keep a consistent format throughout

Some creative souls can let their imagination run wild when it comes to writing their business profile. So, if you happen to be one of those people, listen carefully to the following advice!

You need to ensure your format is consistent. For example, use the same font and size within the body of your text and your headers. Don’t overpower your profile with irrelevant visuals and funky colors, and instead stick to those that are in line with the rest of your brand.

For example, here at CareerAddict, we have specific fonts and colors (black and orange), which are used throughout our materials, including our social media channels.

If you don’t have a design team on hand, you can use effective tools like  HubSpot’s color palette generator , Adobe’s Color Wheel or Canva’s Color Palette Generator .

Step 5: Outline your mission statement

If you don’t already have a mission statement, it’s time to get down to the nitty-gritty of things and write an appealing statement about your business’s values, ethos and niche. You need to inform your readers what you offer and how you plan to grow as a business, essentially telling them why they should choose you over a competitor.

For example,  Disney’s mission statement  encourages you to believe that they will provide you with the most creative entertainment experience in the world:

“The mission of The Walt Disney Company is to entertain, inform and inspire people around the globe through the power of unparalleled storytelling, reflecting the iconic brands, creative minds and innovative technologies that make ours the world’s premier entertainment company.”

Step 6: Write the company history in chronological order

Jumping from the past to the present and back again will only confuse your reader, which is why you need to list the company’s history in chronological order. Whether this is done in the form of a timeline or paragraphs is entirely up to you. What’s critical is to make sure that it flows and that it makes sense to the reader.

When doing so, it’s essential not to get bogged down by too many details. Instead, you should list key achievements to show how your company got to where it is today. If you’re a small business, you can write information about the establishment and development of the brand.

Step 7: Include testimonials

A good testimonial can add value to your brand by giving potential clients feedback from another customer.

In a B2B company, testimonials from your biggest clients are ideal. In a B2C organization, on the other hand, short quotes with feedback that ties in with your values are best. You want to hit the reader with real feedback without seeming  too  promotional.

Step 8: Include your contact information

Now that you’ve got the important parts out of the way, it’s time to add some useful information! If your company profile is to be used offline, be sure to include your address, telephone number, email and (if necessary) fax number at the top of the document.

Meanwhile, if your company profile is meant for a website or other online forums, you can simply add your hyperlinked contact information at the bottom of the page.

Step 9: Add a call-to-action

If you want to add that finishing touch to your company profile, be sure to end with a call-to-action. This could be something along the lines of “To find out more, visit our website” or “For further information, contact us”.

Essentially, you should be leaving the reader with some food for thought and a way for them to find the answers to their questions.

Step 10: Proofread, proofread, proofread

Finally, it’s vital to proofread your corporate profile to ensure there aren’t any mistakes. After all, it’s one of the most important pieces of writing linked to your business!

Often, it’s easy to miss minor errors when you’ve been staring at the same piece of text for hours on end, which is why you should get an extra pair of eyes to skim over it.

And don’t forget to update your company profile regularly! Many entrepreneurs write their profile once and forget about it a year down the line. To ensure you don’t do the same, add a yearly calendar reminder where you set aside some time to update your profile to keep in line with the way your business is expanding.

Company profile template

To make sure that you don’t leave any important information out of your profile, use our template below for reference. It will remind you of what should be included from beginning to end!

[Company name]

[Company website]

Contact information: [Share your company address, phone number, email address and social channels]

Mission: [Describe the purpose of the company and the goals of its operations]

About: [Describe the founding of the company, and share key milestones and information]

Team: [Introduce your executives, and share information about your workforce]

Products and/or services: [List and describe your products and services]

Financial information: [Describe the company's financial performance and objectives]

Awards and distinctions: [List your awards, certifications and notable mentions]

Testimonials: [Direct quotes from customers or employees, including their name and title]

If you need something more polished to get you started, you could opt for a more aesthetically pleasing company profile template — like seen over at visme.

Company profile examples

1. starbucks.

This is a great example of what a company profile should look like. Starbucks opens up with a short story inspired by their company background: where the brand began and how it has evolved over the years. It also includes its trusted mission statement to ensure that all employees and customers can relate to Starbucks’s ethos.

The coffee brand manages to stand out from the crowd with a powerful brand identity and goal, which is highlighted in this company profile. “Our mission: to inspire and nurture the human spirit” — and they do just that through various branding and  philanthropic schemes . They go beyond your average coffee shop and have established themselves as a place that brings people of all different ages, nationalities and backgrounds together.

Nike does a perfect job at proving that they’re an inclusive brand within their company profile. From the minute you open their page, which is one of the most creative examples for company profiles we’ve seen, you can see that Nike is far beyond a generic sports clothing company. They want their customers to feel like they’re part of a community when they wear one of their products.

Moreover, they highlight the fact that they’re an inclusive employer with a diverse team very early on and show that they give back to their community through charity work. Working for Nike is like joining part of a big family with a strong mission — something that every employee would be eager to get involved in.

Like Starbucks, Zappos begins their company profile by sharing the story of where they began and how they have evolved over the years. Their story alone is inspirational for anyone who has a dream to build something of their own.

With their dedicated sections, Zappos identify who they are as a brand, their motto, and why company culture is at the forefront of everything they do. They prove that they’re way more than an eCommerce store and more of an online community that everyone should be a part of.

Feature your company profile on CareerAddict

CareerAddict Jobs , our very own job board, gives employers like you the opportunity to create a free profile and reach thousands of jobseekers fast. Whether it’s interns , part-timers, freelancers or full-time employees you’re looking for to broaden your workforce, our hassle-free posting can help you fill your positions quickly.

Besides putting your company page in front of a vast talent pool, you’ll also receive quick and dedicated support should you have any queries about setting up your profile, getting started or responding to candidates.

When you’re looking to create a great profile, it’s important to know both what you should do as well as what you should avoid . To point you in the right direction, we’ve answered some common questions people have when creating their company profiles.

What are some common mistakes I should avoid when writing a company profile?

A big mistake when writing anything is failing to consider who you’re writing for. Who is your audience and what would they want to know about you?

If you receive FAQs from customers, use them as inspiration. If you’re writing for prospective investors or employees, emphasize your mission, awards and financial performance more. As always, ensure that your writing is concise, free of errors, and easy to read and understand.

How technical should I get in my company profile?

Generally, it’s good to avoid using industry jargon in your profile. Although you might think that complex terminology can make you appear more professional, it can actually result in your audience losing interest. Unless you want to make your profile ineffective, ensure your writing is accessible to all.

Can I include images in my company profile?

As you’d expect, presentation is important! Visual elements like images, charts and graphs can make your company profile content more memorable, engaging and easier to follow. So, where you can, communicate any key points you’d like to make with visual representations.

How can I create a company profile PDF?

There are many ways to do this. For example, if you search for “company profile” on Canva, you’ll find templates that you can fill in and download in PDF format. Alternatively, download a template from a website like Freepik , edit it in a compatible software like Adobe Illustrator or Microsoft PowerPoint, and export it as a PDF.

Watch our video which explains how to write a company profile:

Key takeaways

By following these tips and taking inspiration from the company profile samples above, you can ensure that your profile ties in with your branding strategy. This will help communicate the ethos of your business and, ultimately, draw in new customers as well as potential employees.

To summarize:

• Think of your company profile as an engaging overview of your history, vision, achievements and unique value proposition.
• Always consider who your target audience is and what set of questions they might be seeking answers to before you start writing.
• Depending on the layout you pick, use headings or separate pages to divide your content into easy-to-digest chunks of information.
• Never, ever forget to proofread or have a professional writer go over your document before making it available to the public.
• Linking to your Facebook, LinkedIn and other social media accounts in the “Contact us” section of your profile can encourage consumers and jobseekers to connect and stay in touch with you.

Do you have any more tips on how to make a company profile engaging and impactful? Share them with us in the comments section below.

Originally published on November 2, 2018. Contains contributions by Joanna Zambas.

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How to Write a Company History

A well-written company history can entice prospective customers, investors and employees.

Table of Contents

The story of your company’s evolution may seem uninspiring to you, but it can play an important role in building trust and respect, especially among younger generations of employees and customers. Gen Z deeply cares about an organization’s background and impact. Every company has been shaped by moments of inspiration, perseverance, courage or luck. Your company history should feature the most compelling highlights of your entrepreneurial journey, along with significant achievements, such as patents and major wins.

You should include your history in your business plan and employee handbook and on your website’s “about us” page. Some companies write a book about their corporate story that is presented to employees and others on special occasions. The message

What Should Your Company History Include?

Although the details of your company history are unique to your business, there are four key elements every company history should include:

• Why your company was started, including your values and company mission .
• A brief profile of the founders.
• Major turning points in your company’s life.
• Amusing and inspirational events that occurred along the way.

Follow these six steps to write a compelling company history that accurately and informatively describes your business.

1. Read other company histories.

Get inspired by how other companies have recounted their backgrounds. For example, Microsoft tells its multifaceted success story with a few articles recounting some of the company’s most noteworthy achievements over the last decade. Seeing how other companies share their histories will give you an idea of what you want yours to look and sound like.

2. Dig for industry and company highlights.

Did you make a mark on your industry with a breakthrough product or a new twist on an old concept? Explain your company’s achievements in the context of your industry’s history.

“Emphasize the impact your company has had on its industry, community, or even globally. This can be through innovations, social responsibility initiatives, or customer success stories,” Lindsey Dinneen, a fractional CMO at On Pointe Business Consulting, told us. “Highlight major milestones such as product launches, expansions, rebranding efforts, mergers and acquisitions.”

These events and milestones help form a picture of how your organization got to where it is today. It gives customers, employees and other key stakeholders a sense of where you’ve been and where you might be headed. It can help build your brand’s image and market your organization to the right people.

3. Elicit memories.

Bring history to life by including anecdotes from employees and customers who were there when your company was just starting out. Ask these folks if you can interview them about their experiences. Effective storytelling is a great way to draw your audience to your organization and make them feel connected.

“People connect with stories, not just facts,” said Dinneen. “Frame your company history as a story with a beginning, middle and end (or present), focusing on the human elements that make your company unique.”

4. Create a timeline.

After gathering your historical facts, record each event on a timeline. This timeline should contain all the important details of your company’s history. Company history timelines are typically organized chronologically. However, when we spoke with Marcia Layton Turner, an award-winning business ghostwriter who has written multiple company histories, she provided another alternative.

“Many company histories are prepared in conjunction with a business anniversary, which is why it frequently makes the most sense to tell the organization’s story from start to finish in chronological sequence,” said Turner. “In some cases, however, it can be more interesting to start with a conflict or problem and then flashback to the beginning to explain how the business got to that juncture and survived.”

Consider your audience and purpose when determining which organizational layout makes the most sense for your business.

5. Consult corporate history professionals.

If you prefer, you can hire a professional to research and write your history. However, since your company history is a critical part of your organization’s image, you will likely still want to be involved in its creation in some capacity.

6. Picture it.

Use photos to illustrate your company’s history. Include old snapshots of the founders and snap photos of today’s employees while they work. While at it, take photos of historical documents and other corporate artifacts ― they also help tell your brand’s story . Digital images like infographics and logos can be valuable as well. 

“Visuals are key to making your history engaging and memorable,” said Gemma Whitaker, marketing director at Whitakers Chocolates. “If you lack archived images, social media can be a fantastic resource. I’ve found that asking the public can lead to the discovery of unexpected gems.”

What are the Best Tips for Writing a Successful Company History?

Your company history can serve as a marketing tool. There are a few things to keep in mind when writing a company history.

• Focus on your significant achievements: Unless you plan to publish a book about your company, don’t let your story get bogged down with too much detail. You can still add interesting anecdotes from employees and customers to bring it to life while focusing on major milestones.
• Be honest about how your company got to where it is: Telling the truth about your company’s history can foster trust among your employees, customers and key stakeholders. When mentioning failed product launches or other less-than-flattering events, you can tie them to essential lessons you or the founders learned that contributed to later success. Dinneen, Whitaker and Turner all highlighted the importance of mentioning how you overcame significant business challenges. “[Your company history] needs to include both the smart decisions and the terrible ones, so the reader feels they’re getting the full story and not just an advertisement,” said Turner.
• Highlight your company culture: Your company history should give readers a sense of your company culture. Ask employees if they have a special fondness for certain company traditions. Look back at how you have celebrated your company’s birthdays and other special occasions.
• Tailor it to resonate with your target audience: Your company history should be a dynamic tool at your disposal, as it can be used for many different purposes. For example, Turner said company histories can be helpful backgrounders for publicity campaigns, gifts for employees or clients, lead magnets, part of proposal packages, and supplementary marketing materials. 

Since a company’s history can be used in many different ways, it’s important to tailor it to the audience that will receive it.

“For example, if your primary audience is potential clients, focus on how your company’s products or services have positively impacted clients’ lives,” said Dinneen.

• Keep organized records of your company history: Whether you or someone else is writing your company history, keep organized records of your history. Document where you found each piece of information you expect to include in your history since you’ll need to refer back to these sources while writing.

Your company’s story doesn’t end when you have completed your corporate history project. Maintain a file of significant events so that as your company grows, you can update its story.

Examples of Company Histories

If you are struggling to write your company history, there are several well-known organizations you can look to for company history examples. Each company overview is as unique as the business it describes.

Starbucks’ company history is both informative and easy to read. It includes a brief profile of the founders, the company background and mission statement and the foremost company turning points. It does all this while using descriptive and imaginative language. The casual and friendly tone of the company history matches the atmosphere it strives to bring to coffee lovers each day.

“Our story begins in 1971 along the cobblestone streets of Seattle’s historic Pike Place Market,” the company wrote on its website. “It was here where Starbucks opened its first store, offering fresh-roasted coffee beans, tea and spices from around the world for our customers to take home.”

Starbucks goes on to detail where its name came from, where it first expanded to and how its chairman and chief executive officer, Howard Schultz, was drawn to the company. Starbucks also includes its mission statement.

“With every cup, with every conversation, with every community – we nurture the limitless possibilities of human connection.”

Scrolling down the page, you are presented with vivid coffee imagery, along with details about coffee as a craft, Starbucks partners, its company culture and sustainability measures.

Source: Starbucks

Adidas takes a unique approach to its company history. The forward-thinking sports brand is all about power, speed and achievement. This mission is conveyed in its company profile. Instead of relying solely on the written word, the company intersperses its history with statistics and vivid imagery highlighting its purpose, mission and attitude. By highlighting this information with images that evoke emotion, readers get an immediate feel for the sport-centric company.

Source: Adidas

American Airlines

As your company grows, you should tailor your company history to match current marketing conventions. For example, American Airlines has been around for almost 100 years. It tailored its company history to a brief, one-paragraph overview, with an expandable interactive timeline covering seminal events in the company’s history.

Source: American Airlines

Additional reporting by Judy Artunian.

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How to Write a Company Profile (Plus Samples and Templates to Aid You)

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If you've never written a company profile before, the first time can be a little intimidating. A company profile's purpose, after all, is not just to include basic details about the brand. It must also highlight the strengths of your company clearly and confidently. Consider it to be something akin to your company's resume.

To help you create this incredibly important document for your business, you're going to need some expert advice. In this article, we have tips, templates, and samples to help get you started.

What Is a Company Profile? Meaning, Basics, and More

A company profile is a professional summary that describes a business and what it does. You'll need a professional company profile if you're trying to hook investors, but you can also use it to pacify other stakeholders, including clients and people visiting your site for the first time.

The style and length of a company profile can vary depending on the nature of the business. For new start-ups, a concise two-page profile might be sufficient, highlighting the core aspects of the company. Established organizations, on the other hand, may include additional sections showcasing their achievements, such as awards, certifications, and an extensive client portfolio.

Ultimately, the profile should reflect the company's identity, mission, and notable accomplishments. Above all, a company profile is an opportunity to let your brand's true colors shine. It is your gateway to showcasing your company's strengths and leaving a lasting mark on the minds of your audience.

What to Include in Your Company Profile

A well-written company profile is clear, concise, accurate, and completely up-to-date. Good spelling and grammar are crucial—be on the lookout for typos, and be sure to read it through several times; you might even consider using a proofreading tool as another check.

Aside from these two points, your company introduction should also include the following elements:

1. The Business Details

It's called a corporate profile for a reason—company or business profile content should pull double-duty as an easy-to-read report that details all the most important aspects of your brand, business, and goals.

This most certainly includes extremely basic information, such as contact information for your company. We've listed some of the most important things that any business profile needs to include. These tidbits should be readily available and easy to find:

• Company name
• Established date
• Physical address per location
• Phone and fax numbers
• Website URL
• Email address

2. The Company Basics

These items will vary depending on your industry and what you happen to do specifically; skip anything that's irrelevant to your company, picking and choosing only what you need to include.

This is one area where you can really showcase what your company has done and where it would like to take itself in the future. Invite the reader into your legacy. Show them the world that you're trying to build with your team.

• Description of the business, including its mission and/or vision.
• Product descriptions
• Description of services
• History, expansion, and growth
• Public relations
• Advertising
• Industry information
• Safety, health, and environmental policies
• Core team details
• Client portfolio

3. The Highlights

Now: your bragging rights. We've shown the reader where the company has been. Now, it's time to prove to them that you're already a team of winners.

• Certifications
• Special programs and projects
• Testimonials
• News or media recognition

4. Client Portfolio

If possible, you can include a list of the prominent clients or customers you have served and highlight any major partnerships. You can add testimonials or success stories from satisfied customers to build trust and confidence in your company's ability to deliver quality products or services.

5. Optional Items

You may see the following items in other company profiles or within the samples and templates below. If you've got the data or the pedigree to back any of the following up, these extra details might be of particular interest to your audience, especially to potential investors.

• Annual sales
• Financial targets
• Number of employees
• Photographs

With all of these different key details in mind, you can start to build a business profile template that includes them all. Fill in the blanks, and you've got the perfect foundation on which to build your company's profile.

Company Profile Samples and Templates

If you're hesitant to simply throw it all down at once, you can also borrow your company profile format from any successful brand that you follow, adapting it loosely to your needs. You can also find a free business profile sample online—plenty of business influencers and template services offer their take on the matter for you to exploit.

Read on to find the perfect company profile PDF for your small business. You'll need a PDF editing tool, converter, or application to open or edit some of these; we can suggest a few browser-based PDF editors if you're stuck.

1. Keeping Your Business Profile Format Short and Sweet

This first template (from TidyForm ) is short and sweet. If this is your first time creating a company profile, it might be a good one to start with. It's clean and simple; the sections in blue help prompt you with what should be included in each area.

This basic business profile template (from FormsBirds ) offers the reader a breath of fresh air with just a splash of color. With this option, you can put your own company logo at the top and edit the color theme throughout the document to match.

Another great business profile template (from FormBirds ). It begins with a useful table of contents; you can go through the index and simply add what you need to add as you go. If you prefer crisp, clean, and structured documents, you'll like this one a lot.

2. A Slightly More Involved Company Introduction

This company profile format (from TidyForm ) uses an outline instead of a table of contents. You can read through each page quickly; each section and level shows you exactly what you should include. It's also available as a DOC file, as well.

This business profile format (from FormBirds ) is stunningly visual—it takes the reader on a vibrant and illustrative adventure, all while informing them about your company's charter vision and achievements. If you have the media to flesh it all out, it's one of our top recommendations, especially for pitches.

Another great option if you prefer a visual theme is this template, also from FormsBirds . You can add company and team photos for a personal touch, along with graphs and charts that show off your numbers.

This business profile template (from TidyForm ) is as simple and attractive as it is useful. If you're worried about overloading your audience with information, the style of this company profile PDF will be able to help you organize it into something much more approachable and readable.

3. Telling It Like It Is: The Full Monty

If you're at the helm of a company that is constantly growing and evolving, you're going to need a corporate profile of corresponding proportions. This option (from TidyForm ) is more than capable of containing even extremely abundant accounts of accomplishments and other information.

This stylish company profile PDF (from FormBirds ) is completely stunning in terms of graphic design, straight-up. You'll find visual motifs and charming thematic elements throughout all 33 pages, and any of them can be customized around all the information pertaining to your company in particular.

No matter how much you have under your belt already, you'd be hard-pressed to run out of room here.

Write a Perfect Company Profile: First Impressions Matter a Lot

With any luck, at least one of the corporate profile samples mentioned here gives you just what you need: the perfect canvas upon which to base your own.

Once you've gotten all the clerical stuff out of the way, we encourage you to make your own profile. The goal is to reach out and touch the reader with what you do; a well-written corporate profile is a perfect way to win.

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How to Write the Company Overview for a Business Plan

10 min. read

Updated January 17, 2024

What does your business structure look like? Who is involved? What’s your history?

These are all important questions that you’ll answer by writing the company overview section of your business plan. 

We’ll explain what to include, how to write it, and provide completed examples for you to reference.

• What is a company overview?

The company overview (or business overview) section of your business plan briefly explains the legal structure, management team, and history of your business. 

The company overview is typically the shortest chapter of your plan and works as a sort of company record. 

It’s incredibly important if you’re seeking investment as it explains how the business is legally structured and who is involved from an ownership and management perspective.

However, you likely don’t need a company overview if you don’t plan on presenting or sharing the plan with someone outside of your business.

• What to include in the company overview

What’s included in your company overview depends on how you intend to use your business plan. 

For example , if you don’t intend on sharing your plan with anyone outside of your organization, you can likely skip documenting simple legal information.

For this guide, we’ll cover the basics that most businesses should include in their company description.

Business structure

First, you’ll want to define what type of organization your business is registered as. The most common business structures in the US include:

• Sole proprietor
• Partnership

Take some time to understand the differences. Your business structure will impact how you file your taxes , your liability for business debt, and the type of insurance you’ll need. 

For the purposes of this section, it provides context for how your business legally operates. Consider adding an explanation of why you chose this specific structure and how it impacts your business.

Read More: Types of Business Structures Explained

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You’ll also need to outline the ownership stake in your company. Just list out who owns what percentage of your business, even if it’s just you. 

It may also be useful to include how each individual is involved in your business. 

However, if an investor or equity holder is involved in day-to-day operations, you may want to go more in depth on the management portion of your company overview, detailing each member’s experience and qualifications.

Location(s)

Include basic logistical information about where your business is located , additional locations the business owns, and any locations that may be acquired in the near future.

Don’t worry about going overly in-depth regarding each location’s facilities and operational functions. You will cover those details as part of the operations section of your business plan .

Company history

Your company background or history is the “Once upon a time…” of your business plan. At a minimum, you should include:

• When it was founded
• Who was involved
• Major milestones up to this point

The details in this section will vary depending on who this business plan is being presented to and the stage of your company. 

For example: if you’re a relatively young business, don’t assume you have no history. 

It may not be a lengthy epic, but you have the history of who came up with the idea , how they came up with it, and how and why other people joined. 

This can matter to potential investors.

So, stay flexible when describing your history. Always keep your specific business purpose and your target reader in mind. 

If you share your plan with a third party, focus on presenting a strong track record of success and good decision-making. If you have a longer history, there are likely highlights to include and some key points you want to make. 

Just make sure not to bore them by overloading your plan with lengthy information that doesn’t connect back to your key business decisions.

Management team

The management team section of your business plan is where you showcase your team and their finest attributes.

Be sure to include details about yourself and your employees , including: 

• Work experience
• Past successes
• Degrees or other credentials 

Professional gaps and planned hires

There may be team members you know you’re lacking. In that case, mention these roles and your plans to fill them.

Include which people might be taking on multiple responsibilities to fill the current gap. Additionally, if you have specific people in mind, include them, even if they aren’t currently on staff.

It’s worth pulling in supporting data from your personnel forecast that’s part of your financial plan . It doesn’t have to be overly detailed. It can just be a simple personnel table with reference to where the full financial exploration is located.

Board of advisors

If you have mentors or board members who aren’t directly involved, but help you to define your vision and overall strategy—they’re also worth mentioning. 

This can bolster your credibility through association with well-respected and experienced individuals. 

Just like with your management team and staff, include their name, position, credentials, experience, and any other important information that showcases why their involvement is valuable.

Similarly, if you are working with a lawyer , accountant, or other supporting professional—include them.

• How to write your company overview

The company overview is one of the more straightforward sections when writing a business plan. You already know what to include, so here’s how we recommend you approach the writing process.

1. Cover the basics

Start by listing and grouping your business information into the appropriate sections. 

Depending on what you intend to do with your plan, this may be all you need for now. This is a high-level overview of your business; the most important thing is having all the necessary information in one place.

Focus on brevity. 

You can always reference other areas of your plan and house additional documents (like resumes, articles of incorporation, legal documents, full company timeline, etc.) in your appendix .

2. List the high points of your history

Take the time to accurately reflect your company history. Avoid creating a vague story or an overly long narrative documenting every small decision you’ve made. 

Like everything else in this section, keep it short and sweet. Highlight key dates, milestones (like a product or service launch), and other crucial events that impacted the trajectory of your business.

Remember, you can always point to other areas of your plan when necessary.

3. Adjust to your target audience

While we recommend keeping this section simple, it may require updates depending on who is reading your plan. That typically means adding more context or reasoning for why your business is set up as it is.

For example: You start as a partnership and include your business structure as a formality. However, you are now planning to apply for a loan . It would be worth revisiting the overview at this stage to add a brief statement about why you chose this structure and how it impacts your business.

• Company overview examples

Even if you know what to include, it can still be helpful to review completed business overview examples to confirm you’re on the right track. 

Agriculture farm company overview example

Ownership & structure.

Botanical Bounty is an Oregon L.L.C. owned by David and Susan Nealon. The L.L.C. business structure has been chosen as a strategic way to shield the Nealons from personal liability.

Botanical Bounty has been in operation for two years. It started as a hobby where Susan could use her plant biology skills while covering some of the costs. The Nealons were able to achieve this lifestyle due to a windfall that David received as a result of exercising stock options. 

After the second year, the Nealons decided that although they had the money to live on for many years, it would be irresponsible to needlessly spend it so they got serious about the business and made a concerted effort to become profitable.

Botanical Bounty has chosen the Willamette River Valley as an ideal place to grow perennials and owns 10 acres of land used for production. During several of the winter months, production is moved into their greenhouse for propagation. Botanical Bounty employs a drip irrigation system for all of the plants.

Botanical Bounty will be led by the husband and wife team of David and Sue Nealon. David brings a wealth of business and project management skills to the company. 

While working at Yahoo!, David was responsible for the successful launch and market lead capture of Yahoo!’s driving directions section. David will be responsible for the business operations of the farm. 

Sue, with a background in plant biology, will be the driving force of the operation, growing the highest active ingredient content plants in the country. Additionally, because of her wealth of knowledge, she will lead the sales department.

Nursing home company overview example

Ownership & structure.

Bright House is chartered as a nonprofit 501(C)(3) corporation in Middletown, CT, with the goal of providing holistic and respectful assisted living and skilled nursing home care to a small group of elderly residents. 

Our primary location is the old Wayfield Bed and Breakfast on Farmer’s Road, which we have spent the last five months converting into a two-building nursing home facility in line with Eden Alternatives “Greenhouse” model for enlightened elder living.

Management Team

Bright House offers a different management structure from that of the typical hospital-model nursing home. Our primary caregivers, the 6 Elder Assistants, work as a self-managed team. They meet with the Medical Director and the nurse on-call every morning to coordinate care for the coming day.

The Medical Director has the ultimate responsibility for the health and well-being of all residents and visitors. However, the nursing and caregiving staff have unique knowledge about the residents’ physical, social, and mental well-being. They are expected to note, discuss, and recommend courses of action for all residents who, in their combined estimation, need help.

Our compensation packages, management structure, and caregiving requirements are designed to continually remind our LPNs and Elder Assistants how very valuable they are. 

Dr. Mildred Johnson is our Medical Director

Dr. Johnson has served as the head of Gerontology for six years at The Connecticut Hospital and oversaw the creation last year of their Elder Assistant training program, which provides certification for Certified Nursing Assistants (CNA) to provide in-home hospice and respite care. 

Dr. Johnson has 20 years of experience working with elderly patients in this area and has been integral in designing the physical layout, management structure, and priorities of Bright House.

The rest of our already-hired caregiving staff brings a whopping 75 years of professional experience in caring for elderly patients.

Financial Management

Madeleine Morgan has been overseeing the financial management of nonprofit organizations in Connecticut for 27 years. 

She became involved in our project when her mother developed a long-term care plan with Dr. Johnson which included home-based hospice care.

“I wish everyone could have the same love and attention Dr. Johnson showed to my mother,” Madeleine said. 

Ms. Morgan will be in charge of all financial operations at Bright House, overseeing billing, personnel payment and benefits, and development efforts.

Advertising and Marketing

We are fortunate to have a skilled public relations officer in our group. Janice Ruthers is a retired ad executive living in Middletown with her husband (a professor at the university). 

She will be working 20 hours per week in our offices as a volunteer for the first two years of our plan, helping us design advertisements and brochures and plan events like our Open House in December to let the public see the results of our efforts.

Management Team Gaps

We still need to hire one swing-shift LPN and one Elder Assistant. We are currently recruiting through Dr. Johnson’s connections at The Connecticut Hospital and expect to complete our team by mid-December at the latest.

• Explore more business plan examples

Want to see more examples like these? Check out our library of over 550+ sample business plans to see how other real-world businesses structured their company overview sections. 

You can also download a free business plan template to ensure you cover all the necessary details. It includes step-by-step instructions to make writing quick and easy.

Tim Berry is the founder and chairman of Palo Alto Software , a co-founder of Borland International, and a recognized expert in business planning. He has an MBA from Stanford and degrees with honors from the University of Oregon and the University of Notre Dame. Today, Tim dedicates most of his time to blogging, teaching and evangelizing for business planning.

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How to Write a Company Profile (w/ Templates & Examples)

Last Updated – May 2, 2023 @ 6:39 am

Whether you own an international brand or a startup , writing a company profile is something you should prioritize.

While you may think company profiles are boring and will only want to make readers hit the snooze button, it is vital if you want to be competitive in your industry. 

If you haven’t written this document before, you may feel overwhelmed and intimidated.

After all, your company profile should not only list your company’s details but also what makes it stand out. To help you make the best company profile, we’ve compiled this thorough guide. 

What is a Company Profile?

The simplest way to describe your company profile is to think of it like your business’ resume . This professional document introduces your brand and informs people, especially investors and buyers, about your services, products, and current status.

Company profiles should be included on your social media pages and website to inform people about your story, mission, and values. 

Now that you know what a company profile is, you’re probably wondering how long this document should be. There are no hard rules when it comes to the length of your company profile.

There are companies with profiles that are one page long, while the profiles of huge corporations can run up to 10 pages or more. How long your company profile depends on factors such as:

• Company age
• Company size

Related: 150+ Profitable Business Ideas in the Philippines

What is a Company Description?

The company description is a part of your business plan . It includes key facts like your business name , location, and structure, among many others.

The company description is geared towards potential partners and lenders so they can have a clear picture of the direction your company is taking.

Components of a Company Profile

The components you need to include in your company profile depend on what details you think are most important about your business.

However, there are foundational parts that need to be present in this document, such as:

Company name

This part clearly states the name of your business, exactly as it is written in your business registration.

Make sure to include the name of the owner because potential investors and lenders want to know who the person behind the business is.

Do not forget to include your company’s contact details like your email, phone number, and fax.  

Business structure

This section of your company profile will answer what entity your business is. Is it a sole proprietorship, corporation , LLC, or partnership? 

Target customer

Another integral part of your company profile is the description of who your target customers are.

Who are you selling your services and products to? You have to be sure who your company appeals to.

Depending on who your audience is, list down the demographics of your audience, including details like:

Products or Services

In this section, you need to convey the details of your services and products, and how it helps the lives of your customers.

Keep this section straightforward. If investors and lenders want to know the nitty-gritty details of your offers, provide another link with more in-depth content, or ask them to contact you.

If you have a physical store or an office, list where it is located. If you have multiple branches, also list down the locations.

Management team

You’ve already listed the owner/s of the business, but that’s not enough.

You must also work on this section if you have a highly involved team. List their names as well as their roles in the company. 

One of your selling points as a brand is your unique history. Even small startups need to include this section in their company profile.

While it’s not recommended to make this section long, make sure to inject interesting details to add some personality to it. 

Mission statement

Not all companies have a mission statement. If you still have not worked on this, think of it as the purpose of your business.

This should be based on the problems you promise on solving through your products or services. 

While your readers want to focus on the concrete details of your company, it also helps to let them know what your vision is. This is extremely important especially for brands who are looking for financial backing to scale their business. 

The current state of your company will tell your readers a lot, but chances are, they also want to know which direction you plan on heading. Include a short description of the milestones you want to tick off in the coming years. 

Competitive advantage

In your profile, you need to be clear on why your company stands out among the competition.

Your competitive advantage could come from any aspect of your business such as innovative products to exceptional customer service.

For example, maybe you’re using cutting-edge technology or a specialized approach that sets you apart from others in your industry.

Highlighting your competitive advantage will give potential customers a reason to choose your company over others.

By showcasing your competitive advantage, you not only differentiate your business but also provide potential customers with a clear understanding of why they should choose your company over others in the market.

Awards and recognitions

Your company profile should also include your company’s awards and recognitions. List any accolades, certifications, or achievements that your company has earned. This will help to establish your credibility and expertise in your industry.

For instance, if your company has won industry-specific awards such as best new product, innovation award, or company of the year, be sure to include this information in your profile.

If your company has received any recognition from the media, such as being featured in a reputable publication or news outlet, you should also mention this in your profile.

This will help to increase your brand visibility and establish your company as a reputable and trustworthy organization.

Overall, incorporating your company’s awards and recognitions into your profile will help to build trust.

Corporate social responsibility

Your corporate social responsibility refers to your company’s efforts to make a positive impact on society and the environment.

Including information about your company’s social responsibility initiatives in your profile shows readers that your company is actively engaged in making a difference in the world.

Are you involved in any charitable causes such as donations to non-profit organizations or volunteering events?  Make sure to include this information in your profile.

Additionally, highlighting your efforts to reduce your environmental impacts, such as through sustainable practices or eco-friendly products, will also help to establish your company as a socially responsible organization.

Contact information

Your contact information is crucial in your company profile section as it provides readers with a way to get in touch with your business. List your addresses, phone numbers, email, and website.

Your contact information must always be up-to-date and accurate at all times because this will help to avoid any confusion or frustration for individuals who are trying to contact you.

Importance of Writing a Company Profile

Your company profile says a lot about your company. It is a powerful tool that will allow you to stand out in today’s competitive business landscape.

We’ve gathered more reasons why you should work on this document. 

It’s an awesome marketing tool

First impressions are key when it comes to your business. However, that is not all. Aside from making a good first impression, you also have to ensure that it lasts.

Company profiles are designed to reach as many people as possible and leave a lasting impression. 

Company profiles should be viewed as a marketing tool because it’s visible on all important platforms such as physical prints, websites, and social networks.

It’s also a convenient way for clients and investors to know all information about your company in one place.

It will prove your uniqueness

Company profiles allow you to share information and assure potential customers that you can meet their needs. If you don’t work on this document, people would find it challenging to know more about what value you can give to them.

When your company profile is both informative and engaging, it can propel your brand to greater heights.

It builds credibility

Your business surely has tough competition, and you must ensure that it stands out. An effective way to promote your company is to create a profile that shares your powerful story to customers and other stakeholders.

When you have a good company profile, you will gain the confidence of people and they will find your company credible. Therefore, they would want to see what you have to offer. 

If you want to take the extra mile to build your credibility, include testimonials from customers and employees. You can also list your rewards. 

It lets people know what you offer

You should see your company profile as a chance to tell people what your brand is about, and what services and products you offer.

This way, it can act as a window to future customers, business partners, and employees. When you spend time making this document, you will enjoy a higher chance of standing out from your competition. 

It helps you recruit top-tier talent

Every business wants the best people on their team. But with so many companies today fighting for the attention of talented professionals, it can be a challenge to win them.

Your company profile has the power to convince professionals to work for you because they already know what to expect.

How to Write a Company Profile

Here are the steps you need to take to write a good company profile.

1. Write your elevator pitch

Think of your first paragraph as the written equivalent of elevator pitches. It should be brief, concise, and interesting. This short section is meant to grab the attention of your readers.

The idea is to let your audience finish reading it in just a few seconds, and get the overall picture of what your business is all about.

2. Do not include irrelevant information

Before writing your company profile, take time to sift through all information about your company. This way, you know which ones are the most important and relevant.

All these should be read early by your audience. Also, make sure that all information is up to date. 

Your company description should only include vital information about your business. Do not insert unrelated information and details in the first part. Simply leave those out for other sections. 

Keep in mind where you want to publish the company profile and tailor it to whoever is reading it. For example, if it’s meant to be on your website, it is most likely to be read by potential customers.

You don’t want to make your profile sound too stuffy by filling it with numbers because chances are, your customers don’t want to know about that. 

3. Look at your competitors

Check the businesses in your industry and take note of the tone of their company profile. If there’s a leading business that you look up to, check their company profile.

How did they make it stand out? This step is not to encourage you to copy what makes them unique. Instead, it’s so you can incorporate some of the elements into your profile. 

4. Follow a clean format

Whether you want your company profile to be extremely formal or creative, make sure to follow a clear structure. Do not try to manipulate how to present facts for the sake of visual appeal. 

There are many formats you can try when writing your profile. For example, you can go with a standard style with different sections.

You can also do a timeline style, or a more graphic approach. Whatever format you choose, stick to it throughout. 

Remember that your job is not simply to relay all the facts and figures of your company as is. You must also make sure that your reader can see your company’s journey.  

5. Double-check information

When you’re writing your company profile, it’s easy to get carried away. Before you know it, you’ve already included a lot of irrelevant information and your profile is already unnecessarily long.

After finishing the first draft of your company profile, do not go straight to proofreading it. Instead, take a break to get a clear mind. Then, re-examine its contents and omit irrelevant information. 

6. Proofread

Before publishing your company profile, proofread it first. This way, you’ll get rid of all grammatical errors, typos, and flow problems that will affect its readability.

You can try reading your company profile aloud to ensure that all parts are compelling. 

Tips for Writing an Effective Company Profile

Creating a good company profile is easy once you keep these tips in mind.

Do not be too technical

It’s fine to sprinkle in some jargon on your company profile to illustrate a point, but when you overload your profile with terms that are too technical, it will be ineffective because people who do not have technical knowledge will not understand it.

Get creative

Millions of people consider themselves as visual learners. You can use this to your advantage by getting creative with your business profile.

Try adding engaging designs and graphics to create a powerful impression. 

Showcase beyond your services and products

Instead of putting all the focus on your products or services, go beyond that information.

You can do this by highlighting the values and benefits people can gain and experience if they do business with you. 

Include links

After reading your company profile, people want to know where they can find you and how to reach you.

Instead of limiting yourself by just putting your contact numbers, also include links to your social media pages and website.

Company Profile Template

This template inspired by Indeed can be used for your company profile. 

[Company name] [Company website] Contact: [Contact name] [Contact phone number] [Contact email address] [Facebook link,] [Instagram link,] [Twitter link] Mission statement: [Mission statement] About us: [information that describes the founding, history, and other facts about the company] Our team: [Description of top-level employees and employee demographics] Our products/services: [Description of products and services, with benefits] Financial information: [Description of the company’s financial goals and performance] Awards and recognition: [List of awards and certifications] Testimonials: [Quote from customer or employee] — [Name], [Title] [Quote from customer or employee] — [Name], [Title]

Best Company Profile & Description Samples

To further inspire you to write the best company profile, we’ve gathered our favorite examples.

Taking a page out of the books of these brands will enable you to stand out. 

• In-depth, yet not overwhelming
• Accessible links
• Versatile tone that appeals to customers and potential investors
• Inspires emotion

Security Bank  

• Credible tone
• Contains bulleted points that make reading easier
• Some pages are graphic and colorful
• Contains an interview with the owner to make it more personal
• Great use of storytelling to illustrate points
• Very consistent with their brand image
• Contains great images 
• Concise sentences
• Easy to read layout
• Introduction paragraph is straight to the point
• Eye-catching design
• Great use of images to illustrate values, and locations
• Easy access to numbers and important information 
• Illustrates credibility by showing awards
• Not text-heavy

Company Profile FAQs

Still got questions about company profiles? We’ll answer them below.

How long should a company profile be?

The length of your company profile can vary depending on your industry and audience. However, a good rule of thumb is to keep it concise and to the point.

Aim for two to ten pages, and focus on highlighting the most important aspects of your business.

Remember, potential customers and investors are likely to skim your profile, so it’s important to make a strong impression quickly.

What is the appropriate tone and style for a company profile?

The appropriate tone and style for a company profile should be professional yet engaging.

You want to showcase your company’s strengths and accomplishments in a way that’s easy to understand and captures the attention of the readers, especially potential investors.

Avoid using overly technical language or jargon that may be difficult for some readers to understand. Instead, use clear and concise language that highlights the unique aspects of your business.

Can I use visuals in a company profile?

Yes, you can use visuals in a company profile. In fact, incorporating visual elements such as images, charts, or graphs can make your profile more engaging and help to illustrate key points about your business.

When using visuals, be sure to choose high-quality images or graphics that are relevant to your business and add value to your profile.

You should also ensure that any visual elements you use are consistent with your overall branding and style.

How often should a company profile be updated?

A company profile should be updated as needed to reflect any major changes or updates to your business.

This could include changes to your products or services, new awards or recognitions, or updates to your contact information.

It’s a good idea to review and update your company profile at least once a year to ensure that the information is accurate and up-to-date.

Additionally, if you notice that your profile is not generating the desired results, it may be time to revisit and update it to better align with your business goals and audience.

What common mistakes should I avoid when writing a company profile?

When writing a company profile, there are several common mistakes you should avoid. These include:

• Using overly technical language or jargon that may be difficult for readers to understand.
• Focusing too much on your company’s history or background instead of highlighting your strengths and accomplishments.
• Making claims or statements that you can’t back up with evidence or data.
• · Neglecting to include important information about your company’s products or services, awards, recognitions, or social responsibility initiatives.
• Using a tone or style that’s too informal or not professional enough for your industry.

Where can I find examples of well-written company profiles? 

You can find examples of well-written company profiles through various sources, including:

• Company websites: Many companies feature their profiles on their websites, so browsing their “About Us” or “Our Story” sections can provide helpful examples.
• Business publications: Magazines and online publications that cover business news often feature profiles of successful companies, providing you with examples to study.
• Professional organizations: Professional organizations in your industry usually have examples of company profiles from other members. This will allow you to see how your peers are presenting their businesses.
• Online templates: There are many online resources that provide templates for creating company profiles, and browsing these can give you a sense of the structure and content that should be included in your own profile.

It’s important to remember that while these examples can be helpful, your company profile should ultimately be unique to your business and tailored to your specific audience and goals.

Don’t be afraid to get creative and showcase what sets your company apart from the rest.

About MJ de Castro

MJ de Castro is the lead personal finance columnist at Grit PH.

MJ started her career as a writer for her local government’s City Information Office. Later on, she became a news anchor on PTV Davao del Norte.

Wanting to break free from the shackles of her 9-to-5 career to live by the beach, she pursued remote work. Over the years, she has developed a wide specialization on health, financial literacy, entrepreneurship, branding, and travel.

Now, she juggles writing professionally, her business centering on women’s menstrual health, and surfing.

Education: Ateneo de Davao University (AB Mass Communication) Focus: Personal Finance, Personal Development, Entrepreneurship, & Marketing

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How to Write the Company Summary in a Business Plan

Company Overviews Show How the Pieces of a Business Work

What to Include in Your Company Summary

Getting started on your company summary, examples of a company summary, tips for writing a company summary, frequently asked questions (faqs).

Image by Theresa Chiechi © The Balance 2019

The company summary in a business plan—also known as the company description or overview—is a high-level look at what you are as a company and how all the elements of the business fit together.

An effective company summary should give readers, such as potential investors, a quick and easy way to understand your business, its products and services, its mission and goals, how it meets the needs of its target market, and how it stands out from competitors.

Remember to stick to the big picture before you begin writing your company summary. Other sections of your business plan will provide the specific details of your business. The summary synthesizes all of that information into one page.

Key Takeaways

• The company summary in a business plan provides an overview with a high-level description of your company.
• A company summary might include your mission statement, goals, target market, products, and services, as well as how it stands out from competitors.
• The company summary can also be customized for a specific objective or audience, such as to secure financing from investors or banks.

The company summary section of a business plan should include:

• Business name
• Legal structure (i.e., sole proprietorship ,  LLC ,  S Corporation , or  partnership )
• Management team
• Mission statement
• Company history (when it started and important milestones)
• Description of products and services and how they meet the needs of the marketplace
• Target market (who will buy your product or services)
• Competitive advantage (what sets you apart in the marketplace to allow you to succeed)
• Objectives and goals (plans for growth)

The U.S. Small Business Administration (SBA) website has a lot of information available if you've never written a business plan before. The SBA provides examples of business plans for different types of companies.

Before you begin, you should decide whether you want to go with a traditional business plan format or a lean startup format. The traditional format is appropriate if you want to have a comprehensive, detail-oriented plan or if you are requesting financing. The lean startup format is best for those who have a relatively simple business and want to start it quickly or as a starting point for those who plan to refine and change the plan regularly.

No matter which type of business plan you choose, you'll need to include a company summary.

Although there are many blueprints for writing a company summary, below are a couple of examples to get you started.

Consulting Firm

You can opt for a concise opening paragraph such as this one:

XYZ Consulting is a new company that provides expertise in search marketing solutions for businesses worldwide, including website promotion, online advertising, and search engine optimization techniques to improve its clients' positioning in search engines. We cater to the higher education market, including colleges, universities, and professional educational institutions.

Several elements of the company summary are covered here, including the name (XYZ Consulting), history (new company), description of services (web promotion, SEO, advertising) and why it's needed (improve positioning in search engines), and the target market (higher education).

Starbucks Coffee Company Overview

Starbucks breaks down the company overview on its website into the following sections:

"Our Heritage"

Here the company describes how long the company has been in business, citing its roots, the founder, Howard Schultz, and how he was inspired to open the first Starbucks in Seattle after visiting Italy. It briefly mentions the growth of millions of customers and how the company's heritage remains important to its long-term success.

"Coffee & Craft"

The overview describes the high-quality products and services being offered and why they stand out from the competition by describing the detailed process of choosing and growing coffee beans. You'll notice they don't suggest their product is a low-cost product but instead provide a high level of "experiences to savor."

"Our Partners"

Starbucks describes its employees as partners that work together in an inclusive manner to achieve success. It highlights how they are at the center of the experience.

"Pursuit of Doing Good"

The company describes its values and how it gives back to the community.

Tesla Inc. Business Overview

Below are excerpts of the business overview pages from the annual 10-K filing for Tesla Inc.

"We design, develop, manufacture, sell and lease high-performance fully electric vehicles and energy generation and storage systems, and offer services related to our products. We generally sell our products directly to customers, including through our website and retail locations.

We also continue to grow our customer-facing infrastructure through a global network of vehicle service centers, mobile service technicians, body shops, supercharger stations and destination chargers to accelerate the widespread adoption of our products.

We emphasize performance, attractive styling and the safety of our users and workforce in the design and manufacture of our products and are continuing to develop full self-driving technology for improved safety.

Our mission to accelerate the world’s transition to sustainable energy, engineering expertise, vertically integrated business model and focus on user experience differentiate us from other companies."

Competition

Tesla highlights the competitive automotive market and how the company differentiates itself from the larger, more established competitors.

"The worldwide automotive market is highly competitive and we expect it will become even more competitive in the future as we introduce additional vehicles in a broader cross-section of the passenger and commercial vehicle market and expand our vehicles’ capabilities. We believe that our vehicles compete in the market both based on their traditional segment classification as well as based on their propulsion technology.

Competing products typically include internal combustion vehicles from more established automobile manufacturers; however, many established and new automobile manufacturers have entered or have announced plans to enter the market for electric and other alternative fuel vehicles."

Intellectual Property

The company highlights its intellectual property, including trademarks and patents.

"We place a strong emphasis on our innovative approach and proprietary designs which bring intrinsic value and uniqueness to our product portfolio. As part of our business, we seek to protect the underlying intellectual property rights of these innovations and designs such as with respect to patents, trademarks, copyrights, trade secrets and other measures, including through employee and third-party nondisclosure agreements and other contractual arrangements."

Mission Statement

The company highlights its mission statement and its sustainability goals using environmental, social, and governance (ESG) and human capital resources.

"The very purpose of Tesla's existence is to accelerate the world's transition to sustainable energy. We believe the world cannot reduce carbon emissions without addressing both energy generation and consumption, and we are designing and manufacturing a complete energy and transportation ecosystem to achieve this goal. As we expand, we are building each new factory to be more efficient and sustainably designed than the previous one, including with respect to waste reduction and water usage, and we are focused on reducing the carbon footprint of our supply chain."

There are other items you can include in your company summary to expand on the areas that you'd like people to focus on, depending on your objective.

You might provide more information about the company's location, legal structure, and management team. You can also include more information about the:

• Company's history, such as a family business that's been in operation for multiple generations
• Business objectives, including short-term and long-term goals
• Business strengths, highlighting anything that might give your company a competitive advantage in the field

You can also customize the summary if you have a specific objective or a targeted audience. For example, if the goal of your business plan is to secure funding, you might focus on areas that appeal to investors and lending institutions, including:

• Why you're the best person to manage the business
• Your experience in your field, as well as the total years of experience of your management team
• Expertise or special talents of your team, including training, licenses, certifications
• How you plan to make the business a success
• Financial information, such as a high-level discussion of your track record of revenue growth and the financial opportunities that can be realized as a result of securing financing

You may also want to address any areas of perceived weakness by explaining how you'll overcome them or compensate.

How do you write a company overview?

You might describe the company, its location, legal structure, and management team. You can also highlight the company's business objectives, goals, and strengths. You can also customize the summary to a specific audience, such as a bank or lender, focusing on your competitive advantages and highlights of recent financial success.

What should an organizational overview include?

Some of the discussion points to include in a company overview might be:

• Company name and location
• Legal structure such as a sole proprietorship, LLC, or partnership
• Mission statement and management team
• Description of your products and services and how they are needed
• Target market or who are your customers
• Competitive advantage or what makes your company different

The Clute Institute. " Using Business Plans for Teaching Entrepreneurship ," Page 734.

U.S. Small Business Administration. " Write Your Business Plan ."

Starbucks Coffee Company. " Our Company ."

United States Securities and Exchange Commission. " Form 10-K, Annual Report Pursuant to Section 13 or 15(D) of the Securities Exchange Act of 1934 for the Fiscal Year Ended December 31, 2021, Tesla, Inc., " Pages 3-12.

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13 February 2020

How To Write The Perfect Company Profile [w/ Free Template]

By John Hogg

Writing a company profile can be a challenging task no matter how you look at it. On one hand you could just bang one out in 15 or 20 minutes, whereas on the other, you could take several hours crafting a company profile which resonates with your target audience and helps to build trust and confidence for a potential future purchase.

To help in this regard, we thought it would be useful if we sketched out a quick guide to writing the perfect company profile. We’ve been writing company profiles for over 25 years now so this guide draws on our experiences and tries to put some structure around it.

Why Do You Need A Company Profile?

Before we get started you may be asking why do you actually need a company profile in the first place? In our experience, whether you are responsible for marketing a tech business, a law firm or in fact any type of business, you will inevitably be asked to draft a company profile. It could be to accompany a recent sponsorship, a profile in a directory or perhaps a tender submission. If you are reading this and currently trying to write a great “About Us” page for your website, this guide will also be helpful and provide a useful structure for your web page.

No matter your reason, follow these tried and test techniques and your company profile will be transformed from a boring piece of text into a useful profile which resonates with your audience, gets your key messages across and attempts to convert this one-way communication into potential leads for your business.

The Key Components Of A Great Company Profile

1. introduction.

This is the most important element of your company profile as it needs to interest and engage the reader and make them want to read on. Get this wrong and you will switch them off and they will never get to all that great information you have to tell.

Unfortunately, owing to the importance of a great introduction too many firms make the mistake of jumping in too quickly and start screaming about how wonderful they are. It’s too me, me, me and unfortunately this has the opposite effect and tends to switch people off rather than excite them. There aren’t too many people who want to read a document which is all about someone boasting about how great they are. Of course you want someone to think your firm is great having read your profile but it doesn’t mean you have to be so explicit about it.

• Stop beating your corporate chest and start thinking about who your audience is and what the issues and challenges are that you help them to solve.

Begin the company profile by calling out your audience’s needs and outline how you strive to solve their pains and you will be well on your way to a winning company profile.

A great way to introduce a company profile is to start with your company’s mission and outline what it is you are striving to achieve. Calling out your audience in this way and outlining how your ultimate goal is to find ways to provide the right solutions in this particular area and discussing how your firm addresses their pains is a much better approach that simply saying you are the leading x, y and z.

A few other areas you may want to consider adding to the introduction section of your profile include:

Information such as this will depend on who your target audience is and what you think resonates best with them.

The good news is that if you haven’t developed Buyer Personas before, we have developed a helpful workbook to walk you through the creation of Persona’s for your business. If you would like to download this free Workbook you can get it here.

2. What You Do

Having used the introduction to call out your audience and outline your reason for being, your company profile should now move on to the specifics of what you do. Don’t simply list all your services as this doesn’t add much value for the reader. Look at your audience for this specific profile and the services they need. Do they need to know absolutely every single thing you do or would a shorter list categorising what you do with a few supporting lines of a description add more value? Take your top 3, 4, 5 or even 6 main areas of business. Choose an image or an icon to help portray them visually and then write a few lines (say 4 or 5) to describe what the service is and how it helps your audience.

3. How You Do It

The third section of your company profile should delve into your approach to business and how you go about things. What makes your firm special? Why would someone want to do business with your firm? The purpose of this section should be to differentiate your business from the competition so explain how you go to market. Understandably, a lot of people will start to write about how wonderful their client service is as this is such an easy thing to say. The trouble is that everyone does this so to make it real try and back it up with some facts.

What about third party sources of information? In the legal industry, guides such as the Legal 500, provide a useful commentary on the market and tier the top firms across the country for each of the main areas of law. Alternatively, has your business won any awards or been nominated for a community award in recent years?

4. Who You Do It For

Now that you have introduced your firm, what you do and your overall approach to business, it is important to bring in some "social proof" . The premise here is that rather than saying how great your firm is, you want to let someone else do it for you. The first way to do this would be to add a few Client Testimonials. Hopefully you will have asked a few good clients previously about providing a quote on how great they find you, or who knows, perhaps you have received a few unsolicited testimonials as well? You should try to systemise this process and build a bank of testimonials you can use for different audiences. If you have a client satisfaction survey you could ask respondents if they would be happy to give a quote in the future or perhaps add a text box to let them add comments. The important thing with testimonials is that you ask for permission first. Some clients don’t want people to know where they go for certain services nor do they want people to attribute quotes to them if they don’t know anything about it.

The second and slightly easier type of social proof to create is to add a few logos to your company profile. Once again, if you have permission from your clients, adding a few impressive logos can help to draw on their brand strength and demonstrate that they entrust you to work for them.

5. Where You Do It

A lot of company profiles that we see are loaded with so many contact details that at least a third of the page is covered with absolutely every telephone, email, office address and even fax numbers. For some companies it might be important to show some form of geographic coverage, however, this doesn’t mean you need to list absolutely every address detail possible. Work out what information someone "really" needs if they want to get in touch. Is there one main telephone number or email address? Do you really need fax numbers or DX? Could a link to you website’s Contact Page suffice?

How To Build An Efficient Process For Your Company Profile

We are great believers in building efficient processes to help our clients do business. So whilst you want to spend a decent amount of time drafting your ‘core’ company profile, build a process so that you can customise it easily for different audiences. The key areas where you can do this include:

• Introduction Make sure the introduction is tailored to your intended audience. Don’t just use the same profile for everything and make sure you call out the specific audience in each profile.
• What You Do Different audiences will purchase different services so whilst you may draft a bank of 10 or 12 Service modules, you might decide to use only 3 or 4 for a specific market.
• Statistics If you are going to add specific performance metrics to your profile make sure these are tailored to the audience reading it.
• Client Testimonials & Logos If you have a process to collect a number of client testimonials then make sure each profile uses relevant testimonials and logos.
• Calls To Action Add Calls to Action relevant to your audience.

If you have a high quality company profile written and a new request comes in for a specific audience it will be much easier to customise it along these lines than having to go back to the drawing board and start from scratch each time.

We hope you have found this blog to writing a perfect company profile useful. It is difficult to speak in hypotheticals so hopefully this guide will provide a bit of structure to help you with the drafting process. At its most basic, you only need to remember five things:

Structure your profile in this way and you will be on the right track to writing the perfect company profile for your business. The most important aspects for the perfect company profile are that you identify your target audience and write to them in an engaging (and not boastful) manner. Add a few statistics and let your client testimonials and company logos show how good you really are, and lastly, don’t forget to add a relevant Call To Action to turn your company profile from a one-way information sheet into a two-way lead generation tool.

If you found this useful, we have taken each of the key points above and designed them into a useful template which you can download and save for future reference. You can access this Company Profile Template by clicking on the button below.

Alternatively, if you would like some help drafting a company profile for your business, please get in touch and let us take the strain.

John is managing director of Enlighten IC and has been involved in legal marketing and technology marketing for over 25 years. He is passionate about how an inbound approach to marketing can help firms to drive leads and grow their business.

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10 Creative Company Profile Examples to Inspire You [+ 12 Templates]

Published: May 30, 2024

As a content creator , I know brand identity is everything. My audience wants to know what makes me different, why I create content, why they should trust the information I put out, and why I might promote a product or service.

The same is true for companies. In addition to the information above, people who find your company online want to know about your mission, vision, and how you can help them solve their problems.

The best way to convey all this and establish a solid brand identity is to do what I did with my own website — create a profile . In my case, it's a creator profile , but for you, it'd be a company profile.

Not sure what a company profile is or how to create one? Don't worry — I got you covered with a breakdown of everything you need to know about building a company profile.

• What a Company Profile is
• How to Write a Company Profile

Company Overview Template

Company profile examples.

• Company Description Examples

What is a company profile template?

• How to Use a Company Profile Template

Company Profile Templates

Free Company Profile Templates

Outline your company profile in one simple, shareable plan.

• Summarize your company
• Dive into your history
• Introduce your team
• Highlight achievements

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What is a company profile?

A company profile introduces a business's mission, goals, vision, and history. In most cases, a profile includes an 'About Us' section that narrates how the company was founded and its whys, and a section that introduces leadership team members.

A company profile serves multiple purposes, but two of its primary goals are to connect with customers and attract investors for funding opportunities.

Why Company Profiles Are Important

As you can see on my profile, company profiles go beyond a regular About page. My profile details how I started, why I create content, and my journey to finally starting the blog.

A simple About page would typically only include a brief overview of who the company is and a point of contact.

Your company profile would show your company's beginnings and why you continue to serve customers. Essentially, it humanizes your brand. Additionally, a company profile:

1. Differentiates Your Brand

According to my profile, my brand‘s story started with my sister’s Sailor Moon VHS tapes. Those tapes eventually led me to create content centered around anime and different “nerdy” entertainment aspects.

My brand's story is unlike any other, and the same goes for yours. No two companies have the same founding story or reason for existing.

Your history and values are integral parts of your brand positioning strategy, and a company profile is where you can mention this information without feeling like you‘re talking someone’s ear off.

2. Can Justify a Higher Price Point.

A company profile is a perfect opportunity to show the work that goes on behind the scenes, thus justifying why your prices may be higher than others in your industry.

For example, luxury fashion house Prada's company profile emphasizes the company uses raw materials that are meticulously sourced and exclusively produced for the fashion house.

This creates a sense that you're paying more for higher-quality items. It also explains why I can never afford them.

3. Builds Your Reputation.

My content creator profile emphasizes that I‘ve been an anime fan since childhood and shows how I developed my skills for years as a journalist. My audience knows I’m an experienced creator who also happens to be a total nerd.

My audience trusts I‘ll provide quality content rooted in my passion for the medium. It’s a reputation I hold dearly.

Think about what you want your company's reputation to be. Is your company the one that started as a small family-owned shop that grew into a billion-dollar enterprise? Or is it a company that upholds sustainability and puts ethics at the forefront of its brand?

You can build your reputation through marketing, service, and sales campaigns, but it all begins with a well-curated profile.

How to Write a Company Profile in 11 Steps

• Start with a company profile template.
• State the purpose of the company profile.
• Decide on your company profile design.
• Tell your story & be authentic.
• Add your company's mission statement.
• Write your company's history.
• Describe the products and services you offer.
• Name the awards your company has received.
• Add your customer's testimonials.
• Include a call to action.
• Add your company's contact information.

You didn‘t think I’d tell you what a company profile is and not tell you how to write one, did you? Have no fear, here are 11 steps to guide you on how to write your company profile.

1. Start with a company profile template.

Download the Free Company Profile Templates

No need to start from scratch. HubSpot has six free company profile templates for organizing and sharing your profile. Download these templates for free and follow the next steps in this article.

2. State the purpose of the company profile.

Your statement must align with what you‘re trying to accomplish. Let’s say your goal is to attract investors. In that case, you should include:

• Your business's performance
• The value of the products you sell
• The company's revenue

On the other hand, if you want to attract customers, it's best to add the company values to your profile.

The purpose of a company profile should act as your guide throughout the process, so take your time on it.

3. Decide on the format or style.

Have you ever clicked off a page because its format or style was too jarring or difficult to navigate? If so, you know first-hand how important the proper style and format is to a company profile.

When designing your profile, consider your audience. For example, it‘s best to stick to the traditional format for an accounting firm. That is, list the company’s achievements and awards.

On the other hand, if you're in a fashion or social media marketing firm, you should be creative and visual.

I love the homepage for Dept, a marketing technology company with an innovative and visual homepage that aligns with its offers and shows off its creativity.

The asterisk implies, "If you have a body, you are an athlete.” As you scroll, you'll see information on its internal diversity and inclusion initiative, global community impact, and sustainable business program, with very little mention of its products.

Nike's company profile portrays a larger, grander vision, compelling an audience to believe in its brand before purchasing a product.

6. Seattle Cider

It’s a great example of how to quickly and succinctly convey your message to site visitors.

7. Tangerine Company Profile Template

This template has a more eclectic color palette but utilizes shapes and blank spaces to keep the template from appearing too busy and distracting. 

8. Colorful Company Profile Template

If your company is in the creative industry and loves color, then this template could be a great representation of your business. 

9. Tiffany Startup Company Profile Template

Image source

10. Blue and White Minimalist Company Profile Template

Again, you can't go wrong with minimalism and a pop of neutral blues. However, if you don't like color and you want something a little brighter, you can just swap out the blue for your company colors. 

11. Yellow and Green Modern Company Profile Template

The checkerboard pattern adds a nice flare that guides your eyes down the page to the important content, such as your company name and contact information.

12. Orange White Modern Company Profile Template

Canva calls this orange and white, but that looks red to me. Either way, the template provides ample space for your logo, name, imagery, and information. 

Start Your Company Profile Today

And there you have it — everything you need to know about putting together a company profile. If you still need a little extra help, don't forget to scroll up and click on the links to our templates.

Editor's Note: This post was originally published in January 2019 but has been updated for comprehensiveness.

Don't forget to share this post!

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Blog Graphic Design 15+ Case Study Examples for Business, Marketing & Sales

15+ Case Study Examples for Business, Marketing & Sales

Written by: Alice Corner Jan 12, 2023

Have you ever bought something — within the last 10 years or so — without reading its reviews or without a recommendation or prior experience of using it?

If the answer is no — or at least, rarely — you get my point.

Positive reviews matter for selling to regular customers, and for B2B or SaaS businesses, detailed case studies are important too.

Wondering how to craft a compelling case study ? No worries—I’ve got you covered with 15 marketing case study templates , helpful tips, and examples to ensure your case study converts effectively.

Click to jump ahead:

What is a case study?

What to include in a professional case study, business case study examples, simple case study examples, marketing case study examples, sales case study examples.

• Case study FAQs

A case study is an in-depth, detailed analysis of a specific real-world situation. For example, a case study can be about an individual, group, event, organization, or phenomenon. The purpose of a case study is to understand its complexities and gain insights into a particular instance or situation.

In the context of a business, however, case studies take customer success stories and explore how they use your product to help them achieve their business goals.

As well as being valuable marketing tools , case studies are a good way to evaluate your product as it allows you to objectively examine how others are using it.

It’s also a good way to interview your customers about why they work with you.

Related: What is a Case Study? [+6 Types of Case Studies]

A professional case study showcases how your product or services helped potential clients achieve their business goals. You can also create case studies of internal, successful marketing projects. A professional case study typically includes:

• Company background and history
• The challenge
• How you helped
• Specific actions taken
• Visuals or Data
• Client testimonials

Here’s an example of a case study template:

Whether you’re a B2B or B2C company, business case studies can be a powerful resource to help with your sales, marketing, and even internal departmental awareness.

Business and business management case studies should encompass strategic insights alongside anecdotal and qualitative findings, like in the business case study examples below.

Conduct a B2B case study by researching the company holistically

When it comes to writing a case study, make sure you approach the company holistically and analyze everything from their social media to their sales.

Think about every avenue your product or service has been of use to your case study company, and ask them about the impact this has had on their wider company goals.

In business case study examples like the one above, we can see that the company has been thought about holistically simply by the use of icons.

By combining social media icons with icons that show in-person communication we know that this is a well-researched and thorough case study.

This case study report example could also be used within an annual or end-of-year report.

Highlight the key takeaway from your marketing case study

To create a compelling case study, identify the key takeaways from your research. Use catchy language to sum up this information in a sentence, and present this sentence at the top of your page.

This is “at a glance” information and it allows people to gain a top-level understanding of the content immediately. 

You can use a large, bold, contrasting font to help this information stand out from the page and provide interest.

Learn  how to choose fonts  effectively with our Venngage guide and once you’ve done that.

Upload your fonts and  brand colors  to Venngage using the  My Brand Kit  tool and see them automatically applied to your designs.

The heading is the ideal place to put the most impactful information, as this is the first thing that people will read.

In this example, the stat of “Increase[d] lead quality by 90%” is used as the header. It makes customers want to read more to find out how exactly lead quality was increased by such a massive amount.

If you’re conducting an in-person interview, you could highlight a direct quote or insight provided by your interview subject.

Pick out a catchy sentence or phrase, or the key piece of information your interview subject provided and use that as a way to draw a potential customer in.

Use charts to visualize data in your business case studies

Charts are an excellent way to visualize data and to bring statistics and information to life. Charts make information easier to understand and to illustrate trends or patterns.

Making charts is even easier with Venngage.

In this consulting case study example, we can see that a chart has been used to demonstrate the difference in lead value within the Lead Elves case study.

Adding a chart here helps break up the information and add visual value to the case study. 

Using charts in your case study can also be useful if you’re creating a project management case study.

You could use a Gantt chart or a project timeline to show how you have managed the project successfully.

Use direct quotes to build trust in your marketing case study

To add an extra layer of authenticity you can include a direct quote from your customer within your case study.

According to research from Nielsen , 92% of people will trust a recommendation from a peer and 70% trust recommendations even if they’re from somebody they don’t know.

So if you have a customer or client who can’t stop singing your praises, make sure you get a direct quote from them and include it in your case study.

You can either lift part of the conversation or interview, or you can specifically request a quote. Make sure to ask for permission before using the quote.

This design uses a bright contrasting speech bubble to show that it includes a direct quote, and helps the quote stand out from the rest of the text.

This will help draw the customer’s attention directly to the quote, in turn influencing them to use your product or service.

Less is often more, and this is especially true when it comes to creating designs. Whilst you want to create a professional-looking, well-written and design case study – there’s no need to overcomplicate things.

These simple case study examples show that smart clean designs and informative content can be an effective way to showcase your successes.

Use colors and fonts to create a professional-looking case study

Business case studies shouldn’t be boring. In fact, they should be beautifully and professionally designed.

This means the normal rules of design apply. Use fonts, colors, and icons to create an interesting and visually appealing case study.

In this case study example, we can see how multiple fonts have been used to help differentiate between the headers and content, as well as complementary colors and eye-catching icons.

Marketing case studies are incredibly useful for showing your marketing successes. Every successful marketing campaign relies on influencing a consumer’s behavior, and a great case study can be a great way to spotlight your biggest wins.

In the marketing case study examples below, a variety of designs and techniques to create impactful and effective case studies.

Show off impressive results with a bold marketing case study

Case studies are meant to show off your successes, so make sure you feature your positive results prominently. Using bold and bright colors as well as contrasting shapes, large bold fonts, and simple icons is a great way to highlight your wins.

In well-written case study examples like the one below, the big wins are highlighted on the second page with a bright orange color and are highlighted in circles.

Making the important data stand out is especially important when attracting a prospective customer with marketing case studies.

Use a simple but clear layout in your case study

Using a simple layout in your case study can be incredibly effective, like in the example of a case study below.

Keeping a clean white background, and using slim lines to help separate the sections is an easy way to format your case study.

Making the information clear helps draw attention to the important results, and it helps improve the  accessibility of the design .

Business case study examples like this would sit nicely within a larger report, with a consistent layout throughout.

Use visuals and icons to create an engaging and branded business case study

Nobody wants to read pages and pages of text — and that’s why Venngage wants to help you communicate your ideas visually.

Using icons, graphics, photos, or patterns helps create a much more engaging design. 

With this Blue Cap case study icons, colors, and impactful pattern designs have been used to create an engaging design that catches your eye.

Use a monochromatic color palette to create a professional and clean case study

Let your research shine by using a monochromatic and minimalistic color palette.

By sticking to one color, and leaving lots of blank space you can ensure your design doesn’t distract a potential customer from your case study content.

In this case study on Polygon Media, the design is simple and professional, and the layout allows the prospective customer to follow the flow of information.

The gradient effect on the left-hand column helps break up the white background and adds an interesting visual effect.

Did you know you can generate an accessible color palette with Venngage? Try our free accessible color palette generator today and create a case study that delivers and looks pleasant to the eye:

Add long term goals in your case study

When creating a case study it’s a great idea to look at both the short term and the long term goals of the company to gain the best understanding possible of the insights they provide.

Short-term goals will be what the company or person hopes to achieve in the next few months, and long-term goals are what the company hopes to achieve in the next few years.

Check out this modern pattern design example of a case study below:

In this case study example, the short and long-term goals are clearly distinguished by light blue boxes and placed side by side so that they are easy to compare.

Use a strong introductory paragraph to outline the overall strategy and goals before outlining the specific short-term and long-term goals to help with clarity.

This strategy can also be handy when creating a consulting case study.

Use data to make concrete points about your sales and successes

When conducting any sort of research stats, facts, and figures are like gold dust (aka, really valuable).

Being able to quantify your findings is important to help understand the information fully. Saying sales increased 10% is much more effective than saying sales increased.

While sales dashboards generally tend it make it all about the numbers and charts, in sales case study examples, like this one, the key data and findings can be presented with icons. This contributes to the potential customer’s better understanding of the report.

They can clearly comprehend the information and it shows that the case study has been well researched.

Use emotive, persuasive, or action based language in your marketing case study

Create a compelling case study by using emotive, persuasive and action-based language when customizing your case study template.

In this well-written case study example, we can see that phrases such as “Results that Speak Volumes” and “Drive Sales” have been used.

Using persuasive language like you would in a blog post. It helps inspire potential customers to take action now.

Keep your potential customers in mind when creating a customer case study for marketing

82% of marketers use case studies in their marketing  because it’s such an effective tool to help quickly gain customers’ trust and to showcase the potential of your product.

Why are case studies such an important tool in content marketing?

By writing a case study you’re telling potential customers that they can trust you because you’re showing them that other people do.

Not only that, but if you have a SaaS product, business case studies are a great way to show how other people are effectively using your product in their company.

In this case study, Network is demonstrating how their product has been used by Vortex Co. with great success; instantly showing other potential customers that their tool works and is worth using.

Related: 10+ Case Study Infographic Templates That Convert

Case studies are particularly effective as a sales technique.

A sales case study is like an extended customer testimonial, not only sharing opinions of your product – but showcasing the results you helped your customer achieve.

Make impactful statistics pop in your sales case study

Writing a case study doesn’t mean using text as the only medium for sharing results.

You should use icons to highlight areas of your research that are particularly interesting or relevant, like in this example of a case study:

Icons are a great way to help summarize information quickly and can act as visual cues to help draw the customer’s attention to certain areas of the page.

In some of the business case study examples above, icons are used to represent the impressive areas of growth and are presented in a way that grabs your attention.

Use high contrast shapes and colors to draw attention to key information in your sales case study

Help the key information stand out within your case study by using high contrast shapes and colors.

Use a complementary or contrasting color, or use a shape such as a rectangle or a circle for maximum impact.

This design has used dark blue rectangles to help separate the information and make it easier to read.

Coupled with icons and strong statistics, this information stands out on the page and is easily digestible and retainable for a potential customer.

Case study examples summary

Once you have created your case study, it’s best practice to update your examples on a regular basis to include up-to-date statistics, data, and information.

You should update your business case study examples often if you are sharing them on your website .

It’s also important that your case study sits within your brand guidelines – find out how Venngage’s My Brand Kit tool can help you create consistently branded case study templates.

Case studies are important marketing tools – but they shouldn’t be the only tool in your toolbox. Content marketing is also a valuable way to earn consumer trust.

Case study FAQ s

Why should you write a case study.

Case studies are an effective marketing technique to engage potential customers and help build trust.

By producing case studies featuring your current clients or customers, you are showcasing how your tool or product can be used. You’re also showing that other people endorse your product.

In addition to being a good way to gather positive testimonials from existing customers, business case studies are good educational resources and can be shared amongst your company or team, and used as a reference for future projects.

How should you write a case study?

To create a great case study, you should think strategically. The first step, before starting your case study research, is to think about what you aim to learn or what you aim to prove.

You might be aiming to learn how a company makes sales or develops a new product. If this is the case, base your questions around this.

You can learn more about writing a case study  from our extensive guide.

Related: How to Present a Case Study like a Pro (With Examples)

Some good questions you could ask would be:

• Why do you use our tool or service?
• How often do you use our tool or service?
• What does the process of using our product look like to you?
• If our product didn’t exist, what would you be doing instead?
• What is the number one benefit you’ve found from using our tool?

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• 12 Essential Consulting Templates For Marketing, Planning and Branding
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How to Write a Company Overview for a Business Plan

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When you start a company, you ideally want it to grow. If you’re seeking business funding to scale your business or an initial investment to get your business off the ground, you’re going to need a business plan . Putting together a business plan can be an intimidating process that involves a lot of steps and writing — but breaking it down piece by piece can help you accomplish this seemingly insurmountable task.

One small piece of your business plan is the company overview, so let’s take a look at what that is, exactly, check out some company overview examples and go over how to make a company overview of your very own.

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What is a company overview?

A company overview provides the reader of your business plan with basic background information about your company so they have an understanding of what you do, who the management team is and what customers your business serves.

The company description is the second piece of a business plan, falling right after the executive summary. Similar to the executive summary, your company overview will be short and succinct. Your reader needs to have a grasp on what your business does and who your customers are, even if they have limited time.

Why do I need a company overview?

The company overview is the part of your business plan that gives the basics and background of your business. It’s the foundation on which you will build the rest of your business plan.

If you’re looking to appeal to investors or potential clients, you need a reader to make an informed decision about your company. Before they can do that, they must know what your company does and who your customer is. Lenders in particular need a reason to keep reading, since they see tons of business plans regularly. The company overview provides those answers, and it will help you get a better sense of your business so you can firm up things like your marketing plan.

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We’ll start with a brief questionnaire to better understand the unique needs of your business.

Once we uncover your personalized matches, our team will consult you on the process moving forward.

What should I include in a company overview?

The exact elements that you need in your company overview will depend upon what details of your business are important, but there are some foundational elements that will be included in every company overview.

Once you’ve covered the basics, you can include any other minor details that will benefit a reader who will need to make an informed decision about your business.

Basic company information

Consider the company overview like an introduction for your business. In the opening paragraph of your company overview, you’ll want to include basic company information. That includes:

Your company name: This should be the official name of your business, exactly as it is written when you registered your business with the state.

Business structure: Your reader will want to know what business entity your company comes in: sole proprietorship, LLC, partnership or corporation.

Location(s): Share where your business is headquartered and other locations the business owns.

Ownership and management team

Break down who owns your business and how each owner is involved with the business. What shares of the company belong to whom? If you have a highly involved management team, share their names and key roles with the company as well.

Company history

Part of what makes your company unique is its history. And, even startups have some history. Don’t put too much focus on this section, but do add some personality and interesting details if possible, especially if they relate to your company culture.

Mission statement

Your company’s mission statement should be included in the company overview. If you don’t yet have a company mission statement, that’s okay. Think of a mission statement as the purpose of your company.

If you don’t have one, you can create one with your team. Or you can simply replace the mission statement with a problem statement. Your business idea should exist to solve a problem or pain point faced by your customers. Share what that problem is and what your business does to solve it. That’s essentially your mission statement.

Product/service and customer

This section of the company overview is where you can share the nitty-gritty details of your business. Talk about what product or service you provide and to whom you provide it. You can share some numbers here, but in general, save the numbers for later in your business plan.

The company overview should give the reader a general understanding of your business, your product or service, and your customer. If they’re interested to know more, they’ll reach out to you for a meeting or take the time to read the rest of your business plan. Keep it simple and straightforward here.

Future goals

While concrete details and facts about your business are important to whoever is reading your company overview, it’s also important to share your dreams and your vision. If you’re writing a business plan for a business that’s already in place, it’s very likely you’re looking for business financing to scale or solve a business problem. If you’re just starting out, though, then it’s likely you’re hoping to find startup funding.

The section on your future business goals should include a brief description of your growth goals for your business. Where you are now tells the reader a lot, but they also want to know where you plan to go.

A company overview is comprised of many small parts. Each part shares just a little bit more about your company with your reader.

Tips for writing a company overview

While a company overview is simply the details of your company written out, it might not be easy to write. Break it down into small steps and use these tips to make putting together your company overview just a little bit easier.

Start with the elevator pitch

If your business is already in operation, then you likely have an elevator pitch. Your company overview can start off with your elevator pitch.

The first paragraph of your company overview should include just a few sentences that explain your business and what you do. The shorter and clearer this is, the more likely your reader will understand and keep reading.

Stick to the basics

It’s tempting to pile on all the details when you’re writing a company overview. Remember, many of the details of your company, including the numbers, will be included in later sections of your business plan.

Your company overview should include only the most basic details about your company that the reader needs to know.

Be passionate

When you share the history, mission statement, and vision for the future of your company, it’s okay to show your passion. You wouldn’t be in business if you didn’t love what you do.

Your excitement for your business could spark interest for the reader and keep them engaged with your company overview and business plan.

Keep it succinct

When you’re passionate about something, it’s easy to get carried away. Remember that you’ve got plenty of space for details in your business plan. The company overview should be just the most basic information someone needs to understand your business.

It’s OK if your first draft of your company overview is long. Simply go through and edit it to be shorter, removing unnecessary details and words each time you read through it. Clear, concise descriptions are more likely to be read and to keep the reader reading to other sections of your business plan.

Have structure

Your company overview is just one piece of a multi-tiered business plan. Creating a clear structure for your business plan makes it easier to read. The same is true for your company overview.

Your business plan should have chapters, one of which is the company overview. Then, you can further break down the content for easy skimming and reading by adding sub-chapters. You can denote these breaks in content with bold headers.

While you can break down each section of the company overview with bold headers based on the above suggestions, you can also interweave some information together, such as the company structure and leadership structure. Each section should be only a few sentences long.

Write it later

If you’re struggling to write your company overview, come back to it. Write the rest of your business plan first and then write your company overview.

While this might seem like the opposite way of doing things, knowing what will be contained in the rest of your business plan can help you to focus in on the very most essential details in the company overview and to leave everything else out.

Get a test reader

If you’re struggling to edit down your company overview, get a test reader. Ideally, you’ll want to ask someone who doesn’t know a lot about your business. They’ll help you understand whether or not you’ve clearly communicated your message.

Proofreading is the final step in editing something you’ve written. This type of editing looks for typos, misspellings and grammatical errors that have been missed. Many of these small errors can be difficult to spot in our own writing, so be sure to ask someone who hasn’t seen multiple drafts of your company overview.

Company overview examples

If you don’t want to shell out for business planning software, but would still like some company overview examples to get you started, there are many places online you can look to for help getting started, like the Small Business Administration and SCORE.

Many successful companies also have some version of their company overview made public as their company profile page online. There are some variations from the company overview steps we’ve listed above, of course, but you can use the language and style of these company overview examples for inspiration:

Starbucks company profile .

Puma company page .

TaskRabbit About page .

Peloton company page .

Nestlé About page .

If you’re still feeling stuck, or want more company overview examples, try searching the websites of your favorite companies for more information. You might be surprised what you find — the Nestlé page, for example, has more information about their strategy and business principles.

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A Quick Guide to How to Write a Company Overview for Your Business Plan

Written by: Unenabasi Ekeruke

If you're planning to start a new business, the one key task on your to-do list should be to create a business plan. Studies have shown that 71% of fast-growing companies credit their success to having a written business plan.

Writing a solid company overview that describes your organization and where you're headed is equally important to win investors' confidence and secure their buy-in,

A company overview gives readers a general idea of your company, product or service and target market by describing your organization and plans. With this information, prospects can make informed decisions about whether or not to partner, invest in or work with your company.

In this article, we'll explore what is a company overview and how to write one for your business. We’ve included insights, tips and ready-made templates to get you started.

Table of Contents

What is a company overview, the importance of a company overview, what to include in a company overview, how to write a company overview.

• Company Overview Templates
• The company overview is part of a business plan that gives a general description of your company.
• It typically includes a company description and its history, legal structure, mission statement, target market, team members, etc.
• The company overview provides a strategic roadmap for your business, establishes a positive first impression about your company, attracts investors attention and persuades them to continue reading.
• Visme has a vast library of templates for creating winning business plans,  presentations, proposals and other business documents.
• Take advantage of  Visme's extensive library of templates, user-friendly editor, data visualizations and design assets to build impressive presentations swiftly and launch your business with style.

A company overview, company profile or business overview, is an informative part of the business plan that provides a snapshot of your company's background and establishes its identity.

It provides a general overview of your company, its products or services and its customers. A business overview helps to introduce and spark the attention of investors, potential partners, clients and other stakeholders by succinctly presenting this crucial information.

It appears right after the executive summary in the business plan. Even though it is the document's shortest chapter, you can't ignore its significance. We’ll look at its importance in the next section.

Your company overview is one of the most crucial elements of your business plan. How you craft this section can make or break your entire business plan.

After all, it is the entry point to grab your readers' and stakeholders' interest. Failing to impress them at this stage might result in missed opportunities you would have otherwise won.

Let's provide more reasons why you should invest your time in making the company overview.

1. Establishes a Positive First Impression

Studies show that you only have a few seconds to make a solid first impression.

The situation is even more critical when presenting your business plan to someone unfamiliar with your organization.

Imagine if the reader had no prior knowledge about your business. What would they be able to glean from your business plan or company overview? What should people remember most about you and your business?

This is where the company overview shines. It can shape readers' initial perceptions and induce them to continue reading.

So by drafting an engaging business overview, you lay the cornerstone for building trust and curiosity. The result? It'll compel the audience to read on and discover your offer's value.

Moreover, using tools like Visme to create charts , graphs , plans , reports and infographics can help you quickly grab your reader’s eyeballs.

2. Helps To Attract Investors

If your business is in the growth or expansion phase, securing funding from potential investors becomes your priority.

Investors show interest in businesses with a clear vision, sound business plan and realistic financial projections.

But they come across numerous opportunities daily and have limited time to evaluate each. So to differentiate your business, you need to present a business overview beyond simply stating the obvious.

You must provide potential investors with information like your USP, market growth and competitive advantages. All this information will help investors assess the viability and attractiveness of your business.

3. Provides a Strategic Roadmap

A meticulous goal-driven plan is the best course of action for any company looking to succeed over the long run.

And to help you achieve those goals, the company overview acts as a strategic road map. That’s because it provides details about your company's vision, values and purpose.

By analyzing the company's operations, goals and strategies, the overview can provide insights into areas that may be vulnerable to risks and areas with the potential for growth and improvement.

The content of your company overview can vary depending on your company's specifics, mode of operation and purpose of the business plan.

But there are certain fundamental elements you should include in your company overview:

Let’s check them out.

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1. Company Description:

Treat the “About company” section as your elevator pitch. It should provide an in-depth overview of your business. When writing this section, consider including the following pointers:

• The purpose and nature of your company,
• Highlight what sets it apart from competitors,
• Share the guiding principles of your company.

In addition, draw attention to any distinct features of your business, such as creative procedures, in-house developed technology, or unique corporate culture.

Depending on the intricacy of the business plan, a company description's length might vary, but it should always be precise and short. It should typically include 3-4 sentences.

Use the template below to showcase a digestible version of your business overview.

2. Team Members, CEO and Partners

Write a quick introduction for the members of your management team, including their names, roles and backgrounds. Emphasize their industry knowledge, accomplishments (if any) and related experience.

The Meet Our Team page shouldn't just be about the team growing your business and the value and expertise they bring to the table. It should help your audience and stakeholders get familiar with your team.

After writing about the team members, give specific information on the company's founder or CEO.

Outline their mission, vision, values, leadership style and significant contributions to the company. Draw attention to their track record of achievement, prominence in the business or any other unique and notable characteristics

3. Legal Structure

Determine your firm's legal structure, including whether it is a corporation, limited liability company (LLC) , partnership, joint venture, or sole proprietorship. This information makes your company's legal structure and ownership structure clear.

It should also contain details regarding the business's ownership structure, such as the names of the shareholders and the percentages of the company they own.

4. Company History

Describe your company's history, beginning with its inception and moving forward. Mention the date of establishment, the members involved and pivotal moments that have shaped your company.

Talk about any noteworthy accomplishments, industry accolades and growth milestones that show the progress and resiliency of your organization.

5. Mission Statement

The mission statement section should summarize your company's purpose (main motive) and core objectives.

When writing this section, show how your company's values align with those of your potential target audience. Describe the fundamental beliefs and principles that guide your company's activities and decision making.

6. Target Market

Analyze your target market, including your ideal customers' demographic and psychographic profiles. While writing about this element, consider including the following:

• personality traits,
• geographic location,
• size of the target market,
• changes/trends in the market

When writing this section, mention the industry and your target market in which they operate.

And if you’re pivoting or starting a new business in another industry or targeting a new market within the same industry, you should mention it in the company overview.

Detailed information about your target market shows you've done your homework and understand your market like the back of your hand.

This can boost investors' confidence in your business.

7. Product or Service

Give a detailed explanation of your products or services, highlighting their features, benefits and unique characteristics. Show how your products or services address customer problems/pain points or meet their desires.

Highlight any technology breakthroughs, quality certifications, or design characteristics that set your offerings apart. Share notable client success stories, feedback, or case studies demonstrating the worth of your offerings and clients' satisfaction.

8. Objective and Goals

Define your company's short and long term objectives and goals .

These may include financial objectives, market expansion strategies, product development successes and other quantifiable results.

Explain why each goal is important and how accomplishing it will help drive business growth. Additionally, explain the strategies or activities to achieve your goals.

9. Competitive Advantage

Lay out your competitive advantage by showcasing what distinguishes your business from other companies.

You can shed some light on what makes your company unique. It may be anything from novel technology to outstanding customer service, cost management, or exclusive alliances. Remember to highlight how your competitive edge makes investing in your company a great decision and opportunity for investors.

You should include the company's patents, trademarks and other intellectual property rights you’ve acquired here. Even if you’ve applied for a pending patent, feel free to mention it.

A company overview should highlight the USP of the business and convey it to the audience concisely and engagingly. To create a strong USP, businesses must examine the profile of their target customer and market their products in a way that shows how they can solve their problems.

Let's see how you can write the company overview and use it as the foundation of your marketing efforts:

1. Provide Basic Company Information

Consider the company overview as your company's introduction. Give critical details about your business in the first paragraph, such as

Company Name: Mention your company's legal name as it appears on state records.

Management Team: Consider listing the names of the company's owners, founders and individuals who are part of the company.

Business Structure: Identify the type of business, such as a corporation, LLC, partnership, or sole proprietorship.

Location: Share the address of your company's main office and any additional owned sites.

By including these specifics, you provide a succinct description of your firm in the business overview.

2. Include Unique Details

After jotting down the basic information, it’s time to write down the key components. Write down your company history, mission statement and the industry you operate in.

Include a brief summary of the problem your business is trying to address and the proposed solution. Be sure to keep this statement relevant by considering your long-term goals. Other relevant details you can mention here include:

• Any honors or accolades that your business has won
• The business principles and cultures
• Any new or unique aspects (features or benefits) of your product or service
• The commitment of your business to social responsibility

However, below are some common mistakes you should be mindful of while writing:

• Using a dull template,
• Drafting unrealistic goals,
• Over-hyping your business,
• Making the overview complex,
• Poor grammar and punctuation,
• Not defining your target audience

If you need help crafting content for your company overview, you can use Visme's AI writer . It can quickly generate text for your presentation, ensuring the information is clear and concise.

3. Showcase the Passion

When creating a company overview, showcasing your passion and enthusiasm for your business is essential. Injecting humor, storytelling and brand voice can make your overview more engaging.

However, it's also important to remember that 65% of the general population are visual learners. Therefore, creating visually appealing presentations is also crucial to keep your audience engaged, apart from storytelling and humor. Visual aids such as graphs, charts, and images can help convey complex information in an engaging way

To create stunning presentations with top-notch visuals, Visme's thousands of templates can be customized with text, images, and colors. Now you can enhance your content's value and make your slides look more engaging!

4. Define your Product or Services

Next, describe your offerings in more detail, along with your target market.

Your potential customers must first understand the products/service you offer and how they can help if you want them to invest in your company.

Nonetheless, other parts of your business plan, like your market analysis, will go more in-depth about that information.

5. Review with your Team

Writing a business plan is a collaborative activity. Brainstorm with your team to create a compelling narrative for your company summary.

During the session, pick everyone's brain to get unique ideas and then leverage their feedback and fill in the different sections of your company overview.

Visme makes team collaboration super seamless. In Visme, team members can leave tag each other, leave feedback and resolve comments in real-time and on their time. Once done, you can share and publish your work for everyone in your organization. You can easily publish your presentation online in Visme and share it directly with a URL or embed it on your website.

Watch this video to learn how to collaborating using Visme.

Consider your team member's suggestions, as they can help you whether or not you’ve communicated your message to the point.

6. Highlight Your Goals

Outline your objectives and what steps you will take to achieve them in the last section of your business overview.

Recognize that goals can change as your company goes through different stages of development.

For instance, if your business is growing and seeking investors, goals related to scale and growth become more prominent. However, profitability and expansion may become more critical as your business grows.

Emphasize the value of reevaluating and reviewing goals frequently to be responsive to market conditions. This approach ensures your business remains agile and focused on a path to long-term success.

7. Keep it Concise

Remember that your business plan has plenty of room for specifics. The company overview should include the most fundamental details required for someone to understand your business.

You don’t need to worry if your first draft is too long. Simply read it several times and cut out any extraneous elements and phrases to shorten it.

And to make your readers continue reading the whole plan, make sure it’s written clearly and complemented with engaging visuals such as icons , stock photos and videos.

The company overview is just one part of the business plan. We all know how important it is to start your new business on the right foot. And so we're here to help.

Watch the video below to learn how to write a  business plan. This video will help guide you through your financial planning, marketing strategy, unique selling point and more.

8 Company Overview Templates

Visme has many company overview and business plan templates with different design layouts and structures for various industries.

It might initially feel intimidating with all the data and no design experience. But our intuitive editor is foolproof whether you're a novice or a professional.

We have handpicked eight business overview templates to help you get started!

1. Consultancy Business Plan Template

The consulting industry has steadily grown over the past several years. It is expected to reach $343.5 billion by 2025 . So if you’re looking for investors or promoting a consulting agency, then this professional business template is perfect for you.

This template lets you present a business idea or proposal to your clients. It highlights your company's services, key features, strategies, testimonials and more.

Furthermore, you can ensure brand integrity by customizing this template by adding brand assets like colors, fonts and company logos . You can also create a brand kit in Visme to store them across all your designs.

If you don’t want to do it manually, you can also access Visme’s Brand Wizard to generate a complete set of branded templates. You only need to input your website URL; the wizard will pull in brand assets that match your brand style.

2. Software Brand Go-To-Market Strategy Plan Template

Are you looking to launch a new product as a software brand? There's nothing better than this template for a software brand's go-to-market strategy.

With a monochromatic color combination that enhances clarity and understanding, the template is professional and easy to read.

You can use Visme to make an interactive map to complement your go-to-market plan. To visualize geographic data, you can quickly generate color-coded maps using the free map maker and templates. This feature is helpful when envisioning an area where most of your consumers live.

3. Travel Website Business Plan Template

According to a study, an estimated 700 million people will book travel online by 2023. Out of these, 83% of US adults want to book their trips online.

Getting off the ground can be difficult for many travel brands today. But if you want to invoke a sense of adventure in your business and clients, use this travel business plan template to show that you've researched and why you are the ideal fit for them.

Using this template, you can be sure that your business plan includes everything you need, including a mission statement, business objectives, a SWOT analysis of the market, a sales forecast and organizational management.

Tailored to those passionate about travel, you can effortlessly capture everyone’s imagination with photos of idyllic locations pulled from Visme’s library of high-resolution stock images .

And if you don't find anything that catches your fancy, don't sweat it. With Visme's AI image generator, you can generate professional-quality photos, graphics, art, drawings and paintings. The wizard will automatically generate and present options if you simply input an accurate prompt that precisely describes what you want.

4. Consulting Revenue-based Sales Plan Template

Do you want to create a comprehensive sales plan for your consulting business? This template can help you with that.

Consulting revenue-based sales plan template will help your businesses outline the various stages, executable actions, methodologies, outcomes, and goals of the sales process.

If you’re a consultant or a consulting firm, you can use this template to stay on top of your sales plans.

And if you want to include any data outside of Visme, as seen in the 7th slide, you can easily import it into your presentation. Visme allows you to connect and import data from Excel, Google Sheets, Google Analytics and Survey Monkey to create charts and graphs that visualize your data.

After importing the data, increase your presentation's impact by using data visualization tools to transform raw data into visually appealing graphs, charts and infographics. This approach stresses crucial points effortlessly, sparing your audience from grappling with text-heavy content.

5. Nonprofit - Business Plan Template

Creating a business and marketing plan for your nonprofit is essential when starting a business. You need to get the word out to increase donations and awareness for your cause.

This heartwarming business plan template will help you share your vision with potential donors and stakeholders. The stunning visuals capture the essence of your organization's objectives, making a lasting impression on those who support your mission.

Go ahead and edit content and change images, fonts and color themes to suit your unique needs. Add a dose of interactivity and animated features like navigation, pop-ups and icons that can highlight more information when users hover over them. It’ll create an immersive experience for your stakeholders.

However, If you’re short on time and looking for a way to customize and complete this template quickly and easily, try Visme Shortcuts . It’s a simple feature that allows you to find features, elements or assets by typing “/.”

6. Unique Restaurant Business Plan Template

Whether you're seeking to launch a new restaurant, grow or revamp your current business, or evaluate investments in this sector, you can use this vibrant and extensive template.

With soothing colors that will complement your restaurant's theme and beautiful visual elements, this template will add a touch of flair to your presentation. It has well-crafted aesthetic parts, balanced layouts and thoughtfully designed icons that make the presentation appear better.

Get a head start on creating a memorable business plan for your restaurant. If you want to share the business plan with key stakeholders, download it or share a live link.

If you share the live link, you can use Visme analytics to see how many people clicked and viewed your business plan. You can access unique visits, average time, duration, IP address and more analytics.

So wow your audience and unlock the doors to your restaurant's success with this delicious business plan template.

7. Denim Business Plan Template

A study by Technavio revealed that the denim industry will grow at a CAGR of 6.71% between 2022 and 2027. It means the demand is considerably high and the business is profitable. Now, that also implies cutthroat competition in the market.

So, you must create a winning business plan for your denim brand to engrave your audience and stakeholders. This trendy template can help you capture the essence of your creative vision and stay ahead of the curve,

If you want to fit your business or individual preferences, you can easily alter the backgrounds, fonts and colors while editing the template. Use Visme's dynamic fields to speed up the editing process and keep your presentation polished.

With the dynamic field option, you can update texts that repeat across slides. Even if you want to create specific variables for your use cases, you can do so with the Custom Fields option.

8. Real Estate - Marketing Plan Template

A written strategy and projections for your real estate investment are necessary to get funding for a proposed project.

Use this professionally created marketing plan template to increase your real estate sales. It includes pre-designed pages to display your business goals, buyer persona, SWOT analysis and more.

If your goal is lead generation for your real estate business, with Visme forms , you can create customized forms, popups and CTAs to embed on your landing page or website. Get three times more impressions and leave a lasting impression on your audience with no code builder form.

Effortlessly Create Company Overviews & More with Visme

A company overview is your entry point for attracting the interest of partners, investors and other stakeholders.

It takes skill and a deep awareness of your audience, as a business overview is not just a list of numbers and statistics. A well-crafted narrative that showcases your organization's vision, goals, and significant accomplishments is essential.

Nonetheless, creating and sharing a data-driven business plan doesn't have to be tough a nut to crack. You can seamlessly convey your ideas and goals with Visme's easy-to-use editor, professionally created templates, attractive data visualizations and interactive and collaborative features. Additionally, Visme offers millions of premium images, visual aids, and design elements to make your company overview stand out.

It's time to abandon traditional approaches and create a business plan that entices your stakeholders. Sign up for Visme today and start creating!

Create a compelling business plan and company overview with Visme

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About the Author

Unenabasi is a content expert with many years of experience in digital marketing, business development, and strategy. He loves to help brands tell stories that drive engagement, growth, and competitive advantage. He’s adept at creating compelling content on lifestyle, marketing, business, e-commerce, and technology. When he’s not taking the content world by storm, Unenabasi enjoys playing or watching soccer.