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Business Plan Confidentiality Statement

A business plan serves as a comprehensive roadmap that outlines the strategic vision, objectives, and operational framework of a business venture. It encompasses critical details such as market analysis, financial projections, marketing strategies, and operational procedures, providing a comprehensive overview of the business’s objectives and trajectory. In the process of developing a business plan , entrepreneurs often encounter the necessity of safeguarding sensitive and proprietary information, prompting the inclusion of a confidentiality statement within the document. A business plan confidentiality statement is a vital component that underscores the commitment to protecting confidential information and proprietary data, ensuring that the business’s competitive edge and strategic insights remain secure and safeguarded from unauthorized disclosure or misuse.

Purpose and Scope of the Confidentiality Statement

The primary purpose of a business plan confidentiality statement is to establish a legally binding agreement between the business and the intended readers or recipients of the business plan. This agreement emphasizes the confidential nature of the information contained within the business plan and serves as a formal acknowledgment of the recipient’s responsibility to maintain the confidentiality of the proprietary data and insights shared by the business. By clearly defining the scope and parameters of confidentiality, the statement reinforces the business’s commitment to protecting its intellectual property, trade secrets, and strategic business insights from unauthorized access, distribution, or exploitation.

Key Components of a Business Plan Confidentiality Statement

A robust business plan confidentiality statement typically includes the following key components:

  • Definition of Confidential Information: Clearly defining the scope of confidential information that is encompassed within the business plan, including proprietary data, financial projections, marketing strategies, operational procedures, and any other sensitive business insights that are not intended for public disclosure.
  • Non-Disclosure Commitment: Outlining the recipient’s obligation to maintain strict confidentiality and refrain from disclosing, reproducing, or distributing the confidential information contained within the business plan to any external parties without the prior written consent of the business.
  • Limitations on Use: Stipulating the permissible uses of the confidential information solely for the purpose of evaluating the business proposal and facilitating potential business collaborations or investment opportunities, emphasizing the restriction on using the information for personal gain or competitive advantage.
  • Duration of Confidentiality: Specifying the duration of the confidentiality agreement, including the timeframe during which the recipient is obligated to maintain the confidentiality of the information, as well as any provisions for the perpetual protection of certain proprietary information beyond the termination of the business relationship.
  • Legal Recourse and Remedies: Enumerating the legal remedies and consequences associated with the breach of confidentiality, including potential legal action, financial penalties, and the imposition of injunctive relief to mitigate the unauthorized dissemination or misuse of the confidential information.
  • Binding Nature of the Agreement: Expressing the mutual agreement and understanding between the parties involved, highlighting the binding nature of the confidentiality agreement, and underscoring the significance of adhering to ethical business practices and professional integrity throughout the business engagement.

Ensuring Comprehensive Protection of Intellectual Property

By incorporating a well-crafted confidentiality statement within the business plan, entrepreneurs can proactively safeguard their intellectual property, trade secrets, and proprietary business insights, fostering a secure and trustworthy environment for sharing confidential information with potential investors, business partners, or stakeholders. The inclusion of a confidentiality statement not only fortifies the legal protection of sensitive data but also reinforces the business’s commitment to transparency, integrity, and ethical business conduct, fostering a culture of mutual trust and respect within the realm of business collaborations and strategic partnerships.

Examples of Confidentiality Statements For Business Plans

Here are a few examples of business plan confidentiality statements that you can use as references or templates for drafting your own business plan confidentiality agreement:

Simple Business Plan Confidentiality Statement:

“This business plan and the information contained herein are confidential and proprietary to [Company Name]. The recipient acknowledges that the information provided in this document is solely for the purpose of evaluating potential business collaborations or investment opportunities and agrees to maintain strict confidentiality. The recipient further agrees not to disclose, reproduce, or distribute any part of this business plan without the prior written consent of [Company Name]. Any unauthorized use or disclosure of this information may result in legal action and other appropriate remedies.”

Comprehensive Business Plan Confidentiality Statement:

“The contents of this business plan, including all financial, operational, and marketing data, are the sole and exclusive property of [Company Name]. The recipient acknowledges that the information provided in this document is strictly confidential and is disclosed solely for the purpose of evaluating potential business opportunities. The recipient agrees to exercise the utmost discretion in safeguarding the confidentiality of this information and to refrain from disclosing, reproducing, or disseminating any part of this business plan to any third party without the express written consent of [Company Name]. Any unauthorized use, disclosure, or distribution of this information may result in legal action, financial penalties, and injunctive relief to protect the proprietary interests of [Company Name]. This confidentiality agreement remains valid for a period of [specify duration] following the termination of any business relationship or engagement.”

Confidentiality Statement for Business Plan Presentation:

“This presentation contains confidential and proprietary information belonging to [Company Name] and is intended solely for the use of the intended recipients. The recipient acknowledges that the information provided in this presentation is of a sensitive and confidential nature and agrees to maintain the strictest confidence in safeguarding the proprietary data and insights shared herein. The recipient further agrees not to disclose, reproduce, or distribute any part of this presentation without the express written consent of [Company Name]. This confidentiality obligation extends to all discussions, materials, and information shared during or following the presentation. Violation of this confidentiality agreement may result in legal action and other appropriate remedies to protect the intellectual property and business interests of [Company Name].”

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Home » Business Plan Tips

How to Write a Business Plan Confidentiality Agreement

Are you about pitching your idea to investors? If YES, here is a detailed guide on how to write an ironclad confidentiality agreement for a business plan. Confidentiality statements are documents that are prepared for the safety of parties that are about to go into a business contract.

Also known as non-disclosure agreements, confidentiality statements help to preserve sensitive information that various business parties might bring to the table when transacting business. Business confidentiality statement in essence is a document that states that when a company’s business plan has been revealed, they will not be able to discuss the contents of it with anyone that is not part of the agreement.

Confidentiality or nondisclosure agreement has various uses in the world of business. An individual with a patentable invention or idea may need to enter into partnership with a manufacturer or marketing firm; and of course, he would want to keep his or her invention a secret.

Again, two companies considering a joint venture may need to share the names of their investors – but may not want those names to reach competitors’ ears. Confidentiality agreements can cover all these scenarios; the parties can tailor them to their specific needs before a meeting or negotiation, or over the course of a contractual relationship.

Tips to Note When Writing a Business Plan Confidentiality Statement

A. use the proper contract format.

The proper contract format that is generally used when writing a confidentiality statement is the standard contract format. In this writing format, single-spaced paragraphs with a double space between them is used. Each paragraph constitutes a separate term of the contract and are also numbered for specification. If you have any sub-paragraphs, indent them under the main paragraph and mark them with a letter, as though you were writing an outline.

B. Agreement type

There are two types of agreement to use when writing your confidentiality statement. A unilateral and mutual confidentiality agreement. A unilateral confidentiality agreement is used when only one party is disclosing information, while a mutual agreement is used when both or all parties involved are disclosing information.

You have to decide whether the confidential relationship established will be mutual or one-way. Mutual confidentiality agreements are necessary when you’re providing information to a company so they can provide you with something secret in return. For example, you may be disclosing your plans for a secret invention to a professional who will help you devise a marketing plan.

You need a one-way confidentiality agreement if you need to share confidential information with an employee or contractor who will not be sharing secrets of their own, simply doing work for you. There are also other scenarios where you may require either type of agreement, that is why you have to note the type of confidentiality agreement you need.

How to Write an Ironclad Business Plan Confidentiality Agreement

Provide a list of parties involved in the agreement.

When writing a confidential agreement, you must identify who are the parties to be covered by the agreement. If someone is to be involved in the agreement, but he or she is not listed, you must know that the agreement is not binding on them.

For example, if the agreement is between two companies, the CEO of the company may be able to sign for her entire company, but the agreement should also specify that all employees of the company who have access to the information are bound by its provisions.

Parties can be identified by referring to classes of people, such as “employees” or “engineers,” as long as the person signing the agreement has the authority to bind those people.

Unless the agreement forbids a contractor to have a subcontractor assist with the work, all subcontractors should be included as parties to the agreement as well. This is done so as not to leave any loopholes behind that people can take advantage of.

Describe what the other party is agreeing to

In this part, you need to make known the types of information you wish to keep confidential. This can include any sort of information that might be exchanged between the parties. For instance, if you are designing a software, you might include not only the code and design of the app itself, but also any prototypes, testing procedures and results, or reviews and comments from designers.

This portion of the agreement is designed to set the boundaries of confidential information without disclosing the information itself. It can also be stated that information cannot be disclosed without written consent of the Disclosing Party. The information should only be used for business purposes, and only on a “need to know” basis. And that the information can only be disclosed when the receiving party signs a non disclosure agreement.

List information excluded from confidentiality

Of course not all information should be hidden in a business arrangement. So, for this reason, you need to specify the information that are not under confidentiality. These information may not be a list of specific things, but broad categories of information that don’t have to be protected as confidential. Most of these categories are created by law.

For instance, if an information is already public knowledge then it is not be put under the category of protection. Likewise, information that the receiving party learns from a third party or of which they had prior knowledge cannot be considered confidential, and should be listed as non confidential.

One of the most important exclusions is that if the receiver creates something independently before entering the confidential relationship, it cannot be considered party of the confidentiality agreement even if it happens to use or include some of the same or similar secret information or processes.

Other things that are not under the confidentiality agreement include;

  • An information the Receiving Party owned before the agreement
  • If the Receiving Party legally received it from another source
  • If the Receiving Party is required to disclose in a lawsuit or administrative proceeding
  • If it is being or has been developed by the Receiving Party’s employees, consultants, or agents.

Describe what happens if the other party breaches the contract

Wherever there is a law, there must be consequences for breaking it. A typical remedy for this type of contract is an injunction. You can ask for a court order to stop the person who breached confidentiality from continuing to share the information in violation of the agreement.

In some federal cases, under the DTSA, a court may grant the owner the right to seize the property which may be used in “extraordinary circumstances.” You may also require the return of Confidential Information.

You also have the ability to sue for damages incurred as a result of the breach of confidentiality, which may include penalties. For example, in some states you may have the ability to get double or triple damages if the breach was intentional rather than accidental.

Some confidentiality agreements include stiff financial penalties if secret information is revealed to the general public. Others leave the consequences up to a judge or arbitrator to decide. How detailed you want to get with penalties generally relates to how unique the information being disclosed is, and how damaging it would be if it got out.

Establish the obligations of the party receiving the information

Confidentiality agreements typically limit the ways the receiving party can use the confidential information provided, as well as provide the standard for keeping and protecting confidential information.

For example, if you’re looking for investor evaluations of something you’ve invented, your confidentiality agreement may specify that the information can only be used for the purposes of evaluating the product and not in the evaluator’s own business.

If you’re having an employee or contractor sign a confidentiality agreement, you would probably want to limit your employee’s use of information to the performance of job duties directly related to the employment.

Many confidentiality agreements recite that receivers must keep the information disclosed to them in the same way they would keep their own confidential information. However, this statement only works if the receiving party has a known policy for handling confidential information.

Generally, confidentiality standards include limiting access to the information and taking basic precautions to keep the information secure so it doesn’t easily fall into outside hands. Such precautions might include, for example, using encryption for emails discussing the confidential information.

If your confidentiality agreement relates to software designs, inventions or technology, it should include a statement that the receiver of the information has no license, expressed or implied, in the information by virtue of its disclosure.

State when the agreement ends

Whatever has a beginning must have an end, and same applies to a confidentiality agreement. In writing one, you have to specify when the agreement is going to elapse, and when the parties can get out of the loop. State when the agreement ends and what notice must be given to the other party about the termination. You can set one of two options for when the agreement ends:

Your agreement should specify two time periods: the period during which disclosure will be made, and the time period thereafter during which the information should be kept confidential.

American confidentiality agreements typically last for a period of five years, although some may only last two or three years. The end point doesn’t have to be a specific date, but there should be a specific date used as a starting point. Otherwise it’s unclear when the agreement will take effect and for how long it will be enforceable.

If your agreement specifies a confidentiality period of two years, for example, but fails to establish when that two year period starts, the receiver of the information can argue that she didn’t believe the agreement had gone into effect yet.

Another way to set a specific starting date is to have the confidentiality period start from the date the agreement is signed. If you use this method, make sure you don’t disclose any secrets until you have the signature and the agreement is in force.

The confidentiality time period also may end when a certain event happens. For example, if you’re seeking evaluation of a new product, the confidentiality period may end when you market and distribute that product in stores.

Add any necessary miscellaneous provisions

This section is typically located towards the end. The miscellaneous section is sometimes called boilerplate. All agreements contain various clauses that don’t fit in any other section, such as which state’s law will apply and whether attorneys’ fees will be available to an injured party if they agreement is breached. These agreements are then put under the miscellaneous section. This section, though negligent, but should not be overlooked because of the details it is wont to contain.

Provide space for all parties to sign the agreement

For your confidentiality agreement to be binding, it has to be signed. For this reason, you have to provide a page where parties involved in the agreement would pen down their signatures. Without the agreement signed, it cannot go into effect.

With the use of a confidentiality statement, otherwise known as a non-disclosure agreement, the parties can keep nonpublic information under wraps. These contracts bind the parties to very specific pledges on the disclosure of information and are enforceable under the laws of the state where they are created.

More on Business Plan Tips

Confidentiality Statements

Explore the history and impacts of Confidentiality Statements. Understand their use and types with Carepatron’s guidance.

Telita Montales

What is a Confidentiality Statement?

A , also widely known as a Confidentiality Agreement or Non-Disclosure Agreement (NDA), is a legal accord that binds two or more entities together, setting clear terms for sharing specific classified material, information, or knowledge. The central purpose of this agreement is to enable the exchange of sensitive information for certain agreed-upon ends while preventing this information from being disseminated more broadly or used outside the stipulated parameters.

Such statements are pivotal in safeguarding proprietary information or trade secrets, fostering trust within confidential relationships. They meticulously outline what constitutes confidential information, the obligations of the party receiving it, and the duration for which the confidentiality should be maintained.

These agreements are widely employed across various settings, such as between employers and employees, organizations and contractors, or among parties deliberating potential business partnerships. Establishing a clear confidentiality framework ensures that sensitive information is shared responsibly and that privacy is maintained.

Printable Confidentiality Statement

Download this Confidentiality Statement to maintain compliance.

How does it work?

A confidentiality statement springs into action as soon as all parties have duly signed it. This agreement imparts specific obligations and constraints that center around carefully handling confidential information. Here is a detailed, step-by-step breakdown of its workings:

Step 1: Identification of the Parties

The primary step is to identify the parties involved distinctly. This includes disclosing and receiving confidential information. It is vital to denote these parties to avoid any ambiguity or confusion accurately.

Step 2: Defining Confidential Information

In business interactions, not every shared information can be categorized as confidential. As such, the agreement must explain which specific details, data, or knowledge should be treated as confidential.

Step 3: Understanding the Scope of Confidentiality

The agreement should also elaborate on the allowed usage of confidential information, defining the scope of confidentiality. This section offers instructions on how the receiving party should use the information.

Step 4: Stating the Duration

The confidentiality statement must indicate the timeframe during which the information needs to be kept confidential. This duration varies based on the nature of the information and the agreement between the parties.

Step 5: Signatures and Dates

All parties involved should sign and date the document to ensure the agreement is legally binding. This affirms their consent to the terms and conditions specified within the agreement.

To help you understand better, we have a Printable Confidentiality Statements for you to test.

Confidentiality Statement Example (sample)

Confidentiality statements are versatile documents crafted to meet the specific needs of the context in which they are used. Consequently, the structure and content of these agreements can vary significantly. For instance, a confidentiality statement for non-profit volunteers would look distinctly different from one used in a professional business setting, each reflecting the unique requirements of their respective environments.

It's also worth noting that a well-structured confidentiality statement often contains clauses regarding intellectual property and confidentiality, which can be found in the document's footer, establishing clear parameters for using proprietary information.

We've prepared a sample Confidentiality Statement PDF for you to provide a more tangible understanding of how these documents are typically constructed. This example illustrates the format and language commonly used in such agreements and can serve as a useful starting point when creating your confidentiality statement.

Download this Confidentiality Statement Example:

Confidentiality Statement Example (sample)

When would you use this Template?

Confidentiality statements play a significant role in various scenarios where confidential or sensitive information needs to be shared. They act as a protective shield when you're disseminating information that isn't widely known and where unauthorized or inadvertent disclosure could adversely impact your interests. Some common circumstances that warrant the use of a confidentiality statement include:

Engaging in Business Negotiations

A confidentiality statement becomes crucial when initiating discussions about potential business relationships or partnerships. It ensures that the sensitive information shared during these explorations, including trade secrets or business strategies, is not misused or disclosed without authorization.

Safeguarding Intellectual Property Rights

Protecting your intellectual property rights is essential if your venture involves unique products or services. A confidentiality statement assures that your proprietary information will not be copied or shared without your consent.

Onboarding Employees

When hiring employees with access to sensitive business information, a confidentiality statement ensures that they understand the significance of this information and the need to maintain its confidentiality, even after their employment ends.

Collaborating with External Entities

If your work involves collaboration with external agencies, consultants, or contractors, using a confidentiality statement ensures that they know their obligations regarding the sensitive information they may encounter during their service.

Involving Volunteers in Non-Profit Organizations

Non-profit organizations often engage volunteers who may have access to sensitive information, such as donor details or internal operational data. A confidentiality statement tailored for non-profit volunteers establishes the parameters for handling such information and helps protect the organization's interests.

A confidentiality statement is a versatile document that serves an essential function in many contexts. It is a robust legal tool to protect sensitive information from unauthorized or inappropriate disclosure.

Protects Sensitive Information

A confidentiality statement helps protect your proprietary information from unauthorized disclosure.

Creates Legal Recourse

The agreement provides a legal pathway for seeking damages if confidentiality is breached.

Promotes Open Communication

The assurance of confidentiality promotes a more open and honest dialogue between parties.

Defines Boundaries

It clearly outlines what information is private and how it should be handled.

Sets Time Frames

The statement defines the period during which the information must be kept confidential.

You can download a Free Confidentiality statement here on Carepatron.

Why use Carepatron as your Confidentiality tracking app?

Carepatron, with its user-centric design and feature-rich platform, stands as a reliable solution for creating, disseminating, and managing your confidentiality statements. Our platform is thoughtfully designed to cater to diverse business needs, offering you a suite of tools to maintain and secure your sensitive information efficiently.

What sets Carepatron apart is its advanced Confidentiality Statement software. This high-tech application ensures adherence to all the legal stipulations associated with using and managing confidential information.

The software's robust tracking mechanism allows for seamless monitoring of the lifecycle of each confidentiality statement, from creation through expiration. This way, you can always stay on top of your confidentiality obligations and ensure your business is legally protected.

In addition, Carepatron's intuitive interface makes managing confidentiality statements hassle-free. Even those with limited technical skills can easily navigate the platform, allowing all stakeholders to engage effectively with the confidentiality measures in place.

Lastly, we understand the ever-evolving landscape of data protection and confidentiality, and therefore, we consistently update and enhance our software to meet the latest standards and regulations.

Carepatron’s Confidentiality Statement app provides a secure, reliable, and easy-to-use platform that is a one-stop solution for all your confidentiality statement needs.

Electronic Health Records Software

  • https://clasbc.net/wp-content/uploads/2022/09/NDA-Quick-Facts-.pdf  
  • https://www.sine.co/blog/nda/   ‍
  • https://www.investopedia.com/terms/n/nda.asp

Commonly asked questions

Anyone who wants to protect sensitive information uses the confidentiality statement. This can include businesses, non-profits, consultants, volunteers, and more.

A confidentiality statement is used when you need to share sensitive information with another party and want to prevent unauthorized disclosure of that information.

The confidentiality statement defines what information is confidential, outlines the parties' obligations, and provides legal recourse in case of a breach.

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Business Confidentiality Statement

Its a tool that businesses use when they discuss their business plan with others who will be given information that the company wishes to keep a secret. 3 min read updated on February 01, 2023

A business confidentiality statement is a tool that businesses use when they discuss their business plan with others who will be given information that the company values or wishes to keep a secret. In essence, it is a document that states that when a company's business plan is seen, they will not be able to discuss the contents of it with anyone outside of the agreement.

Confidentiality statements may also be referred to as non-disclosure statements that sales representative and other employees often sign but are typically used in regards to exposure to a company's business plan. They are intended to provide protection for both parties involved in a business plan or transaction.

How Can a Confidentiality Statement Protect You?

In every confidentiality agreement, there should be a provision that states that both parties will not disclose any of the information they are about to discuss or see in a business plan. In addition to that, there should also be a provision that covers damages which will occur in the event that a party breaches the agreement. This is often a place to list the monetary liability the party may be sued for.

If you do not have a confidentiality agreement in place when you write your business plan, then you are opening the door for anyone who sees your business plan to use parts of it without your permission. While copyright law may protect a large amount of it, not all of it will be protected.

If you do have a confidentiality agreement in place and someone does breach it , you will be entitled to some form of compensation and be able to possibly obtain a judgment from the breaching party. If you do not have an agreement in place, the courts are not likely to give you any damages if someone were to steal your idea.

When Do You Need a Confidentiality Agreement?

It is good practice to have a confidentiality agreement anytime that you make a business plan. Some of the benefits of having a confidentiality agreement include:

  • You can make sure that your financial information stays private.
  • You can protect your ides even though the plan may need to be seen by multiple parties.

You should request a signed confidentiality agreement when showing your business plan to anyone, even to a bank. Even though they work for an organization that values confidentiality, it does not mean that everyone working there will be ethical. Always make sure the agreement is signed before handing the business plan over.

Confidentiality Statement Business Plan

The downside of requiring a confidentiality agreement for your business is that it may turn off investors as it can signal distrust. They may feel that you think they plan on stealing your idea and may not be comfortable providing funds for the investment. Other reasons that you may choose not to use a confidentiality agreement include:

  • It can make it seem as though you are a novice.
  • Some people may find it offensive.
  • You may not be able to secure funding and keep it confidential.

Who Signs a Confidentiality Statement of a Business Plan?

In typical fashion, confidentiality agreements would precede or accompany a business plan submission. When requiring the signing of a confidentiality agreement, you should require signing by anyone who you anticipate will see the plan to ensure the information contained in it is confidential.

Considerations

There are some considerations that need to be made before deciding to use a confidentiality agreement. The first is that your confidentiality agreement is not only protecting an invention, but it also should be used to protect:

  • Business ideas.
  • Strategies.

Until you have received financing or the investment you need to get your business started, anyone will be able to create an identical business without having to ask permission.

It is also important when drafting a confidentiality agreement that it is simply stated and clearly outlines what needs to be protected and what can occur if the agreement is violated. The agreement should be non-intimidating in its verbiage. you can use this agreement for anyone who you may be in contact with about your business before it is stared such as financers, clients, and potential vendors.

If you need help with a business confidentiality statement, you can post your legal need on UpCounsel's marketplace. UpCounsel accepts only the top 5 percent of lawyers to its site. Lawyers on UpCounsel come from law schools such as Harvard Law and Yale Law and average 14 years of legal experience, including work with or on behalf of companies like Google, Menlo Ventures, and Airbnb.

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Content Approved by UpCounsel

  • Confidentiality Agreement
  • Purpose of a Confidentiality Agreement
  • Confidentiality Contracts
  • Penalty for Breach of Confidentiality
  • How to Draft a Confidentiality Agreement
  • Drafting Confidentiality Agreements: What You Need to Know
  • Confidentiality Clause Sample
  • Confidentiality Agreement Law
  • Confidentiality Agreement for Business Partners
  • Confidentiality Agreement Consideration

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Business Plan Confidentiality Agreement

A business plan confidentiality agreement (or NDA) is used when sharing a business idea or plan with consultants, investors, or anyone else that is evaluating your business. It establishes what information cannot be shared and prevents any misunderstandings. This confidentiality agreement is used as a legally binding document with the parties that are meeting each other. It will help establish definitions about trade secrets and when information can be shared.

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The Importance of a Business Plan NDA

Risks of not using it, what to include in a business plan non-disclosure agreement.

Even when a business is new, there can still be plans or ideas that can be stolen. Having an NDA agreement for a business plan prevents your unique ideas from being misused by another party.

As with any confidentiality agreement, a business plan NDA will keep your information safe. You will know that your business idea will not be used by someone else. Your plan may have potential trade secrets and other company secrets that you do not want public. A statement of confidentiality will prevent that from happening.

Using a business plan disclosure agreement can prepare you for using NDAs for your business career, both with third parties and employees. Many businesses have trade secrets and confidential information that you want to control the release of. Using the nda template from the beginning will help your business establish good practices.

A business plan covers many different ideas and aspects of running a business. Marketing, competition, and finances are all included. This is valuable information that you want to protect, in many cases for the entire time you are running your business.

Business plans cover a lot of important information that you will want to protect, oftentimes for the entire time it’s operating. Keeping these plans safe will help your business have a successful start and continue to grow.

Aspects of your business plans that you will want to be protected by a business plan confidentiality agreement include market analysis and strategy, list of competitors, staffing and employee plans, and financial data.

This research and planning cover not only your business idea but what you have discovered about other businesses in a similar market. These plans can be protected with a non-disclosure agreement for a business plan to help you keep the right information safe.

When you don’t use a business plan confidentiality agreement you have the risk of your business idea being used or sold without your permission. It would be a shame if all of the time and energy that you spent on developing just the right ideas were used by someone else. Business plans being stolen is a real threat and you want to protect yourself from it.

If the worst-case scenario occurs and the business idea is stolen from you, a business plan confidentiality agreement will also give you recourse options, including compensation. It will save you time and money to establish what information was publicly known and what was revealed during the business plan meeting.

With a confidentiality agreement, all parties have agreed to what information was not allowed to be shared, making getting legal help easier. There will be less confusion with NDAs signed before any confidential information is shared.

Template Preview

A business plan non-disclosure agreement should include many similar aspects of other statements of confidentiality. These agreements define the terms of what is confidential and what can happen if there is a breach of contract.

1. Define Confidential Information

The first item to include in a non-disclosure agreement for a business plan is to define confidential information and how it applies in this document. It can include revenue predictions, spending plans, and predicted future trends among many other aspects of running a business. Without these terms being defined.

2. The Agreement of Confidentiality

The next item to include is the agreement of confidentiality on the receiving parties. This includes talking about what is the meeting, making copies of any documents, or making commercials from the topics discussed. This will also cover how the receiving party will handle being asked about confidential information.

In cases where documents and materials are being shared, a confidentiality agreement will also disclose that these materials be returned within a time frame. The receiving party cannot make copies or share this information without the consent of the business owner.

3. Exclusions

Exclusions are included in a business plan confidentiality agreement to cover what the receiving party already knew before the agreement, if information becomes public knowledge, or is available through other sources legally.

4. Duration

A non-disclosure agreement for a business plan also covers how long the agreement is in effect. This can be until a specified date or certain provisions are met, such as being released from the confidentiality agreement or the information stops being a trade secret.

5. Courts and Contracts

A statement of confidentiality will also include general provisions about if the agreement is determined to be void by a court and an agreement that the current contract supersedes previous contracts and agreements.

6. Legal Ramifications

Legal ramifications for a breach of the confidentiality agreement are also included. This can include legal action and pay for legal fees. These fees will be paid to the disclosing party or business owner, from the receiving party to cover damages and loss of business from the broken contract.

Once the business plan confidentiality agreement is signed and dated, the contract is placed into effect unless otherwise made void.

When drafting a confidentiality agreement for a business idea, you want to use the right language and organize it correctly. They can cover a lot of information and you want to ensure that all the right information is accounted for to protect your business plans.

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Business Plan Non-Disclosure Agreement Template

Business Plan Non-Disclosure Agreement

Published December 18, 2023 Written by Josh Sainsbury | Reviewed by Brooke Davis

A business plan non-disclosure agreement  is a document intended to protect private information about your business plan. It notifies the other party that you intend to share confidential information. It lays out potential penalties that the other entity, often a company or a potential business partner, will have to pay if they disclose information about your business plan.

Your business plan NDA allows you to share potentially sensitive information about your business or upcoming business without worry that the person you’re sharing it with will use that information for their ends or disclose it to your competitors.

When To Use

  • Before sharing your business plan with a potential investor.
  • Before sharing information about your future business with potential customers.
  • Before discussing information about a future business with a potential partner.
  • When sharing your business plan with a bank before receiving a loan.

What Can a Business Plan NDA Protect?

Key elements of your business plan non-disclosure agreement, sample business plan non-disclosure agreement, tips for negotiating and enforcing a business plan non-disclosure agreement.

A business plan non-disclosure agreement can protect confidential information about your business or future business, including:

  • Business strategies, including any strategy intended to help set your business apart from the competition
  • Marketing plans, branding, and other critical information about how you intend to reach out to potential customers
  • Customer lists
  • Any trade secrets or proprietary technology relevant to the future of your business
  • Financial information, including potential earning projections

Your business plan may contain a great deal of information about your business that could give your competitors an edge if they had access to it. Your business plan non-disclosure agreement helps protect that vital information.

There are several essential elements that your non-disclosure should cover to maximize protection for your business.

  • Classification of confidential information. Ensure you describe what is considered classified and what the other party should keep private.
  • The length of the agreement.
  • Any circumstances under which the other party can share vital information. (For example, sharing it with shareholders in another business or with a lawyer or accountant.)
  • Who owns the information shared in the business plan?
  • What occurs if your relationship with the other party ends? Include information about what should be done with any copies of information shared, including both paper and digital copies.

Both you and someone with legal authority to act for the other party should sign the NDA.

Business Plan Non-Disclosure and Confidentiality Agreement

If you plan to share confidential information about your business plan, ensure a business plan NDA is in place.

  • Avoid sharing any confidential information before signing the agreement.
  • Clearly define the confidential information.
  • Define how the other party is expected to use the information you have shared, which will help determine when they have stepped outside that agreement.
  • Require the other party to return confidential information or show proof of its destruction if the agreement is terminated.
  • Lay out clear terms regarding what will happen if the agreement is breached.

React quickly to any infractions of your business plan non-disclosure agreement so that you can continue to protect your business.

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Business-in-a-Box's Confidentiality Agreement Template

Confidentiality Agreement Template

Understanding a confidentiality agreement.

When it comes to making sure your documents remain confidential and anonymous, confidentiality agreements are massively important. Indeed, this is imperative for many different types of files. And so, it’s essential that you know how to use and write the agreements. Today, we’ll be looking at what confidentiality agreements are and how they can benefit your business. Moreover, we’ll consider how to write your own confidentiality agreements and why confidentiality agreement templates could be the solution that you need.

What Are Confidentiality Agreements?

Firstly, we need to define what confidentiality agreements actually are. Confidentiality agreements are documents designed to provide your business with confidentiality protection. That is to say, these documents establish the legal requirements of involved parties not to share any information contained within sensitive documents or otherwise learned through interactions.

Sometimes, a confidentiality agreement might be referred to as a non-disclosure agreement. Both names provide an overview of the documents’ purpose: to guarantee that shared information is managed privately and not disclosed.

The Basics of Confidentiality Agreements

At the most basic, a confidentiality agreement serves to outline the confidentiality requirements of an interaction. The confidentiality agreement sets out the relationship between the involved parties. It provides protection for the information that is shared during these aforementioned interactions.

In other words, involved parties may use a non-disclosure agreement to enforce confidentiality regulations legally. It sets out what the parties involved can and cannot share with members of the public.

Purposes of Confidentiality Agreements

Confidentiality agreements pretty much do what they say on the label: they establish the rules surrounding confidentiality for a relationship. As such, they protect against the shared information being leaked or shared to those individuals who may use it for ulterior motives than the original.

Commonly, an entity will create confidentiality agreements in situations where sensitive information is being handled. Examples of cases where businesses or entities use confidentiality agreements might include:

  • Before or during joint venture discussions - Non-disclosure agreements at these times prevent a participant from discussing joint ventures, then taking the agreements to another partner. This protects both or all parties involved with the confidentiality agreements.
  • Employees who are starting on a new contract - Businesses that hire new staff often have their staff members fill out a non-disclosure form or confidentiality agreement. By doing so, staff cannot share internal, confidential information with rival firms/members of the public.
  • During pre-release discussions and editing - Before a document is released to the public, a confidentiality agreement may be required. In this scenario, the confidentiality agreements serve to protect the data and information until such a time as it’s made publicly available.
  • For sharing creative content - If you’ve produced creative content (for example, a book or artwork) and want to share it before it goes public, confidentiality agreements can help. The confidentiality agreement can prevent other people from distributing the work that you have created.

This is just a very limited list of examples of where a confidentiality agreement may be required. Indeed, you can draw up confidentiality agreements for use in any situations where you think an extra layer of data protection might be necessary. In doing so, you will protect the information from being shared with individuals or firms who do not share the same ethics and/or goals as your business.

Thus, the most notable purpose of confidentiality agreements is keeping plans secret. This is important in many ways, including marketing strategies, private new products and innovations, and the like.

Limitations for Confidentiality Agreements

Confidentiality agreements only outline the legal requirements associated with information and the regulations around sharing this information. As such, there are a few limitations to confidentiality agreements that should be considered. The most obvious limiting factors for confidentiality agreements are as follows.

First, you should be aware that a confidentiality agreement can only do so much to protect your data. While confidentiality agreements can make it illegal for any parties involved in the agreement to share information, there’s still plenty to be said for human error. An individual could still accidentally share the data through a slip of the tongue. While you would still be able to file a case against them, they may have compromised the sensitive info by then.

What’s more, the confidentiality agreement is only binding if all parties involved have signed it. As such, all involved individuals should ensure that they (and their fellow parties) have signed the agreement before any data is shared.

Of course, it is always important that the confidentiality agreement is thorough. Indeed, any loopholes could allow parties to share information and data safely without any repercussions. As such, it’s always vital you get professional legal advice for your confidentiality agreements. Moreover, starting with confidentiality agreement templates can give you a sound basis for your confidentiality agreements.

What to Include in Confidentiality Agreements

If you think that a confidentiality agreement might be the right solution for your needs, then it’s important to consider what you should include carefully. Luckily, we’re on hand to help you develop the ideal confidentiality agreement templates for your needs!

A good confidentiality template needs to include a few key points. These are summarised as follows:

  • The contact information (i.e. names, address, telephone number) of everyone who is involved with the confidentiality agreements
  • Definition of what content and information is deemed confidential by the agreement
  • Define when participants in the NDA can use the information and for what purposes
  • Duration of the confidentiality agreement / under what circumstances the contract will end
  • Breach remedies and jurisdiction clauses, in the event of information being shared against the terms of the non-disclosure agreement

Always Get a Second Opinion

A non-disclosure agreement is, first and foremost, a legally binding document. As a result of this, it is imperative that you get your confidentiality agreements right. Hence, before sending any confidentiality documents, it is imperative that you get a second opinion on the file. Ideally, you should seek this second opinion from a professional legal expert. However, getting second opinions from your colleagues or employees may also be suitable. These second opinions on the work will inform you whether you’ve written your confidentiality agreement well and without loopholes or errors.

Confidentiality Agreement Templates

If you need to create a confidentiality agreement for your firm, business, or creative work, you might be struggling to start. Indeed, getting started with writing a confidentiality agreement can be incredibly difficult! If this is the case for you then you may wish to use confidentiality agreement templates to determine the best legal solution for your needs.

Are Confidentiality Agreement Templates a Good Option?

Have you ever considered using confidentiality agreement templates to write your NDA? If you need an NDA, it’s essential you include all of the vital information to make it a success. However, many people don’t know where to start. This is where a template could come in handy.

But are confidentiality agreement templates actually a good option for you to consider? There are a many different reasons why you might want to use confidentiality agreement templates instead of writing your non-disclosure agreement freeform.

  • Make sure the formatting for your confidentiality agreement is right. It can be incredibly challenging to come up with an effective layout for your agreement, and there are so many things to consider. What parts of the file should come first? How should the agreement be laid out? Well, using confidentiality agreement templates can be extremely useful to this end, as the template will come with all the formatting pre-designed. So, you won’t need to spend lots of time considering how to format your confidentiality agreements when using a template.
  • Professional design and content planning. If you decide to use a confidentiality agreement template, you can be confident that the template has been made by a professional. And, when it comes to legal documentation that’s designed to protect the privacy of your content, getting things right really can’t be stressed highly enough. So, you should always ensure that you’ve had a professional opinion for the agreement – and a template could be a great way to get started with this.
  • Confidentiality agreement templates improve your firm’s efficiency. Efficiency is, invariably, one of the most important aspects of a successful business. Poor efficiency will mean that your firm’s productivity is lesser but with the costs being the same or higher. By contrast, if your business is running efficiently, you can be confident that you’ll be getting the best value-for-money from your staffing costs. So, why get your business’ staff to do a job that they aren’t trained for, which will invariably be a costly way of doing things. Choose to use a confidentiality agreement template instead. You will likely cut out a considerable amount of the costs associated with the draft!
  • Your staff knows the business better than anyone. This is something that many people don’t consider, but it’s essential nonetheless. When drafting a confidentiality agreement, you need to make sure that the content is relevant to your business or creative project. Unfortunately, though, many people – even lawyers and legal experts – won’t understand your business or project as you do. This is pretty much a given. What’s more, this is a critical reason that you may want to try confidentiality agreement templates!
  • Hiring a legal expert is costly. The costs associated with a confidentiality agreement should not be the sole deciding factor. With that being said, it’s still worth noting that hiring a legal expert to help you write your confidentiality agreements will be expensive. Therefore, choosing confidentiality agreement templates instead can save you a considerable amount of money for drafting your NDA.

Where to Find Confidentiality Agreement Templates?

If you think that you need a confidentiality agreement, then confidentiality agreement templates can be incredibly useful. They can allow you to quickly and easily compose a non-disclosure agreement. What’s more, if you’ve chosen a template that a professional confidentiality agreement templates creator has written, you can be confident that the template will guide you to include all necessary information.

Don’t get caught out without the right confidentiality agreements template. We pride ourselves on offering a generous range of the highest quality confidentiality agreement templates. Our templates are designed to be easy to use and reliable. That is why so many people have chosen to create their confidentiality agreements with our range of templates.

Sign Up to Find Your Ideal Confidentiality Agreement Templates Today!

If you’ve been looking for the highest quality confidentiality agreement templates, then look no further than our range. We’re proud to offer the finest templates for confidentiality agreements. We have made all of our templates with professionalism and reliability in mind.

Do not compromise. Sign up to Business-in-a-Box to get access to our expansive collection of over 3,000+ templates. There’s sure to be a template that meets your needs for a high-quality confidentiality agreement template.

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Business Plan Non-Disclosure Agreement (NDA)

statement of confidentiality business plan template

The business plan non-disclosure agreement is intended for use when sharing a business plan with consultants, investors, contractors, potential employees, and anyone else evaluating your planned enterprise. Regardless of the size or complexity of your plan, it is likely to include confidential information that hopefully gives you an advantage over competitors. Such information could include your marketing plan, revenue forecast, and capital spending. Note, if you use an NDA with your business plan with one person, you must use NDAs for all who read it, and you should mark the plan as “confidential.”

Product Development NDA – Use when consulting with third (3rd) parties about a potential invention and its use and functionality.

BUSINESS PLAN NON-DISCLOSURE AGREEMENT   This agreement (the “Agreement”) between _________________ (the “Disclosing Party”) and _________________ (the “Receiving Party”) is effective _________________ and is intended to prevent the unauthorized disclosure of Confidential Information (as defined below) contained in and relating to the business plan of Disclosing Party. The parties agree as follows: 1. Confidential Information “Confidential Information” is proprietary trade secret information contained within and relating to Disclosing Party’s business plan including but not limited to: business description, marketing plan, sales revenue forecast, profit and loss forecast, capital spending plan, cash flow forecast, future trends, personnel plan, business goals, personal financial statement, supporting documents and information conveyed in writing or in discussion that is indicated to be confidential. 2. Non-Disclosure Receiving Party will treat Confidential Information with the same degree of care and safeguards that it takes with its own Confidential Information, but in no event less than a reasonable degree of care. Without Disclosing Party’s prior written consent, Receiving Party will not: (a)  disclose Confidential Information to any third party; (b)  make or permit to be made copies or other reproductions of Confidential Information; or (c)  make any commercial use of Confidential Information. Receiving Party will carefully restrict access to Confidential Information to those of its officers, directors and employees who are subject to non-disclosure restrictions at least as protective as those set forth in this Agreement and who clearly need such access to participate on Receiving Party’s behalf in the analysis and negotiation of a business relationship or any contract or agreement with Disclosing Party. Receiving Party will advise each officer, director or employee to whom it provides access to any Confidential Information that they are prohibited from using it or disclosing it to others without Disclosing Party’s prior written consent. 3. Return of Business Plan Materials Upon Disclosing Party’s request, Receiving Party shall within 30 days return all original materials provided by Disclosing Party and any copies, notes or other documents in Receiving Party’s possession pertaining to Confidential Information. 4. Exclusions This agreement does not apply to any information that: (a)  was in Receiving Party’s possession or was known to Receiving Party, without an obligation to keep it confidential, before such information was disclosed to Receiving Party by Disclosing Party; (b)  is or becomes public knowledge through a source other than Receiving Party and through no fault of Receiving Party; (c)  is or becomes lawfully available to Receiving Party from a source other than Disclosing Party; or (d)  is disclosed by Receiving Party with Disclosing Party’s prior written approval. 5. Term This Agreement and Receiving Party’s duty to hold Confidential Information in confidence shall remain in effect until _________________ or until whichever of the following occurs first: (a)  Disclosing Party sends Receiving Party written notice releasing it from this Agreement, or (b)  Confidential Information disclosed under this Agreement ceases to be a trade secret. 6. No Rights Granted This Agreement does not constitute a grant or an intention or commitment to grant any right, title or interest in Confidential Information to Receiving Party. 7. Warranty Disclosing Party warrants that it has the right to make the disclosures under this Agreement. 8. General Provisions (a)  Relationships.  Nothing contained in this Agreement shall be deemed to constitute either party a partner, joint venturer or employee of the other party for any purpose. (b)  Severability.  If a court finds any provision of this Agreement invalid or unenforceable, the remainder of this Agreement shall be interpreted so as best to effect the intent of the parties. (c)  Integration.  This Agreement expresses the complete understanding of the parties with respect to the subject matter and supersedes all prior proposals, agreements, representations and understandings. This Agreement may not be amended except in a writing signed by both parties. (d)  Waiver.   The failure to exercise any right provided in this Agreement shall not be a waiver of prior or subsequent rights. (e)  Injunctive Relief.  Any misappropriation of Confidential Information in violation of this Agreement may cause Disclosing Party irreparable harm, the amount of which may be difficult to ascertain, and therefore Receiving Party agrees that Disclosing Party shall have the right to apply to a court of competent jurisdiction for an order enjoining any such further misappropriation and for such other relief as Disclosing Party deems appropriate. This right of Disclosing Party is to be in addition to the remedies otherwise available to Disclosing Party. (f)   Indemnity.  Receiving Party agrees to indemnify Disclosing Party against any and all losses, damages, claims or expenses incurred or suffered by Disclosing Party as a result of Receiving Party’s breach of this Agreement. ( g)  Attorney Fees and Expenses.   In a dispute arising out of or related to this Agreement, the prevailing party shall have the right to collect from the other party its reasonable attorney fees and costs and necessary expenditures. (h)  Governing Law. This Agreement shall be governed in accordance with the laws of the State of _________________. (i)   Jurisdiction.   The parties consent to the exclusive jurisdiction and venue of the federal and state courts located in _________________ in any action arising out of or relating to this Agreement. The parties waive any other venue to which either party might be entitled by domicile or otherwise. ( j)   Successors & Assigns . This Agreement shall bind each party’s heirs, successors and assigns. Receiving Party may not assign or transfer its rights or obligations under this Agreement without the prior written consent of Disclosing Party. However, no consent is required f­or an assignment or transfer that occurs: (a) to an entity in which Receiving Party owns more than fifty percent of the assets; or (b) as part of a transfer of all or substantially all of the assets of Receiving Party to any party. Any assignment or transfer in violation of this section shall be void.   Disclosing Party: _____________________________________________ (Signature) _____________________ (Typed or Printed Name) Title: _____________________ Date: _____________________   Receiving Party: _____________________________________________ (Signature) _____________________ (Typed or Printed Name) Title: _____________________ Date: _____________________

How to Write

EXPLANATION FOR BUSINESS PLAN NON-DISCLOSURE AGREEMENT

Below we provide an explanation for each of the provisions of the Business Plan Non-Disclosure Agreement.

Introductory Paragraph

Fill in your company name (you are the disclosing party).  Fill in the name of the outside individual or company being granted access to your trade secrets (the Receiving Party). Finally, fill in the date the agreement will take effect. This can be the date it’s signed or a date in the future.

1. Confidential Information

This section defines what is protected against disclosure. Keep in mind that if you are disclosing information in conjunction with the plan, you should designate that information as confidential. If the information is spoken, you should announce the confidentiality.

2. Non-Disclosure

This clause makes clear that your trade secrets must be kept in confidence by the receiving party and may not be revealed to others without your prior written consent.

3. Return of Business Plan Materials

Here, the receiving party promises to return your business plan and related materials provided by your company, as well as copies, notes, and documents pertaining to the business plan. The agreement gives the receiving party 30 days to return the materials, but you can change this time period if you wish.

4. Exclusions

This provision describes all the types of information that are not covered by the agreement. These exclusions are based on court decisions and state trade secret laws that say these types of information do not qualify for trade secret protection.

This clause provides the receiving party with an expiration date for the agreement. The Agreement should last as long as the information is likely to remain a trade secret. Five years is a common period, but it can be much shorter, even as little as six months. In Internet and technology businesses, the time period may need to be shorter because of the fast pace of innovation.

6. No Rights Granted

This clause makes clear that you are not granting any ownership rights in the confidential informat­ion to the receiving party.

7. Warranty

A warranty is a promise. Here, you promise the receiving party that you have the right to disclose the information. This is intended to assure the receiving party that it won’t be sued by some third party claiming that the trade secrets belonged to it and that you had no right to reveal them to the receiving party.

8. General Provisions

These miscellaneous provisions (often referred to as “boilerplate”) are often grouped together at the end of an agreement.

Relationships . Most agreements include a provision like this one, disclaiming any relationship other than that defined in the agreement.

Severability . The severability clause provides that if you wind up in a lawsuit over the agreement and a court rules that one part of the agreement is invalid, that part can be cut out and the rest of the agreement will remain valid.

Integration . The integration provision verifies that the version you are signing is the final version and that neither of you can rely on statements made in the past.

Waiver . This provision states that even if you don’t promptly complain about a violation of the NDA, you still have the right to complain about it later.

Injunctive Relief . An injunction is a court order directing a person to do (or stop doing) something. If someone violated your NDA, you would want a court order directing that person to stop using your secrets.

Indemnity . Some NDAs require the receiving party to pay for all damages (lost profits, attorney fees or other expenses) incurred by the other party as a result of the receiving party’s breach of the non-disclosure agreement. This obligation is known as indemnification. Leaving out the indemnity provision does not prevent you from suing and collecting damages for a breach (contract law holds the receiving party responsible for a breach), but the clause makes it easier to claim damages.

Attorney Fees and Expenses. If you don’t include an attorney fees clause in your agreement, a judge may (in most states) order the award of attorney fees in cases where the theft of the trade secret was willful and malicious. It’s up to the judge, which makes things unpredictable. You are far better off using an attorney fees provision. However, don’t be surprised if the other party is opposed to the idea. Why? Because it is the receiving party that is usually sued, not vice-versa, and the receiving party may believe that the provision will encourage you to litigate.

Governing Law . You can choose any state’s laws to govern the agreement, regardless of where you live or where the agreement is signed. Most businesses favor the state where their headquarters are located.

Jurisdiction . The purpose of adding a jurisdiction provision to an NDA is to get each party to consent in advance to jurisdiction in one county or state and to give up the right to sue or be sued anywhere else.

Successors and Assigns . This provision binds any company that acquires either party.

Signing the agreement. Someone with the necessary authority must sign the agreement on behalf of each party. Each party should sign two copies and keep one. This way, both parties have an original signed agreement.

statement of confidentiality business plan template

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12+ Business Confidentiality Agreement Templates – Free Sample, Example Format Download

In a business organization, there exist a lot of secrets which could be the formulae for developing their products, details of the employees, various strategies for the betterment of the business etc. Most of the people who come in contact with the organization may have some idea about this. You may also see agreement templates .

statement of confidentiality business plan template

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Business Confidentiality Agreement

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Example Business Non Disclosure Confidentiality Agreement

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Example Precedent Business Confidentiality Agreement

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> Uses of Business Confidentiality Agreement

  • For the employees to safeguard the company secrets
  • For the financial institutions to protect the financial details of a company
  • For vendors to ensure certain company information is safe
  • For two or more parties planning to merge their business

> Benefits of Business Confidentiality Agreement

  • It can be drafted as per the requirement and preference of the business organization
  • The agreement spells out all the information clearly, thus ensuring that there is no confusion as to what is considered confidential
  • It warns the signing party about the consequences in case there is a breach of the agreement
  • Considered to be a valid proof in the court of law, it can be helpful in case of a dispute

> How to Draft a Business Confidentiality Agreement

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Blueprint is an independent, advertising-supported comparison service focused on helping readers make smarter decisions. We receive compensation from the companies that advertise on Blueprint which may impact how and where products appear on this site. The compensation we receive from advertisers does not influence the recommendations or advice our editorial team provides in our articles or otherwise impact any of the editorial content on Blueprint. Blueprint does not include all companies, products or offers that may be available to you within the market. A list of selected affiliate partners is available here .

Free business plan template (with examples)

Alan Bradley

Sierra Campbell

Sierra Campbell

“Verified by an expert” means that this article has been thoroughly reviewed and evaluated for accuracy.

Updated 3:37 a.m. UTC Feb. 12, 2024

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AzmanL, Getty Images

Starting a business can be a daunting undertaking. As with so many large projects, one of the most difficult challenges is just getting started, and one of the best ways to start is by putting together a plan. A plan is also a powerful tool for communication and can serve as a cornerstone for onboarding new partners and employees or for demonstrating your philosophy and priorities to potential collaborators. 

A solid business plan will not only provide a framework for your business going forward but will also give you an early opportunity to organize and refine your thoughts and define your mission statement, providing a guidepost that can serve as a beacon for your business for years to come. We’ve provided a business plan template below to help guide you in the creation of your new enterprise.

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Business plan template

What should a business plan include?

Regardless of the type of business you own or the products and services you provide, every business plan should include some core elements:

  • Mission statement. The definition and executive summary of your business.
  • Market analysis. A breakdown of the market segment and customers you hope to reach, built through primary (gathered by you) and secondary (gathered from outside sources) research.
  • Organization and logistics. The nuts and bolts of how your business is operated
  • Products or services. What your company provides its customers.
  • Advertising and marketing. How you intend to get your products in front of your customers.
  • Forecasting. Revenue forecasting for partners or potential investors.

Why do you need a business plan?

A business plan is a framework for success. It provides a number of key benefits:

  • Structure. The outline around which to design your business.
  • Operational guidance. A signpost for how to run your business from day to day.
  • Expansion. A vision for the future growth of your enterprise.
  • Definition. A platform to consider every element of your business and how best to execute your plans for them.
  • Collaboration. A synopsis of what’s exceptional about your business and a way to attract funding, investment or partnerships.
  • Onboarding. An efficient summary of your business for new or potential employees.

Business plan examples

We’ve created two fictional companies to illustrate how a business might use a business plan to sketch out goals and opportunities as well as forecast revenue.

Bling, Incorporated

Our first hypothetical example is a jewelry and accessory creator called Bling, Incorporated. A hybrid business that manufactures its products for sale both online and through physical retail channels, Bling’s mission statement is focused on transforming simple, inexpensive ingredients into wearable statement pieces of art. 

Market analysis includes gathering data around sourcing sustainable, inexpensive components, aesthetic trends in fashion and on which platforms competitors have had success in advertising jewelry to prospective customers. Logistics include shipping products, negotiating with retailers, establishing an e-commerce presence and material and manufacturing costs. 

Bling, Incorporated advertises initially through social platforms like TikTok and Facebook, as well as with Google AdSense, with plans to eventually expand to television advertising. Revenue forecasting is structured around a low overhead on the basis of inexpensive materials, no dedicated storefront and broad reach through digital platforms.

Phaeton Custom Cars

Phaeton is a custom car builder and classic car restoration business with a regional focus and reach. Its mission statement defines it as a local, family-owned business serving a community of auto enthusiasts and a broader regional niche of collectors. 

Market analysis breaks down the location and facilities of other competitor shops in the region as well as online communities of regional car enthusiasts likely to spend money on custom modifications or restoration projects. It also examines trends in valuations for custom parts and vintage cars. Logistics include pricing out parts and labor, finding skilled or apprentice laborers and mortgaging a garage and equipment. 

Phaeton advertises in regional publications, at local events and regional car shows and online through Facebook and Instagram, with an emphasis on a social presence highlighting their flashiest builds. Revenue forecasting is built around a growing reputation and high-value commissions.

Frequently asked questions (FAQs)

A business plan may not be a prerequisite for every type of business, but there are few businesses that wouldn’t benefit from one. It can serve as an important strategic tool and help crystalize a vision of your business and its future.

Business plans do just that: they help you plan the future of your business, serve as a platform to brainstorm ideas and think through your vision and are a great tool for showcasing why your business works to potential investors or partners.

Blueprint is an independent publisher and comparison service, not an investment advisor. The information provided is for educational purposes only and we encourage you to seek personalized advice from qualified professionals regarding specific financial decisions. Past performance is not indicative of future results.

Blueprint has an advertiser disclosure policy . The opinions, analyses, reviews or recommendations expressed in this article are those of the Blueprint editorial staff alone. Blueprint adheres to strict editorial integrity standards. The information is accurate as of the publish date, but always check the provider’s website for the most current information.

Alan Bradley

Alan is an experienced culture and tech writer with a background in newspaper reporting. His work has appeared in Rolling Stone, Paste Magazine, The Escapist, PC Mag, PC Gamer, and a multitude of other outlets. He has over twenty years of experience as a journalist and editor and is the author of the urban fantasy novel The Sixth Borough.

Sierra Campbell is a small business editor for USA Today Blueprint. She specializes in writing, editing and fact-checking content centered around helping businesses. She has worked as a digital content and show producer for several local TV stations, an editor for U.S. News & World Report and a freelance writer and editor for many companies. Sierra prides herself in delivering accurate and up-to-date information to readers. Her expertise includes credit card processing companies, e-commerce platforms, payroll software, accounting software and virtual private networks (VPNs). She also owns Editing by Sierra, where she offers editing services to writers of all backgrounds, including self-published and traditionally published authors.

How to start a small business: A step-by-step guide

How to start a small business: A step-by-step guide

Business Eric Rosenberg

statement of confidentiality business plan template

Create a form in Word that users can complete or print

In Word, you can create a form that others can fill out and save or print.  To do this, you will start with baseline content in a document, potentially via a form template.  Then you can add content controls for elements such as check boxes, text boxes, date pickers, and drop-down lists. Optionally, these content controls can be linked to database information.  Following are the recommended action steps in sequence.  

Show the Developer tab

In Word, be sure you have the Developer tab displayed in the ribbon.  (See how here:  Show the developer tab .)

Open a template or a blank document on which to base the form

You can start with a template or just start from scratch with a blank document.

Start with a form template

Go to File > New .

In the  Search for online templates  field, type  Forms or the kind of form you want. Then press Enter .

In the displayed results, right-click any item, then select  Create. 

Start with a blank document 

Select Blank document .

Add content to the form

Go to the  Developer  tab Controls section where you can choose controls to add to your document or form. Hover over any icon therein to see what control type it represents. The various control types are described below. You can set properties on a control once it has been inserted.

To delete a content control, right-click it, then select Remove content control  in the pop-up menu. 

Note:  You can print a form that was created via content controls. However, the boxes around the content controls will not print.

Insert a text control

The rich text content control enables users to format text (e.g., bold, italic) and type multiple paragraphs. To limit these capabilities, use the plain text content control . 

Click or tap where you want to insert the control.

Rich text control button

To learn about setting specific properties on these controls, see Set or change properties for content controls .

Insert a picture control

A picture control is most often used for templates, but you can also add a picture control to a form.

Picture control button

Insert a building block control

Use a building block control  when you want users to choose a specific block of text. These are helpful when you need to add different boilerplate text depending on the document's specific purpose. You can create rich text content controls for each version of the boilerplate text, and then use a building block control as the container for the rich text content controls.

building block gallery control

Select Developer and content controls for the building block.

Developer tab showing content controls

Insert a combo box or a drop-down list

In a combo box, users can select from a list of choices that you provide or they can type in their own information. In a drop-down list, users can only select from the list of choices.

combo box button

Select the content control, and then select Properties .

To create a list of choices, select Add under Drop-Down List Properties .

Type a choice in Display Name , such as Yes , No , or Maybe .

Repeat this step until all of the choices are in the drop-down list.

Fill in any other properties that you want.

Note:  If you select the Contents cannot be edited check box, users won’t be able to click a choice.

Insert a date picker

Click or tap where you want to insert the date picker control.

Date picker button

Insert a check box

Click or tap where you want to insert the check box control.

Check box button

Use the legacy form controls

Legacy form controls are for compatibility with older versions of Word and consist of legacy form and Active X controls.

Click or tap where you want to insert a legacy control.

Legacy control button

Select the Legacy Form control or Active X Control that you want to include.

Set or change properties for content controls

Each content control has properties that you can set or change. For example, the Date Picker control offers options for the format you want to use to display the date.

Select the content control that you want to change.

Go to Developer > Properties .

Controls Properties  button

Change the properties that you want.

Add protection to a form

If you want to limit how much others can edit or format a form, use the Restrict Editing command:

Open the form that you want to lock or protect.

Select Developer > Restrict Editing .

Restrict editing button

After selecting restrictions, select Yes, Start Enforcing Protection .

Restrict editing panel

Advanced Tip:

If you want to protect only parts of the document, separate the document into sections and only protect the sections you want.

To do this, choose Select Sections in the Restrict Editing panel. For more info on sections, see Insert a section break .

Sections selector on Resrict sections panel

If the developer tab isn't displayed in the ribbon, see Show the Developer tab .

Open a template or use a blank document

To create a form in Word that others can fill out, start with a template or document and add content controls. Content controls include things like check boxes, text boxes, and drop-down lists. If you’re familiar with databases, these content controls can even be linked to data.

Go to File > New from Template .

New from template option

In Search, type form .

Double-click the template you want to use.

Select File > Save As , and pick a location to save the form.

In Save As , type a file name and then select Save .

Start with a blank document

Go to File > New Document .

New document option

Go to File > Save As .

Go to Developer , and then choose the controls that you want to add to the document or form. To remove a content control, select the control and press Delete. You can set Options on controls once inserted. From Options, you can add entry and exit macros to run when users interact with the controls, as well as list items for combo boxes, .

Adding content controls to your form

In the document, click or tap where you want to add a content control.

On Developer , select Text Box , Check Box , or Combo Box .

Developer tab with content controls

To set specific properties for the control, select Options , and set .

Repeat steps 1 through 3 for each control that you want to add.

Set options

Options let you set common settings, as well as control specific settings. Select a control and then select Options to set up or make changes.

Set common properties.

Select Macro to Run on lets you choose a recorded or custom macro to run on Entry or Exit from the field.

Bookmark Set a unique name or bookmark for each control.

Calculate on exit This forces Word to run or refresh any calculations, such as total price when the user exits the field.

Add Help Text Give hints or instructions for each field.

OK Saves settings and exits the panel.

Cancel Forgets changes and exits the panel.

Set specific properties for a Text box

Type Select form Regular text, Number, Date, Current Date, Current Time, or Calculation.

Default text sets optional instructional text that's displayed in the text box before the user types in the field. Set Text box enabled to allow the user to enter text into the field.

Maximum length sets the length of text that a user can enter. The default is Unlimited .

Text format can set whether text automatically formats to Uppercase , Lowercase , First capital, or Title case .

Text box enabled Lets the user enter text into a field. If there is default text, user text replaces it.

Set specific properties for a Check box .

Default Value Choose between Not checked or checked as default.

Checkbox size Set a size Exactly or Auto to change size as needed.

Check box enabled Lets the user check or clear the text box.

Set specific properties for a Combo box

Drop-down item Type in strings for the list box items. Press + or Enter to add an item to the list.

Items in drop-down list Shows your current list. Select an item and use the up or down arrows to change the order, Press - to remove a selected item.

Drop-down enabled Lets the user open the combo box and make selections.

Protect the form

Go to Developer > Protect Form .

Protect form button on the Developer tab

Note:  To unprotect the form and continue editing, select Protect Form again.

Save and close the form.

Test the form (optional)

If you want, you can test the form before you distribute it.

Protect the form.

Reopen the form, fill it out as the user would, and then save a copy.

Creating fillable forms isn’t available in Word for the web.

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  1. How To Write a Business Plan Confidentiality Statement

    Download Template Ayush Jalan December 12, 2023 7 Min Read Every company has a unique identity that sets it apart from its rival companies in the industry. It is a combination of various aspects: The way you set your goals, your marketing strategy, your manufacturing process, or your entire business plan.

  2. Business Plan Confidentiality Statement

    Here are a few examples of business plan confidentiality statements that you can use as references or templates for drafting your own business plan confidentiality agreement: Simple Business Plan Confidentiality Statement: "This business plan and the information contained herein are confidential and proprietary to [Company Name].

  3. Sample Business Plan Confidentiality Agreement

    Business Plan Confidentiality Agreement: The undersigned reader of [Company's Name] Business Plan hereby acknowledges that the information provided is completely confidential and therefore the reader agrees not to disclose anything found in the business plan without the express written consent of [Business Owner's Name].

  4. How to Write a Business Plan Confidentiality Agreement

    Business confidentiality statement in essence is a document that states that when a company's business plan has been revealed, they will not be able to discuss the contents of it with anyone that is not part of the agreement. Confidentiality or nondisclosure agreement has various uses in the world of business.

  5. Confidentiality Statement & Example

    We've prepared a sample Confidentiality Statement PDF for you to provide a more tangible understanding of how these documents are typically constructed. This example illustrates the format and language commonly used in such agreements and can serve as a useful starting point when creating your confidentiality statement.

  6. Business Confidentiality Statement

    A business confidentiality statement is a tool that businesses use when they discuss their business plan with others who will be given information that the company values or wishes to keep a secret. In essence, it is a document that states that when a company's business plan is seen, they will not be able to discuss the contents of it with ...

  7. Download Free Business Plan Confidentiality Statement (NDA) Templates

    Confidentiality Statement Templates Download and use this templates to write confidentiality agreements for your business plan readers First Name * Last Name * * We care about your privacy. See our Privacy Policy Free Checklist Download And Start Using This Template For:

  8. Business Plan Non-Disclosure Agreement (NDA)

    Business plans are highly confidential, especially detailing a marketing strategy with a different approach to a specific market. An NDA makes the shared party liable if the plan is used for anyone else's personal benefit. PDF Word ODT Create Document 4.8 Stars | 75 Ratings 1,018 Downloads

  9. Business Plan Confidentiality (NDA) Agreement Template [PDF]

    NDA Template Business Plan Confidentiality Agreement Business Plan Confidentiality Agreement A business plan confidentiality agreement (or NDA) is used when sharing a business idea or plan with consultants, investors, or anyone else that is evaluating your business.

  10. Simple Confidentiality Agreement Template for Free

    Additional documents accompanying the Confidentiality Agreement should be marked as "confidential" before being given to a second party. If attaching additional documents, note them in the following format below. Use this free confidentiality agreement template to protect confidential information when disclosing it.

  11. 24 Simple Confidentiality Statement & Agreement Templates

    24 Simple Confidentiality Statement & Agreement Templates If you are planning to write a confidentiality agreement template, you need to look at some confidentiality statement examples or an email confidentiality statement to be sure that the formatting of this letter is correct.

  12. Sample Confidentiality Agreement (NDA)

    Notwithstanding the foregoing, the U.S. Defend Trade Secrets Act of 2016 (DTSA) provides that an individual shall be immune from civil and criminal liability for disclosing a trade secret if the disclosure is made (i) in confidence to a government official, directly or indirectly, or to an attorney solely for the purpose of reporting or investig...

  13. Free Confidentiality Agreement

    IN CONSIDERATION OF and as a condition of the Employer employing the Employee and the Employer providing the Confidential Information to the Employee in addition to other valuable consideration, the receipt and sufficiency of which consideration is hereby acknowledged, the parties to this Agreement agree as follows: Confidential Information

  14. Business Confidentiality Agreement Template

    Business Confidentiality Agreement Template - Download Free Start now, it's free! Business Confidentiality Agreement Template Use our free non-disclosure template to protect your IP, such as secrets and techniques, from getting stolen. Make work flow with Connecteam's digital forms & checklists

  15. Business Plan Non-Disclosure Agreement Template

    A business plan non-disclosure agreement is a document intended to protect private information about your business plan.It notifies the other party that you intend to share confidential information. It lays out potential penalties that the other entity, often a company or a potential business partner, will have to pay if they disclose information about your business plan.

  16. Confidentiality Agreement Template

    A good confidentiality template needs to include a few key points. These are summarised as follows: The contact information (i.e. names, address, telephone number) of everyone who is involved with the confidentiality agreements. Definition of what content and information is deemed confidential by the agreement.

  17. Business Plan Non-Disclosure Agreement (NDA)

    Fill Now Download PDF (282.57 KB) Download Word (22.29 KB) The business plan non-disclosure agreement is intended for use when sharing a business plan with consultants, investors, contractors, potential employees, and anyone else evaluating your planned enterprise.

  18. 16 Basic Confidentiality Statement Examples [Free Templates]

    A confidentiality statement, also referred to as a non-disclosure agreement or NDA, is a legally enforceable contract that establishes confidentiality between two parties, i.e., the party disclosing the protected information and the recipient of that information. A confidentiality statement can be used to prevent disclosure of confidential ...

  19. 21 Basic Confidentiality Agreement Examples (Free Templates)

    A confidentiality agreement template, on the other hand, is a ready-to-use document that is just needed to be filled and serves the same purpose as a handwritten confidentiality agreement. ... but the disclosing Party has to confirm that the recipient is aware of what oral statements are to be considered as confidential. ... Business Plan-Non ...

  20. Statement of Confidentiality Business Plan: Pre-built template

    Statement of Confidentiality Business Plan: Pre-built template | signNow Rate Confidentiality statement form as 2 starsRate Confidentiality statement form as 1 stars CONFIDENTIALITY STATEMENT The nature of services provided by [Name of Company] requires that information be handled in a private, confidential manner by its employees.

  21. 12+ Business Confidentiality Agreement Templates

    Word (2003 or Higher) Size: 55.3 KB. Download Now. When two or more companies come together with a plan to merge their businesses, they need to share their intricate secrets with each other. However, to make sure that these do not get disclosed further, they sign a mutual business confidentiality agreement.

  22. Employee Confidentiality Policy Template

    The Confidentiality policy establishes guidelines for employees regarding the handling and protection of confidential information. It emphasizes the importance of safeguarding sensitive data related to clients, partners, and the company, detailing the measures to be taken and the consequences of breaches. This sample Employee Confidentiality ...

  23. PDF CONFIDENTIAL SAMPLE NONPROFIT BUSINESS PLAN OUTLINE TEMPLATE

    SAMPLE NONPROFIT BUSINESS PLAN OUTLINE TEMPLATE SAMPLE NONPROFIT BUSINESS PLAN OUTLINE TEMPLATE PRESENTED TO: DATE PREPARED CONTACT EXECUTIVE SUMMARY ORGANIZATION OVERVIEW 2.1 ORGANIZATION BACKGROUND 2.2 MISSION STATEMENT AND VISION STATEMENT 2.3 OPPORTUNITY 2.4 PROGRAM/PRODUCT/SERVICE CURRENT OFFERINGS

  24. Free Business Plan Template (With Examples)

    If you're looking for a free business plan template, read our guide to see some of the examples we found.

  25. Create a form in Word that users can complete or print

    Open a template or use a blank document. To create a form in Word that others can fill out, start with a template or document and add content controls. Content controls include things like check boxes, text boxes, and drop-down lists. If you're familiar with databases, these content controls can even be linked to data.

  26. UTRGV Business Plan Competition 2024

    2024 UTRGV Business Plan Competition - The UTRGV Center for Innovation & Commercialization, a division of the Robert C. Vackar College of Business and Entrepreneurship, will hold its annual Business Plan Competition this spring. All full-time UTRGV students are welcome to apply. Winners will be determined by a pool of judges comprised of experienced entrepreneurs and business professionals ...