事業計画書

BUSINESS PLAN FOR

OKINAWA FAMILY STORAGE 株式会社

提出先：沖縄振興開発金融公庫

Prepared for:

Koko Loan

作成（Prepared by:）

代表取締役 ダンカン ティモシー デイル

OKINAWA FAMILY STORAGE 株式会社

www.trunkroom.okinawa.com

那覇市首里山川町１丁目１３５−６

098-927-3321

目次 TABLE OF CONTENTS

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概要 SUMMERY 3

弊社の展望と使命 COMPANY VISION AND MISSION STATEMENTS 4

弊社について ABOUT US 5

弊社の顧客層 OUR CUSTOMERS 6

弊社の貸倉庫保有数及び占有率 OUR CURRENT FACILITIES 7

競合他社 OUR COMPETITION 9

地域分析 LOCATION SITE ANALYSIS 10

建物モデル NEW BUILDING MODEL 11

財務諸表 NEW BUILDING FINANCIAL STATMENTS 12

店舗規模 BUILDING SIZE 16

店舗デザイン BUILDING DESIGNS 17

ストレージユニットサイズガイド SIZE GUIDE 21

現在稼働中倉庫の写真 PHOTOS OF CURRENT BUILDINGS 22

概要 Summary

This business plan is for yacht charter service located in Okinawa Japan.

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The yacht charter service will use a 14.8 meter yacht to take customers out the small islands
around Okinawa for day and/or overnight charters.

The proposed location for this yacht service is Okinawa Marina in Awase, Okinawa City.

Below is a photo of the proposed boat for the yacht service:

弊社の展望と使命 Our Vision and Mission

展望 Vision: To be one of Okinawa’s top rated yacht charter services for the Okinawa tourism
community.

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使命 Mission: To provide an amazing private yachting experience focused boating, beach
activities, water sports, and relaxation for families and friends.

理念 Values: We believe the journey is more important than destination. Spend time with the
people you love. Breathe, meditate and enjoy the simple moments in the day.

目標 Objective: Operate a profitable private yachting service with an amazing customer

boating experience.

規模 Scope: Offering an outstanding private boating experience for diverse and enthusiastic
customers across the full range of family, social, dining, boating, water sports and beach
activities

市場における優位性 Our competitive advantage is that we are able to offer our customers an
amazing experience on a beautiful, clean and comfortable boat.

弊社について About Us

Hana del Mar Charters is a private yacht charter business.

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We provide day charter services for customers interested in boating, water sports and beach
activities.

The president of Hana del Mar Charters is Mr. Timothy Duncan:

- Mr. Timothy Duncan is the CEO of Okinawa Family Storage 株式会社 (trunkroom
business in Okinawa, Japan). He has a Master’s Degree in Business and has lived in
Okinawa Japan since 1998. Mr. Duncan has 2 daughters that attend College in Okinawa
and is married to Mrs. Ayumi Higa.

The vice president of Hana del Mar Charters is Mr. Steve Bearkheimer:

- 当株式会社の共同所有者であるスティーブ・バークハイマー（Steve Bearkheimer）
(Co-Owner) も同様に 1985 年から沖縄に移住し、以来 7 人の成人に達した子ども達と
共に県内に在住しています。Steve Bearkheimer (Fuko Satcho), has lived in Okinawa
Japan since 1985 and has 7 grown children here in Okinawa.

ダンカン及びバークハイマーは両者とも永住権を取得しており、県内に住所を持ち日本及び沖
縄県の納税者であり、軍属ではございません。Both Mr. Duncan and Mr. Bearkheimer live in
Okinawa permanently, pay Japanese taxes, and are not SOFA.

弊社の顧客層 Our Customers

1. Tourists

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2. Foreigners

3. US Military People

4. Water Sports Enthusiasts

5.

About the boat

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Name: Hana del Mar

Name meaning: Flower of the sea

- Manufacturer: Riva
- Model: Superamerica 50
- Length: 14.1 m
- Displacement: 16 ton
- Registration Number: 230-30613
- Build Location: Italy
- Year: 1992
- Passenger Capacity: 12
-

Charter Locations

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 地域分析 Charter Location Analysis

Our proposed charters locations are starting from Okinawa Marina in Awase with destinations to
Tsuken island and then to Kudaka island.

- Okinawa Marina is ideally located near within 30 minutes voyage time to our charter
destinations of Tsuken Island and Kudaka Islands
- Boat travel time to Tsuken Island and Kudaka Islands is 20 - 30 minutes or less
depending on boat speed
- Both Tsuken Island and Kudaka Islands have nice secluded areas to anchor the boat

Monthly Revenue

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Charters per month:

Month Charters x Cost per Charter 合計（月）

1月 4 ¥80,000 ¥320,000

2月 4 ¥80,000 ¥320,000

3月 4 ¥80,000 ¥320,000

4月 8 ¥80,000 ¥640,000

5月 8 ¥80,000 ¥640,000

6月 8 ¥80,000 ¥640,000

7月 8 ¥80,000 ¥640,000

8月 8 ¥80,000 ¥640,000

9月 8 ¥80,000 ¥640,000

10 月 8 ¥80,000 ¥640,000

11 月 8 ¥80,000 ¥640,000

12 月 8 ¥80,000 ¥640,000

合計 112 ¥6,720,000

財務諸表 頁 1 FINANCIAL STATEMENT PAGE 1

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財務諸表 頁 2 FINANCIAL STATEMENT PAGE 2

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予測される損益試算表（初年度）PROJECTED PROFIT AND LOSS STATEMENT (YEAR 1)

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予測される損益試算表（次年度）PROJECTED PROFIT AND LOSS STATEMENT (YEAR 2)

予測される損益試算表 注釈 PROJECTED PROFIT AND LOSS STATEMENT NOTES:

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- 売上高は、月平均 9% の稼働率増加に基づく。（新規契約がひと月で 10 人）Sales are
based on an average increase of 9% occupancy per month (an increase of 10 additional
customers per month).
- 推定費用は、過去 3 年間の弊社保有倉庫各店舗に基づく。The projected expenses were
based on the last 3 years of expenses at the other Okinawa Family Storage sites.
- 役員報酬は、弊社の他の店舗における収入から支払われることとする。Officer
Compensation will be paid from other Okinawa Family Storage existing storage
revenues
- 給与手当は、繁忙期にフロントデスクで働く従業員を雇用する際の費用とする。Salary
Allowance is for an employee to work the front desk during peak periods.

店舗規模 BUILDING SIZE

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理想の建物面積は 21.52m×12.8m、敷地面積 140 坪。The ideal building measures 21.52m x
12.8m meters and is located on 140 tsubo of land.

建物面積は 1 フロア 84 坪（1 フロア 168 畳）Building size is 84 tsubo per floor (168 tatami per
floor).

店舗デザイン Building Designs

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一階フロア見取り図 1st Floor Layout

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二階フロア見取り図 2nd Floor Layout

一回フロア事務室 1st Floor Office

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二回フロアへ続く Steps to 2nd Floor and lift in the corner

一階フロアトイレ Toilet on 1st Floor

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一階フロア事務室 Office on 1st Floor

ストレージユニットサイズガイド Storage Unit Size Guide 1.0 畳:

ストレージユニットサイズガイド Storage Unit

Size Guide 2.0 畳:

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ストレージユニットサイズガイド Storage
Unit Size Guide 3.0 畳:

現在稼働中倉庫の写真 PHOTOS OF
CURRENT STORAGE BUILDINGS:

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