Elements of a Business Plan
Outline of a typical business plan

A. Description of business

B. Marketing (attach marketing plan)

C. Competition

D. Operating procedures

E. Personnel

F. Business insurance

G. Financial data

A. Loan applications

B. Capital equipment and supply list

C. Balance sheet

D. Break-even analysis

E. Pro-forma income projections
    (profit & loss statements)
    -Three-year summary
    -Detail by month, first year
    -Detail by quarters, second and third years

F. Pro-forma cash flow
    -Follow guidelines for letter E.

A. Tax returns of principals for last three years

B. Personal financial statement (all banks have these forms)

C. In the case of a franchised business, a copy of franchise contract and all supporting documents provided by the franchisor

D. Copy of proposed lease or purchase agreement for building space

E. Copy of licenses and other legal documents

F. Copy of resumes of all principals

G. Copies of letters of intent from suppliers, etc.

Click here for another example.

For detailed information on preparing a business plan, please visit the Getting Started area.

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