SUGGESTED BUSINESS PLAN OUTLINE

• COVER SHEET:
  1. name of business
  2. names of principals
  3. address and phone
  4. number of business
• STATEMENT OF Purpose
• TABLE OF CONTENT
• THE BUSINESS
  1. Description of Business
  2. Market
  3. Competition
  4. Location of Business
  5. Management
  6. Personnel
  7. Application and Expected Effect of Loan (if needed)
  8. Summary

• FINANCIAL DATA
  1. Sources and Applications of Funding
  2. Capital Equipment List
  3. Balance Sheet
  4. Breakeven Analysis
  5. Income Projection (Profit and Loss Statements)
     1. Three-year summary
     2. Detail by month for first year
     3. Notes of explanation
  6. Pro-Forma Cash Flow
     1. Detail by month for first year
     2. Notes of explanation
  7. Historical Financial Reports for Existing Business
     1. Balance sheet for past three years
     2. Income statement for past three years
     3. Tax Returns
• SUPPORTING DOCUMENTS:
  • Personal resumes, job descriptions, personal financial statements, letters of reference, letters of intent, copies of leases, contracts, legal documents, and anything else of relevance to the plan.