BUSINESS PLAN OUTLINE
Below is an outline for a business plan. Use this model as a
guide when developing the business plan for your business.
Elements of a Business Plan
1. Cover sheet
2. Statement of purpose
3. Table of contents
I. The Business
A. Description of business
B. Marketing
C. Competition
D. Operating procedures
E. Personnel
F. Business insurance
G. Financial data
II. Financial Data
A. Loan applications
B. Capital equipment and supply list
C. Balance sheet
D. Breakeven analysis
E. Pro-forma income projections (profit & loss
statements)
Three-year summary
Detail by month, first year
Detail by quarters, second and third years
Assumptions upon which projections were based
F. Pro-forma cash flow
Follow guidelines for letter E.
III. Supporting Documents
Tax returns of principals for last three years
Personal financial statement (all banks have these
forms)
In the case of a franchised business, a copy of franchise
contract and all supporting documents provided by the franchisor
Copy of proposed lease or purchase agreement for building
space
Copy of licenses and other legal documents
Copy of resumes of all principals
Copies of letters of intent from suppliers, etc.
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