THE COVER SHEET

• The cover sheet should:
  1. Identify the business and the document
  2. Identify the location and telephone numbers of the business or where the principals can be reached
  3. Identify the person who wrote the business plan

STATEMENT OF PURPOSE

Who is asking for money? What is the business structure? (i.e., sole proprietorship, partnership, corporation, Subs corporation) How much money? What is the money needed for?

How will the funds benefit the business? Why does the loan or investment make economic sense? How will funds be repaid?

TABLE OF CONTENTS

• THE BUSINESS
  1. Description of Business
  2. Market
  3. Competition
  4. Location
  5. Management
  6. Personnel
  7. Application
  8. Summary
• FINANCIAL DATA
  1. Sources & Applications of Funding
  2. Capital Equipment List
  3. Balance Sheet
  4. Breakeven Analysis
  5. Income Projections
     1. Three Year Summary
     2. Detail by Month, First Year
     3. Notes of Explanation
  6. Cash Flow
     1. Detail by Month, First Year
     2. Notes of Explanation
• SUPPORTING DOCUMENTS