STARTING A BUSINESS | |BUSINESS PLAN OUTLINE
Cover Sheet: Name(s) of principles(s); name, address and phone # of business.
STATEMENT OF PURPOSE
TABLE OF CONTENTS
I. THE BUSINESS
A. Description of the Business
B. The Market
C. Competition and Feasibility Study
D. Location of Business
E. Management
F. Personnel
G. Application and Expected Effect of Loan or Investment
H. Summary
II. FINANCIAL DATA
A. Sources and Application of Funding
B. Capital Equipment and Furniture Lists
C. Projected Balance Sheet
D. Break-even Analysis
E. Projected Income Statements
* Three-year Summary
* Detail by Month, First Year
* Detail by Quarter, Second and Third Years
* Notes of Explanation
F. Cash Flow Projections
* Three-year Summary
* Detail by Month, First Year
* Detail by Quarter, Second and Third Years
* Notes of Explanation
G. For an Existing Business (also include the following documents)
* Profit/Loss Statements for Past Three Years
* Balance Sheets for Past Three Years
* Business Income Tax Returns for past Three Years
* Personal Income Tax Returns for Past Three Years
III. SUPPORTING DOCUMENTS
Personal resumés, job descriptions, personal financial statements, credit reports, letter of reference, letters of intent, leases, contracts, other legal documents, and anything else of relevance to the plan.
STATEMENT OF PURPOSE
A brief (less than 1 page) statement of the business plan objectives.
QUESTIONS
In General:
1. What is the purpose of this plan?
Will it be used as an:
- operating guide?
- financing proposal
2. What is the business structure (i.e., sole proprietorship, general partnership, limited partnership, C corporation, or Subchapter S corporation
3. Who is (are)...