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Business Plan Check List

This list is not all inclusive, and it needs to be adjusted so it is specific to your business. Remember include details, details, details. Business Plans which are only 20 pages usually are not effective. Don't be afraid to offer 200 pages of well thought, organized detail. Laser print the results, tab, organize, and bound the material. Do not include faxed copies, or poor quality copies.

A complete package must have all the relevant information needed to make a sound business decision, including:

1. One page clear and concise Executive Summary.

2. Funding request.

3. Statement of use of funds. Must be specific and detailed.

4. Business description.

5. Resumes of all principals.

6. Personal financial statements of all principals.

7. Mission Statement.

8. History of the business.

9. Marketing Plans.

10. Local Marketing Strategies.

11. National Marketing Strategies.

12. Industry Outlook.

13. Situation Analysis.

14. Customer profile.

15. Geographic market factors.

16. Competition.

17. Strengths and weaknesses.

18. Operational plans.

19. Personnel.

20. Training.

21. Purchasing.

22. Suppliers.

23. Business Functions.

24. Uniqueness.

25. Future Growth.

26. Ownership & management.

27. Licensing.

28. Trademarks.

29. Description and valuations of real estate and assets.

30. Letter of Intent from other investors.

31. Supporting third party articles.

32. Detailed five year financial projections. First 3 years in month to month format.

33. Company, real estate, and industry comparables.

34. Details of principals past successes and failures.

35. Letters of Reference from past customers, clients, etc.

36. Pictures of real estate, buildings, equipment, products, etc.

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