Cover Sheet: Business Name, Address, Phone Number, Principals
Executive Summary or Statement of Purpose
Table of Contents
Section One: The Business
A. Description of Business
B. Products/Services
C. Market Analysis
D. Marketing Plan
E. Location
F. Competition
G. Management and Operations
H. Personnel
I. Application and Effect of Loan or Investment
Section Two: Financial Data
A. Projected Financial Statements
Income Statements
Cash Flow Statements
Balance Sheets
Assumptions to Projected Financial Statements
B. Break Even Analysis
C. Sources and Uses of Funds
Section Three: Supporting Documents Historical financial statements,
tax returns, resumes, reference letters, personal financial statements,
facilities diagrams, letters of intent, purchase orders, contracts, etc.