An Appendix in a Business Plan Affords Choices Emphasize the best accomplishments and most notable achievements of your management team in this section of your business plan.
That way, you can update items as necessary.
What goes in the appendix of a business plan? Again, not everything might need to be shown to everyone who reads your plan, but here is a full list of items you might want to prepare for your appendix: Credit histories for both the business and its owners Business and personal tax returns Resumes of the owners and key management Photos of your products or their prototypes Samples of marketing materials, logos, and mockup ads Reference letters from business associates and community leaders Details of your market research studies Information about your competitors Press clippings about you and the business Any relevant news articles on your product or industry Legal documents such as your incorporation papers, shareholder certificates, etc.
Nevertheless, it is vital to the success of your business.
This is the section that includes all the supporting documents that will substantiate, clarify and help your readers visualize points that you make in your business plan. Make sure that you number your pages correctly so that a person can quickly and easily find the sections they are interested in.
Be sure to also include relevant information in the appendix of your business plan. In general, here are some of the documents you might think to include in your business plan appendix: Charts, graphs, or tables that supplement information from other sections of your business plan Any agreements or contracts that you have with clients or vendors Licenses, permits, patents and trademark documentation Product illustrations or product packaging samples Marketing materials Resumes for each of your executive team members Contracts and supporting documents for anything else Building permit and equipment lease documentation Contact information for attorneys, accountants, advisors, and so on Credit history Detailed market studies Business plan appendix best practices If your appendix runs more than a few pages long, or contains a variety of documents, you may want to consider adding a separate table of contents.
If you do share confidential information within the business plan appendix, you will also want to keep track of who has access to it.