Components of a business plan appendix format

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.

business plan template

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.

Components of a business plan appendix format

Your business plan will detail all aspects of your business operations from marketing to organization and management. Financials Both past financial data as well as prospective financial data will be required by potential lenders. The reader may also be guided by his interests or motivations — and will make his decision accordingly. A crucial document in securing funding from creditors and investors, the business plan should be well organized with a focus on specific strengths that set your business apart from the competition. As you can see, writing a business plan requires a commitment of time and resources to ensure all relevant information is present. The executive summary is an overview of the entire business plan and will either capture the readers attention or make them lose interest before reading any further. Proprietary and confidential information may be part of the appendix and as such should not be easily accessed by all individuals requesting your business plan. The best option is to write the plan yourself as you know your business best. In this section of the business plan, you need to distinguish your business from the competition , persuading the reader s of your plan that your business will be able to compete successfully. This will make it easier to refer to the items as you need to in the plan. Appendix A separate section which should not be included in the main body of the business plan is the Appendix. All sections in the business plan format are interrelated, and cannot be written in isolation. Provide evidence that your company offers a product or service that serves as a solution to a problem identified by your target market.

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.

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Business Plan Format Guide