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Financing Business Plan Outline
- Executive Summary
- Brief Company Summary
- Loan Purpose
- Loan Request
- Background
- Company
- Location, years established, products, size, etc.
- Management
- Experience, education, key people, ownership.
- Industry
- Viability of industry: growing, stable or in decline. Other issues.
- Competition
- Direct and indirect competitors. How will you compete?
- Financial Section
- Historical
- 3 years historical
- Proforma Balance Sheet
- As of day of funding (include loans).
- Three years P&L Projections
- Include assumptions behind numbers.
- One Year Monthly Cash Flow
- Show loan funds coming into the business.
- Personal F/S & 3 years of Tax Returns
- For all owners and guarantors.
- Loan Request
- Loan Amount
- How much are you asking for.
- Loan Purpose
- What will funds be used for; be specific.
- Loan Terms
- How many years to repay are you requesting.
- Source & Use of Funds
- Show source of all funds for project & how it will be funded.
- Collateral
- What will be pledged to secure the loan.
- Guarantees
- Will there be any non-owner guarantees offered?
- Collateral Section
- Detail List of Collateral
- Itemize for assets of value in excess of $5,000.*
- Collateral Valuation Analysis
- Give basis of your valuation.
- Summary
- Summarize what loan will do for the business.
- Include trade and other appropriate references.
- Include any other pertinent information which would add to the request.
For Loan information call toll-free: (866) 303-3334.
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