Assignment

The purpose of this assignment is for student to structure and put together a financial plan based on either a real small business or a fictitious one that represents the company of your Small Business Finance Plan Project (due in Week 8).

Executive Summary express the uniqueness and viability of your business venture. While it provides a brief overview of the plan, bear in mind that the executive summary may determine the amount of consideration a potential investor (or lender) will give to your proposal for your business.

Try to limit your Executive Summary to a maximum of 2 pages in a Word document.

In one to two pages, provide the following, based on your small business financial plan: 

1.          name of type of business (i.e., partnership, corporation)
2.           purpose and goals of business
3.          brief history
4.          products/services offered
5.          market environment
6.          descriptions of owners/principal managers
7.          financing request
8.          general environment and industry analysis
9.          marketing plan and strategy
10.          management and operations analysis
11.          financial analysis, including performance to date and projections
12.           funding request (in detail, including collateral uses of funds­­­­—equipment acquisition, working capital and sources of  repayment)             In other words, how much financing are you looking for and how do you plan to utilize the funds?
13.          exit strategy
14.          resumes (management quality & strengths)