For "Respect Writer"

Small Business Financial Plan

Will be expected to put together a financial plan based on either a real small business, or a fictitious one (data may be supplied by instructor).

While each plan is unique depending on the business sector, location, stage of development, etc., all banker and/or investor presentable Business Plans, as well as plans for internal use, should include the following:  

1. Executive Summary (1-2 pages)

· name a type of business (i.e., partnership, corporation)

· purpose of business and goals

· brief history of creation

· product/service offered

· market environment

· descriptions of owners/principal managers

· financing  request

· Company Description

· General Environment and Industry Analysis

· Marketing Plan and Strategy

· Management and Operations Analysis

· Financial Analysis: including performance to date and projections

· Funding Request (in detail, including collateral uses of funds – equipment acquisition, working capital – and sources of repayment)

· Exit Strategy

· Resumes