SBA Business Plan Outline
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BUSINESS PLAN OUTLINE
I. Background of the Business
If an existing business, give a brief history of the company. If a new business, describe
in detail what your company will be about.
II. Qualifications of the Principals
Describe in this section the backgrounds of the owners or managers that would qualify
them to run this business. Include education, experience and any other relevant
III. State the Goals and Objectives of the Business
State the main goal that the company is to achieve and list the objectives that must be
accomplished to reach the company’s goal. This should include how each objective is to
IV. Organizational Plan
Describe how the work of the organization is to be accomplished, including employees.
Determine if the company is to be a corporation, sole proprietorship or other form of
V. Marketing Plan
Discuss price, product, promotion (include advertising, publicity, sales strategy, market
segment), distribution of the product or service and the location of the business.
VI. Financial Plan
Develop Pro-Forma Balance Sheet for a start-up business or current Balance Sheet and
Income Statement for an existing business (current within 90 days), prepare a projected
Cash Flow Statement, covering a one year period, and three years of projected Income
Statements for either a start-up or existing business. Include a list of start-up expenses
and provide rationale for all projections.
VII. Loan Information
Explain the amount of the loan requested, term in which you want to pay the loan back
and how the proceeds of the loan will be utilized (for example, purchase of machinery
and equipment, land and building or perhaps working capital for the business).
Small Business Administration ♦ 323 W. 8
St., Ste. 501 ♦ Kansas City, MO 64105 ♦ 816/374-6708
SBA Business Plan Outline PDF
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