SBA Business Plan Outline
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A. PERSONAL RESUMES
Include resumes for owners and management. A resume should a one-page document
Include: work history, educational background, professional affiliations and honors, and a
focus on special skills relating to the company position.
B. OWNERS' FINANCIAL STATEMENTS
A statement of personal assets and liabilities. For a new business owner, this will be part
of your financial section.
C. CREDIT REPORTS
Business and personal from suppliers or wholesalers, credit bureaus, and banks.
D. COPIES OF LEASES, MORTGAGES, PURCHASE AGREEMENTS, ETC.
All agreements currently in force between your company and a leasing agency mortgage
company or other agency.
E. LETTERS OF REFERENCE
Letters recommending you as being a reputable and reliable businessperson worthy of
being considered a good risk. (Both business and personal references)
F. CONTRACTS
Include all business contracts, both completed and currently in force.
G. OTHER LEGAL DOCUMENTS
All legal papers pertaining to your legal structure, proprietary rights insurance, etc.
Limited partnership agreements, shipping contracts, etc.
H. MISCELLANEOUS DOCUMENTS
All other documents which have been referred to, but not included in the main body of the
plan. (For example, location plans, demographics, competition analysis, advertising rate
sheets, cost analysis, etc.)
PUTTING YOUR PLAN TOGETHER
WHEN YOU ARE FINISHED: Your Business Plan should look professional, but the potential lender or
investor needs to know that you did it. A business plan will be the best indicator that can be used to
judge your potential for success. It should be no more than 30 to 40 pages in length, excluding supporting
documents.
Include only the supporting documents that will be of immediate interest to the person examining your
plan. Keep the others with your own copy where they will be available on short notice. Have your plan
neatly bound at your local print shop or in blue, black or brown covers. Make copies for each lender or
investor you wish to approach. Do not give out too many copies at once, and keep track of each copy. If
you are turned down for financing, be sure to retrieve your business plan.
KEEP YOUR BUSINESS PLAN UP-TO-DATE!!!
Your business plan will work only if you update it frequently to reflect what is happening in your business.
Measure what you have projected against what has actually happened in your company. Use the results
to analyze for effectiveness and plan for the implementation of changes that will make your business
more profitable.
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