- MISSION STATEMENT
- EXECUTIVE SUMMARY
- Description of service or product offered
- Description of target market
- Summary of marketing sales plan
- Summary of management plan
- DETAILED FINANCIAL PLAN
- First year projection including development phase and start-up
- Income expense projections for at least 2 full years
- Cash flow projections
- Personal financial statements of owners
- Amount and itemized detail of use of loans
- DETAILED MARKETING/SALES PLAN
- Targeted customer base
- Methods of promotion to target market
- Competition
- Pricing for services/products
- DETAILED MANAGEMENT PLAN
- Organizational structure
- Key managers
- financial knowledge
- marketing knowledge
- Program administration & development
- Job descriptions
- Personnel policies
- External advisors (CPA, Attorney, etc)
- Advisory board
- FACILITY
- Location/access/safety
- Operations/logistics
- Layout/floor plan
- Expansion possibilities
- Health/safety/licensing issues
- MISCELLANEOUS
- Legal requirements
- Taxes
- Insurance
- Licensing
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