1. Title Page

2. Executive Summary

3. Business Description 

Points to include are a history of company, company’s industry, legal structure, employee statistics, mission statement, current status and goals of company, and description of products.

4. Management 

Points to include are key management personnel, organization chart, board of directors, staffing plan, form of organization, stock holders, reporting system, investment involvement, and unique advantages.

5. Market Analysis

Points to include are customers, market size and trends, competition, estimated market share and sales, and key assumptions.

6. Marketing Plan

Points to include are overall marketing strategy and sales methods.

7. Product or Services

Points to include are description, patents, comparison to competition, regulatory requirements, and unique advantages.

8. Manufacturing Plan

Points to include are facility size, facility location, production methods, manufacturing operation, inventory policy, quality control, suppliers, environmental factors, condition of facilities and equipment, unique advantages, and key assumptions.

9. Financial Data

Points to include are sources/application of funding, equipment list, Proforma balance sheet, break-even analysis, income projections, twelve-month cash flow, cost of goods sold schedule, audited financial statements, list of collateral offered to secure the loan, aging of accounts payable and receivable, and personal financial statements.

10. Supporting Document

Points to include are general classification of supporting documents, critical risks and problems, and project schedule.