Our financial planning approach is integrated with existing relationships such as accountants, tax consultants, lawyers and other brokers.
The concept of excellence flows throughout the firm, we are transparent in our dealings; our performance can be measured and is delivered with common sense, ethics and leadership.
The body can be divided into four distinct sections:
1) Description of the business - including executive summary
2) Finances - past, present and projections
3) Marketing - current strategies and future strategies
4) Management - current and future
The plan should include an executive summary, supporting documents, and financial projections. Although there is no single formula for developing a business plan, some elements are common to all business plans. They are summarized in the following outline:
1. Cover sheet with executive summary
2. Company purpose
3. Table of contents
A. Business overview
B. Marketing plan
C. Market competition
D. Operations
E. Human resources
F. Proprietary technology
A. Loans
B. Capital equipment and supply list
C. Balance sheet, profit and loss
D. Breakeven analysis
E. Income projections
F. Cash flow analysis
Include any documents you think would help your application, we like to see tax returns for the last 5 years, copies of any licenses, building contracts, business contracts, purchase agreements, legal documentation and letters of intent from suppliers, only include documents that relate to your business.