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I. Cover Letter
- Name of Business
- Name of Principals
- Address of Business
- Telephone Number of Business
II. Statement of Purpose
- A Brief Statement of the Business Plan Objectives
III. The Business
- Description of the Business
- The Market
- Competition
- Location of the Business
- Management
- Personnel
- Application and Expected Effect of Loan or Investment
- Summary
IV. Financial Data
- Sources and Applications of Funding
- Capital Equipment List
- Balance Sheet
- Breakeven Analysis
- Pro-Forma Income Projections (Profit & Loss Statements)
- Three-Year Summary
- Detail by Month, First Year
- Detail by Quarter, Second and Third Year
- Notes of Explanation
- Pro-Forma Cash Flow
- Three-Year Summary
- Detail by Month, First Year
- Detail by Quarter, Second and Third Year
- Notes of Explanation
- For an Existing Business
- Budget Deviation Analysis
- Historical Financial Reports
- Balance Sheets for Past Three Years
- Tax Returns
V. Supporting Documents
- Personal resumes and Financial Statements
- Job Descriptions
- Credit Reports
- Letters of Reference
- Letters of Intent
- Copies of Leases, Contracts and Other Relevant Legal Documents
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