Business Plan Part XIII


The appendices are where you should include all back-up information for things stated within the business plan.  Usually this is divided into sections as follows:

Financial Data

     Assumptions for financial statements

     Explain the basis for conclusions on financial statements

     Margins and costs associated with sales

     Formulas used for determining sales

     Determinations for expenses

     Any other important information used in reaching financial conclusions

     Three years of Cash Flow Projections

          First Year – monthly

          Second year – quarterly

          Third year – annually

     Two year projection of Income Statements

          Based on either 1/1 – 12/31 or the company’s fiscal year

     Two year projection of Balance Sheets


Supporting Data

     Copies of licenses, permits, leases, mortgages, or purchasing agreements if applicable

     Blueprints or information about equipment if applicable

     Copies of information on contracted or pending sales or purchases

     Copies of contracts if applicable

     Copies of intellectual properties (copyrights, trademarks, patents) if applicable

Taxes (for those requesting a loan)

     Three years of personal Federal Income Taxes

     Include for all principals

     Must include signed form 1040 for all persons applying for the loan

     For existing business or an acquisition –

          Three years of business taxes

          Must include Schedule C’s and other business schedules filed

Be sure to include any and all important related data, even if it’s not listed here. 

OK, that’s it.  The business plan is complete.  Next time we’ll answer any questions you might have.  If you don’t want to post your question here, simply email it to us at

Until next time………

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