Preparing for Loan

Appendices

The Appendices Section in a Business Plan is often overlooked, but it is very important and useful. It comes last in the Business plan, after the Financial Plan section, and shows the amount of research, time and detail you put into your plan. Include details and studies used in your business plan; such as: marketing research, construction plans, appraisals, company artwork and graphics, valuations, company charters and share details, etc.There are many important documents, agreements, and materials that can clarify your Business Plan. Depending on the type of business you are operating, you should also include things like: 

Detailed resumes

Customer  Testimonials and Recommendation Letters

Future Customer Letters of Intention,  Letter of Interest, and Memorandums of Understanding

Reference Letters from: Customers, Suppliers, Bankers, Technical, Former Employers, Partners, etc

Joint Venture and Strategic Alliance Agreements

Land Purchase Agreements

Product and Service Agreements

Contracts, Leases, and Pre-Sale Commitments

Patent, Trademark, Service Mark, Copyrights, and License Agreements

Brochures and Advertising Materials

Industry and Marketing Analysis and Studies

Supporting Articles

Product Line Pictures, Renderings and Illustrations

Facilities and Equipment Pictures and Layouts

Maps and Photos of Business Locations

Construction Plans, TimeLine and Disbursement Schedule

Engineering Studies

Company Registration and Charter

Company Credit Report

Tax Returns from the previous three years

Annual Reports/Quarterly Reposts

Appraisals and Valuations

Feasibility Studies

Prospectus Offering

Next: Refining the Plan


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