The is the eleventh article in a series of posts focused on deconstructing the essential elements of creating a Business Plan. 


Business Planning Articles:


Business Plan Introduction

The Executive Summary

General Company Description

Product & Services

Marketing Plan

Operational Plan

Management & Organization

Startup Expenses & Capitalization

Valuation & Ask

Financial Plan


Refining Your Plan





The last and final component of your business plan is the appendixes, which houses any additional materials deemed necessary for the reader and/or investor to better understand your business.

Entrepreneurs should consider including the following items:


Brochures & Advertising Materials

Industry Studies

Market Research Studies

Blueprints & Plans

Web & Mobile U.X. Designs

Maps & Photos of Location/Factory

Magazine and/or Web Articles

A Detailed List of Equipment Owned, or To Be Purchased

Copies of Leases & Location Contracts

Name & Profile of Legal Representative

Name & Profile of Accounting Representative

Copies of Legal Agreements; Supplier Contracts, Franchises, etc…

Copies of Significant Employee/Partner Contracts

Copies of Founders' Resume

Letter of Agreement or Intent

Purchase Orders

Aged Accounts Receivable Summary

Aged Accounts Payable Summary

Pricing lists

Inventory List

Fixed Assets List

Appraisals of Property & Equipment

Letter of Support from Present or Future Customers

List of Available Assets Available as Collateral for a Loan

Description of Insurance Coverage

Any Other Materials Needed to Support the Assumptions of the Business Plan


Entrepreneurs should really only include the items that may be impactful towards the objective of the business plan. 

It is important to recognize that a business plan should not fill a binder. Depending on your business and the complexity of the industry you operate in, it is important to think carefully about what exactly to include in your Appendixes as additional material. 

With that said, entrepreneurs should prepare all of the listed materials that are relevant to their business in the event that the reader or investor asks for them. 

Responding in a timely manner to the requests demonstrates your preparedness. Moreover, anticipating the needs or request of potential investors is a great way to demonstrate your foresight, desire to establish transparency, and intention to secure a deal. 

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