The is the eleventh article in a series of posts focused on deconstructing the essential elements of creating a Business Plan.
Business Planning Articles:
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
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
Aged Accounts Receivable Summary
Aged Accounts Payable Summary
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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