Appendices

The Appendices is not part of the main body of your plan. It provides greater detail and supporting information and should be customized for particular recipients. The Appendix may include:

  • Resumes of owners, managers, key employees
  • Personal financial statements and credit reports of owners
  • Legal documents, contracts, agreements, leases (copies)
  • Insurance policies (copies)
  • Professional services information (legal, tax, accounting, insurance, banking)
  • Licenses/Permits (copies)
  • Patent/trademark information
  • Product and Service brochures, specifications, plans
  • Market studies, Industry information
  • Public relations materials and articles
  • Letters of reference
  • Business financial statements, tax returns, and spreadsheets