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

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