COVER PAGE

• NAME OF BUSINESS
• NAME(S) OF PRINCIPAL(S)
• ADDRESS AND PHONE NUMBER OF BUSINESS

1. MISSION STATEMENT

2. THE BUSINESS

A. DESCRIPTION
B. THE MARKET
C. COMPETITION
D. LOCATION
E. MANAGEMENT
F. PERSONNEL
G. EXPECTED BENEFIT OF LOAN/INVESTMENT

3. FINANCIAL DATA

A. SOURCES AND USES OF CASH
B. CAPITAL EQUIPMENT LIST
C. BALANCE SHEET
D. ACCOUNTS RECEIVABLE & PAYABLE DISPLAY
E. PROJECTED INCOME STATEMENTS
F. PRO-FORMA CASH FLOW BY MONTH
G. HISTORICAL FINANCIAL REPORTS FOR EXISTING BUSINESS

1.) BALANCE SHEETS AND INCOME STATEMENTS FOR PAST 3 YEARS
2.)INTERIM FINANCIAL STATEMENT (NO OLDER THAN 90 DAYS)
3.)INCOME TAX RETURNS FOR PAST THREE YEARS

H. PERSONAL INFORMATION

1.)PERSONAL FINANCIAL STATEMENTS
2.)INCOME TAX RETURNS FOR PAST THREE YEARS
3.)RESUMES OR PERSONAL DATA SHEETS (FORM INCLUDED IN DOWNLOAD)

4. SUPPORTING DOCUMENTS

• JOB DESCRIPTIONS
• LETTERS OF REFERENCE
• LETTERS OF INTENT
• COPIES OF LEASES
• CONTRACTS LEGAL DOCUMENTS
• ANYTHING ELSE OF RELEVANCE TO THE PLAN