Business Plan Checklist

 

Products & Services

  • Products and services offered
  • Patents, copyrights, permits
  • Uniqueness of business
  • Suppliers and terms
  • Manufacturing process

Market Analysis

  • Target market
  • Current customers, survey, letters of intent
  • Competition

Market Strategy

  • Pricing policy/Price list
  • Discounts
  • Credit policy
  • Collection procedures
  • Methods of selling

Management Team

  • Assume Name Certificate (DBA), partnership agreement, articles of incorporation
  • Necessary licenses and permits
  • Resumes (owners and key employees)
  • Insurance coverage
  • Rental agreement
  • Goals/jobs created
  • Accounts, attorney, insurance agent and banker names, address & phone
  • Brochures, business card, employee guidelines or other

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