Executive Summary

Would you like to send the completed form to yourself or someone else by e-mail? If so, please provide the following:

1. Company description:
   • Company name:
   • Type of business:
   • Location:
   • Legal entity (partnership? proprietorship? corporation?):
2. Organization:
   • How are responsibilities divided?
   • What is the reporting structure?
   • At what stage of development is your company? (start up? expansion?)
   • How long has it taken to get to this stage?
   • What is your company's mission or purpose?
     
3. Products/Services offered
   
   • Competitive advantages—how will you set your company apart through quality, pricing, service, technology, etc.?
     
   • What are your priorities in relationships with customers?
   • What are your priorities in relationships with employees?
   • What are your profitability and growth goals: 1 year? 5 years?
   • Other goals: social, environmental, community service, etc.
     
4. Market opportunity and marketing strategy:
   • Describe your target market along with any market research or analysis
     
   • Explain how will you reach this market: salespeople, trade shows, advertising, direct mail, other methods?
     
5. Competition and your competitive advantages:
   • Who are your major competitors and how will you gain market share from them?
     
6. Management team:
   • Summarize the backgrounds and capabilities of key personnel, particularly the owners of the company
     
   • If there are significant skill gaps in your management team, explain how you will fill them through recruiting or with outside resources
     
7. Operational plan:
   • Highlight key aspects of your operations, including facilities, production processes, supply and distribution networks, and customer service strategy
     
8. Long-term goals:
   • What are your five- to ten-year goals for growth and expansion, including number of employees, number of locations, total sales, market share, etc.
     
9. Financial forecast and financial needs:
   • Provide a brief summary of projected sales and profits for years one through three
     
   • If you are applying for a business loan, indicate the amount you want to borrow, what the funds will be used for, and how you will repay the loan