Things You'll Need:
- Business plan software
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Step 1
Explain the purpose of the business. Be brief and to the point. Explain what goods and services the business will offer, the loan amount you are requesting and your personal financial investment.
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Step 2
Prepare an Executive Summary. Include a detailed description of the primary activities of the marketing business, a competitive analysis of the marketing industry, and your credentials and experience and those of your management team.
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Step 3
Tell the investors how the marketing business will succeed. Outline the steps you plan to take to market the marketing business. Let investors know how you are going reach consumers and generate revenue. Include this in your Executive Summary.
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Step 4
Create short-term pro forma financial statements. Include relevant hypothetical financial information such as balance sheets, break-even analysis and profit-and-loss statements. Prepare these statements monthly for the first year, quarterly for the second year and annually for years three through five.
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Step 5
Gather supporting evidence. Investors will want to know where you found the information regarding your competitors and how you arrived at the numbers reported on the financial statements.
