In Business Plan Appendix,   Show Docs from Other Sections

The business plan appendix section of your business plan should be a breeze to complete because you should have been assembling all of the documents that will go into this section as you went along producing other sections of the plan.

Depending on your audience for the business plan, you should include the following documentation in your business plan appendix:

  • tax returns
  • copy of lease or proposed purchase agreement
  • copy of licenses and other legal documents required by your business
  • copy of resumes of all principals of the company
  • copies of letters of intend of suppliers
  • company brochures and other marketing materials
  • marketing research materials

If your audience for the business plan will be a mixed one such as your banker and other lenders, potential investors, prospective employees, casual readers (such as your brother-in-law) and others, feel free not to include sensitive financial data. Instead, include a blank page in the business plan appendix that says financial documentation supplied upon request. Another route to take is to include all of the above documentation in the business plan and distribute it only to lenders and potential investors. For others interested in your company, you can create an "about Us" document from other sections of the business plan. Another route is to simply create two versions of the business plan--one with a business plan appendis and one without a business plan appendix.

We have listed some documents above but you are free to add a variety of other materials to this section to fill out the picture of the company you have created or the one you wish to create. More is better when it comes to business plan appendices because it gives the reader more to go on when they need to make decisions about you and your company.

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Here are the typical sections of a plan that you should consider including in your plan:
  1. Introduction
  2. Business Plan Cover
  3. Purpose of the Plan
  4. Table of Contents
  5. Executive Summary
  6. Description/Location of the Business
  7. Market Analysis
  8. Products and Services
  9. Organization and Management
  10. Marketing and Sales Management
  11. The Financials of the Business
  12. Appendices of Supporting Documents
5 Key Tips from SBA on Writing an Effective Plan
  1. The plan should tell a compelling story about your business, explaining who, what, when, where, how and why.
  2. Your plan should be focused and clear. It’s not about the number of pages or style of the cover.
  3. The plan should define specific business objectives and goals with general parameters to guide the organization.
  4. Writing a business plan should force logic and discipline into a business.
  5. A good plan is a living document. It should be updated regularly.