Creating an appendix for a business plan

It should be used on an as-needed basis and include only essential information. These individuals and companies use the supporting information to determine whether they will approve your application. However, limit views when you are simply discussing your business with mentors or other individuals for business relationships and ventures.

What Is an Appendix in a Business Plan?

Uses The information within the appendix is highly confidential. Much like an appendix in a carefully documented piece of non-fiction, where sources are critical for proving the points made in the writing, the appendix of a business plan is used at the end to support the facts presented in the previous pages.

Regardless of the format you choose, always place the appendix at the end of the plan. Additional illustrations of your products, samples of marketing materials, and any marketing studies also go in this section. Small Business Administration suggests that the appendix of a business plan should only be provided to creditors and other people who need to see the information to determine financial credentials.

As a result, provide the information only on a discretionary basis. Reserve the appendix for information that supports the business financials, including tax returns, inventory estimates and personal and business credit history information.

A list of your current customers and the types of products and services you provide also fits in the appendix. Never include the original documents. Use The number of people who read your business plan may go far beyond the few individuals you hand it to, making it important that you keep confidential information that appears in an appendix out of the wrong hands.

The appendix consists of an array of documentation that ranges from receipts and bank statements to contracts and inventories. Also use it for any general supporting documents that are longer than two pages, along with formal contracts, supporting pictures and market research information.

Most business plans average 20 to 35 pages without an appendix. Placement The appendix is always directly behind the last section in the business plan. Adding a Separate Table of Contents If your appendix adds up to more than a few pages, add a table of contents to the beginning of the section.

Always include the appendix when applying for funding with lenders and investors.

Organization The appendix begins with a detailed table of contents that is organized according to each section of the business plan. The page also helps readers quickly access the information they need most, especially if you number the documents and show the corresponding numbers in the table of contents.

Share on Facebook A business plan that includes an appendix goes a long way in convincing the reader of your thoroughness in developing a business idea.

If your plan discusses a franchise, include a copy of all contracts and supporting documents provided by the franchiser.

References 2 MasterCard International:Appendix A. Sample Business Plan. Executive Summary *Rescue Group* is a nonprofit (c)(3) volunteer-based animal welfare organization dedicated to rescuing homeless dogs and cats from overcrowded shelters.

By working with a network of. Jan 20,  · How to Write a Business Plan. Creating a business plan will help you achieve your entrepreneurial goals. A clear and compelling business plan provides you with a guide for building a successful enterprise focused on achieving your personal 95%(22).

We would like to show you a description here but the site won’t allow us. Jun 01,  · The appendix of a business plan is the place to include any additional documents that you want to use to give your reader a feel for your product, marketing, services and so on/5(14).

Jul 11,  · How to Write a Business Plan for a Small Business. A business plan refers to a written document that comprehensively outlines what your business is, where it is going, and how it will get there.

Each year after that, yearly statements. These documents will be placed in the Appendix Section of your business plan. This is especially true 89%(). Jul 24,  · What’s a Business Plan for?

at least with a good appendix. founders should be considering these factors when creating their plan. How the business will be vested.

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Creating an appendix for a business plan
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