Executive Summary

The Summary serves to give a loan officer, investor, or employee a thumbnail sketch of the business and the purpose for writing the business plan.

Introduction: Tell them what you want:
ABC Hardware seeks a $100,000 seasonal line of credit to augment cash flows during cyclical constructuon periods. Line to be secured by inventory, accounts receivable and  certificate of deposit.

XYZ Technologies seeks a $200,000 installment loan to purchase two programmable milling machines to service a long term production contract for the Department of Defense.  Loan to be secured by equipment and contract proceeds.

The introduction tells the reader the purpose for this document. It helps put them in the proper frame of reference to read the rest of your plan.  If you are requesting a loan, state how much you will invest, how much you need to borrow, and what you will use the money for.

Business description: Company or entrepreneur name, address, and phone number.  Contact person, position, phone number if defferent from the company's.  A few lines on the nature of the business operations, market served, whethera start-up, expanding business, or existing of current operations.

Market Analysis: One or two paragraph description of the market to include size, capacity, trends.

Management Description:  One or two sentences about the management team.  Concentrate on the team's industry experience.

Key Reasons for Success:  Explain to the reader why this business will be successful.  Reasons may include an under served market, a new product line, a unique delivery system, etc.