1. Name of business, names of principals, address, phone and fax number of business
2. Table of contents

Highlights the key points of the entire plan

• Product or service description
• Market description and analysis
• Competition
• Location of business
• Management
• Personnel
• Planned uses of additional funding
• Summary

1. Sources and applications of funding
2. Capital equipment list
3. Balance sheet
4. Breakeven analysis
5. Income projections (Profit & Loss statements): Three years of projections of sales, expenses and profits/losses

• Cash flow projections: helpful, but optional
• Historical financial reports for current business:
  • Balance Sheet for past three years
  • Income Statement for past three years
  • Tax returns