Business Plan Executive Summary
“SBA Business Plan Executive Summary”
Meet the Lenders
March 17, 2017 – at Brookdale Community College
Long Branch Campus
The following “SBA Business Plan Executive Summary” has been provided for your use to develop a document that can be given to lenders. This document will summarize vital information about your business or project and give lenders an opportunity to better evaluate your loan request.
Bring several copies on March 17th. So you can hand out a copy to each lender you speak to.
CONTACT INFORMATION
Name: ________________________________ Title: ______________________________
Phone Numbers: Business ________________________ Cell: __________________________
BUSINESS INFORMATION
Business Name: ______________________________________________________________
Business Address: ______________________________________________________________
______________________________________________________________
Date Business Established: ____/____/____
Legal Structure: Sole Proprietorship Partnership Corporation S-Corp LLC none
Business Product/Service: _______________________________________________
_____________________________________________________________________
Key Individuals of the Business (Owners/Officers/Managers/Member, etc & % of ownership interest if any)
Name Office/Position Held % of ownership
___________________________________ _________________________ ____________
___________________________________ _________________________ ____________
___________________________________ _________________________ ____________
___________________________________ _________________________ ____________
___________________________________ _________________________ ____________
LOAN INFORMATION
Loan Amount: $ ____________________
Type of Loan(s): Cash _______ Line of Credit _______ Mortgage _______
Purpose of Loan: _______________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
Impact Loan will have on the Business: ______________________________________________
______________________________________________________________________________
______________________________________________________________________________
Use of Loan Funds (dollar break down for major expenditures: property, equipment, inventory, renovations, vehicles, working capital, etc.)
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
Collateral Available for the Loan: ___________________________________________________
______________________________________________________________________________
______________________________________________________________________________
Loan required by: ____/____/____
How will the loan be repaid: _______________________________________________________
______________________________________________________________________________
Other Considerations: ____________________________________________________________
______________________________________________________________________________
_____________________________________________________________________________________________________________________
Form Provided by:
MOSBDC (Monmouth Ocean Small Business Development Center) aka ASBDC New Jersey at Brookdale Community College E-mail: mosbdc@brookdalecc.edu
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