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    What Goes Into Business Plan Appendix?

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    Fredo Quijana
    The document discusses what types of documents and materials should be included in the appendix section of a business plan. These include credit histories, tax returns, resumes, marketing materials, reference letters, market research, competitor information, press clippings, legal documents, patents/licenses, leases, professional contacts, contracts, and financial projections. It advises organizing the appendix according to the order items are referenced in the plan, and cautions the reader to only share sensitive documents with necessary parties like creditors or investors.

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    What Goes Into Business Plan Appendix?

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    Fredo Quijana
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    The document discusses what types of documents and materials should be included in the appendix section of a business plan. These include credit histories, tax returns, resumes, marketing materials, reference letters, market research, competitor information, press clippings, legal documents, patents/licenses, leases, professional contacts, contracts, and financial projections. It advises organizing the appendix according to the order items are referenced in the plan, and cautions the reader to only share sensitive documents with necessary parties like creditors or investors.

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    The document discusses what types of documents and materials should be included in the appendix section of a business plan. These include credit histories, tax returns, resumes, marketing materials, reference letters, market research, competitor information, press clippings, legal documents, patents/licenses, leases, professional contacts, contracts, and financial projections. It advises organizing the appendix according to the order items are referenced in the plan, and cautions the reader to only share sensitive documents with necessary parties like creditors or investors.

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    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    33 views3 pages

    What Goes Into Business Plan Appendix?

    Uploaded by

    Fredo Quijana
    The document discusses what types of documents and materials should be included in the appendix section of a business plan. These include credit histories, tax returns, resumes, marketing materials, reference letters, market research, competitor information, press clippings, legal documents, patents/licenses, leases, professional contacts, contracts, and financial projections. It advises organizing the appendix according to the order items are referenced in the plan, and cautions the reader to only share sensitive documents with necessary parties like creditors or investors.

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    © All Rights Reserved
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    of 3

    What Goes Into Business Plan

    Appendix?

    Again, not everything might need to be shown to everyone who


    reads your plan, but here is a full list of items you might want to
    prepare for your appendix:

     Credit histories for both the business and its owners

     Business and personal tax returns

     Resumes of the owners and key management

     Photos of your products or their prototypes

     Samples of marketing materials, logos, and mockup ads

     Reference letters from business associates and community leaders

     Details of your market research studies

     Information about your competitors

     Press clippings about you and the business

     Any relevant news articles on your product or industry

     Legal documents such as your incorporation papers, shareholder


    certificates, etc.

     Copies of patents, permits or licenses you hold

     Copies of your property and equipment leases or rental agreements

     Contact info for your professional staff, including your accountant


    and attorney

     Contracts for current or future work

     Spreadsheets and documentation for financial projections

    The appendix will be the final section of your business plan, and just
    as with every other part, take the time to meticulously prepare these
    supporting materials, especially if you’re presenting the information
    to a potential lender or investor. The care and thoroughness you put
    into your backup documents will be a big clue to your readers about
    your general approach to business, and could help sway opinion one
    way or the other.

    The Small Business Administration suggests keeping a record of who


    has copies of your plan and what items you’ve included in the
    appendix. That way, you can update items as necessary. Do keep
    tight control over who you distribute it to. You may want to consider
    having your readers sign a Non-Disclosure Agreement, or NDA, to
    help protect the confidentiality of your information. SCORE, the
    Service Corps of Retired Executives, has a free template on its website.

    And again, because of the highly privileged nature of some of what


    you’re providing, be very particular who you share what with.
    Creditors will likely need to have access to all of your documentation,
    but more casual readers, who might just want a bit of information
    about your business, don’t need to see the appendix at all, or at most,
    just a few select items.

    How to Organize a Business Plan


    Appendix
    Because the documents substantiate the information presented in
    your business plan, it’s best to keep them in the same order as they
    are referred to in the plan. If you have more than a few pages of
    documentation in the appendix, start with a table of contents page
    that lists each section of the business plan, broken up with letters or
    Roman numerals; then list each item you’ve included in the appendix
    for that particular section.
    This will make it easier to refer to the items as you need to in the
    plan. For example, when you talk about your planned advertising
    campaign in the Sales and Marketing section, you can refer to
    “Appendix, Section IV”• for copies of what the ads may look like.

    If the appendix contains a lot of material, you can also consider using
    tabs to break it up, which will make it even easier to locate things.
    Have each document clearly labeled so readers will know exactly
    what they’re looking at when they refer to them, and make sure
    your copies are high quality, clear and legible. Do not include original
    documents.

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