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Do not do this part of your plan until you have finished those two sections.Financial documents are the records used to show past, current, and projected finances.
Revenue and expense figures are drawn from the three-year income projection.: The following (G-J) are Actual Performance (Historical) Statements.
They reflect the activity of your business in the past.
Your ledger is closed and balanced and the revenue and expense totals transferred to this statement.
Shows the condition of the business as of a fixed date.
A business plan will be the best indicator that can be used to judge your potential for success.
It should be no more than 30 to 40 pages in length, excluding supporting documents.
Include only the supporting documents that will be of immediate interest to the person examining your plan.
Keep the others with your own copy where they will be available on short notice.
Every wholesale, retail, and/or service business can benefit from the preparation of a carefully written business plan. There is an additional benefit if you do business internationally.
The following pages provide a suggested outline of the material to be included in your business plan.