Preparation of Bank Ready Business Plans

What Your Bank Ready Business Plan Preparation Can Include

1. 01 Executive Business Overview

   • Business concept and entrepreneurial vision
   • Mission, objectives and strategic priorities
   • Clear summary of the opportunity and plan

2. 02 Market & Customer Strategy

   • Target customer and market opportunity
   • Competitive landscape and differentiation
   • Customer acquisition and market positioning

3. 03 Business Model & Revenue Plan

   • Products, services and revenue streams
   • Pricing and sales assumptions
   • Business model and growth strategy

4. 04 Operations & Management Plan

   • Operating structure and key requirements
   • Management roles and staffing considerations
   • Suppliers, systems and execution resources

5. 05 Capital & Funding Requirements

   • Estimated start-up or expansion capital
   • Use of funds and capital allocation
   • Working-capital and liquidity considerations

6. 06 Financial Projections

   • Revenue, expense and profitability assumptions
   • Cash-flow planning and break-even analysis
   • Projected financial performance and key metrics

7. 07 Funding & Lender Preparation

   • Information organized for funding discussions
   • Business plan narrative and financial documentation
   • Preparation for lender, SBA or investor requirements

8. 08 Implementation Roadmap

   • Priority actions and activation milestones
   • Key decisions, dependencies and timelines
   • Recommended next steps for launching or acquiring