Business Action Plan Page 4

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D. Plan for achieving goals
Attend business training/workshops
OSBDC
________________________________
REI of Oklahoma
_____________________
One-on-One
__________________
Various Workshops ________________________
Credit Repair
One-on-One session ________________________
Consolidate Debt
________________________
Pay off Certain Debt ________________________
Other ____________________________________
It is my goal to complete my Business Plan by: _________________
How much capital would I need to start or expand my business? $___________________
What sources of capital are available?
Small Business Loan
o
Amount: $_____________ Apply for: _____________ Close loan by: ____________
IDA match savings
o
Enroll by: _____________
Savings Amount: $_____________ Match Amount: $______________
Purchase Asset by: __________________
Personal funds $ ________________________________
o
Other: $ __
_____________________
o
E. Submit the Business Plan for Review
In order to have a completed purchase plan to request withdrawal of the IDA match funds, the business
plan must be reviewed for completeness by an agency as listed below.
Date: _____________________
_____________________________________________
(IDA Savings Partner))
Date: _____________________
_____________________________________________
(IDA Coach)
Business_Purchase_Plan_2009_07-27

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