Sba Business Plan Executive Summary Template
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1
2“SBA Business Plan Executive Summary”
Building & Financing Your Business with SBA
February 19, 2015 – Brookdale Community College
at Long Branch HEC
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.
th
Bring several copies on February 19
. 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
___________________________________
_________________________
____________
___________________________________
_________________________
____________
___________________________________
_________________________
____________
___________________________________
_________________________
____________
___________________________________
_________________________
____________
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Parent category: Business